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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 74 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 AWK AMERICAN WATER W Utilities 19,369.0 $2.5M 0.00% NEW $130.50 -5.1%
1462 COMSTOCK INC 669,494.0 $2.5M 0.00% NEW $3.76
1463 STEM INC 167,247.0 $2.5M 0.00% NEW $15.05
1464 TIPT TIPTREE INC Financial Services 137,576.0 $2.5M 0.00% NEW $18.27 -7.6%
1465 ANVS ANNOVIS BIO Healthcare 725,862.0 $2.5M 0.00% NEW $3.46 -37.9%
1466 EQV VENTURES A-A 250,000.0 $2.5M 0.00% NEW $10.03
1467 GALT GALECTIN THERAPE Healthcare 602,134.0 $2.5M 0.00% NEW $4.16 -39.4%
1468 NVEC NVE CORP Technology 42,206.0 $2.5M 0.00% NEW $59.33 +47.6%
1469 ALIGOS THERAPEUT 268,664.0 $2.5M 0.00% NEW $9.32
1470 VGZ VISTA GOLD CORP Basic Materials 1,269,689.0 $2.5M 0.00% NEW $1.97 +12.2%
1471 ACTIVATE ENERGY 250,000.0 $2.5M 0.00% NEW $10.00
1472 LPL LG DISPLAY-ADR Technology 592,688.0 $2.5M 0.00% NEW $4.21 +17.3%
1473 WTRG ESSENTIAL UTILIT Utilities 64,981.0 $2.5M 0.00% NEW $38.36 -4.7%
1474 BBBY BED BATH & BEYON Consumer Cyclical 456,422.0 $2.5M 0.00% NEW $5.46 +4.9%
1475 SO 7 1/8 50,000.0 $2.5M 0.00% NEW $49.76
1476 NEBIUS GROUP NV 29,689.0 $2.5M 0.00% NEW $83.70
1477 VIKING HOLDINGS 34,734.0 $2.5M 0.00% NEW $71.41
1478 STX PUT SEAGATE TECHNOLO Technology 9,000.0 $2.5M 0.00% NEW $275.39 +172.7%
1479 LAND GLADSTONE LAND C Real Estate 270,556.0 $2.5M 0.00% NEW $9.15 +4.2%
1480 HOG HARLEY-DAVIDSON Consumer Cyclical 120,790.0 $2.5M 0.00% NEW $20.49 +13.2%
Page 74 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%