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Portfolio (Quarterly) Guide ↗

MARSHALL WACE, LLP

· CIK 0001318757
13F Portfolio $100.4B AUM 6,623 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 928 New 1171 Added 969 Reduced 697 Exited
Page 67 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ASYS AMTECH SYS INC Technology 417,076.0 $4.9M 0.01% +64K +18.3% $11.68 +79.4%
1322 LPL LG DISPLAY-ADR Technology 1,249,450.0 $4.8M 0.01% +657K +110.8% $3.88 +27.3%
1323 LINEAGE CELL THE 3,065,033.0 $4.8M 0.01% +1.7M +125.0% $1.58
1324 PALISADE BIO INC 2,754,403.0 $4.8M 0.01% NEW $1.75
1325 EGHT 8X8 INC Technology 2,898,685.0 $4.8M 0.01% +2.3M +357.8% $1.66 +28.3%
1326 EPC EDGEWELL PERSONA Consumer Defensive 225,325.0 $4.8M 0.01% +188K +500.9% $21.34 -18.6%
1327 EBS EMERGENT BIOSOLU Healthcare 577,734.0 $4.8M 0.01% -166K -22.3% $8.30 +0.8%
1328 LTC LTC PROPERTIES Real Estate 128,538.0 $4.8M 0.01% -112K -46.5% $37.16 +4.0%
1329 IHI ISHARES U.S. MED 89,493.0 $4.8M 0.01% NEW $53.35 -5.3%
1330 ANNX ANNEXON INC Healthcare 861,475.0 $4.8M 0.01% +340K +65.3% $5.54 -1.8%
1331 MIAMI INTERNATIO 122,619.0 $4.8M 0.01% NEW $38.92
1332 XRX XEROX HOLDINGS C Technology 3,694,481.0 $4.8M 0.01% +611K +19.8% $1.29 +96.9%
1333 VAC MARRIOTT VACATIO Consumer Cyclical 73,133.0 $4.8M 0.01% +70K +2002.7% $65.12 +13.5%
1334 LOAR LOAR HOLDINGS IN Industrials 82,991.0 $4.8M 0.01% +2K +3.0% $57.29 +9.2%
1335 TRX GOLD CORP 3,159,119.0 $4.7M 0.01% +1.4M +75.3% $1.50
1336 FLIN FNK FTSE INDIA 142,567.0 $4.7M 0.01% NEW $33.22 +3.6%
1337 MEDP MEDPACE HOLDINGS Healthcare 9,853.0 $4.7M 0.01% -35K -78.1% $480.19 -10.4%
1338 NFGC NEW FOUND GOLD C Basic Materials 2,437,006.0 $4.7M 0.01% +1.9M +357.4% $1.94 -0.5%
1339 VRNS VARONIS SYSTEMS Technology 219,952.0 $4.7M 0.01% +66K +42.5% $21.47 +44.9%
1340 SHC SOTERA HEALTH CO Healthcare 327,298.0 $4.7M 0.01% +87K +36.3% $14.34 +8.4%
Page 67 of 157  ·  3,130 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Consumer Cyclical 16.0%
Healthcare 14.1%
Financial Services 9.9%
Industrials 7.6%
Communication Services 6.4%
Energy 5.6%
Consumer Defensive 5.0%
Basic Materials 2.7%
Utilities 2.3%