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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 75 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 MMYT MAKEMYTRIP LTD Consumer Cyclical 94,510.0 $3.5M 0.00% +90K +2148.1% $37.29 +15.3%
1482 BKV BKV CORPORATION Energy 123,557.0 $3.5M 0.00% NEW $28.52 +0.1%
1483 RCL CALL ROYAL CARIBBEAN Consumer Cyclical 12,800.0 $3.5M 0.00% +13K +6300.0% $275.18 -7.7%
1484 AVPT AVEPOINT INC Technology 370,323.0 $3.5M 0.00% +306K +476.8% $9.51 +7.7%
1485 NIC NICOLET BANKSHAR Financial Services 23,672.0 $3.5M 0.00% -12K -33.6% $148.62 -4.2%
1486 PUK PRUDENTIAL-ADR Financial Services 123,579.0 $3.5M 0.00% NEW $28.43 +9.9%
1487 FSLR PUT FIRST SOLAR INC Energy 17,800.0 $3.5M 0.00% +2K +11.9% $197.26 +26.2%
1488 WPM WHEATON PRECIOUS Basic Materials 26,800.0 $3.5M 0.00% -245K -90.1% $131.01 -2.9%
1489 DAC DANAOS CORP Industrials 31,115.0 $3.5M 0.00% +17K +128.1% $112.64 +17.8%
1490 EZU ISHARES-EMU INDX 55,913.0 $3.5M 0.00% NEW $62.64 +9.0%
1491 ACHC ACADIA HEALTHCAR Healthcare 149,196.0 $3.5M 0.00% -321K -68.3% $23.39 -1.6%
1492 BAH BOOZ ALLEN HAMIL Industrials 44,680.0 $3.5M 0.00% NEW $78.03 -2.2%
1493 MX MAGNACHIP SEMICO Technology 1,244,622.0 $3.5M 0.00% -41K -3.2% $2.80 +105.7%
1494 ESQ ESQUIRE FINANCIA Financial Services 32,349.0 $3.5M 0.00% NEW $107.50 +3.3%
1495 GPRK GEOPARK LTD Energy 366,049.0 $3.5M 0.00% +161K +78.9% $9.50 +2.2%
1496 IMPERIAL PETROL 806,621.0 $3.5M 0.00% +777K +2644.8% $4.28
1497 MPTI M-TRON INDUS Technology 51,593.0 $3.4M 0.00% +36K +230.8% $66.85 +19.0%
1498 ICUI ICU MEDICAL Healthcare 26,687.0 $3.4M 0.00% +25K +1679.1% $129.15 +1.7%
1499 WMT CALL WALMART INC Consumer Defensive 27,700.0 $3.4M 0.00% -129K -82.3% $124.28 +5.3%
1500 GANX GAIN THERAPEUTIC Healthcare 1,769,788.0 $3.4M 0.00% +107K +6.5% $1.94 -9.8%
Page 75 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%