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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 47 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PINS PUT PINTEREST INC -A Communication Services 200.0 $4K NEW $18.34 +3.8%
922 NOK PUT NOKIA CORP-ADR Technology 400.0 $3K NEW $8.04 +79.9%
923 CMCSA CALL COMCAST CORP-A Communication Services 100.0 $3K NEW $28.71 -13.8%
924 DBX PUT DROPBOX INC-A Technology 100.0 $2K NEW $22.72 +15.3%
925 PINS CALL PINTEREST INC -A Communication Services 100.0 $2K NEW $18.34 +3.8%
926 UAA CALL UNDER ARMOUR-A Consumer Cyclical 200.0 $1K NEW $5.91 -13.7%
927 NVAX CALL NOVAVAX INC Healthcare 100.0 $814.0 NEW $8.14 +14.9%
928 725ESC016 PVTL Escrow 139,253.0 NEW
Page 47 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%