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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 12 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LNTH LANTHEUS HOLDING Healthcare 611,747.0 $46.4M 0.05% +379K +162.9% $75.85 +22.5%
222 HRI HERC HOLDINGS IN Industrials 462,629.0 $46.1M 0.05% +370K +402.0% $99.55 +28.9%
223 TLT PUT ISHARES-LEH 20 526,100.0 $45.6M 0.04% +227K +76.0% $86.69 -4.2%
224 TRMB TRIMBLE INC Technology 693,302.0 $45.2M 0.04% +292K +72.9% $65.23 -16.4%
225 FIGR FIGURE TECHNOL-A Financial Services 1,330,147.0 $45.2M 0.04% +1.3M +4547.6% $33.95 +7.0%
226 WDAY WORKDAY INC-A Technology 346,470.0 $45.0M 0.04% +212K +157.8% $129.92 -0.4%
227 TREX TREX CO INC Industrials 1,235,056.0 $45.0M 0.04% +1.1M +793.3% $36.42 -0.5%
228 EMBJ EMBRAER SA-ADR Industrials 753,342.0 $44.7M 0.04% +609K +422.6% $59.34 -8.5%
229 TW TRADEWEB MARKE-A Financial Services 377,441.0 $44.4M 0.04% +158K +72.3% $117.66 -5.8%
230 EEM CALL ISHARES MSCI EME 780,600.0 $44.3M 0.04% +24K +3.1% $56.79 +13.2%
231 RVLV REVOLVE GROUP IN Consumer Cyclical 1,950,751.0 $44.1M 0.04% +461K +31.0% $22.61 -18.6%
232 ONDS ONDAS INC Technology 4,873,710.0 $44.1M 0.04% +1.4M +42.1% $9.04 +0.9%
233 PUT BLOCK INC 732,000.0 $44.1M 0.04% +732K +10000.0% $60.18
234 HUBS HUBSPOT INC Technology 180,435.0 $44.0M 0.04% +117K +184.8% $244.10 -14.7%
235 AWK AMERICAN WATER W Utilities 320,317.0 $43.6M 0.04% +301K +1553.8% $136.09 -8.8%
236 CYTK CYTOKINETICS INC Healthcare 656,608.0 $43.3M 0.04% +320K +94.8% $65.91 +16.0%
237 AMD CALL ADV MICRO DEVICE Technology 211,700.0 $43.1M 0.04% +210K +10000.0% $203.43 +103.5%
238 ONON ON HOLDING AG-A Consumer Cyclical 1,264,008.0 $43.0M 0.04% +556K +78.6% $34.02 +9.8%
239 NEM PUT NEWMONT CORP Basic Materials 392,300.0 $42.5M 0.04% +392K +10000.0% $108.25 -2.9%
240 BUNGE GLOBAL SA 332,640.0 $42.3M 0.04% +106K +46.9% $127.20
Page 12 of 59  ·  1,171 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%