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Portfolio (Quarterly) Guide ↗

MARSHALL WACE, LLP

· CIK 0001318757
13F Portfolio $109.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2899 New
Page 135 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 MIND TECHNOLOGY 14,257.0 $125K NEW $8.79
2682 PTON PELOTON INTERA-A Consumer Cyclical 20,100.0 $124K NEW $6.16 -14.1%
2683 LGCY LEGACY EDUCATION Consumer Defensive 11,989.0 $122K NEW $10.19 +17.8%
2684 SO CALL SOUTHERN CO Utilities 1,400.0 $122K NEW $87.20 +6.1%
2685 EBAY CALL EBAY INC Consumer Cyclical 1,400.0 $122K NEW $87.10 +33.3%
2686 GRPN CALL GROUPON INC Communication Services 6,900.0 $122K NEW $17.61 -0.9%
2687 CHRS COHERUS ONCOLOGY Healthcare 85,464.0 $121K NEW $1.42 +4.9%
2688 HAFN HAFNIA LTD Industrials 22,328.0 $119K NEW $5.33 +63.6%
2689 UEIC UNIVERSAL ELEC Technology 32,840.0 $119K NEW $3.61 +8.6%
2690 ADSK PUT AUTODESK INC Technology 400.0 $118K NEW $296.01 -17.7%
2691 ORBS EIGHTCO HOLDINGS Technology 68,075.0 $118K NEW $1.73 -55.5%
2692 AA PUT ALCOA CORP Basic Materials 2,200.0 $117K NEW $53.14 +17.8%
2693 VWAV VISIONWAVE HOLDI Industrials 12,583.0 $117K NEW $9.26 -43.0%
2694 UFI UNIFI INC Consumer Cyclical 33,085.0 $116K NEW $3.50 +15.1%
2695 FDX CALL FEDEX CORP Industrials 400.0 $116K NEW $288.86 +30.1%
2696 TCOM PUT TRIP.COM GRO-ADR Consumer Cyclical 1,600.0 $115K NEW $71.91 -31.0%
2697 AAOI CALL APPLIED OPTOELEC Technology 3,300.0 $115K NEW $34.86 +397.0%
2698 MRNA CALL MODERNA INC Healthcare 3,900.0 $115K NEW $29.49 +66.3%
2699 NTRA CALL NATERA INC Healthcare 500.0 $115K NEW $229.09 -18.7%
2700 DMRC DIGIMARC CORP Technology 17,343.0 $114K NEW $6.56 +41.2%
Page 135 of 145  ·  2,899 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 27.3%
Consumer Cyclical 17.1%
Healthcare 14.9%
Financial Services 11.1%
Communication Services 8.1%
Consumer Defensive 7.2%
Industrials 6.7%
Energy 2.2%
Real Estate 2.1%
Basic Materials 1.7%