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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 48 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 LTC LTC PROPERTIES Real Estate 240,120.0 $8.3M 0.01% NEW $34.38 +11.9%
942 UNH CALL UNITEDHEALTH GRP Healthcare 25,000.0 $8.3M 0.01% NEW $330.11 +15.7%
943 ARWR ARROWHEAD PHARMA Healthcare 123,855.0 $8.2M 0.01% NEW $66.39 +13.6%
944 CTRN CITI TRENDS INC Consumer Cyclical 197,641.0 $8.2M 0.01% NEW $41.56 -9.9%
945 PRKS UNITED PARKS & R Consumer Cyclical 226,206.0 $8.2M 0.01% NEW $36.30 -7.2%
946 BKD BROOKDALE SR Healthcare 756,570.0 $8.2M 0.01% NEW $10.79 +21.2%
947 KBWB INVESCO KBW BANK 96,847.0 $8.2M 0.01% NEW $84.29 +1.1%
948 EBC EASTERN BANKSHAR Financial Services 442,104.0 $8.1M 0.01% NEW $18.43 +6.6%
949 MIRM MIRUM PHARMACEUT Healthcare 102,703.0 $8.1M 0.01% NEW $78.99 +23.7%
950 ABVX ABIVAX SA-ADR Healthcare 59,758.0 $8.1M 0.01% NEW $134.85 -11.9%
951 DCH AMER AXLE & MFG Industrials 1,256,037.0 $8.1M 0.01% NEW $6.41 -9.8%
952 SMRT SMARTRENT INC Technology 3,964,108.0 $8.0M 0.01% NEW $2.02 -39.4%
953 LVS LAS VEGAS SANDS Consumer Cyclical 122,814.0 $8.0M 0.01% NEW $65.09 -25.4%
954 AGM FED AGRI MTG-C Financial Services 45,525.0 $8.0M 0.01% NEW $175.57 -1.1%
955 FWRG FIRST WATCH REST Consumer Cyclical 527,692.0 $8.0M 0.01% NEW $15.08 -29.4%
956 DAVE INC 35,803.0 $7.9M 0.01% NEW $221.41
957 BCE BCE INC Communication Services 332,278.0 $7.9M 0.01% NEW $23.82 +0.7%
958 CLSK CLEANSPARK INC Technology 781,147.0 $7.9M 0.01% NEW $10.12 +54.4%
959 CINF CINCINNATI FIN Financial Services 48,191.0 $7.9M 0.01% NEW $163.32 +1.8%
960 AIZ ASSURANT INC Financial Services 32,614.0 $7.9M 0.01% NEW $240.85 +4.7%
Page 48 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%