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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 7 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TYL TYLER TECHNOLOG Technology 46,372.0 $15.9M 0.02% NEW $342.38 -8.9%
122 GRDN GUARDIAN PHARM-A Healthcare 417,710.0 $15.7M 0.02% NEW $37.66 -2.8%
123 IQIYI INC 17,000,000.0 $15.6M 0.02% NEW $0.92
124 BCH BANCO CHILE-ADR Financial Services 420,691.0 $15.6M 0.02% NEW $37.04 -1.5%
125 SKM SK TELEC-SPN ADR Communication Services 514,070.0 $15.1M 0.01% NEW $29.29 +30.6%
126 ERIC ERICSSON LM-ADR Technology 1,291,573.0 $14.6M 0.01% NEW $11.27 +10.9%
127 KGS KODIAK GAS SERVI Energy 242,829.0 $14.2M 0.01% NEW $58.32 +26.0%
128 GTM ZOOMINFO TECH Technology 2,319,145.0 $13.9M 0.01% NEW $5.98 -35.5%
129 HPE PUT HEWLETT PACKA Technology 576,000.0 $13.7M 0.01% NEW $23.81 +39.0%
130 BSAC BANCO SANTAN-ADR Financial Services 406,176.0 $13.6M 0.01% NEW $33.40 -8.6%
131 UNP PUT UNION PAC CORP Industrials 55,000.0 $13.3M 0.01% NEW $242.62 +11.5%
132 AWI ARMSTRONG WORLD Industrials 79,517.0 $13.1M 0.01% NEW $164.80 -4.2%
133 WVE WAVE LIFE SCIENC Healthcare 1,789,882.0 $13.0M 0.01% NEW $7.25 -6.6%
134 EXEL EXELIXIS INC Healthcare 300,013.0 $12.9M 0.01% NEW $42.89 +16.9%
135 IBIT PUT ISHARES BITCOIN Financial Services 332,000.0 $12.8M 0.01% NEW $38.42 +13.3%
136 CR CRANE CO Industrials 74,188.0 $12.7M 0.01% NEW $171.00 +0.5%
137 PAM PAMPA-SPON ADR Utilities 140,754.0 $12.5M 0.01% NEW $88.50 -10.3%
138 AXTA AXALTA COATING S Basic Materials 446,981.0 $12.4M 0.01% NEW $27.70 -0.3%
139 IYW ISHARES-DJ TECH 68,023.0 $12.3M 0.01% NEW $181.42 +30.3%
140 KGC KINROSS GOLD Basic Materials 396,364.0 $12.1M 0.01% NEW $30.51 -7.0%
Page 7 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%