Fund HoldingsMARSHALL WACE, LLP

Total Portfolio Value
$126.70B
Total Bought
$53.61B
Total Sold
$30.09B
Net Transaction
+$23.52B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES-S&P 500039,828,525+39,828,525029,827,18423.54%+29,827,184
ADV MICRO DEVICE(AMD)03,898,210+3,898,21002,264,3841.79%+2,264,384
MICRON TECH(MU)901,4361,348,718+447,282304,5411,556,8051.23%+1,252,264
COSTCO WHOLESALE(COST)01,174,466+1,174,46601,098,6780.87%+1,098,678
ABBVIE INC(ABBV)02,990,512+2,990,5120752,5320.59%+752,532
JP MORGAN CHASE(JPM)01,978,070+1,978,0700647,4820.51%+647,482
BANK OF AMERICA012,483,467+12,483,4670711,3080.56%+711,308
APPLE INC(AAPL)8,383,0999,084,303+701,2042,127,5472,628,6262.07%+501,080
QUALCOMM INC(QCOM)02,481,985+2,481,9850458,6760.36%+458,676
TEXAS INSTRUMENT(TXN)01,602,959+1,602,9590477,7940.38%+477,794
AMERICAN EXPRESS(AXP)01,429,163+1,429,1630483,4140.38%+483,414
AMAZON.COM INC(AMZN)09,514,151+9,514,15102,267,6151.79%+2,267,615
IBM(IBM)01,702,963+1,702,9630478,8890.38%+478,889
MARKET VECTORS S(Put)
SEMICONDUCTR ETF
0773,800+773,8000507,528+507,528
CISCO SYSTEMS(CSCO)03,565,600+3,565,6000418,8150.33%+418,815
EXXON MOBIL CORP03,142,185+3,142,1850429,6000.34%+429,600
UNITEDHEALTH GRP(UNH)01,833,046+1,833,0460761,8690.60%+761,869
NOKIA CORP-ADR(NOK)033,023,225+33,023,2250438,5480.35%+438,548
BLOOM ENERGY C-A1,031,6361,618,954+587,318139,776490,0530.39%+350,277
MONSTER BEVERAGE(MNST)04,396,238+4,396,2380422,5660.33%+422,566
PARKER HANNIFIN(PH)0367,300+367,3000359,2630.28%+359,263
SPDR PORTFOLIO L
ST STR P500ETF
49,650,24646,869,324-2,780,9223,800,2304,118,8763.25%+318,646
VERTIV HOLDING-A(VRT)0950,002+950,0020318,0800.25%+318,080
AUTOMATIC DATA472,7041,771,511+1,298,80796,044396,7300.31%+300,686
ISHARES PHLX SOX(Put)0465,800+465,8000298,466+298,466
ABBOTT LABS2,010,9385,542,438+3,531,500206,463502,9210.40%+296,458
FERGUSON ENTERPR(FERG)02,001,407+2,001,4070474,9940.37%+474,994
MORGAN STANLEY(MS)4,197,2694,648,847+451,578690,745971,7950.77%+281,050
ROBINHOOD MARK-A(HOOD)03,429,659+3,429,6590343,9270.27%+343,927
LPL FINANCIAL HO(LPLA)0975,627+975,6270274,8150.22%+274,815
UNITED PARCEL-B(UPS)1,129,8443,446,393+2,316,549111,154370,4870.29%+259,333
CME GROUP INC(CME)804,2182,241,304+1,437,086237,526494,9470.39%+257,421
COCA-COLA CO/THE(KO)08,240,650+8,240,6500669,7180.53%+669,718
CITIGROUP INC(C)02,122,218+2,122,2180297,0260.23%+297,026
UBER TECHNOLOGIE(UBER)05,444,577+5,444,5770392,8840.31%+392,884
SNOWFLAKE INC(SNOW)0912,838+912,8380232,3170.18%+232,317
NEXTERA ENERGY(NEE)03,371,772+3,371,7720295,9400.23%+295,940
HUMANA INC(HUM)0545,978+545,9780216,8730.17%+216,873
SALESFORCE INC(CRM)02,057,457+2,057,4570322,3170.25%+322,317
REPUBLIC SVCS(RSG)0919,625+919,6250195,9540.15%+195,954
ISHARES PHLX SOX(Call)0293,500+293,5000188,063+188,063
FOX CORP - A(FOX)03,525,505+3,525,5050183,8900.15%+183,890
JOHNSON&JOHNSON(JNJ)02,989,537+2,989,5370759,2530.60%+759,253
MICRON TECH(MU)(Put)0172,900+172,9000199,577+199,577
SPDR S&P 500 ETF(SPY)(Put)0353,500+353,5000263,983+263,983
WINGSTOP INC(WING)0961,328+961,3280166,7040.13%+166,704
CARVANA CO(CVNA)02,626,104+2,626,1040172,8500.14%+172,850
HEWLETT PACKA(HPE)03,587,204+3,587,2040161,8190.13%+161,819
