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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 54 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 OTTR OTTER TAIL CORP Utilities 95,162.0 $8.4M 0.01% -78K -45.1% $87.77 +3.5%
1062 AXON AXON ENTERPRISE Industrials 19,651.0 $8.3M 0.01% -34K -63.5% $424.69 +47.8%
1063 NXST NEXSTAR MEDIA Communication Services 46,041.0 $8.3M 0.01% NEW $180.83 +2.9%
1064 BLOCK INC 137,762.0 $8.3M 0.01% -1.9M -93.3% $60.18
1065 IOVA IOVANCE BIOTHERA Healthcare 2,355,612.0 $8.3M 0.01% NEW $3.51 +136.2%
1066 GFI GOLD FIELDS-ADR Basic Materials 181,586.0 $8.2M 0.01% NEW $45.40 +5.3%
1067 BCS BARCLAYS PLC-ADR Financial Services 387,768.0 $8.2M 0.01% +377K +3524.0% $21.16 +26.8%
1068 ADT ADT INC Industrials 1,246,308.0 $8.2M 0.01% +1.0M +470.8% $6.57 +12.3%
1069 CACI CACI INTL-A Technology 14,977.0 $8.1M 0.01% NEW $543.87 +19.0%
1070 DLTR DOLLAR TREE INC Consumer Defensive 74,361.0 $8.1M 0.01% -211K -73.9% $109.51 +20.1%
1071 CF CF INDUSTRIES HO Basic Materials 62,601.0 $8.1M 0.01% NEW $129.84 -0.1%
1072 NOG NORTHERN OIL AND Energy 278,017.0 $8.1M 0.01% NEW $29.23 -6.5%
1073 CRWD CALL CROWDSTRIKE HO-A Technology 20,800.0 $8.1M 0.01% +11K +103.9% $97.60 +96.7%
1074 PAGS PAGSEGURO DIGI-A Technology 807,977.0 $8.1M 0.01% -1.6M -66.9% $10.02 -14.0%
1075 PGNY PROGYNY INC Healthcare 476,394.0 $8.1M 0.01% +389K +445.9% $16.98 +51.1%
1076 AMCX AMC GLOBAL MEDIA Communication Services 1,189,778.0 $8.1M 0.01% -48K -3.9% $6.79 +82.5%
1077 SNAP INC 10,000,000.0 $8.0M 0.01% NEW $0.80
1078 CRVS CORVUS PHARMACEU Healthcare 548,285.0 $8.0M 0.01% +332K +153.5% $14.63 -1.2%
1079 DAVE INC 45,858.0 $8.0M 0.01% +10K +28.1% $174.09
1080 MTDR MATADOR RESOURCE Energy 125,581.0 $7.9M 0.01% NEW $63.18 -7.6%
Page 54 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 29.3%
Consumer Cyclical 16.0%
Healthcare 14.2%
Financial Services 9.8%
Industrials 7.7%
Energy 5.7%
Communication Services 5.5%
Consumer Defensive 5.0%
Basic Materials 2.7%
Utilities 2.3%