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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 26 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 STN STANTEC INC Industrials 128,013.0 $11.1M 0.01% +103K +422.0% $86.40 -11.0%
502 XOM CALL EXXON MOBIL CORP Energy 64,900.0 $11.0M 0.01% +61K +1445.2% $169.66 -4.2%
503 DRS LEONARDO DRS INC Industrials 247,279.0 $11.0M 0.01% +94K +61.7% $44.52 -3.8%
504 LQDA LIQUIDIA CORP Healthcare 289,439.0 $10.9M 0.01% +144K +98.7% $37.74 +58.9%
505 WTI W&T OFFSHORE INC Energy 3,190,365.0 $10.9M 0.01% +3.0M +1557.3% $3.41 +39.6%
506 RCKT ROCKET PHARMACEU Healthcare 3,038,715.0 $10.9M 0.01% +3.0M +10000.0% $3.58 -18.4%
507 CRWV COREWEAVE I-CL A Technology 139,049.0 $10.8M 0.01% +132K +1748.8% $77.47 +28.8%
508 TPB TURNING POINT BR Consumer Defensive 124,009.0 $10.8M 0.01% +119K +2274.7% $86.79 +2.8%
509 ACVA ACV AUCTIONS-A Consumer Cyclical 2,521,784.0 $10.7M 0.01% +1.0M +68.5% $4.24 +39.6%
510 CRWD PUT CROWDSTRIKE HO-A Technology 27,300.0 $10.7M 0.01% +17K +157.6% $390.41 +58.0%
511 RIO RIO TINTO-ADR Basic Materials 114,028.0 $10.6M 0.01% +91K +393.5% $93.29 +8.2%
512 BH BIGLARI HOLDIN-B Consumer Cyclical 32,207.0 $10.6M 0.01% +32K +4474.9% $329.59 -18.6%
513 RELX RELX PLC - ADR Communication Services 318,236.0 $10.5M 0.01% +136K +75.1% $33.15 +1.3%
514 OPUS GENETICS IN 2,313,380.0 $10.5M 0.01% +2.2M +1367.4% $4.55
515 IMRX IMMUNEERING CO-A Healthcare 1,996,585.0 $10.5M 0.01% +1.3M +180.5% $5.27 -4.7%
516 SAM BOSTON BEER-A Consumer Defensive 45,645.0 $10.5M 0.01% +19K +69.6% $230.40 -22.4%
517 CRK COMSTOCK RES INC Energy 496,758.0 $10.5M 0.01% +421K +553.4% $21.08 -28.1%
518 V CALL VISA INC-CLASS A Financial Services 34,600.0 $10.5M 0.01% +30K +743.9% $302.24 +9.2%
519 OSK OSHKOSH CORP Industrials 70,368.0 $10.4M 0.01% +60K +559.1% $147.21 -19.1%
520 ADBE CALL ADOBE INC Technology 42,300.0 $10.3M 0.01% +38K +819.6% $243.08 +4.2%
Page 26 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%