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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 38 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ACH ACCENDRA HEALTH Healthcare 1,761,004.0 $4.0M 0.00% +1.2M +229.8% $2.28 +17.1%
742 XHB CALL SPDR S&P HOMEBUI 40,500.0 $4.0M 0.00% +36K +820.5% $98.72 +0.2%
743 XHB PUT SPDR S&P HOMEBUI 40,200.0 $4.0M 0.00% +40K +9950.0% $98.72 +0.2%
744 ASIC ATEGRITY SPECIAL Financial Services 200,612.0 $4.0M 0.00% +101K +100.8% $19.77 +6.8%
745 AFG AMER FINL GROUP Financial Services 30,754.0 $3.9M 0.00% +28K +880.7% $127.71 +7.2%
746 FORTE BIOSCIENCE 150,307.0 $3.9M 0.00% +114K +314.1% $25.90
747 SG SWEETGREEN INC-A Consumer Cyclical 740,513.0 $3.8M 0.00% +202K +37.6% $5.19 +66.3%
748 PSN PARSONS CORP Industrials 70,841.0 $3.8M 0.00% +44K +166.9% $54.17 -5.9%
749 MNKD MANNKIND CORP Healthcare 1,561,889.0 $3.8M 0.00% +1.3M +491.0% $2.45 +20.8%
750 IDN INTELLICHECK INC Technology 545,382.0 $3.8M 0.00% +68K +14.3% $6.99 -38.2%
751 EWI ISHARES MSCI ITA 71,162.0 $3.8M 0.00% +56K +370.6% $53.42 +9.7%
752 ATLX ATLAS LITHIUM IN Basic Materials 862,443.0 $3.8M 0.00% +248K +40.4% $4.35 +0.5%
753 QTWO Q2 HOLDINGS INC Technology 79,297.0 $3.8M 0.00% +22K +37.4% $47.30 -0.1%
754 STTK SHATTUCK LABS IN Healthcare 581,471.0 $3.7M 0.00% +92K +18.7% $6.43 -10.0%
755 NVDA CALL NVIDIA CORP Technology 21,400.0 $3.7M 0.00% +9K +71.2% $174.40 +26.5%
756 LBRDA LIBERTY BR-A Communication Services 74,303.0 $3.7M 0.00% +700.0 +0.9% $50.22 -33.7%
757 EMBC EMBECTA CORP Healthcare 421,273.0 $3.7M 0.00% +349K +482.3% $8.84 -65.4%
758 CENT CENTRAL GARDEN Consumer Defensive 100,995.0 $3.7M 0.00% +25K +32.3% $36.77 +3.9%
759 MTN VAIL RESORTS Consumer Cyclical 28,933.0 $3.7M 0.00% +15K +113.3% $128.32 -3.7%
760 LXRX LEXICON PHARMACE Healthcare 2,376,304.0 $3.7M 0.00% +1.1M +88.2% $1.56 +36.5%
Page 38 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%