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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 53 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ASCENDIS PHA-ADR 30,055.0 $6.4M 0.01% NEW $213.24
1042 TGT TARGET CORP Consumer Defensive 65,505.0 $6.4M 0.01% NEW $97.75 +25.1%
1043 SYK PUT STRYKER CORP Healthcare 18,200.0 $6.4M 0.01% NEW $351.47 -8.5%
1044 PMT PENNYMAC MORTGAG Real Estate 508,877.0 $6.4M 0.01% NEW $12.55 -16.3%
1045 DKNG DRAFTKINGS INC Consumer Cyclical 185,151.0 $6.4M 0.01% NEW $34.46 -26.3%
1046 BKH BLACK HILLS CORP Utilities 91,853.0 $6.4M 0.01% NEW $69.42 +6.8%
1047 ATEX ANTERIX INC Communication Services 291,255.0 $6.4M 0.01% NEW $21.83 +174.9%
1048 ZUMZ ZUMIEZ INC Consumer Cyclical 243,807.0 $6.4M 0.01% NEW $26.05 -12.6%
1049 XLF SPDR-FINL SELECT 115,909.0 $6.3M 0.01% NEW $54.77 -5.6%
1050 GIB CGI INC Technology 68,727.0 $6.3M 0.01% NEW $92.30 -28.5%
1051 SEPN SEPTERNA INC Healthcare 226,901.0 $6.3M 0.01% NEW $27.88 +0.5%
1052 AMSF AMERISAFE INC Financial Services 164,648.0 $6.3M 0.01% NEW $38.41 -18.5%
1053 NTST NETSTREIT CORP Real Estate 357,333.0 $6.3M 0.01% NEW $17.64 +16.9%
1054 OGS ONE GAS INC Utilities 81,594.0 $6.3M 0.01% NEW $77.25 +6.6%
1055 ACN ACCENTURE PLC-A Technology 23,438.0 $6.3M 0.01% NEW $268.30 -33.7%
1056 ALSN ALLISON TRANSMIS Consumer Cyclical 64,099.0 $6.3M 0.01% NEW $97.90 +11.4%
1057 KW KENNEDY-WILSON H Real Estate 648,165.0 $6.3M 0.01% NEW $9.67 +13.8%
1058 DC DAKOTA GOLD CORP Basic Materials 1,102,781.0 $6.3M 0.01% NEW $5.68 -5.5%
1059 GLUE MONTE ROSA THERA Healthcare 398,890.0 $6.3M 0.01% NEW $15.68 +20.4%
1060 NVAX NOVAVAX INC Healthcare 929,611.0 $6.2M 0.01% NEW $6.72 +33.6%
Page 53 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%