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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 107 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 OC OWENS CORNING Industrials 9,498.0 $1.0M 0.00% NEW $108.22 +7.2%
2122 UNCY UNICYCIVE THERAP Healthcare 154,938.0 $1.0M 0.00% NEW $6.58 +17.6%
2123 ANF ABERCROMBIE & FI Consumer Cyclical 11,119.0 $1.0M 0.00% -238K -95.5% $91.37 -16.3%
2124 KAI KADANT INC Industrials 3,474.0 $1.0M 0.00% -3K -44.1% $292.35 +5.0%
2125 BLCO BAUSCH LOMB CO Healthcare 63,871.0 $1.0M 0.00% NEW $15.90 +1.6%
2126 LKFN LAKELAND FINL Financial Services 17,673.0 $1.0M 0.00% -12K -40.0% $57.38 +4.9%
2127 LX LEXINFINTECH-ADR Financial Services 464,689.0 $1.0M 0.00% -812K -63.6% $2.18 -11.5%
2128 TYGO TIGO ENERGY INC Energy 269,419.0 $1.0M 0.00% -44K -13.9% $3.76 +2.1%
2129 TALK TALKSPACE INC Healthcare 195,839.0 $1.0M 0.00% NEW $5.17 +0.4%
2130 LUXEXPERIENCE BV 126,201.0 $1.0M 0.00% NEW $8.00
2131 DDOG PUT DATADOG INC-A Technology 8,500.0 $1.0M 0.00% NEW $118.05 +84.7%
2132 NAYAX LTD 17,792.0 $997K 0.00% NEW $56.04
2133 HUT 8 CORP 21,243.0 $997K 0.00% -346K -94.2% $46.91
2134 WEBULL CORP 207,385.0 $995K 0.00% -163K -44.0% $4.80
2135 THR THERMON GROUP HO Industrials 19,700.0 $993K 0.00% NEW $50.40 +29.8%
2136 SBAC SBA COMM CORP Real Estate 5,758.0 $991K 0.00% NEW $172.11 +20.7%
2137 ADAC AMERICAN DRIVE-A Financial Services 100,000.0 $990K 0.00% NEW $9.90 +0.4%
2138 SGML SIGMA LITHIUM CO Basic Materials 80,163.0 $989K 0.00% NEW $12.34 +24.3%
2139 MESH MESHFLOW ACQUI-A Financial Services 100,000.0 $989K 0.00% NEW $9.89 +1.0%
2140 B PUT BARRICK MINING C Basic Materials 24,200.0 $987K 0.00% +23K +1916.7% $40.79 +1.1%
Page 107 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%