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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 12 of 35  ·  697 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 FMNB FARMERS NATL BAN Financial Services 203,202 $2.7M 0.00% SOLD
222 KWEB KRANESHARES CSI 79,300 $2.7M 0.00% SOLD
223 ATARA BIOTHERAPE 148,632 $2.7M 0.00% SOLD
224 MRCY MERCURY SYSTEMS Industrials 36,821 $2.7M 0.00% SOLD
225 CSIQ CANADIAN SOLAR I Energy 112,094 $2.7M 0.00% SOLD
226 ACTIVATE ENERGY 250,000 $2.5M 0.00% SOLD
227 SO 7 1/8 50,000 $2.5M 0.00% SOLD
228 VIKING HOLDINGS 34,734 $2.5M 0.00% SOLD
229 LAND GLADSTONE LAND C Real Estate 270,556 $2.5M 0.00% SOLD
230 UFCS UNITED FIRE GROU Financial Services 67,672 $2.5M 0.00% SOLD
231 KRSP RICE ACQUISITION Financial Services 234,183 $2.5M 0.00% SOLD
232 PNW PINNACLE WEST Utilities 27,666 $2.5M 0.00% SOLD
233 FNDA SCHW FUNDAM S/C 77,784 $2.5M 0.00% SOLD
234 BANF BANCFIRST CORP Financial Services 22,934 $2.4M 0.00% SOLD
235 VIZSLA SILVER CO 433,723 $2.4M 0.00% SOLD
236 EWCZ EUROPEAN WAX-A Consumer Defensive 655,720 $2.4M 0.00% SOLD
237 VXF VANGUARD EX MK E 11,244 $2.4M 0.00% SOLD
238 GAIN GLADSTONE INVEST Financial Services 164,583 $2.3M 0.00% SOLD
239 TRS TRIMAS CORP Consumer Cyclical 64,679 $2.3M 0.00% SOLD
240 GLAD GLADSTONE CAP CO Financial Services 110,304 $2.3M 0.00% SOLD
Page 12 of 35  ·  697 positions
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%