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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 73 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 ATLX ATLAS LITHIUM IN Basic Materials 862,443.0 $3.8M 0.00% +248K +40.4% $4.35 +0.9%
1442 QTWO Q2 HOLDINGS INC Technology 79,297.0 $3.8M 0.00% +22K +37.4% $47.30 -0.5%
1443 CLFD CLEARFIELD INC Technology 141,659.0 $3.7M 0.00% -11K -7.2% $26.47 +61.6%
1444 STTK SHATTUCK LABS IN Healthcare 581,471.0 $3.7M 0.00% +92K +18.7% $6.43 -4.0%
1445 WCN WASTE CONNECTION Industrials 22,982.0 $3.7M 0.00% -318K -93.2% $162.44 -3.4%
1446 NVDA CALL NVIDIA CORP Technology 21,400.0 $3.7M 0.00% +9K +71.2% $174.40 +25.9%
1447 LBRDA LIBERTY BR-A Communication Services 74,303.0 $3.7M 0.00% +700.0 +0.9% $50.22 -30.7%
1448 EMBC EMBECTA CORP Healthcare 421,273.0 $3.7M 0.00% +349K +482.3% $8.84 -62.4%
1449 CENT CENTRAL GARDEN Consumer Defensive 100,995.0 $3.7M 0.00% +25K +32.3% $36.77 +5.0%
1450 MTN VAIL RESORTS Consumer Cyclical 28,933.0 $3.7M 0.00% +15K +113.3% $128.32 -1.1%
1451 LXRX LEXICON PHARMACE Healthcare 2,376,304.0 $3.7M 0.00% +1.1M +88.2% $1.56 +42.9%
1452 NTAP NETAPP INC Technology 36,176.0 $3.7M 0.00% +32K +754.2% $102.39 +21.1%
1453 AIOT POWERFLEET INC Technology 1,198,563.0 $3.7M 0.00% +133K +12.5% $3.08 +6.5%
1454 CRESCENT BIOPHAR 200,780.0 $3.7M 0.00% +179K +819.9% $18.37
1455 MMS MAXIMUS INC Industrials 57,521.0 $3.7M 0.00% NEW $64.10 -4.2%
1456 ABG ASBURY AUTO GRP Consumer Cyclical 18,846.0 $3.7M 0.00% +8K +81.3% $195.41 -5.1%
1457 AROW ARROW FINL CORP Financial Services 109,416.0 $3.7M 0.00% +59K +117.2% $33.57 +9.5%
1458 GKOS GLAUKOS CORP Healthcare 34,099.0 $3.7M 0.00% +27K +370.7% $107.66 +29.1%
1459 ZWS ZURN ELKAY WATER Industrials 81,752.0 $3.7M 0.00% +73K +847.5% $44.84 +6.6%
1460 OFRM ONCE UPON A FARM Consumer Defensive 223,931.0 $3.7M 0.00% NEW $16.35 -4.0%
Page 73 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%