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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 124 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 ENVX ENOVIX CORP Industrials 95,888.0 $497K +57K +147.9% $5.18 +21.6%
2462 TOYO CO LTD 67,743.0 $497K NEW $7.33
2463 PRME PRIME MEDICINE I Healthcare 141,957.0 $494K NEW $3.48 -18.7%
2464 IFRX INFLARX NV Healthcare 554,364.0 $493K +274K +98.0% $0.89 +177.5%
2465 PONY AI INC 52,244.0 $493K -2.5M -97.9% $9.44
2466 MPAA MOTORCAR PARTS Consumer Cyclical 44,544.0 $493K -48K -52.1% $11.06 -1.8%
2467 VBNK VERSABANK Financial Services 34,718.0 $492K -30K -46.5% $14.17 +24.5%
2468 NSP INSPERITY INC Industrials 18,114.0 $490K -20K -52.1% $27.04 +14.1%
2469 CNTN CANTON STRATEGIC Healthcare 149,600.0 $489K -190K -56.0% $3.27 +2.4%
2470 ARMK ARAMARK Industrials 12,059.0 $489K NEW $40.54 +27.4%
2471 HYNE HOYNE BANCORP IN Financial Services 33,707.0 $488K -3K -8.0% $14.47 +8.5%
2472 BHR BRAEMAR HOTELS & Real Estate 206,189.0 $487K +193K +1458.1% $2.36 +5.9%
2473 VTHR VANG RUSS 3000 1,680.0 $483K NEW $287.57 +13.6%
2474 DOX AMDOCS LTD Technology 7,315.0 $477K NEW $65.26 -4.4%
2475 CLPT CLEARPOINT NEURO Healthcare 52,259.0 $476K NEW $9.10 +28.6%
2476 RMBS RAMBUS INC Technology 5,526.0 $475K -11K -66.1% $86.03 +55.2%
2477 ZONE CLEANCORE S-CL B Industrials 1,317,667.0 $474K +371K +39.2% $0.36 +78.9%
2478 CMB TECH NV 37,331.0 $472K -398K -91.4% $12.65
2479 CORZ CORE SCIENTIFIC Technology 31,565.0 $472K -1.4M -97.8% $14.96 +65.9%
2480 ICFI ICF INTERNATIONA Industrials 7,205.0 $470K NEW $65.29 +4.2%
Page 124 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%