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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 21 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NRGV ENERGY VAULT HOL Utilities 5,491,749.0 $18.1M 0.02% +2.3M +71.9% $3.30 +46.7%
402 TXRH TEXAS ROADHOUS Consumer Cyclical 109,466.0 $18.1M 0.02% +104K +1762.9% $165.14 +5.3%
403 IFS INTERCORP FINANC Financial Services 360,087.0 $18.1M 0.02% +54K +17.4% $50.20 -7.1%
404 WBI WATERBRIDGE IN-A Energy 672,990.0 $18.0M 0.02% +518K +334.6% $26.79 +14.6%
405 BAC PUT BANK OF AMERICA Financial Services 367,000.0 $17.9M 0.02% +366K +10000.0% $48.75 +5.1%
406 RYAN RYAN SPECIALTY H Financial Services 523,515.0 $17.7M 0.02% +507K +3016.2% $33.74 +0.1%
407 CRM CALL SALESFORCE INC Technology 94,500.0 $17.6M 0.02% +94K +9350.0% $186.67 -3.9%
408 CHAGEE HOLDINGS 1,889,576.0 $17.6M 0.02% +1.4M +306.4% $9.31
409 TLN TALEN ENERGY COR Utilities 54,929.0 $17.5M 0.02% +31K +128.4% $319.23 -1.5%
410 BIPC BROOKFIELD INFRA Utilities 443,114.0 $17.5M 0.02% +437K +6747.7% $39.52 +5.1%
411 PHG KONINKLIJKE P-NY Healthcare 638,249.0 $17.5M 0.02% +504K +376.3% $27.40 -4.9%
412 PRCT PROCEPT BIOROBOT Healthcare 698,232.0 $17.5M 0.02% +481K +221.1% $25.01 +3.6%
413 BRZE BRAZE INC-A Technology 727,852.0 $17.2M 0.02% +23K +3.3% $23.61 -3.3%
414 GNRC GENERAC HOLDINGS Industrials 86,892.0 $17.0M 0.02% +52K +148.8% $195.33 +24.9%
415 FBIN FORTUNE BRANDS I Industrials 426,950.0 $16.6M 0.02% +331K +345.4% $38.97 -14.3%
416 EBC EASTERN BANKSHAR Financial Services 846,973.0 $16.6M 0.02% +405K +91.6% $19.56 -1.7%
417 CBRL CRACKER BARREL Consumer Cyclical 586,849.0 $16.5M 0.02% +381K +185.3% $28.11 +6.7%
418 XLF SPDR-FINL SELECT 332,500.0 $16.4M 0.02% +217K +186.9% $49.37 +4.6%
419 ALKT ALKAMI TECHNOLOG Technology 1,040,206.0 $16.3M 0.02% +868K +502.8% $15.67 +7.5%
420 PAYO PAYONEER GLOBAL Technology 3,365,534.0 $16.3M 0.02% +2.0M +146.9% $4.83 -0.6%
Page 21 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%