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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 144 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 BKR CALL BAKER HUGHES CO Energy 200.0 $9K NEW $45.54 +40.8%
2862 CMCSA PUT COMCAST CORP-A Communication Services 300.0 $9K NEW $29.89 -17.2%
2863 GLW CALL CORNING INC Technology 100.0 $9K NEW $87.56 +137.9%
2864 AKAM PUT AKAMAI TECHNOLOG Technology 100.0 $9K NEW $87.25 +72.9%
2865 LYB CALL LYONDELLBASELL-A Basic Materials 200.0 $9K NEW $43.30 +69.2%
2866 SBUX CALL STARBUCKS CORP Consumer Cyclical 100.0 $8K NEW $84.21 +26.4%
2867 SHAK PUT SHAKE SHACK IN-A Consumer Cyclical 100.0 $8K NEW $81.17 -23.8%
2868 XPEV PUT XPENG INC-ADR Consumer Cyclical 400.0 $8K NEW $20.28 -20.5%
2869 RBLX CALL ROBLOX CORP - A Technology 100.0 $8K NEW $81.03 -46.0%
2870 NEE PUT NEXTERA ENERGY Utilities 100.0 $8K NEW $80.28 +19.2%
2871 CL CALL COLGATE-PALMOLIV Consumer Defensive 100.0 $8K NEW $79.02 +11.5%
2872 CSCO PUT CISCO SYSTEMS Technology 100.0 $8K NEW $77.03 +50.0%
2873 AFRM PUT AFFIRM HOLDINGS Technology 100.0 $7K NEW $74.43 -11.6%
2874 WRBY CALL WARBY PARKER-A Healthcare 300.0 $7K NEW $21.79 +32.6%
2875 NKE CALL NIKE INC -CL B Consumer Cyclical 100.0 $6K NEW $63.71 -34.0%
2876 CCL PUT CARNIVAL CORP Consumer Cyclical 200.0 $6K NEW $30.54 -19.3%
2877 BMY PUT BRISTOL-MYER SQB Healthcare 100.0 $5K NEW $53.94 +5.7%
2878 PTON PUT PELOTON INTERA-A Consumer Cyclical 800.0 $5K NEW $6.16 -15.9%
2879 FITB CALL FIFTH THIRD BANC Financial Services 100.0 $5K NEW $46.81 +1.9%
2880 LUMN PUT LUMEN TECHNOLOGI Communication Services 600.0 $5K NEW $7.77 +33.1%
Page 144 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%