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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 18 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 OKEANIS ECO TANK 492,018.0 $24.9M 0.03% +170K +52.6% $50.59
342 BBIO BRIDGEBIO PHARMA Healthcare 334,382.0 $24.8M 0.03% +260K +347.7% $74.26 -8.1%
343 GTY GETTY REALTY Real Estate 779,576.0 $24.8M 0.03% +142K +22.2% $31.80 +2.7%
344 COLL COLLEGIUM PHARMA Healthcare 748,812.0 $24.8M 0.03% +256K +52.1% $33.07 +1.7%
345 SQM QUIMICA Y-SP ADR Basic Materials 305,110.0 $24.7M 0.03% +148K +94.2% $80.94 -0.6%
346 PPL PPL CORP Utilities 645,988.0 $24.7M 0.03% +617K +2139.9% $38.20 -7.7%
347 APOS APOLLO GLOBAL MA Financial Services 220,883.0 $24.6M 0.03% +216K +4666.6% $111.42 -76.7%
348 ALLY ALLY FINANCIAL I Financial Services 620,108.0 $24.3M 0.02% +586K +1726.4% $39.23 +8.6%
349 AEIS ADV ENERGY INDS Industrials 75,271.0 $24.3M 0.02% +67K +781.4% $322.71 -3.0%
350 ASML PUT ASML HOLDING-NY Technology 18,000.0 $23.8M 0.02% +12K +200.0% $1320.83 +17.4%
351 CMCSA PUT COMCAST CORP-A Communication Services 827,900.0 $23.8M 0.02% +828K +10000.0% $28.71 -13.6%
352 NOV NOV INC Energy 1,263,436.0 $23.8M 0.02% +572K +82.7% $18.81 +11.4%
353 GLUE MONTE ROSA THERA Healthcare 1,433,152.0 $23.6M 0.02% +1.0M +259.3% $16.45 +6.9%
354 SXT SENSIENT TECHNOL Basic Materials 271,160.0 $23.4M 0.02% +64K +31.1% $86.44 +32.0%
355 AVGO PUT BROADCOM INC Technology 75,600.0 $23.4M 0.02% +30K +65.4% $309.51 +35.0%
356 CTRA COTERRA ENERGY I Energy 665,800.0 $23.4M 0.02% +415K +165.8% $35.14 -7.3%
357 ALGM ALLEGRO MICROSYS Technology 739,780.0 $23.3M 0.02% +25K +3.5% $31.53 +40.6%
358 PAR PAR TECHNOLOGY Technology 1,742,107.0 $23.2M 0.02% +1.4M +404.9% $13.33 +5.0%
359 AMR ALPHA METALLURGI Energy 113,100.0 $23.2M 0.02% +62K +121.7% $205.27 -14.9%
360 EFX EQUIFAX INC Industrials 128,193.0 $23.1M 0.02% +69K +115.3% $180.07 -10.7%
Page 18 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%