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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 85 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 NVTS NAVITAS SEMICOND Technology 273,135.0 $2.4M 0.00% -67K -19.7% $8.77 +178.0%
1682 COFS SCHOICEONE FINL Financial Services 85,099.0 $2.4M 0.00% -49K -36.7% $28.12 +12.4%
1683 VECO VEECO INSTRUMENT Technology 70,579.0 $2.4M 0.00% NEW $33.86 +67.3%
1684 ADM ARCHER-DANIELS Consumer Defensive 32,811.0 $2.4M 0.00% -205K -86.2% $72.69 +6.1%
1685 PDD CALL PDD HOLDINGS INC Consumer Cyclical 23,300.0 $2.4M 0.00% +14K +156.0% $102.18 -4.3%
1686 ACTIVATE ENERG-A 240,000.0 $2.4M 0.00% NEW $9.89
1687 FE FIRSTENERGY CORP Utilities 46,809.0 $2.4M 0.00% -1.3M -96.4% $50.66 -10.2%
1688 SPXC SPX TECHNOLOGIES Industrials 11,844.0 $2.4M 0.00% +2K +16.0% $199.94 +2.8%
1689 URBN URBAN OUTFITTER Consumer Cyclical 37,376.0 $2.4M 0.00% -291K -88.6% $63.35 +13.1%
1690 STE STERIS PLC Healthcare 10,680.0 $2.4M 0.00% -107K -90.9% $221.13 -2.3%
1691 MNSB MAINSTREET BANCS Financial Services 106,225.0 $2.4M 0.00% +62K +139.9% $22.20 +4.4%
1692 TLK TELEKOMUNIKA-ADR Communication Services 126,202.0 $2.4M 0.00% NEW $18.68 -6.6%
1693 HLLY HOLLEY INC Consumer Cyclical 767,708.0 $2.4M 0.00% -524K -40.6% $3.07 -20.5%
1694 UHS UNIVERSAL HLTH-B Healthcare 13,149.0 $2.4M 0.00% -3K -19.8% $178.97 -8.2%
1695 MEI METHODE ELEC Technology 425,467.0 $2.3M 0.00% -11K -2.5% $5.52 +95.3%
1696 BCRX BIOCRYST PHARM Healthcare 246,477.0 $2.3M 0.00% NEW $9.52 -12.1%
1697 ENGENE THERAPEUT 343,928.0 $2.3M 0.00% NEW $6.81
1698 JAZZ JAZZ PHARMACEUTI Healthcare 12,376.0 $2.3M 0.00% -1K -7.8% $189.05 +26.6%
1699 NMRA NEUMORA THERAPEU Healthcare 1,195,310.0 $2.3M 0.00% +612K +104.8% $1.95 -5.1%
1700 GORO GOLD RESOURCE CO Basic Materials 1,941,955.0 $2.3M 0.00% +1.1M +122.3% $1.20 +7.5%
Page 85 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%