Fund HoldingsMARSHALL WACE, LLP

Total Portfolio Value
$118.51B
Total Bought
$49.01B
Total Sold
$26.28B
Net Transaction
+$22.73B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES-S&P 50026,281,93339,828,525+13,546,59217,167,62129,827,18425.17%+12,659,563
ADV MICRO DEVICE(AMD)3,791,9863,898,210+106,224771,4042,264,3841.91%+1,492,981
MICRON TECH(MU)901,4361,348,718+447,282304,5411,556,8051.31%+1,252,264
COSTCO WHOLESALE(COST)263,7411,174,466+910,725262,7991,098,6780.93%+835,878
ABBVIE INC(ABBV)1,0612,990,512+2,989,451231752,5320.64%+752,302
JP MORGAN CHASE(JPM)17,0801,978,070+1,960,9905,024647,4820.55%+642,457
BANK OF AMERICA1,830,83212,483,467+10,652,63589,253711,3080.60%+622,055
APPLE INC(AAPL)8,383,0999,084,303+701,2042,127,5472,628,6262.22%+501,080
QUALCOMM INC(QCOM)24,1992,481,985+2,457,7863,116458,6760.39%+455,559
TEXAS INSTRUMENT(TXN)145,1221,602,959+1,457,83728,174477,7940.40%+449,620
AMERICAN EXPRESS(AXP)126,0431,429,163+1,303,12038,125483,4140.41%+445,289
AMAZON.COM INC(AMZN)8,852,7959,514,151+661,3561,843,7722,267,6151.91%+423,843
IBM(IBM)288,0721,702,963+1,414,89169,826478,8890.40%+409,063
CISCO SYSTEMS(CSCO)403,5023,565,600+3,162,09831,308418,8150.35%+387,508
EXXON MOBIL CORP275,0003,142,185+2,867,18546,657429,6000.36%+382,943
UNITEDHEALTH GRP(UNH)1,410,3341,833,046+422,712381,622761,8690.64%+380,247
NOKIA CORP-ADR(NOK)9,974,07933,023,225+23,049,14680,192438,5480.37%+358,357
BLOOM ENERGY C-A1,031,6361,618,954+587,318139,776490,0530.41%+350,277
MONSTER BEVERAGE(MNST)1,037,9334,396,238+3,358,30575,209422,5660.36%+347,358
PARKER HANNIFIN(PH)15,516367,300+351,78413,891359,2630.30%+345,373
SPDR PORTFOLIO L
ST STR P500ETF
49,650,24646,869,324-2,780,9223,800,2304,118,8763.48%+318,646
VERTIV HOLDING-A(VRT)41,154950,002+908,84810,312318,0800.27%+307,767
AUTOMATIC DATA472,7041,771,511+1,298,80796,044396,7300.33%+300,686
ABBOTT LABS2,010,9385,542,438+3,531,500206,463502,9210.42%+296,458
FERGUSON ENTERPR(FERG)814,6972,001,407+1,186,710190,036474,9940.40%+284,958
MORGAN STANLEY(MS)4,197,2694,648,847+451,578690,745971,7950.82%+281,050
ROBINHOOD MARK-A(HOOD)921,5733,429,659+2,508,08663,865343,9270.29%+280,062
LPL FINANCIAL HO(LPLA)0975,627+975,6270274,8150.23%+274,815
UNITED PARCEL-B(UPS)1,129,8443,446,393+2,316,549111,154370,4870.31%+259,333
CME GROUP INC(CME)804,2182,241,304+1,437,086237,526494,9470.42%+257,421
COCA-COLA CO/THE(KO)5,594,0398,240,650+2,646,611425,427669,7180.57%+244,291
CITIGROUP INC(C)527,1002,122,218+1,595,11859,778297,0260.25%+237,247
UBER TECHNOLOGIE(UBER)2,230,6385,444,577+3,213,939160,450392,8840.33%+232,434
SNOWFLAKE INC(SNOW)9,619912,838+903,2191,451232,3170.20%+230,867
NEXTERA ENERGY(NEE)750,5003,371,772+2,621,27269,706295,9400.25%+226,234
HUMANA INC(HUM)0545,978+545,9780216,8730.18%+216,873
SALESFORCE INC(CRM)578,8472,057,457+1,478,610108,053322,3170.27%+214,264
REPUBLIC SVCS(RSG)0919,625+919,6250195,9540.17%+195,954
FOX CORP - A(FOX)48,8893,525,505+3,476,6162,855183,8900.16%+181,035
JOHNSON&JOHNSON(JNJ)2,377,8222,989,537+611,715581,235759,2530.64%+178,018
