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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 116 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 FIBK FIRST INTER/MT-A Financial Services 21,125.0 $706K 0.00% NEW $33.40 +5.4%
2302 CALL OTG ACQUISITIO-A 70,031.0 $705K 0.00% -30K -30.0% $10.06
2303 ROOT INC/OH-A 15,875.0 $701K 0.00% -92K -85.2% $44.17
2304 WSFS WSFS FINANCIAL Financial Services 10,700.0 $700K 0.00% NEW $65.46 +9.7%
2305 DTM DT MIDSTREAM Energy 5,200.0 $700K 0.00% +2K +61.7% $134.67 +10.8%
2306 ILPT INDUSTRIAL LOGIS Real Estate 123,128.0 $699K 0.00% +40K +48.8% $5.68 +52.8%
2307 BBNX BETA BIONICS INC Healthcare 69,470.0 $696K 0.00% -158K -69.5% $10.02 +5.9%
2308 VTEX VTEX -CLASS A Technology 173,981.0 $696K 0.00% NEW $4.00 -9.8%
2309 MELI PUT MERCADOLIBRE INC Consumer Cyclical 400.0 $692K 0.00% NEW $1729.02 -3.0%
2310 IRIDIUM COMMUNIC 24,896.0 $691K 0.00% -124K -83.3% $27.74
2311 CENX CENTURY ALUMINUM Basic Materials 11,754.0 $690K 0.00% +5K +70.0% $58.69 +3.0%
2312 CRSR CORSAIR GAMING I Technology 124,038.0 $688K 0.00% +78K +168.4% $5.55 +24.9%
2313 IE IVANHOE ELECTRIC Technology 58,100.0 $687K 0.00% NEW $11.82 +3.7%
2314 AGCO AGCO CORP Industrials 5,900.0 $684K 0.00% NEW $115.87 -3.3%
2315 HAMILTON INSUR-B 22,852.0 $682K 0.00% +9K +70.5% $29.83
2316 NTRS NORTHERN TRUST Financial Services 4,863.0 $679K 0.00% -428K -98.9% $139.57 +19.7%
2317 TRDA ENTRADA THERAPEU Healthcare 53,764.0 $679K 0.00% +33K +160.3% $12.62 -52.1%
2318 PRGS PROGRESS SOFTWAR Technology 26,401.0 $677K 0.00% -222K -89.4% $25.65 +13.9%
2319 DOUG DOUGLAS ELLIMAN Real Estate 412,142.0 $676K 0.00% NEW $1.64 +11.6%
2320 SDGR SCHRODINGER INC Healthcare 59,366.0 $674K 0.00% -21K -26.5% $11.36 +8.5%
Page 116 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%