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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 40 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MPTI M-TRON INDUS Technology 51,593.0 $3.4M 0.00% +36K +230.8% $66.85 +18.5%
782 ICUI ICU MEDICAL Healthcare 26,687.0 $3.4M 0.00% +25K +1679.1% $129.15 -2.2%
783 GANX GAIN THERAPEUTIC Healthcare 1,769,788.0 $3.4M 0.00% +107K +6.5% $1.94 -13.1%
784 VERX VERTEX INC - A Technology 288,636.0 $3.4M 0.00% +259K +859.9% $11.89 +10.8%
785 LILA LIBERTY LATI-A Communication Services 395,418.0 $3.4M 0.00% +143K +56.6% $8.64 -13.0%
786 GALT GALECTIN THERAPE Healthcare 1,219,912.0 $3.4M 0.00% +618K +102.6% $2.79 -21.5%
787 CLVT CLARIVATE PLC Technology 1,343,271.0 $3.4M 0.00% +337K +33.5% $2.53 -3.6%
788 SSYS STRATASYS LTD Technology 430,695.0 $3.4M 0.00% +150K +53.2% $7.81 +5.3%
789 CVCO CAVCO INDUSTRIES Consumer Cyclical 6,840.0 $3.3M 0.00% +2K +35.6% $484.29 +0.7%
790 RARE ULTRAGENYX PHARM Healthcare 157,526.0 $3.3M 0.00% +85K +118.3% $20.95 +10.3%
791 SWBI SMITH & WESSON B Industrials 229,755.0 $3.3M 0.00% +145K +169.9% $14.33 +4.7%
792 TBLA TABOOLA.COM LTD Communication Services 1,040,939.0 $3.2M 0.00% +171K +19.7% $3.10 +57.3%
793 HELE HELEN OF TROY Consumer Defensive 223,397.0 $3.2M 0.00% +67K +43.1% $14.42 +61.2%
794 ARTNA ARTESIAN RES-A Utilities 100,715.0 $3.2M 0.00% +49K +93.6% $31.85 +0.2%
795 WD WALKER & DUNLOP Financial Services 71,685.0 $3.2M 0.00% +37K +105.9% $44.38 +10.8%
796 COHU COHU INC Technology 103,701.0 $3.2M 0.00% +53K +106.3% $30.62 +45.5%
797 OSS ONE STOP SYSTEMS Technology 418,978.0 $3.2M 0.00% +145K +53.0% $7.57 +104.4%
798 CALL BERKSHIRE HATH-B 6,600.0 $3.2M 0.00% +6K +1550.0% $479.20
799 RFIL RF INDS Industrials 301,451.0 $3.1M 0.00% +84K +38.7% $10.31 +71.2%
800 MCFT MASTERCRAFT BOAT Consumer Cyclical 151,327.0 $3.1M 0.00% +9K +6.3% $20.51 +12.4%
Page 40 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%