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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 4 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATERIAL Technology 1,076,488.0 $276.6M 0.25% NEW $256.99 +67.3%
62 BAC BANK OF AMERICA Financial Services 5,026,105.0 $276.4M 0.25% NEW $55.00 -9.0%
63 RDDT REDDIT INC-A Communication Services 1,190,543.0 $273.7M 0.25% NEW $229.87 -33.0%
64 F FORD MOTOR CO Consumer Cyclical 20,666,317.0 $271.1M 0.25% NEW $13.12 +2.0%
65 SPY PUT SPDR S&P 500 ETF Financial Services 396,500.0 $270.4M 0.25% NEW $681.92 +8.3%
66 HON HONEYWELL INTL Industrials 1,367,951.0 $266.9M 0.24% NEW $195.09 +9.7%
67 FLUTTER ENTER-DI 1,203,579.0 $258.8M 0.24% NEW $215.04
68 TCOM TRIP.COM GRO-ADR Consumer Cyclical 3,485,052.0 $250.6M 0.23% NEW $71.91 -32.1%
69 MO ALTRIA GROUP INC Consumer Defensive 4,283,130.0 $247.0M 0.23% NEW $57.66 +26.5%
70 CRM SALESFORCE INC Technology 932,102.0 $246.9M 0.23% NEW $264.91 -34.4%
71 SANDISK CORP 1,003,700.0 $238.3M 0.22% NEW $237.38
72 RKT ROCKET COS INC-A Financial Services 11,763,369.0 $227.7M 0.21% NEW $19.36 -31.2%
73 ROST ROSS STORES INC Consumer Cyclical 1,245,016.0 $224.3M 0.20% NEW $180.14 +18.2%
74 DG DOLLAR GENERAL C Consumer Defensive 1,685,870.0 $223.8M 0.20% NEW $132.77 -23.6%
75 WAT WATERS CORP Healthcare 581,063.0 $220.7M 0.20% NEW $379.83 -12.5%
76 MCD MCDONALDS CORP Consumer Cyclical 715,995.0 $218.8M 0.20% NEW $305.63 -9.6%
77 ALNY ALNYLAM PHARMACE Healthcare 549,922.0 $218.7M 0.20% NEW $397.65 -27.8%
78 XLV CALL SPDR-HEALTH CARE 1,410,600.0 $218.4M 0.20% NEW $154.80 -6.7%
79 EL ESTEE LAUDER Consumer Defensive 2,075,949.0 $217.4M 0.20% NEW $104.72 -23.4%
80 DB DEUTSCHE BANK-RG Financial Services 5,518,473.0 $214.4M 0.20% NEW $38.84 -19.3%
Page 4 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%