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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 74 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 DLB DOLBY LABORATO-A Technology 60,931.0 $3.7M 0.00% -185K -75.3% $60.06 -10.0%
1462 ABSI ABSCI CORP Healthcare 1,219,052.0 $3.7M 0.00% NEW $3.00 +69.7%
1463 AR ANTERO RESOURCES Energy 86,168.0 $3.7M 0.00% -402K -82.4% $42.44 -12.7%
1464 SKEENA RESOURCES 122,980.0 $3.7M 0.00% NEW $29.72
1465 RYANAIR HLDG-ADR 63,100.0 $3.6M 0.00% +24K +60.1% $57.80
1466 KN KNOWLES CORP Technology 141,574.0 $3.6M 0.00% -64K -31.3% $25.68 +37.2%
1467 IVA INVENTIVA SA-ADR Healthcare 654,211.0 $3.6M 0.00% +482K +280.1% $5.55 -6.1%
1468 IVT INVENTRUST PROPE Real Estate 119,155.0 $3.6M 0.00% NEW $30.46 +7.6%
1469 PTRN PATTERN GROUP-A Technology 291,823.0 $3.6M 0.00% +158K +118.2% $12.43 +41.4%
1470 FELE FRANKLIN ELEC CO Industrials 39,255.0 $3.6M 0.00% NEW $92.17 +4.9%
1471 NRG NRG ENERGY Utilities 24,702.0 $3.6M 0.00% -211K -89.5% $146.14 -6.3%
1472 SVV SAVERS VALUE VIL Consumer Cyclical 484,862.0 $3.6M 0.00% -522K -51.9% $7.44 +6.2%
1473 MRNA CALL MODERNA INC Healthcare 70,900.0 $3.6M 0.00% +67K +1718.0% $50.80 -7.0%
1474 MTRX MATRIX SERVICE Industrials 313,296.0 $3.6M 0.00% +282K +895.5% $11.48 +9.1%
1475 AG FIRST MAJESTIC S Basic Materials 167,013.0 $3.6M 0.00% NEW $21.48 -7.4%
1476 OMF ONEMAIN HOLDINGS Financial Services 67,005.0 $3.6M 0.00% NEW $53.49 +0.5%
1477 PINNACLE FINANCI 41,395.0 $3.6M 0.00% NEW $86.14
1478 CVI CVR ENERGY INC Energy 105,925.0 $3.6M 0.00% NEW $33.65 -5.4%
1479 BNL BROADSTONE NET Real Estate 194,855.0 $3.6M 0.00% NEW $18.27 +11.7%
1480 HPE HEWLETT PACKA Technology 148,155.0 $3.5M 0.00% +35K +31.3% $23.81 +42.7%
Page 74 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%