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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 14 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DAL DELTA AIR LI Industrials 570,650.0 $37.9M 0.04% +503K +744.2% $66.48 +1.9%
262 LPX LOUISIANA-PACIFI Basic Materials 512,081.0 $37.3M 0.04% +385K +301.4% $72.75 -7.9%
263 SWKS SKYWORKS SOLUTIO Technology 694,914.0 $37.2M 0.04% +577K +491.8% $53.55 +31.4%
264 AME AMETEK INC Industrials 173,270.0 $37.1M 0.04% +28K +19.0% $214.36 +4.8%
265 RDY DR. REDDY'S LABO Healthcare 2,664,306.0 $36.9M 0.04% +2.1M +416.1% $13.85 -2.9%
266 EMXC ISHARES EX CHINA 467,057.0 $36.7M 0.04% +455K +3684.6% $78.66 +19.8%
267 ZETA ZETA GLOBAL HO-A Technology 2,301,757.0 $36.6M 0.04% +492K +27.2% $15.92 +14.9%
268 PETROBR-SP P ADR 1,950,107.0 $36.6M 0.04% +1.9M +2666.5% $18.75
269 WU WESTERN UNION Financial Services 4,135,618.0 $36.1M 0.04% +395K +10.6% $8.73 -4.6%
270 CLX CLOROX CO Consumer Defensive 347,409.0 $36.0M 0.04% +344K +10000.0% $103.63 -10.7%
271 ETORO GROUP LT-A 1,190,361.0 $35.7M 0.04% +555K +87.3% $30.03
272 UNP UNION PAC CORP Industrials 147,000.0 $35.7M 0.04% +123K +523.5% $242.62 +11.9%
273 ALKS ALKERMES PLC Healthcare 999,322.0 $35.3M 0.04% +869K +669.3% $35.36 +4.6%
274 INVA INNOVIVA INC Healthcare 1,504,411.0 $35.1M 0.04% +113K +8.1% $23.30 -6.7%
275 GGG GRACO INC Industrials 407,645.0 $34.5M 0.03% +12K +3.0% $84.65 -11.0%
276 ZM ZOOM COMMUNICATI Technology 427,997.0 $34.4M 0.03% +398K +1317.7% $80.39 +21.1%
277 SAP SAP SE-SPONS ADR Technology 197,391.0 $33.8M 0.03% +55K +38.5% $171.21 +4.4%
278 MDLZ MONDELEZ INTER-A Consumer Defensive 582,629.0 $33.6M 0.03% +549K +1612.0% $57.64 +6.3%
279 CIFR CIPHER DIGITAL I Financial Services 2,604,656.0 $33.5M 0.03% +179K +7.4% $12.87 +46.1%
280 TECHNIPFMC PLC 484,231.0 $33.5M 0.03% +395K +442.7% $69.13
Page 14 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%