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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 77 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 RARE ULTRAGENYX PHARM Healthcare 157,526.0 $3.3M 0.00% +85K +118.3% $20.95 +11.6%
1522 SWBI SMITH & WESSON B Industrials 229,755.0 $3.3M 0.00% +145K +169.9% $14.33 +5.5%
1523 GSIT GSI TECHNOLOGY Technology 639,027.0 $3.3M 0.00% -88K -12.1% $5.14 +80.4%
1524 FSM FORTUNA MINING C Basic Materials 330,279.0 $3.3M 0.00% NEW $9.93 -5.1%
1525 KALV KALVISTA PHARMAC Healthcare 162,908.0 $3.3M 0.00% NEW $20.13 +33.0%
1526 PBH PRESTIGE CONSUME Healthcare 55,252.0 $3.3M 0.00% NEW $59.27 -18.6%
1527 ERO ERO COPPER CORP Basic Materials 122,534.0 $3.3M 0.00% NEW $26.67 +0.2%
1528 IYM ISHARES-DJ BSC M 18,576.0 $3.3M 0.00% NEW $175.92 +2.5%
1529 SAIC SCIENCE APPLICAT Technology 34,085.0 $3.2M 0.00% NEW $94.92 +1.7%
1530 NOVA MINERAL-ADR 549,801.0 $3.2M 0.00% NEW $5.87
1531 TBLA TABOOLA.COM LTD Communication Services 1,040,939.0 $3.2M 0.00% +171K +19.7% $3.10 +59.0%
1532 HELE HELEN OF TROY Consumer Defensive 223,397.0 $3.2M 0.00% +67K +43.1% $14.42 +71.9%
1533 ARTNA ARTESIAN RES-A Utilities 100,715.0 $3.2M 0.00% +49K +93.6% $31.85 +1.5%
1534 OLN OLIN CORP Basic Materials 107,320.0 $3.2M 0.00% -104K -49.2% $29.73 -12.5%
1535 WD WALKER & DUNLOP Financial Services 71,685.0 $3.2M 0.00% +37K +105.9% $44.38 +12.1%
1536 COHU COHU INC Technology 103,701.0 $3.2M 0.00% +53K +106.3% $30.62 +49.1%
1537 EPI WISDOMTREE INDIA 77,774.0 $3.2M 0.00% NEW $40.80 +3.2%
1538 OSS ONE STOP SYSTEMS Technology 418,978.0 $3.2M 0.00% +145K +53.0% $7.57 +118.1%
1539 T AT&T INC Communication Services 109,146.0 $3.2M 0.00% -2.5M -95.8% $28.99 -14.0%
1540 CALL BERKSHIRE HATH-B 6,600.0 $3.2M 0.00% +6K +1550.0% $479.20
Page 77 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%