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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 51 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ASHR DEUTSCHE X-TRACK 217,079.0 $7.1M 0.01% NEW $32.85 +7.3%
1002 HUN HUNTSMAN CORP Basic Materials 711,784.0 $7.1M 0.01% NEW $10.00 +43.8%
1003 ANNALY CAPITAL M 317,639.0 $7.1M 0.01% NEW $22.36
1004 TEX TEREX CORP Industrials 132,633.0 $7.1M 0.01% NEW $53.38 +7.9%
1005 BLMN BLOOMIN' BRANDS Consumer Cyclical 1,143,781.0 $7.1M 0.01% NEW $6.17 +25.6%
1006 CERT CERTARA INC Healthcare 798,182.0 $7.0M 0.01% NEW $8.81 -41.3%
1007 MITK MITEK SYSTEMS Technology 664,105.0 $7.0M 0.01% NEW $10.55 +45.6%
1008 LANDBRIDGE CO LL 142,506.0 $7.0M 0.01% NEW $48.99
1009 EXPO EXPONENT INC Industrials 100,399.0 $7.0M 0.01% NEW $69.46 -17.9%
1010 CMS CMS ENERGY CORP Utilities 99,340.0 $6.9M 0.01% NEW $69.93 +5.3%
1011 GGB GERDAU SA-ADR Basic Materials 1,882,450.0 $6.9M 0.01% NEW $3.69 +27.4%
1012 BBNX BETA BIONICS INC Healthcare 227,956.0 $6.9M 0.01% NEW $30.47 -65.2%
1013 STAA STAAR SURGICAL Healthcare 300,583.0 $6.9M 0.01% NEW $23.09 +43.1%
1014 ETN EATON CORP PLC Industrials 21,751.0 $6.9M 0.01% NEW $318.51 +19.8%
1015 SBS SABESP-ADR Utilities 290,372.0 $6.9M 0.01% NEW $23.85 -75.4%
1016 REYN REYNOLDS CONSUME Consumer Cyclical 301,375.0 $6.9M 0.01% NEW $22.92 -5.1%
1017 CSX CSX CORP Industrials 189,488.0 $6.9M 0.01% NEW $36.25 +26.6%
1018 SNEX STONEX GROUP INC Financial Services 72,115.0 $6.9M 0.01% NEW $95.13 +18.7%
1019 TD TORONTO-DOM BANK Financial Services 72,680.0 $6.8M 0.01% NEW $94.20 +16.3%
1020 PRCT PROCEPT BIOROBOT Healthcare 217,442.0 $6.8M 0.01% NEW $31.46 -10.6%
Page 51 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%