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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 30 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BPOP POPULAR INC Financial Services 58,395.0 $7.8M 0.01% +41K +243.9% $134.17 +11.5%
582 TREE LENDINGTREE INC Financial Services 181,967.0 $7.8M 0.01% +115K +170.8% $42.88 -17.1%
583 TCMD TACTILE SYSTEMS Healthcare 298,379.0 $7.8M 0.01% +33K +12.4% $26.13 -7.2%
584 CNTX CONTEXT THERAPEU Healthcare 2,948,441.0 $7.7M 0.01% +355K +13.7% $2.62 -14.9%
585 CCC CCC INTELLIGENT Technology 1,284,184.0 $7.7M 0.01% +808K +169.5% $6.00 -23.5%
586 PKG PACKAGING CORP Consumer Cyclical 36,011.0 $7.6M 0.01% +13K +58.7% $212.22 -4.3%
587 SBH SALLY BEAUTY HOL Consumer Cyclical 551,532.0 $7.6M 0.01% +256K +86.9% $13.85 -12.7%
588 GAU GALIANO GOLD INC Basic Materials 3,038,029.0 $7.6M 0.01% +806K +36.1% $2.51 -10.4%
589 MRAM EVERSPIN TECHNOL Technology 863,962.0 $7.6M 0.01% +637K +280.5% $8.79 +260.9%
590 BROWN-FORMAN -B 286,210.0 $7.6M 0.01% +253K +749.3% $26.44
591 DIVERSIFIED ENER 433,768.0 $7.6M 0.01% +247K +132.6% $17.44
592 SSD SIMPSON MFG Industrials 43,819.0 $7.5M 0.01% +41K +1453.3% $171.62 +3.7%
593 ALXO ALX ONCOLOGY HOL Healthcare 3,757,216.0 $7.5M 0.01% +3.7M +10000.0% $2.00 -0.5%
594 LUMN LUMEN TECHNOLOGI Communication Services 1,080,825.0 $7.5M 0.01% +1.0M +2144.0% $6.95 +32.2%
595 FOLD AMICUS THERAPEUT Healthcare 518,008.0 $7.5M 0.01% +277K +115.0% $14.46 +0.2%
596 SLP SIMULATIONS PLUS Healthcare 632,687.0 $7.5M 0.01% +63K +11.0% $11.82 +19.3%
597 TROX TRONOX HOLDING Basic Materials 758,884.0 $7.4M 0.01% +654K +624.2% $9.77 -21.3%
598 SOLENO THERAPEUT 221,214.0 $7.4M 0.01% +215K +3254.3% $33.48
599 MA MASTERCARD INC-A Financial Services 14,736.0 $7.4M 0.01% +9K +156.1% $499.66 -1.5%
600 MDXG MIMEDX GROUP INC Healthcare 1,861,146.0 $7.4M 0.01% +480K +34.7% $3.95 -7.8%
Page 30 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%