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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 145 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 PUT BRIGHTSTAR LOTTE 300.0 $5K NEW $15.48
2882 EXC CALL EXELON CORP Utilities 100.0 $4K NEW $43.59 +1.9%
2883 EXC PUT EXELON CORP Utilities 100.0 $4K NEW $43.59 +1.9%
2884 OVV PUT OVINTIV INC Energy 100.0 $4K NEW $39.19 +48.8%
2885 TDOC PUT TELADOC HEALTH I Healthcare 500.0 $4K NEW $7.00 -5.6%
2886 IROBOT CORP 31,278.0 $3K NEW $0.11
2887 CHWY PUT CHEWY INC- CL A Consumer Cyclical 100.0 $3K NEW $33.05 -35.6%
2888 SNAP CALL SNAP INC - A Communication Services 400.0 $3K NEW $8.07 -33.6%
2889 CALL BRIGHTSTAR LOTTE 200.0 $3K NEW $15.48
2890 NVAX PUT NOVAVAX INC Healthcare 400.0 $3K NEW $6.72 +39.1%
2891 CLF CALL CLEVELAND-CLIFFS Basic Materials 200.0 $3K NEW $13.28 -22.4%
2892 DOW CALL DOW INC Basic Materials 100.0 $2K NEW $23.38 +65.9%
2893 WRBY PUT WARBY PARKER-A Healthcare 100.0 $2K NEW $21.79 +32.6%
2894 AAL PUT AMERICAN AIRLINE Industrials 100.0 $2K NEW $15.33 -19.7%
2895 HLF PUT HERBALIFE LTD Consumer Defensive 100.0 $1K NEW $12.89 +1.1%
2896 SNAP PUT SNAP INC - A Communication Services 100.0 $807.0 NEW $8.07 -33.6%
2897 PLUG CALL PLUG POWER INC Industrials 400.0 $788.0 NEW $1.97 +92.4%
2898 PUT AMC ENTERTAINMEN 500.0 $780.0 NEW $1.56
2899 CALL AMC ENTERTAINMEN 500.0 $780.0 NEW $1.56
Page 145 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%