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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 47 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 OLMA OLEMA PHARMACEUT Healthcare 360,394.0 $9.0M 0.01% NEW $25.00 -44.8%
922 FRO FRONTLINE PLC Energy 410,735.0 $9.0M 0.01% NEW $21.82 +79.3%
923 AMZN PUT AMAZON.COM INC Consumer Cyclical 38,700.0 $8.9M 0.01% NEW $230.82 +13.5%
924 FORWARD INDS INC 1,346,595.0 $8.9M 0.01% NEW $6.61
925 GRUPO AEROMEXICO 404,702.0 $8.9M 0.01% NEW $21.96
926 HOOD CALL ROBINHOOD MARK-A Financial Services 78,500.0 $8.9M 0.01% NEW $113.10 -33.0%
927 RYN RAYONIER INC Real Estate 404,879.0 $8.8M 0.01% NEW $21.65 -7.7%
928 TPR TAPESTRY INC Consumer Cyclical 68,170.0 $8.7M 0.01% NEW $127.77 +6.2%
929 DNUT KRISPY KREME INC Consumer Defensive 2,164,434.0 $8.7M 0.01% NEW $4.02 -20.0%
930 CNA CNA FINL CORP Financial Services 182,089.0 $8.7M 0.01% NEW $47.74 -8.3%
931 RTO RENTOKIL-SP ADR Industrials 294,527.0 $8.7M 0.01% NEW $29.46 +5.6%
932 IONQ IONQ INC Technology 193,036.0 $8.7M 0.01% NEW $44.87 +26.2%
933 NEXA NEXA RESOURCES Basic Materials 977,787.0 $8.7M 0.01% NEW $8.85 +56.6%
934 FCNCA FIRST CITIZENS-A Financial Services 3,997.0 $8.6M 0.01% NEW $2146.18 -9.0%
935 HCI HCI GROUP INC Financial Services 44,205.0 $8.5M 0.01% NEW $191.69 -17.9%
936 OMC OMNICOM GROUP Communication Services 104,572.0 $8.4M 0.01% NEW $80.75 -12.5%
937 JKHY JACK HENRY Technology 46,187.0 $8.4M 0.01% NEW $182.48 -24.6%
938 CTRI CENTURI HOLDINGS Utilities 333,075.0 $8.4M 0.01% NEW $25.25 +17.2%
939 CABO CABLE ONE INC Communication Services 73,881.0 $8.3M 0.01% NEW $112.85 -58.7%
940 TVTX TRAVERE THERAPEU Healthcare 217,171.0 $8.3M 0.01% NEW $38.21 +14.5%
Page 47 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%