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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 41 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SKM SK TELEC-SPN ADR Communication Services 514,070.0 $15.1M 0.01% NEW $29.29 +29.6%
802 DRD DRDGOLD LTD-ADR Basic Materials 511,928.0 $15.0M 0.01% +120K +30.7% $29.37 -10.9%
803 HIMS HIMS & HERS HEAL Healthcare 724,227.0 $15.0M 0.01% +718K +10000.0% $20.76 +15.7%
804 CECO CECO ENVIRONMNTL Industrials 251,904.0 $15.0M 0.01% +244K +3129.5% $59.58 +35.4%
805 HXL HEXCEL CORP Industrials 185,173.0 $15.0M 0.01% +109K +142.6% $80.93 +4.7%
806 IMMX IMMIX BIOPHARMA Healthcare 1,641,552.0 $15.0M 0.01% -337K -17.0% $9.11 -4.8%
807 CGEM CULLINAN THERAPE Healthcare 1,049,581.0 $14.9M 0.01% +635K +153.3% $14.21 -1.6%
808 APPF APPFOLIO INC - A Technology 93,771.0 $14.8M 0.01% -76K -44.8% $157.82 +2.9%
809 KINIKSA PHARMACE 305,371.0 $14.7M 0.01% +300K +5165.0% $48.15
810 CABO CABLE ONE INC Communication Services 160,756.0 $14.7M 0.01% +87K +117.6% $91.21 -47.7%
811 GT GOODYEAR TIRE Consumer Cyclical 2,202,725.0 $14.6M 0.01% -484K -18.0% $6.63 -11.5%
812 ENB ENBRIDGE INC Energy 269,744.0 $14.6M 0.01% +257K +2080.4% $54.14 +6.7%
813 OCGN OCUGEN INC Healthcare 8,052,350.0 $14.6M 0.01% +5.5M +218.2% $1.81 -25.4%
814 ERIC ERICSSON LM-ADR Technology 1,291,573.0 $14.6M 0.01% NEW $11.27 +17.5%
815 PRAXIS PRECISION 45,149.0 $14.5M 0.01% -24K -34.8% $322.19
816 CVNA CARVANA CO Consumer Cyclical 45,874.0 $14.4M 0.01% +20K +75.1% $314.38 -79.5%
817 LMAT LEMAITRE VASCULA Healthcare 131,220.0 $14.3M 0.01% +83K +172.1% $109.17 -8.8%
818 GOOS CANADA GOOSE HOL Consumer Cyclical 1,299,326.0 $14.3M 0.01% -241K -15.7% $10.97 -10.6%
819 HOOD CALL ROBINHOOD MARK-A Financial Services 205,400.0 $14.2M 0.01% +127K +161.7% $69.30 +9.6%
820 HOG HARLEY-DAVIDSON Consumer Cyclical 703,959.0 $14.2M 0.01% +583K +482.8% $20.22 +14.7%
Page 41 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%