INVESCO QQQ TRUS(Put)0323,100+323,1000237,931+237,931
COPART INC(CPRT)07,158,187+7,158,1870201,7890.16%+201,789
GLOBALFOUNDRIES(GFS)5,051,6484,581,796-469,852224,697377,5860.30%+152,889
WATERS CORP(WAT)0581,332+581,3320218,0230.17%+218,023
INVESCO S&P 500
S&P500 EQL WGT
0703,668+703,6680149,7190.12%+149,719
LINDE PLC(LIN)0508,958+508,9580264,1270.21%+264,127
BOOKING HOLDINGS(BKNG)(Put)0828,900+828,9000147,743+147,743
OLD DOMINION FRT(ODFL)0713,679+713,6790154,5830.12%+154,583
TESLA INC(TSLA)02,188,456+2,188,4560920,4460.73%+920,446
PEPSICO INC(PEP)01,368,975+1,368,9750185,3590.15%+185,359
CBRE GROUP INC-A(CBRE)01,167,225+1,167,2250157,2140.12%+157,214
PROLOGIS INC(PLD)01,756,306+1,756,3060237,9270.19%+237,927
CORNING INC(GLW)1,835,1551,512,374-322,781249,526386,3110.30%+136,785
FREEPORT-MCMORAN(FCX)03,548,060+3,548,0600223,1370.18%+223,137
ISHARES-S&P 500(Call)0180,000+180,0000134,800+134,800
HIMS & HERS HEAL(HIMS)04,217,767+4,217,7670146,2300.12%+146,230
BROADCOM INC(AVGO)(Put)0407,600+407,6000153,971+153,971
ALTRIA GROUP INC(MO)05,006,159+5,006,1590360,1930.28%+360,193
INGERSOLL-RAND I(IR)02,221,079+2,221,0790182,1060.14%+182,106
VERTEX PHARM(VRTX)0543,897+543,8970270,1700.21%+270,170
TOWER SEMICONDCT(TSEM)0778,218+778,2180202,8350.16%+202,835
IONQ INC(IONQ)02,327,425+2,327,4250123,9590.10%+123,959
LIVE NATION ENTE(LYV)0680,198+680,1980124,5510.10%+124,551
BLACKROCK INC(BLK)0128,063+128,0630123,1400.10%+123,140
DICK'S SPORTING(DKS)0558,230+558,2300126,6120.10%+126,612
APOLLO GLOBAL MA(APO)01,236,909+1,236,9090146,3390.12%+146,339
KEURIG DR PEPPER(KDP)04,438,587+4,438,5870145,2750.11%+145,275
SANDISK CORP(SNDK)564,586209,217-355,369358,704475,7030.38%+116,999
WELLS FARGO & CO(WFC)01,414,022+1,414,0220116,8550.09%+116,855
TAIWAN SEMIC-ADR(TSM)(Put)0353,000+353,0000168,582+168,582
TAIWAN SEMIC-ADR(TSM)2,240,1571,810,476-429,681757,061864,6290.68%+107,568
SOFI TECHNOLOGIE(SOFI)011,697,405+11,697,4050209,7340.17%+209,734
SPDR S&P 500 ETF(SPY)(Call)0233,300+233,3000174,221+174,221
QIAGEN NV(QGEN)03,491,480+3,491,4800135,9280.11%+135,928
FORTIVE CORP(FTV)02,420,349+2,420,3490147,8590.12%+147,859
CREDICORP LTD(BAP)0351,177+351,1770136,8120.11%+136,812
AVANTOR INC(AVTR)013,130,158+13,130,1580129,9890.10%+129,989
INTL PAPER CO(IP)03,433,666+3,433,6660130,8230.10%+130,823
QUANTA SERVICES0164,801+164,8010118,6630.09%+118,663
RAYMOND JAMES(RJF)0665,450+665,4500101,1680.08%+101,168
MARKET VECTORS S(Call)
SEMICONDUCTR ETF
0233,500+233,5000153,150+153,150
METTLER-TOLEDO(MTD)076,977+76,977098,3390.08%+98,339
CADENCE DESIGN(CDNS)(Put)0260,000+260,000097,583+97,583
CENCORA INC0342,176+342,176096,8290.08%+96,829
JOHNSON CONTROLS
SHS
0663,134+663,134096,8910.08%+96,891
SEAGATE TECHNOLO
ORD SHS
0103,612+103,612099,9860.08%+99,986
MOTOROLA SOLUTIO(MSI)0241,913+241,9130100,4640.08%+100,464
MP MATERIALS COR(MP)01,735,083+1,735,083097,1820.08%+97,182
VIASAT INC(VSAT)(Put)01,006,000+1,006,000090,349+90,349
AMERICAN TOWER C(AMT)01,343,001+1,343,0010219,6750.17%+219,675
SPDR-INDU SELECT
ST STR INDL ETF
0845,410+845,4100156,5950.12%+156,595
EBAY INC(EBAY)0879,948+879,948098,3340.08%+98,334
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