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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 39 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 NTAP NETAPP INC Technology 36,176.0 $3.7M 0.00% +32K +754.2% $102.39 +17.8%
762 AIOT POWERFLEET INC Technology 1,198,563.0 $3.7M 0.00% +133K +12.5% $3.08 +4.5%
763 CRESCENT BIOPHAR 200,780.0 $3.7M 0.00% +179K +819.9% $18.37
764 ABG ASBURY AUTO GRP Consumer Cyclical 18,846.0 $3.7M 0.00% +8K +81.3% $195.41 -6.4%
765 AROW ARROW FINL CORP Financial Services 109,416.0 $3.7M 0.00% +59K +117.2% $33.57 +8.8%
766 GKOS GLAUKOS CORP Healthcare 34,099.0 $3.7M 0.00% +27K +370.7% $107.66 +29.9%
767 ZWS ZURN ELKAY WATER Industrials 81,752.0 $3.7M 0.00% +73K +847.5% $44.84 +3.4%
768 RYANAIR HLDG-ADR 63,100.0 $3.6M 0.00% +24K +60.1% $57.80
769 IVA INVENTIVA SA-ADR Healthcare 654,211.0 $3.6M 0.00% +482K +280.1% $5.55 -11.5%
770 PTRN PATTERN GROUP-A Technology 291,823.0 $3.6M 0.00% +158K +118.2% $12.43 +41.4%
771 MRNA CALL MODERNA INC Healthcare 70,900.0 $3.6M 0.00% +67K +1718.0% $50.80 -10.0%
772 MTRX MATRIX SERVICE Industrials 313,296.0 $3.6M 0.00% +282K +895.5% $11.48 +5.9%
773 HPE HEWLETT PACKA Technology 148,155.0 $3.5M 0.00% +35K +31.3% $23.81 +37.0%
774 MMYT MAKEMYTRIP LTD Consumer Cyclical 94,510.0 $3.5M 0.00% +90K +2148.1% $37.29 +11.2%
775 RCL CALL ROYAL CARIBBEAN Consumer Cyclical 12,800.0 $3.5M 0.00% +13K +6300.0% $275.18 -10.2%
776 AVPT AVEPOINT INC Technology 370,323.0 $3.5M 0.00% +306K +476.8% $9.51 +6.5%
777 FSLR PUT FIRST SOLAR INC Energy 17,800.0 $3.5M 0.00% +2K +11.9% $197.26 +12.4%
778 DAC DANAOS CORP Industrials 31,115.0 $3.5M 0.00% +17K +128.1% $112.64 +15.2%
779 GPRK GEOPARK LTD Energy 366,049.0 $3.5M 0.00% +161K +78.9% $9.50 +7.1%
780 IMPERIAL PETROL 806,621.0 $3.5M 0.00% +777K +2644.8% $4.28
Page 39 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%