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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 115 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 DOMO DOMO INC- CL B Technology 241,021.0 $738K 0.00% NEW $3.06 +17.0%
2282 UNIT UNITI GROUP INC Real Estate 78,524.0 $737K 0.00% NEW $9.38 +16.7%
2283 STRW STRAWBERRY FIELD Real Estate 61,511.0 $732K 0.00% +17K +39.6% $11.90 +10.8%
2284 ONCY ONCOLYTICS BIO Healthcare 859,831.0 $731K 0.00% NEW $0.85 -7.1%
2285 TRIP TRIPADVISOR INC Consumer Cyclical 68,485.0 $730K 0.00% NEW $10.66 -6.8%
2286 PBUS INVESCO PUREBETA 11,200.0 $730K 0.00% NEW $65.17 +14.1%
2287 AHCO ADAPTHEALTH CORP Healthcare 61,231.0 $729K 0.00% -53K -46.2% $11.90 -11.5%
2288 ALV AUTOLIV INC Consumer Cyclical 6,899.0 $725K 0.00% -74K -91.5% $105.16 +14.3%
2289 OTLY OATLY GROUP Consumer Defensive 71,532.0 $725K 0.00% NEW $10.14 +0.1%
2290 NEM CALL NEWMONT CORP Basic Materials 6,700.0 $725K 0.00% +7K +6600.0% $108.25 +0.1%
2291 AVO MISSION PRODUCE Consumer Defensive 52,705.0 $725K 0.00% -25K -31.8% $13.76 -13.2%
2292 HRZN HORIZON TECHNOLO Financial Services 171,778.0 $723K 0.00% -111K -39.1% $4.21 -4.3%
2293 FCX PUT FREEPORT-MCMORAN Basic Materials 12,300.0 $723K 0.00% NEW $58.78 +6.0%
2294 EDN EMP DISTRIB-ADR Utilities 23,995.0 $720K 0.00% +14K +129.2% $30.02 -16.7%
2295 BOKF BOK FINL CORP Financial Services 5,600.0 $717K 0.00% NEW $128.06 +1.3%
2296 KPTI KARYOPHARM THERA Healthcare 128,451.0 $715K 0.00% $5.57 +44.7%
2297 NKSH NATL BKSHS INC Financial Services 19,499.0 $710K 0.00% NEW $36.41 -2.4%
2298 TIPT TIPTREE INC Financial Services 41,927.0 $709K 0.00% -96K -69.5% $16.92 -0.2%
2299 MARA CALL MARA HOLDINGS IN Financial Services 86,800.0 $708K 0.00% -5K -5.1% $8.16 +66.1%
2300 CVGI COMMERCIAL VEHIC Consumer Cyclical 207,309.0 $707K 0.00% NEW $3.41 +41.1%
Page 115 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%