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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 123 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 AMC ENTERTAINMEN 522,642.0 $512K 0.00% -15.5M -96.8% $0.98
2442 TBCH TURTLE BEACH COR Technology 50,507.0 $512K 0.00% +39K +331.7% $10.14 +5.6%
2443 BKKT BAKKT INC Technology 69,394.0 $511K 0.00% NEW $7.36 +67.4%
2444 SLGN SILGAN HOLDINGS Consumer Cyclical 13,144.0 $510K 0.00% -271K -95.4% $38.80 -1.8%
2445 SKYT SKYWATER TECHNOL Technology 18,600.0 $510K 0.00% -38K -66.8% $27.41 +28.2%
2446 NTSK NETSKOPE INC-A Technology 59,930.0 $509K 0.00% NEW $8.49 +36.3%
2447 HWC HANCOCK WHITNEY Financial Services 8,000.0 $509K 0.00% NEW $63.59 +4.8%
2448 SRFM SURF AIR MOBILIT Industrials 441,959.0 $508K 0.00% NEW $1.15 +1.7%
2449 CSX PUT CSX CORP Industrials 12,300.0 $505K 0.00% -300.0 -2.4% $41.05 +11.8%
2450 THG HANOVER INSURANC Financial Services 2,911.0 $505K 0.00% +2K +135.1% $173.35 +12.2%
2451 MGNI MAGNITE INC Communication Services 42,468.0 $505K 0.00% +14K +47.6% $11.88 +11.0%
2452 M MACY'S INC Consumer Cyclical 27,866.0 $504K 0.00% -3.1M -99.1% $18.09 +14.0%
2453 HLMN HILLMAN SOLUTION Industrials 60,449.0 $503K 0.00% -292K -82.9% $8.32 -12.9%
2454 BNC CEA INDUSTRIES I Industrials 171,799.0 $502K +127K +283.6% $2.92 -10.3%
2455 BSVN BANK7 CORP Financial Services 12,540.0 $500K -5K -28.4% $39.88 +8.5%
2456 GD GENERAL DYNAMICS Industrials 1,457.0 $500K -214K -99.3% $343.22 -1.3%
2457 WAFD WAFD INC Financial Services 15,900.0 $499K NEW $31.40 +12.9%
2458 SAC SAFEGUARD ACQU-A Financial Services 50,000.0 $498K NEW $9.97 +1.3%
2459 OESX ORION ENERGY SYS Industrials 56,924.0 $498K +11K +24.0% $8.74 +3.8%
2460 CNO CNO FINANCIAL GR Financial Services 12,100.0 $497K NEW $41.06 +15.4%
Page 123 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%