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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 59 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 AVGO CALL BROADCOM INC Technology 14,400.0 $5.0M 0.01% NEW $346.10 +19.8%
1162 CRWD PUT CROWDSTRIKE HO-A Technology 10,600.0 $5.0M 0.01% NEW $468.76 +38.3%
1163 DDS DILLARDS INC-A Consumer Cyclical 8,187.0 $5.0M 0.01% NEW $606.34 -9.0%
1164 BKE THE BUCKLE INC Consumer Cyclical 92,527.0 $4.9M 0.00% NEW $53.42 -8.2%
1165 RAIL FREIGHTCAR AMERI Industrials 446,420.0 $4.9M 0.00% NEW $11.07 -30.7%
1166 AXGN AXOGEN INC Healthcare 150,790.0 $4.9M 0.00% NEW $32.73 +26.2%
1167 CTMX CYTOMX THERAPEUT Healthcare 1,156,936.0 $4.9M 0.00% NEW $4.26 -11.7%
1168 LSCC LATTICE SEMICOND Technology 66,100.0 $4.9M 0.00% NEW $73.58 +89.4%
1169 CVLT COMMVAULT SYSTEM Technology 38,711.0 $4.9M 0.00% NEW $125.36 -15.4%
1170 TREX TREX CO INC Industrials 138,257.0 $4.9M 0.00% NEW $35.08 +9.0%
1171 TECK TECK RESOURCES-B Basic Materials 101,194.0 $4.8M 0.00% NEW $47.89 +27.8%
1172 AVNW AVIAT NETWORKS I Technology 226,580.0 $4.8M 0.00% NEW $21.38 -23.1%
1173 MCS MARCUS CORP Communication Services 311,291.0 $4.8M 0.00% NEW $15.51 +18.1%
1174 DSGX DESCARTES SYS Technology 55,030.0 $4.8M 0.00% NEW $87.66 -19.3%
1175 GWRE GUIDEWIRE SOFTWA Technology 23,936.0 $4.8M 0.00% NEW $201.01 -32.5%
1176 FBIN FORTUNE BRANDS I Industrials 95,848.0 $4.8M 0.00% NEW $50.02 -27.4%
1177 CRWD CALL CROWDSTRIKE HO-A Technology 10,200.0 $4.8M 0.00% NEW $468.76 +38.3%
1178 HNI HNI CORP Industrials 113,727.0 $4.8M 0.00% NEW $42.04 -26.6%
1179 MBIN MERCHANTS BANCOR Financial Services 140,168.0 $4.8M 0.00% NEW $34.06 +36.6%
1180 ESE ESCO TECH INC Technology 24,420.0 $4.8M 0.00% NEW $195.39 +50.1%
Page 59 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%