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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 19 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ADBE ADOBE INC Technology 131,178.0 $45.9M 0.04% NEW $349.99 -27.1%
362 TIP ISHARES-L TR I P 417,145.0 $45.8M 0.04% NEW $109.91 +0.2%
363 MSTR PUT STRATEGY INC Technology 300,000.0 $45.6M 0.04% NEW $151.95 +9.7%
364 KRYS KRYSTAL BIOTECH Healthcare 183,754.0 $45.3M 0.04% NEW $246.54 +18.3%
365 NVR NVR INC Consumer Cyclical 6,203.0 $45.2M 0.04% NEW $7292.77 -21.6%
366 LH LABCORP HOLDINGS Healthcare 179,555.0 $45.0M 0.04% NEW $250.88 +1.9%
367 RVLV REVOLVE GROUP IN Consumer Cyclical 1,489,581.0 $45.0M 0.04% NEW $30.19 -38.9%
368 COIN PUT COINBASE GLOBA-A Financial Services 198,200.0 $44.8M 0.04% NEW $226.14 -16.2%
369 PFE PUT PFIZER INC Healthcare 1,800,000.0 $44.8M 0.04% NEW $24.90 +1.7%
370 DOV DOVER CORP Industrials 228,761.0 $44.7M 0.04% NEW $195.24 +8.0%
371 AXP PUT AMERICAN EXPRESS Financial Services 120,000.0 $44.4M 0.04% NEW $369.95 -16.4%
372 FRT FED REALTY INVS Real Estate 437,422.0 $44.1M 0.04% NEW $100.80 +14.0%
373 WPC WP CAREY INC Real Estate 683,985.0 $44.0M 0.04% NEW $64.36 +14.8%
374 ACM AECOM Industrials 461,674.0 $44.0M 0.04% NEW $95.33 -25.3%
375 CG CARLYLE GROUP IN Financial Services 742,257.0 $43.9M 0.04% NEW $59.11 -23.0%
376 TELADOC HEALTH INC 46,000,000.0 $43.8M 0.04% NEW $0.95
377 LNC LINCOLN NATL CRP Financial Services 980,953.0 $43.7M 0.04% NEW $44.53 -22.1%
378 TWLO TWILIO INC - A Communication Services 306,873.0 $43.6M 0.04% NEW $142.24 +39.0%
379 TEM TEMPUS AI INC Healthcare 738,646.0 $43.6M 0.04% NEW $59.05 -26.1%
380 UNM UNUM GROUP Financial Services 561,154.0 $43.5M 0.04% NEW $77.50 +6.8%
Page 19 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%