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Portfolio (Quarterly) Guide ↗

MARSHALL WACE, LLP

· CIK 0001318757
13F Portfolio $109.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2899 New
Page 141 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 AMT CALL AMERICAN TOWER C Real Estate 200.0 $35K NEW $175.57 -0.7%
2802 PLX PROTALIX BIOTHER Healthcare 19,079.0 $34K NEW $1.80 +10.3%
2803 APPLIED THERAPEU 337,389.0 $34K NEW $0.10
2804 GD PUT GENERAL DYNAMICS Industrials 100.0 $34K NEW $336.66 +0.6%
2805 GD CALL GENERAL DYNAMICS Industrials 100.0 $34K NEW $336.66 +0.6%
2806 CALL ETSY INC 600.0 $33K NEW $55.44
2807 BAC PUT BANK OF AMERICA Financial Services 600.0 $33K NEW $55.00 -8.1%
2808 FUTU CALL FUTU HOLDING-ADR Financial Services 200.0 $33K NEW $164.21 -19.2%
2809 XLP CALL SPDR-CONS STAPLE 400.0 $31K NEW $77.68 +9.8%
2810 DOW PUT DOW INC Basic Materials 1,300.0 $30K NEW $23.38 +65.4%
2811 KOS KOSMOS ENERGY LT Energy 33,272.0 $30K NEW $0.91 +260.5%
2812 ALXO ALX ONCOLOGY HOL Healthcare 26,376.0 $30K NEW $1.13 +77.9%
2813 DG PUT DOLLAR GENERAL C Consumer Defensive 200.0 $27K NEW $132.77 -21.6%
2814 GILD CALL GILEAD SCIENCES Healthcare 200.0 $25K NEW $122.74 +6.3%
2815 SHAK CALL SHAKE SHACK IN-A Consumer Cyclical 300.0 $24K NEW $81.17 -25.7%
2816 COF CALL CAPITAL ONE FINA Financial Services 100.0 $24K NEW $242.36 -22.7%
2817 TUR PUT ISHARES TURKEY 700.0 $24K NEW $34.42 +18.8%
2818 SFM CALL SPROUTS FARMERS Consumer Defensive 300.0 $24K NEW $79.67 +11.1%
2819 SFM PUT SPROUTS FARMERS Consumer Defensive 300.0 $24K NEW $79.67 +11.1%
2820 PATH CALL UIPATH INC -CL A Technology 1,400.0 $23K NEW $16.39 -35.6%
Page 141 of 145  ·  2,899 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 27.3%
Consumer Cyclical 17.1%
Healthcare 14.9%
Financial Services 11.1%
Communication Services 8.1%
Consumer Defensive 7.2%
Industrials 6.7%
Energy 2.2%
Real Estate 2.1%
Basic Materials 1.7%