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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 43 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TWLO PUT TWILIO INC - A Communication Services 500.0 $63K NEW $125.82 +57.4%
842 IQVIA HOLDINGS I 360.0 $61K NEW $170.54
843 ANTX AN2 THERAPEUTICS Healthcare 17,700.0 $61K NEW $3.42 +38.9%
844 DVN CALL DEVON ENERGY CO Energy 1,200.0 $60K NEW $50.32 -6.1%
845 TLYS TILLY'S INC-CL A Consumer Cyclical 14,900.0 $60K NEW $4.05 -0.2%
846 REZOLVE AI PLC 22,600.0 $58K NEW $2.56
847 DE CALL DEERE & CO Industrials 100.0 $56K NEW $563.30 +2.0%
848 DVN PUT DEVON ENERGY CO Energy 1,000.0 $50K NEW $50.32 -6.1%
849 PPSI PIONEER POWER SO Industrials 15,454.0 $50K NEW $3.25 +22.5%
850 LMND CALL LEMONADE INC Financial Services 800.0 $50K NEW $62.68 -14.2%
851 FIP FTAI INFRASTRUCT Industrials 10,026.0 $50K NEW $4.94 -3.8%
852 CTSH PUT COGNIZANT TECH-A Technology 800.0 $49K NEW $61.35 -24.9%
853 SPOT PUT SPOTIFY TECHNOLO Communication Services 100.0 $48K NEW $484.91 -10.8%
854 DXJ PUT WISDOMTREE JAP H 300.0 $48K NEW $158.58 +7.6%
855 BCAB BIOATLA INC Healthcare 277,630.0 $44K NEW $0.16 +2568.7%
856 M PUT MACY'S INC Consumer Cyclical 2,400.0 $43K NEW $18.09 +1.2%
857 RMBS PUT RAMBUS INC Technology 500.0 $43K NEW $86.03 +51.6%
858 HYLN HYLIION HOLDINGS Consumer Cyclical 23,862.0 $42K NEW $1.76 +109.7%
859 SUNCAR TECHNOL-A 24,200.0 $41K NEW $1.70
860 B CALL BARRICK MINING C Basic Materials 1,000.0 $41K NEW $40.79 -0.4%
Page 43 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%