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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 33 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 RNA ATRIUM THERAPEUT Healthcare 33,691.0 $450K NEW $13.37 -4.0%
642 REAX REAL BROKERAGE I Real Estate 176,852.0 $442K NEW $2.50 -4.0%
643 BEACON FINANCIAL 14,700.0 $441K NEW $30.00
644 GREENFIRE RESOUR 69,727.0 $441K NEW $6.32
645 OMAB GRUPO AEROPORTUARIO-ADR Industrials 3,771.0 $433K NEW $114.73 -9.9%
646 CALL LAFAYETTE DIGITA 43,721.0 $431K NEW $9.86
647 QUIK QUICKLOGIC CORP Technology 45,332.0 $425K NEW $9.38 +36.0%
648 CROX CROCS INC Consumer Cyclical 5,110.0 $424K NEW $83.02 +58.7%
649 GRACE THERAPEUTI 91,416.0 $423K NEW $4.63
650 FNWB FIRST NORTHWEST Financial Services 48,427.0 $420K NEW $8.68 +32.6%
651 ROCK GIBRALTAR INDUST Industrials 10,491.0 $418K NEW $39.87 +20.1%
652 ENS ENERSYS Industrials 2,400.0 $417K NEW $173.72 +17.1%
653 JMOM JPM MOMENTUM ETF 6,129.0 $416K NEW $67.92 +25.8%
654 KRMN KARMAN HOLDINGS Industrials 5,191.0 $416K NEW $80.05 -22.5%
655 MTG MGIC INVT CORP Financial Services 15,800.0 $415K NEW $26.25 +18.7%
656 GGAL GRUPO GALICI-ADR Financial Services 8,878.0 $415K NEW $46.71 -7.2%
657 COPP SPROTT COPPER 11,543.0 $412K NEW $35.72 +15.8%
658 NVGS NAVIGATOR HOLDIN Energy 21,300.0 $412K NEW $19.33 +8.6%
659 VIAV CALL VIAVI SOLUTIONS Technology 12,300.0 $409K NEW $33.28 +30.8%
660 AVT AVNET INC Technology 6,600.0 $407K NEW $61.62 +55.3%
Page 33 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 29.0%
Consumer Cyclical 15.9%
Healthcare 14.0%
Financial Services 9.8%
Industrials 7.6%
Communication Services 6.3%
Energy 5.6%
Consumer Defensive 5.0%
Basic Materials 2.7%
Utilities 2.3%