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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 23 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DUKE ENERGY CORP 35,000,000.0 $36.1M 0.03% NEW $1.03
442 AMAT PUT APPLIED MATERIAL Technology 140,000.0 $36.0M 0.03% NEW $256.99 +58.3%
443 CIFR CIPHER MINING IN Financial Services 2,425,364.0 $35.8M 0.03% NEW $14.76 +27.4%
444 IT GARTNER INC Technology 141,719.0 $35.8M 0.03% NEW $252.28 -38.4%
445 TERN TERNS PHARMACEUT Healthcare 878,583.0 $35.5M 0.03% NEW $40.40 +31.1%
446 MKC MCCORMICK-N/V Consumer Defensive 517,250.0 $35.2M 0.03% NEW $68.11 -31.4%
447 MAZE MAZE THERAPEUTIC Healthcare 847,472.0 $35.1M 0.03% NEW $41.43 -40.9%
448 DLTR DOLLAR TREE INC Consumer Defensive 285,226.0 $35.1M 0.03% NEW $123.01 -25.8%
449 EWY ISHARES-S KOREA 359,323.0 $34.9M 0.03% NEW $97.22 +79.0%
450 REAL REALREAL INC/THE Consumer Cyclical 2,213,546.0 $34.9M 0.03% NEW $15.78 -40.1%
451 WU WESTERN UNION Financial Services 3,740,849.0 $34.8M 0.03% NEW $9.31 -9.1%
452 HAE HAEMONETICS CORP Healthcare 432,955.0 $34.7M 0.03% NEW $80.15 -28.5%
453 SAP SAP SE-SPONS ADR Technology 142,467.0 $34.6M 0.03% NEW $242.91 -28.1%
454 OHI OMEGA HEALTHCARE Real Estate 776,640.0 $34.4M 0.03% NEW $44.34 +9.0%
455 RNG RINGCENTRAL IN-A Technology 1,190,568.0 $34.4M 0.03% NEW $28.88 +40.9%
456 COST PUT COSTCO WHOLESALE Consumer Defensive 39,700.0 $34.2M 0.03% NEW $862.34 +21.6%
457 LBRDK LIBERTY BR-C Communication Services 700,994.0 $34.1M 0.03% NEW $48.60 -32.1%
458 SYM SYMBOTIC INC Industrials 571,381.0 $34.0M 0.03% NEW $59.50 -20.9%
459 RBRK RUBRIK INC-A Technology 443,704.0 $33.9M 0.03% NEW $76.48 -15.0%
460 GDX VANECK GOLD MNRS 391,483.0 $33.6M 0.03% NEW $85.77 -2.3%
Page 23 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%