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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 111 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 ORMP ORAMED PHARMACEU Healthcare 259,611.0 $883K 0.00% $3.40 +28.8%
2202 WASH WASH TRUST BANC Financial Services 26,350.0 $882K 0.00% NEW $33.46 -4.0%
2203 CMDB COSTAMARE BULKER Industrials 56,859.0 $880K 0.00% NEW $15.47 +17.6%
2204 DUOL DUOLINGO Technology 8,859.0 $873K 0.00% -59K -86.9% $98.57 +7.2%
2205 WW INTERNATIONAL 62,823.0 $863K 0.00% +25K +65.6% $13.74
2206 VOC VOC ENERGY TRUST Energy 248,414.0 $860K 0.00% NEW $3.46 -9.8%
2207 SHAZ SHARONAI HOLDING Technology 37,672.0 $856K 0.00% NEW $22.73 +121.1%
2208 TGTX TG THERAPEUTICS Healthcare 25,693.0 $854K 0.00% NEW $33.22 +19.7%
2209 CALL RANGE CAPITAL AC 85,030.0 $850K 0.00% -14K -14.2% $10.00
2210 DSAC DAEDALUS SPECI-A Financial Services 85,620.0 $848K 0.00% NEW $9.91 +0.8%
2211 GENC GENCOR INDS INC Industrials 56,250.0 $844K 0.00% +17K +43.1% $15.00 -5.4%
2212 SPRY ARS PHARMACEUTIC Healthcare 105,006.0 $843K 0.00% +26K +32.6% $8.03 -2.9%
2213 FLR FLUOR CORP Industrials 18,063.0 $843K 0.00% +11K +150.1% $46.65 -4.4%
2214 ORI OLD REPUB INTL Financial Services 21,032.0 $839K 0.00% NEW $39.90 -0.6%
2215 WINA WINMARK CORP Consumer Cyclical 1,959.0 $838K 0.00% -3K -58.7% $427.55 -15.9%
2216 RYTM RHYTHM PHARMACEU Healthcare 9,628.0 $837K 0.00% NEW $86.97 +4.2%
2217 ARE ALEXANDRIA REAL Real Estate 17,971.0 $834K 0.00% -182K -91.0% $46.42 +3.1%
2218 MILLROSE PROPERT 29,691.0 $831K 0.00% NEW $28.00
2219 ONITY GROUP INC 21,143.0 $830K 0.00% -6K -23.0% $39.27
2220 PLOW DOUGLAS DYNAMICS Consumer Cyclical 19,711.0 $830K 0.00% NEW $42.09 +4.3%
Page 111 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%