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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 23 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CECO CECO ENVIRONMNTL Industrials 251,904.0 $15.0M 0.01% +244K +3129.5% $59.58 +36.4%
442 HXL HEXCEL CORP Industrials 185,173.0 $15.0M 0.01% +109K +142.6% $80.93 +9.1%
443 CGEM CULLINAN THERAPE Healthcare 1,049,581.0 $14.9M 0.01% +635K +153.3% $14.21 +0.8%
444 KINIKSA PHARMACE 305,371.0 $14.7M 0.01% +300K +5165.0% $48.15
445 CABO CABLE ONE INC Communication Services 160,756.0 $14.7M 0.01% +87K +117.6% $91.21 -48.4%
446 ENB ENBRIDGE INC Energy 269,744.0 $14.6M 0.01% +257K +2080.4% $54.14 +4.9%
447 OCGN OCUGEN INC Healthcare 8,052,350.0 $14.6M 0.01% +5.5M +218.2% $1.81 -28.2%
448 CVNA CARVANA CO Consumer Cyclical 45,874.0 $14.4M 0.01% +20K +75.1% $314.38 -79.8%
449 LMAT LEMAITRE VASCULA Healthcare 131,220.0 $14.3M 0.01% +83K +172.1% $109.17 -7.2%
450 HOOD CALL ROBINHOOD MARK-A Financial Services 205,400.0 $14.2M 0.01% +127K +161.7% $69.30 +7.0%
451 HOG HARLEY-DAVIDSON Consumer Cyclical 703,959.0 $14.2M 0.01% +583K +482.8% $20.22 +15.5%
452 ULCC FRONTIER GROUP H Industrials 4,031,519.0 $14.2M 0.01% +3.2M +372.6% $3.53 +20.4%
453 WIT WIPRO LTD-ADR Technology 6,658,136.0 $14.1M 0.01% +5.8M +634.3% $2.12 -9.0%
454 AIN ALBANY INTL CORP Consumer Cyclical 268,015.0 $14.0M 0.01% +154K +135.7% $52.21 +15.4%
455 LIND LINDBLAD EXPEDIT Consumer Cyclical 799,387.0 $13.8M 0.01% +425K +113.4% $17.30 +6.7%
456 LEVI LEVI STRAUSS-A Consumer Cyclical 747,778.0 $13.8M 0.01% +59K +8.5% $18.49 +12.4%
457 CSGS CSG SYSTEMS INTL Technology 170,700.0 $13.6M 0.01% +39K +30.0% $79.94 +0.9%
458 DIS CALL WALT DISNEY CO/T Communication Services 141,200.0 $13.6M 0.01% +140K +10000.0% $96.38 +6.1%
459 PVH PVH CORP Consumer Cyclical 193,293.0 $13.5M 0.01% +174K +895.5% $69.76 +13.8%
460 GDOT GREEN DOT CORP-A Financial Services 1,195,952.0 $13.4M 0.01% +98K +8.9% $11.22 +12.7%
Page 23 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%