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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 154 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 VEEV CALL VEEVA SYSTEMS-A Healthcare 100.0 $18K $175.66 -7.0%
3062 MDLZ PUT MONDELEZ INTER-A Consumer Defensive 300.0 $17K NEW $57.64 +6.1%
3063 RMBS CALL RAMBUS INC Technology 200.0 $17K NEW $86.03 +41.6%
3064 CROX CALL CROCS INC Consumer Cyclical 200.0 $17K NEW $83.02 +16.5%
3065 PM PUT PHILIP MORRIS IN Consumer Defensive 100.0 $17K NEW $165.34 +15.6%
3066 TDOC CALL TELADOC HEALTH I Healthcare 3,000.0 $16K $5.45 +17.7%
3067 SLQT SELECTQUOTE INC Financial Services 25,723.0 $16K NEW $0.63 +71.4%
3068 DXJ CALL WISDOMTREE JAP H 100.0 $16K NEW $158.58 +6.9%
3069 YUM PUT YUM! BRANDS INC Consumer Cyclical 100.0 $16K NEW $155.48 -2.4%
3070 YUM CALL YUM! BRANDS INC Consumer Cyclical 100.0 $16K NEW $155.48 -2.4%
3071 MARA PUT MARA HOLDINGS IN Financial Services 1,900.0 $16K -4K -65.5% $8.16 +46.9%
3072 MOS PUT MOSAIC CO/THE Basic Materials 600.0 $15K NEW $25.50 -14.8%
3073 DASH PUT DOORDASH INC-A Communication Services 100.0 $15K $150.15 +8.1%
3074 FSLY CALL FASTLY INC -CL A Technology 500.0 $15K NEW $29.06 -42.8%
3075 IFF CALL INTL FLVR & FRAG Basic Materials 200.0 $15K NEW $72.55 +2.2%
3076 FUTU CALL FUTU HOLDING-ADR Financial Services 100.0 $14K -100.0 -50.0% $136.76 -3.0%
3077 BKU CALL BANKUNITED INC Financial Services 300.0 $14K NEW $45.16 +1.4%
3078 CHWY CALL CHEWY INC- CL A Consumer Cyclical 500.0 $14K NEW $27.00 -20.6%
3079 XP PUT XP INC - CLASS A Financial Services 700.0 $13K -30K -97.7% $19.04 -10.2%
3080 SU PUT SUNCOR ENERGY Energy 200.0 $13K NEW $66.11 +5.4%
Page 154 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%