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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 139 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 LVS CALL LAS VEGAS SANDS Consumer Cyclical 900.0 $59K NEW $65.09 -22.1%
2762 BDX PUT BECTON DICKINSON Healthcare 300.0 $58K NEW $194.07 -26.3%
2763 CNK CALL CINEMARK HOLDING Communication Services 2,500.0 $58K NEW $23.24 +15.3%
2764 BURL PUT BURLINGTON STORE Consumer Cyclical 200.0 $58K NEW $288.85 +0.8%
2765 HLT CALL HILTON WORLDWIDE Consumer Cyclical 200.0 $57K NEW $287.25 +11.2%
2766 RVSB RIVERVIEW BANCRP Financial Services 11,433.0 $57K NEW $5.02 +9.0%
2767 CAT CALL CATERPILLAR INC Industrials 100.0 $57K NEW $572.87 +50.9%
2768 TUSK MAMMOTH ENERGY S Industrials 30,801.0 $57K NEW $1.85 +72.2%
2769 LYB PUT LYONDELLBASELL-A Basic Materials 1,300.0 $56K NEW $43.30 +71.2%
2770 RCL CALL ROYAL CARIBBEAN Consumer Cyclical 200.0 $56K NEW $278.92 -9.2%
2771 LYFT CALL LYFT INC-A Technology 2,800.0 $54K NEW $19.37 -30.1%
2772 PUT LEIDOS HOLDINGS 300.0 $54K NEW $180.40
2773 ACN CALL ACCENTURE PLC-A Technology 200.0 $54K NEW $268.30 -34.9%
2774 B PUT BARRICK MINING C Basic Materials 1,200.0 $52K NEW $43.55 -6.9%
2775 ZM CALL ZOOM COMMUNICATI Technology 600.0 $52K NEW $86.29 +14.7%
2776 AIG PUT AMERICAN INTERNA Financial Services 600.0 $51K NEW $85.55 -9.5%
2777 CMI PUT CUMMINS INC Industrials 100.0 $51K NEW $510.45 +32.9%
2778 IBB PUT ISHARES NASDAQ B 300.0 $51K NEW $168.77 -2.6%
2779 MARA PUT MARA HOLDINGS IN Financial Services 5,500.0 $49K NEW $8.98 +33.5%
2780 DOGWOOD THERAPEU 11,655.0 $48K NEW $4.16
Page 139 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%