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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 37 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CDNL CARDINAL INFRA-A Industrials 6,400.0 $254K NEW $39.66 +28.5%
722 CXW CORECIVIC INC Real Estate 13,372.0 $253K NEW $18.91 +11.7%
723 FVCB FVCBANKCORP INC Financial Services 16,502.0 $251K NEW $15.19 +1.9%
724 BATL BATTALION OIL CO Energy 63,645.0 $248K NEW $3.90 -44.5%
725 AFYA AFYA LTD-CLASS A Consumer Defensive 16,584.0 $247K NEW $14.87 -4.5%
726 NX QUANEX BUILDING Industrials 13,638.0 $245K NEW $17.97 -7.0%
727 MOBILICOM LTD/AU 47,543.0 $244K NEW $5.14
728 RLJ RLJ LODGING TRUS Real Estate 32,300.0 $240K NEW $7.42 +22.6%
729 SSL SASOL LTD-SP ADR Basic Materials 18,430.0 $239K NEW $12.96 +3.4%
730 EWJ CALL ISHARES MSCI JPN 2,800.0 $236K NEW $84.44 +7.4%
731 MNTK MONTAUK RENEWABL Utilities 204,636.0 $235K NEW $1.15 +41.3%
732 EVC ENTRAVISION CO-A Communication Services 78,623.0 $234K NEW $2.97 +161.3%
733 GNW GENWORTH FINANCI Financial Services 28,700.0 $233K NEW $8.12 +14.3%
734 OXM OXFORD INDS INC Consumer Cyclical 6,000.0 $231K NEW $38.51 -1.3%
735 CALL PETROBR-SP P ADR 12,200.0 $229K NEW $18.75
736 FVAL FIDELITY VAL FAC 3,280.0 $228K NEW $69.40 +11.4%
737 TTD CALL TRADE DESK INC-A Technology 10,000.0 $227K NEW $22.69 -1.6%
738 MREO MEREO BIOPHA-ADR Healthcare 686,987.0 $227K NEW $0.33 -26.8%
739 ERX PUT DIR ENRGY BUL3X 2,200.0 $227K NEW $103.01 -4.2%
740 NVCT NUVECTIS PHARMA Healthcare 29,223.0 $226K NEW $7.73 +35.8%
Page 37 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%