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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 5 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCHP PUT MICROCHIP TECH Technology 450,000.0 $29.1M 0.03% NEW $64.61 +43.1%
82 PHM PULTEGROUP INC Consumer Cyclical 245,305.0 $28.9M 0.03% NEW $117.61 -4.8%
83 SUNB SUNBELT RENTALS Financial Services 442,045.0 $28.8M 0.03% NEW $65.09 +16.6%
84 ASML CALL ASML HOLDING-NY Technology 21,300.0 $28.1M 0.03% NEW $1320.83 +11.4%
85 TTWO PUT TAKE-TWO INTERAC Communication Services 140,000.0 $27.6M 0.03% NEW $197.50 +22.4%
86 CC CHEMOURS CO Basic Materials 1,253,283.0 $27.6M 0.03% NEW $22.03 +7.4%
87 FENY FID-ENERGY 809,088.0 $27.5M 0.03% NEW $34.02 -1.1%
88 LII LENNOX INTL INC Industrials 58,517.0 $27.2M 0.03% NEW $464.13 +6.4%
89 AVTR AVANTOR INC Healthcare 3,437,833.0 $27.0M 0.03% NEW $7.84 -2.1%
90 DHT DHT HOLDINGS INC Energy 1,432,113.0 $26.2M 0.03% NEW $18.27 -2.1%
91 SAIA SAIA INC Industrials 74,300.0 $26.1M 0.03% NEW $351.28 +31.5%
92 ATAT ATOUR LIFEST-ADR Consumer Cyclical 707,962.0 $26.1M 0.03% NEW $36.81 +0.8%
93 CRNX CRINETICS PHARMA Healthcare 684,108.0 $24.8M 0.03% NEW $36.32 -2.8%
94 LYG LLOYDS BANKING G Financial Services 4,885,905.0 $24.6M 0.02% NEW $5.03 +2.9%
95 ZIM ZIM INTEGRATED S Industrials 917,072.0 $24.2M 0.02% NEW $26.35 -2.6%
96 FIS FIDELITY NATIONA Technology 508,941.0 $23.9M 0.02% NEW $46.91 -8.9%
97 FND FLOOR & DECOR-A Consumer Cyclical 465,287.0 $23.6M 0.02% NEW $50.80 -10.9%
98 PCAR PACCAR INC Industrials 204,132.0 $23.6M 0.02% NEW $115.50 -4.1%
99 AROC ARCHROCK INC Energy 670,195.0 $23.3M 0.02% NEW $34.80 +9.8%
100 MKSI MKS INC Technology 98,690.0 $22.7M 0.02% NEW $229.81 +28.6%
Page 5 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%