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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 79 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 APLE APPLE HOSPITALIT Real Estate 175,884.0 $2.1M 0.00% NEW $11.85 +22.4%
1562 KRP KIMBELL ROYALTY Energy 176,612.0 $2.1M 0.00% NEW $11.76 +29.8%
1563 OVID OVID THERAPEUTIC Healthcare 1,271,487.0 $2.1M 0.00% NEW $1.63 +49.7%
1564 MGNX MACROGENICS INC Healthcare 1,284,563.0 $2.1M 0.00% NEW $1.61 +163.4%
1565 CTNM CONTINEUM THER-A Healthcare 180,804.0 $2.1M 0.00% NEW $11.43 +25.7%
1566 AMN AMN HEALTHCARE Healthcare 131,042.0 $2.1M 0.00% NEW $15.76 +62.8%
1567 AKR ACADIA REALTY Real Estate 100,156.0 $2.1M 0.00% NEW $20.54 +6.2%
1568 XEL XCEL ENERGY INC Utilities 27,850.0 $2.1M 0.00% NEW $73.86 +8.1%
1569 VREX VAREX IMAGIN Healthcare 176,541.0 $2.1M 0.00% NEW $11.65 -13.0%
1570 ATLANTA BRAVES H 51,999.0 $2.1M 0.00% NEW $39.45
1571 MRBK MERIDIAN CORP Financial Services 116,572.0 $2.0M 0.00% NEW $17.58 -0.5%
1572 SPXC SPX TECHNOLOGIES Industrials 10,208.0 $2.0M 0.00% NEW $200.06 +2.7%
1573 CBT CABOT CORP Basic Materials 30,768.0 $2.0M 0.00% NEW $66.28 +18.2%
1574 GPMT GRANITE POINT MO Real Estate 849,109.0 $2.0M 0.00% NEW $2.40 -42.5%
1575 VC VISTEON CORP Consumer Cyclical 21,403.0 $2.0M 0.00% NEW $95.10 +14.8%
1576 SSNC SS&C TECHNOLOGIE Technology 23,245.0 $2.0M 0.00% NEW $87.42 -23.1%
1577 IGV ISHARES EXPANDED 19,200.0 $2.0M 0.00% NEW $105.69 -12.5%
1578 WMS ADVANCED DRAINAG Industrials 13,947.0 $2.0M 0.00% NEW $144.83 -5.5%
1579 BHRB BURKE & HERBERT Financial Services 32,393.0 $2.0M 0.00% NEW $62.31 +1.8%
1580 SAFEGUARD ACQUIS 200,000.0 $2.0M 0.00% NEW $10.09
Page 79 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%