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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 15 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SAIC SCIENCE APPLICAT Technology 34,085.0 $3.2M 0.00% NEW $94.92 +1.4%
282 NOVA MINERAL-ADR 549,801.0 $3.2M 0.00% NEW $5.87
283 EPI WISDOMTREE INDIA 77,774.0 $3.2M 0.00% NEW $40.80 +1.7%
284 XPRO EXPRO GROUP HOLD Energy 180,544.0 $3.1M 0.00% NEW $17.41 -5.3%
285 CCJ CALL CAMECO CORP Energy 28,600.0 $3.1M 0.00% NEW $108.61 -4.4%
286 CTO CTO REALTY GROWT Real Estate 164,427.0 $3.0M 0.00% NEW $18.49 +12.5%
287 FLNG FLEX LNG LTD Energy 101,545.0 $3.0M 0.00% NEW $29.71 +9.5%
288 SORN SOREN ACQUISIT-A Financial Services 300,000.0 $3.0M 0.00% NEW $9.87 +0.4%
289 VKTX VIKING THERAPEUT Healthcare 90,360.0 $2.9M 0.00% NEW $32.54 -12.5%
290 GTES GATES INDUSTRIAL Industrials 129,872.0 $2.9M 0.00% NEW $22.61 +2.8%
291 MNRO MONRO INC Consumer Cyclical 182,486.0 $2.9M 0.00% NEW $16.04 -3.8%
292 LOVE LOVESAC CO/THE Consumer Cyclical 195,302.0 $2.9M 0.00% NEW $14.77 +2.7%
293 ZIP ZIPRECRUITER INC Industrials 1,562,759.0 $2.9M 0.00% NEW $1.84 +79.9%
294 FIX COMFORT SYSTEMS Industrials 2,079.0 $2.9M 0.00% NEW $1378.99 +34.1%
295 MOOG INC-CLASS A 9,700.0 $2.8M 0.00% NEW $292.64
296 IMKTA INGLES MARKETS-A Consumer Defensive 31,298.0 $2.8M 0.00% NEW $89.89 -1.8%
297 ALLT ALLOT LTD Technology 421,712.0 $2.8M 0.00% NEW $6.66 +8.3%
298 BOBS BOB'S DISCOUNT F Consumer Cyclical 238,190.0 $2.8M 0.00% NEW $11.75 +2.1%
299 TSAKOS ENERGY NA 70,869.0 $2.8M 0.00% NEW $39.46
300 RSPG INVESCO S&P 500 25,540.0 $2.8M 0.00% NEW $109.47 +0.9%
Page 15 of 47  ·  928 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%