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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 15 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 INTC PUT INTEL CORP Technology 757,000.0 $33.4M 0.03% +613K +424.6% $44.13 +151.1%
282 OKTA OKTA INC Technology 422,737.0 $33.3M 0.03% +75K +21.6% $78.71 +8.9%
283 INFY INFOSYS LTD-ADR Technology 2,457,842.0 $33.2M 0.03% +1.5M +152.8% $13.51 -5.8%
284 IGV PUT ISHARES EXPANDED 411,900.0 $33.0M 0.03% +409K +10000.0% $80.05 +16.6%
285 PAYC PAYCOM SOFTWARE Technology 269,884.0 $32.8M 0.03% +159K +144.0% $121.54 +16.2%
286 EOSE EOS ENERGY ENTER Industrials 6,611,495.0 $32.8M 0.03% +6.4M +3529.4% $4.96 +38.7%
287 CINF CINCINNATI FIN Financial Services 206,614.0 $32.5M 0.03% +158K +328.7% $157.35 +6.7%
288 IMNM IMMUNOME INC Healthcare 1,480,788.0 $32.4M 0.03% +744K +100.9% $21.87 -10.1%
289 HOOD PUT ROBINHOOD MARK-A Financial Services 466,200.0 $32.3M 0.03% +368K +374.8% $69.30 +7.0%
290 TME TENCENT MUSI-ADR Communication Services 3,456,970.0 $32.1M 0.03% +3.4M +3139.9% $9.28 -1.5%
291 MSGS MADISON SQUARE G Communication Services 99,192.0 $31.9M 0.03% +63K +176.0% $321.40 +9.9%
292 INDA ISHARES MSCI IND 678,831.0 $31.8M 0.03% +631K +1310.6% $46.84 +2.5%
293 QIAGEN NV 789,998.0 $31.6M 0.03% +484K +158.0% $40.03
294 HTHT H WORLD GROU-ADR Consumer Cyclical 627,092.0 $31.5M 0.03% +155K +32.9% $50.29 -8.6%
295 PTCT PTC THERAPEUTICS Healthcare 460,638.0 $31.4M 0.03% +213K +85.9% $68.13 +3.0%
296 RLMD RELMADA THERAPEU Healthcare 4,481,606.0 $31.2M 0.03% +1.3M +40.5% $6.96 +1.0%
297 SIMO SILICON MOTI-ADR Technology 276,600.0 $31.1M 0.03% +144K +108.5% $112.29 +125.2%
298 FSLR CALL FIRST SOLAR INC Energy 156,900.0 $31.0M 0.03% +34K +27.7% $197.26 +12.4%
299 ARX ACCELERANT HOL-A Financial Services 2,274,152.0 $30.4M 0.03% +1.9M +553.2% $13.36 +24.9%
300 GXO GXO LOGISTIC Industrials 583,773.0 $30.3M 0.03% +572K +4961.8% $51.85 -12.2%
Page 15 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%