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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 25 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BBBY BED BATH & BEYON Consumer Cyclical 2,600,775.0 $12.1M 0.01% +2.1M +469.8% $4.64 +13.4%
482 EVLV EVOLV TECHNOLOGI Industrials 1,985,950.0 $12.0M 0.01% +523K +35.8% $6.05 -5.6%
483 ALGN ALIGN TECHNOLOGY Healthcare 69,842.0 $12.0M 0.01% +47K +204.5% $171.43 -4.7%
484 FMC FMC CORP Basic Materials 694,681.0 $12.0M 0.01% +684K +6719.3% $17.22 -25.9%
485 JHG JANUS HENDERSON Financial Services 231,976.0 $11.9M 0.01% +186K +408.3% $51.37 +0.8%
486 STRA STRATEGIC EDUCAT Consumer Defensive 141,051.0 $11.7M 0.01% +134K +1773.7% $82.96 -3.5%
487 KB KB FINANCIAL-ADR Financial Services 117,200.0 $11.7M 0.01% +3K +2.4% $99.73 +3.3%
488 ACHR ARCHER AVIATIO-A Industrials 2,256,172.0 $11.7M 0.01% +1.9M +467.4% $5.17 +11.8%
489 SSRM SSR MINING INC Basic Materials 394,056.0 $11.6M 0.01% +362K +1131.8% $29.40 +0.7%
490 COIN CALL COINBASE GLOBA-A Financial Services 66,000.0 $11.5M 0.01% +56K +566.7% $174.61 +10.8%
491 YOU CLEAR SECURE I-A Technology 236,646.0 $11.5M 0.01% +195K +468.4% $48.41 +24.2%
492 VNET VNET GROUP-ADR Technology 1,358,018.0 $11.4M 0.01% +1.3M +4666.5% $8.39 +20.3%
493 TMC TMC THE METALS C Basic Materials 2,419,946.0 $11.3M 0.01% +2.4M +10000.0% $4.67 +7.3%
494 CHKP CHECK POINT SOFT Technology 79,105.0 $11.3M 0.01% +29K +58.2% $142.85 -11.8%
495 OIH VANECK OIL SRVS 27,892.0 $11.3M 0.01% +17K +166.6% $404.21 +11.6%
496 ARWR ARROWHEAD PHARMA Healthcare 179,573.0 $11.3M 0.01% +56K +45.0% $62.70 +23.0%
497 META CALL META PLATFORMS-A Communication Services 19,600.0 $11.2M 0.01% +19K +1860.0% $572.13 +5.3%
498 MITK MITEK SYSTEMS Technology 825,507.0 $11.1M 0.01% +161K +24.3% $13.50 +4.8%
499 AMZN CALL AMAZON.COM INC Consumer Cyclical 53,500.0 $11.1M 0.01% +48K +872.7% $208.27 +27.2%
500 SBSW SIBANYE-STI-ADR Basic Materials 903,095.0 $11.1M 0.01% +830K +1134.2% $12.32 -7.5%
Page 25 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%