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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 106 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 CDRE CADRE HOLDINGS I Industrials 35,378.0 $1.1M 0.00% NEW $30.68 -2.7%
2102 PZG PARAMOUNT GOLD N Basic Materials 653,145.0 $1.1M 0.00% +585K +864.2% $1.66 -18.1%
2103 AP AMPCO-PITTSBURGH Industrials 161,291.0 $1.1M 0.00% -47K -22.6% $6.72 +51.0%
2104 ERII ENERGY RECOVERY Industrials 106,297.0 $1.1M 0.00% -3K -2.8% $10.07 -14.4%
2105 CHARGEPOINT HOLD 220,104.0 $1.1M 0.00% -55K -20.0% $4.86
2106 YUM YUM! BRANDS INC Consumer Cyclical 6,879.0 $1.1M 0.00% NEW $155.48 -1.8%
2107 LYV LIVE NATION ENTE Communication Services 6,992.0 $1.1M 0.00% -140K -95.2% $152.51 +8.8%
2108 WRD WERIDE INC-ADR Technology 131,600.0 $1.1M 0.00% -53K -28.5% $8.09 -11.7%
2109 CNS COHEN & STEERS Financial Services 16,958.0 $1.1M 0.00% -237K -93.3% $62.55 +15.3%
2110 IMUX IMMUNIC INC Healthcare 952,966.0 $1.1M 0.00% NEW $1.11 +1008.1%
2111 KWR QUAKER CHEMICAL Basic Materials 8,513.0 $1.1M 0.00% NEW $124.23 +12.0%
2112 FOX FOX CORP - B Communication Services 19,900.0 $1.1M 0.00% -1.2M -98.4% $53.10 +8.5%
2113 LC LENDINGCLUB CORP Financial Services 73,414.0 $1.1M 0.00% NEW $14.32 +10.1%
2114 TOI ONCOLOGY INSTITU Healthcare 342,265.0 $1.1M 0.00% +162K +89.8% $3.07 +36.8%
2115 FUNC FIRST UTD CORP Financial Services 28,620.0 $1.0M 0.00% -15K -35.0% $36.64 +2.5%
2116 KREF KKR REAL ESTATE Real Estate 170,695.0 $1.0M 0.00% NEW $6.12 +4.7%
2117 NNE NANO NUCLEAR ENE Industrials 51,000.0 $1.0M 0.00% +20K +64.0% $20.48 +22.5%
2118 WMG WARNER MUSIC-A Communication Services 40,780.0 $1.0M 0.00% -144K -77.9% $25.54 +32.8%
2119 BBAR BBVA ARGENT-ADR Financial Services 64,801.0 $1.0M 0.00% -335K -83.8% $16.06 +1.2%
2120 LH LABCORP HOLDINGS Healthcare 3,899.0 $1.0M 0.00% -176K -97.8% $266.81 -4.1%
Page 106 of 157  ·  3,130 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%