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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 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EA ELECTRONIC ARTS Communication Services 224,446.0 $45.8M 0.05% -59K -20.8% $203.87 -1.3%
122 KHC KRAFT HEINZ CO/T Consumer Defensive 2,031,673.0 $45.7M 0.05% -11.9M -85.4% $22.49 +2.5%
123 AUGO AURA MINERALS Basic Materials 544,989.0 $44.5M 0.04% -79K -12.6% $81.60 -11.7%
124 CPRT COPART INC Industrials 1,334,588.0 $44.3M 0.04% -554K -29.3% $33.20 +0.6%
125 CBOE CBOE GLOBAL MARK Financial Services 155,221.0 $43.6M 0.04% -513K -76.8% $281.07 +31.4%
126 SOMNIGROUP INTER 588,785.0 $43.5M 0.04% -163K -21.7% $73.92
127 PGR PROGRESSIVE CORP Financial Services 215,221.0 $42.7M 0.04% -229K -51.5% $198.24 +2.8%
128 CARR CARRIER GLOB Industrials 752,036.0 $42.3M 0.04% -13K -1.7% $56.31 +11.5%
129 BIIB BIOGEN INC Healthcare 229,879.0 $42.1M 0.04% -156K -40.4% $183.33 +3.4%
130 BRX BRIXMOR PROPERTY Real Estate 1,457,009.0 $42.0M 0.04% -133K -8.4% $28.80 +4.2%
131 FRT FED REALTY INVS Real Estate 394,601.0 $41.9M 0.04% -43K -9.8% $106.21 +7.4%
132 SPOT SPOTIFY TECHNOLO Communication Services 86,162.0 $41.8M 0.04% -733K -89.5% $484.91 -9.1%
133 CNC CENTENE CORP Healthcare 1,242,592.0 $40.7M 0.04% -852K -40.7% $32.74 +76.0%
134 CAVA CAVA GROUP INC Consumer Cyclical 490,137.0 $39.7M 0.04% -898K -64.7% $80.90 -3.3%
135 AAPL PUT APPLE INC Technology 155,500.0 $39.5M 0.04% -151K -49.2% $253.79 +17.9%
136 SFM SPROUTS FARMERS Consumer Defensive 498,317.0 $38.4M 0.04% -540K -52.0% $77.13 +17.6%
137 NEM NEWMONT CORP Basic Materials 346,086.0 $37.5M 0.04% -254K -42.3% $108.25 -0.9%
138 APLS APELLIS PHARMACE Healthcare 929,019.0 $37.4M 0.04% -62K -6.2% $40.23 +2.0%
139 FISV FISERV INC Technology 656,144.0 $36.6M 0.04% -44K -6.2% $55.80 +1.1%
140 EWY ISHARES-S KOREA 297,538.0 $36.6M 0.04% -62K -17.2% $123.01 +40.1%
Page 7 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%