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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 91 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 AAOI CALL APPLIED OPTOELEC Technology 23,100.0 $2.0M 0.00% +20K +600.0% $84.59 +114.6%
1802 PM PHILIP MORRIS IN Consumer Defensive 11,780.0 $1.9M 0.00% NEW $165.34 +14.3%
1803 XPO XPO INC Industrials 10,010.0 $1.9M 0.00% +336.0 +3.5% $194.55 +4.3%
1804 HLIO HELIOS TECHNOLOG Industrials 30,037.0 $1.9M 0.00% -41K -57.6% $64.71 +22.3%
1805 PURSUIT ATTRACTI 52,750.0 $1.9M 0.00% -6K -9.8% $36.63
1806 AVALO THERAPEUTI 129,136.0 $1.9M 0.00% -378K -74.6% $14.93
1807 CMCL CALEDONIA MINING Basic Materials 85,269.0 $1.9M 0.00% NEW $22.59 +0.9%
1808 PICS NV 183,822.0 $1.9M 0.00% NEW $10.45
1809 USPH US PHYSICAL THER Healthcare 25,563.0 $1.9M 0.00% +18K +231.2% $74.96 -17.3%
1810 SANA SANA BIOTECHNOLO Healthcare 664,457.0 $1.9M 0.00% +576K +648.4% $2.88 +6.6%
1811 OEC ORION SA Basic Materials 294,163.0 $1.9M 0.00% +225K +323.1% $6.50 +8.0%
1812 PRGO PERRIGO CO PLC Healthcare 177,920.0 $1.9M 0.00% NEW $10.74 +4.5%
1813 EEFT EURONET WORLDWID Technology 28,739.0 $1.9M 0.00% +24K +479.6% $66.37 -0.3%
1814 SILC SILICOM LTD Technology 89,827.0 $1.9M 0.00% NEW $21.10 +114.8%
1815 LARGO INC 1,691,500.0 $1.9M 0.00% +773K +84.2% $1.12
1816 SJT SAN JUAN BASIN Energy 393,635.0 $1.9M 0.00% NEW $4.81 -15.0%
1817 BGS B&G FOODS INC Consumer Defensive 393,119.0 $1.9M 0.00% -50K -11.3% $4.81 -13.3%
1818 BA CALL BOEING CO/THE Industrials 9,500.0 $1.9M 0.00% +7K +352.4% $199.03 +10.0%
1819 TTMI TTM TECHNOLOGIES Technology 19,404.0 $1.9M 0.00% NEW $97.42 +94.9%
1820 MSGE SPHERE ENTERTAIN Communication Services 16,066.0 $1.9M 0.00% -151K -90.4% $117.40 -40.7%
Page 91 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%