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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 3 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HII HUNTINGTON INGAL Industrials 299,240.0 $113.7M 0.11% -53K -15.0% $379.90 -11.3%
42 CAH CARDINAL HEALTH Healthcare 533,972.0 $112.8M 0.11% -417K -43.9% $211.31 -7.6%
43 BC BRUNSWICK CORP Consumer Cyclical 1,493,524.0 $108.7M 0.11% -428K -22.3% $72.76 +6.6%
44 SMH PUT MARKET VECTORS S 282,400.0 $108.3M 0.11% -1.5M -84.5% $383.40 +45.1%
45 CRM SALESFORCE INC Technology 578,847.0 $108.1M 0.11% -353K -37.9% $186.67 -10.2%
46 SOFI SOFI TECHNOLOGIE Financial Services 6,519,684.0 $103.5M 0.10% -131K -2.0% $15.88 +0.9%
47 LIBERTY MEDIA CO 1,172,947.0 $99.7M 0.10% -2.7M -69.5% $85.02
48 GRAB GRAB HOLDINGS LT Technology 26,633,927.0 $97.5M 0.10% -45.8M -63.2% $3.66 -2.5%
49 SNPS SYNOPSYS INC Technology 237,917.0 $94.3M 0.09% -518K -68.5% $396.48 +28.6%
50 SPY PUT SPDR S&P 500 ETF Financial Services 143,700.0 $93.5M 0.09% -253K -63.8% $650.34 +13.7%
51 HD HOME DEPOT INC Consumer Cyclical 282,936.0 $93.1M 0.09% -260K -47.9% $328.89 -7.5%
52 PANW PALO ALTO NETWOR Technology 575,068.0 $92.2M 0.09% -1.4M -70.4% $160.32 +48.6%
53 HSY HERSHEY CO/THE Consumer Defensive 434,990.0 $90.4M 0.09% -622K -58.9% $207.89 -8.5%
54 NOW SERVICENOW INC Technology 860,803.0 $90.0M 0.09% -203K -19.1% $104.55 -13.4%
55 GLD CALL SPDR GOLD TRUST Financial Services 207,900.0 $89.5M 0.09% -132K -38.7% $430.29 -0.7%
56 BAC BANK OF AMERICA Financial Services 1,830,832.0 $89.3M 0.09% -3.2M -63.6% $48.75 +2.1%
57 FCX FREEPORT-MCMORAN Basic Materials 1,494,132.0 $87.8M 0.09% -2.1M -58.9% $58.78 +12.5%
58 SLV CALL ISHARES SILVER T Financial Services 1,288,100.0 $87.8M 0.09% -379K -22.7% $68.14 +1.3%
59 NKE PUT NIKE INC -CL B Consumer Cyclical 1,653,600.0 $87.3M 0.09% -211K -11.3% $52.82 -20.4%
60 ON ON SEMICONDUCTOR Technology 1,374,076.0 $85.1M 0.09% -342K -19.9% $61.92 +91.2%
Page 3 of 49  ·  969 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%