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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 22 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 JBLU JETBLUE AIRWAYS Industrials 3,672,659.0 $16.2M 0.02% +3.1M +534.2% $4.42 -0.9%
422 UCTT ULTRA CLEAN HOLD Technology 259,852.0 $16.2M 0.02% +146K +129.0% $62.18 +23.8%
423 ALTO ALTO INGREDIENTS Basic Materials 3,337,356.0 $16.2M 0.02% +2.2M +189.2% $4.84 -3.5%
424 SSNC SS&C TECHNOLOGIE Technology 238,809.0 $16.1M 0.02% +216K +927.4% $67.57 -2.0%
425 FSLR FIRST SOLAR INC Energy 81,716.0 $16.1M 0.02% +68K +495.6% $197.26 +12.4%
426 BRO BROWN & BROWN Financial Services 246,349.0 $16.1M 0.02% +238K +2822.6% $65.21 -11.9%
427 STX PUT SEAGATE TECHNOLO Technology 41,000.0 $16.1M 0.02% +32K +355.6% $391.76 +87.2%
428 TDUP THREDUP- CLASS A Consumer Cyclical 4,896,633.0 $16.1M 0.02% +71K +1.5% $3.28 +23.5%
429 IRWD IRONWOOD PHARMAC Healthcare 4,525,064.0 $15.9M 0.02% +101K +2.3% $3.51 +4.6%
430 SRPT SAREPTA THERAPEU Healthcare 725,068.0 $15.8M 0.02% +582K +405.3% $21.76 -23.5%
431 WY WEYERHAEUSER CO Real Estate 641,125.0 $15.7M 0.02% +430K +203.1% $24.43 -6.3%
432 SEALED AIR CORP 371,372.0 $15.6M 0.02% +194K +109.4% $42.05
433 TOWN TOWNE BANK Financial Services 455,583.0 $15.3M 0.01% +257K +130.0% $33.67 +1.2%
434 CI THE CIGNA GROUP Healthcare 57,180.0 $15.3M 0.01% +56K +6197.4% $266.75 +9.2%
435 LRCX CALL LAM RESEARCH Technology 71,100.0 $15.2M 0.01% +58K +426.7% $213.66 +28.0%
436 AAOI APPLIED OPTOELEC Technology 179,422.0 $15.2M 0.01% +119K +195.1% $84.59 +95.4%
437 AGIO AGIOS PHARMACEUT Healthcare 448,118.0 $15.2M 0.01% +94K +26.7% $33.83 -15.8%
438 FXI CALL ISHARES CHINA LA 420,200.0 $15.1M 0.01% +319K +314.0% $35.90 +0.9%
439 DRD DRDGOLD LTD-ADR Basic Materials 511,928.0 $15.0M 0.01% +120K +30.7% $29.37 -12.4%
440 HIMS HIMS & HERS HEAL Healthcare 724,227.0 $15.0M 0.01% +718K +10000.0% $20.76 +8.1%
Page 22 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%