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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 8 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LIN LINDE PLC Basic Materials 230,895.0 $114.5M 0.11% -145K -38.6% $495.80 +3.2%
142 KMB KIMBERLY-CLARK Consumer Defensive 1,182,430.0 $114.1M 0.11% -472K -28.5% $96.47 +0.2%
143 HII HUNTINGTON INGAL Industrials 299,240.0 $113.7M 0.11% -53K -15.0% $379.90 -11.3%
144 BTSG BRIGHTSPRING HEA Healthcare 2,654,358.0 $113.1M 0.11% +967K +57.3% $42.61 +35.9%
145 SEA LTD 115,500,000.0 $113.1M 0.11% $0.98
146 C PUT CITIGROUP INC Financial Services 995,000.0 $112.8M 0.11% NEW $113.41 +8.8%
147 CAH CARDINAL HEALTH Healthcare 533,972.0 $112.8M 0.11% -417K -43.9% $211.31 -7.6%
148 AMD PUT ADV MICRO DEVICE Technology 553,700.0 $112.6M 0.11% +355K +179.1% $203.43 +108.5%
149 NVO NOVO-NORDISK-ADR Healthcare 3,046,611.0 $112.0M 0.11% +2.5M +459.5% $36.75 +24.6%
150 AMGN AMGEN INC Healthcare 316,917.0 $111.5M 0.11% +218K +220.6% $351.85 -7.3%
151 GAMESTOP CORP-A 4,834,476.0 $111.4M 0.11% +1.4M +41.6% $23.04
152 UPS UNITED PARCEL-B Industrials 1,129,844.0 $111.2M 0.11% +867K +329.1% $98.38 +0.0%
153 XLC PUT COMM SERV SELECT 999,000.0 $110.7M 0.11% NEW $110.86 +4.7%
154 BC BRUNSWICK CORP Consumer Cyclical 1,493,524.0 $108.7M 0.11% -428K -22.3% $72.76 +6.6%
155 SMH PUT MARKET VECTORS S 282,400.0 $108.3M 0.11% -1.5M -84.5% $383.40 +45.1%
156 CRM SALESFORCE INC Technology 578,847.0 $108.1M 0.11% -353K -37.9% $186.67 -10.2%
157 XLB SPDR-MATERIALS 2,146,422.0 $107.3M 0.11% NEW $49.97 +0.7%
158 RIG TRANSOCEAN LTD Energy 16,043,764.0 $106.4M 0.11% +16.0M +10000.0% $6.63 +4.2%
159 APD AIR PRODS & CHEM Basic Materials 363,511.0 $105.6M 0.10% NEW $290.49 +1.7%
160 MRSH MARSH & MCLENNAN Financial Services 605,053.0 $104.9M 0.10% +503K +490.7% $173.45 -7.7%
Page 8 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%