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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 45 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 DXCM PUT DEXCOM Healthcare 2,100.0 $132K -14K -87.3% $62.80 -1.9%
882 TKNO ALPHA TEKNOVA IN Healthcare 45,167.0 $131K -5K -9.9% $2.89 +25.3%
883 CLLS CELLECTIS - ADR Healthcare 41,112.0 $130K -137K -77.0% $3.17 +21.5%
884 GNL GLOBAL NET LEASE Real Estate 13,200.0 $124K -59K -81.7% $9.36 -1.4%
885 AA PUT ALCOA CORP Basic Materials 1,800.0 $119K -400.0 -18.2% $66.33 -5.6%
886 MDXHEALTH 50,166.0 $115K -120K -70.6% $2.30
887 STKL SUNOPTA INC Consumer Defensive 17,200.0 $111K -361K -95.5% $6.48 +0.3%
888 BDN BRANDYWINE RLTY Real Estate 39,924.0 $108K -723K -94.8% $2.71 +11.8%
889 WEST WESTROCK COFFEE Consumer Defensive 25,301.0 $108K -127K -83.4% $4.25 +98.8%
890 FDX PUT FEDEX CORP Industrials 300.0 $107K -200.0 -40.0% $356.18 +5.5%
891 TCOM CALL TRIP.COM GRO-ADR Consumer Cyclical 2,100.0 $105K -1K -40.0% $49.79 -0.4%
892 HSDT SOLANA CO Healthcare 59,607.0 $103K -8K -11.8% $1.73 +26.0%
893 RIOT PUT RIOT PLATFORMS I Financial Services 8,300.0 $103K -5K -35.7% $12.36 +90.0%
894 XLB PUT SPDR-MATERIALS 2,000.0 $100K -41K -95.3% $49.97 +0.5%
895 AMBA PUT AMBARELLA INC Technology 1,900.0 $98K -4K -69.3% $51.48 +53.2%
896 JBI JANUS INTERNATIO Industrials 18,405.0 $95K -312K -94.4% $5.15 -6.6%
897 SWIM LATHAM GROUP INC Industrials 17,324.0 $93K -5K -22.4% $5.37 -11.4%
898 SOL STRATEGIES I 94,221.0 $92K -60K -38.7% $0.98
899 VANI VIVANI MEDICAL I Healthcare 92,269.0 $92K -49K -34.7% $1.00 +14.0%
900 DH DEFINITIVE HEALT Healthcare 73,519.0 $90K -80K -52.1% $1.23 -31.7%
Page 45 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%