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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 122 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 VTV THERAPEUTI-A 13,389.0 $531K 0.00% NEW $39.66
2422 NANR SPDR S&P NORTH A 6,300.0 $529K 0.00% NEW $84.00 -2.0%
2423 PUT IQVIA HOLDINGS I 3,100.0 $529K 0.00% NEW $170.54
2424 TECK TECK RESOURCES-B Basic Materials 10,212.0 $528K 0.00% -91K -89.9% $51.75 +18.3%
2425 PEPG PEPGEN INC Healthcare 298,568.0 $528K 0.00% +8K +2.8% $1.77 -13.0%
2426 UBER CALL UBER TECHNOLOGIE Technology 7,300.0 $525K 0.00% NEW $71.93 +3.7%
2427 MAGN MAGNERA CORP Industrials 55,167.0 $525K 0.00% +23K +69.1% $9.51 +11.0%
2428 SLVP ISHARES MSCI GLO 14,782.0 $524K 0.00% NEW $35.46 +0.1%
2429 BCP INVESTMENT C 69,661.0 $524K 0.00% -31K -31.1% $7.52
2430 ESP ESPEY MFG & ELEC Industrials 9,416.0 $522K 0.00% -15K -62.1% $55.42 +3.9%
2431 CGEN COMPUGEN LTD Healthcare 244,480.0 $521K 0.00% +138K +130.0% $2.13 +22.5%
2432 EDIT EDITAS MEDICINE Healthcare 210,308.0 $519K 0.00% NEW $2.47 +8.1%
2433 HTH HILLTOP HOLDINGS Financial Services 14,500.0 $519K 0.00% NEW $35.82 +4.2%
2434 HUBB HUBBELL INC Industrials 1,057.0 $519K 0.00% NEW $490.74 -6.1%
2435 SCHL SCHOLASTIC CORP Communication Services 13,277.0 $519K 0.00% -13K -48.8% $39.06 +0.5%
2436 PYXS PYXIS ONCOLOGY I Healthcare 354,417.0 $517K 0.00% -35K -9.1% $1.46 +37.0%
2437 LSTR LANDSTAR SYSTEM Industrials 3,222.0 $517K 0.00% NEW $160.31 +19.2%
2438 DEFI DEVELOPMENT 156,699.0 $516K 0.00% NEW $3.29
2439 FBP FIRST BANCORP PR Financial Services 24,131.0 $515K 0.00% NEW $21.36 +13.1%
2440 ESGE ISHARES MSCI EM 11,266.0 $512K 0.00% NEW $45.47 +15.8%
Page 122 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%