WINGSTOP INC(WING)0961,328+961,3280166,7040.14%+166,704
CARVANA CO(CVNA)45,8742,626,104+2,580,23014,422172,8500.15%+158,428
HEWLETT PACKA(HPE)148,1553,587,204+3,439,0493,528161,8190.14%+158,291
COPART INC(CPRT)1,334,5887,158,187+5,823,59944,308201,7890.17%+157,481
GLOBALFOUNDRIES(GFS)5,051,6484,581,796-469,852224,697377,5860.32%+152,889
WATERS CORP(WAT)226,886581,332+354,44667,567218,0230.18%+150,456
INVESCO S&P 500
S&P500 EQL WGT
0703,668+703,6680149,7190.13%+149,719
LINDE PLC(LIN)230,895508,958+278,063114,478264,1270.22%+149,649
OLD DOMINION FRT(ODFL)38,089713,679+675,5907,443154,5830.13%+147,140
TESLA INC(TSLA)2,087,6692,188,456+100,787776,088920,4460.78%+144,358
PEPSICO INC(PEP)270,6701,368,975+1,098,30542,032185,3590.16%+143,327
CBRE GROUP INC-A(CBRE)130,9451,167,225+1,036,28017,738157,2140.13%+139,476
PROLOGIS INC(PLD)758,7521,756,306+997,554100,292237,9270.20%+137,635
CORNING INC(GLW)1,835,1551,512,374-322,781249,526386,3110.33%+136,785
FREEPORT-MCMORAN(FCX)1,494,1323,548,060+2,053,92887,825223,1370.19%+135,312
HIMS & HERS HEAL(HIMS)724,2274,217,767+3,493,54015,035146,2300.12%+131,195
ALTRIA GROUP INC(MO)3,488,2835,006,159+1,517,876230,192360,1930.30%+130,001
INGERSOLL-RAND I(IR)651,1482,221,079+1,569,93152,170182,1060.15%+129,936
VERTEX PHARM(VRTX)317,058543,897+226,839141,579270,1700.23%+128,591
TOWER SEMICONDCT(TSEM)423,997778,218+354,22174,403202,8350.17%+128,432
IONQ INC(IONQ)9,3002,327,425+2,318,125268123,9590.10%+123,691
LIVE NATION ENTE(LYV)6,992680,198+673,2061,066124,5510.11%+123,485
BLACKROCK INC(BLK)0128,063+128,0630123,1400.10%+123,140
DICK'S SPORTING(DKS)19,922558,230+538,3083,950126,6120.11%+122,662
APOLLO GLOBAL MA(APO)220,8831,236,909+1,016,02624,611146,3390.12%+121,728
KEURIG DR PEPPER(KDP)930,5364,438,587+3,508,05124,501145,2750.12%+120,774
SANDISK CORP(SNDK)564,586209,217-355,369358,704475,7030.40%+116,999
WELLS FARGO & CO(WFC)48,1001,414,022+1,365,9223,829116,8550.10%+113,026
TAIWAN SEMIC-ADR(TSM)2,240,1571,810,476-429,681757,061864,6290.73%+107,568
SOFI TECHNOLOGIE(SOFI)6,519,68411,697,405+5,177,721103,533209,7340.18%+106,202
QIAGEN NV(QGEN)789,9983,491,480+2,701,48231,624135,9280.11%+104,304
FORTIVE CORP(FTV)808,1252,420,349+1,612,22444,673147,8590.12%+103,186
CREDICORP LTD(BAP)99,465351,177+251,71233,737136,8120.12%+103,075
AVANTOR INC(AVTR)3,437,83313,130,158+9,692,32526,953129,9890.11%+103,036
INTL PAPER CO(IP)779,2983,433,666+2,654,36827,821130,8230.11%+103,002
QUANTA SERVICES30,822164,801+133,97916,922118,6630.10%+101,741
RAYMOND JAMES(RJF)0665,450+665,4500101,1680.09%+101,168
METTLER-TOLEDO(MTD)29776,977+76,68037598,3390.08%+97,964
CENCORA INC0342,176+342,176096,8290.08%+96,829
JOHNSON CONTROLS
SHS
11,357663,134+651,7771,48796,8910.08%+95,403
SEAGATE TECHNOLO
ORD SHS
14,425103,612+89,1875,65199,9860.08%+94,334
MOTOROLA SOLUTIO(MSI)14,746241,913+227,1676,399100,4640.08%+94,065
MP MATERIALS COR(MP)129,5201,735,083+1,605,5636,25197,1820.08%+90,931
AMERICAN TOWER C(AMT)751,2541,343,001+591,747129,651219,6750.19%+90,023
SPDR-INDU SELECT
ST STR INDL ETF
417,322845,410+428,08867,493156,5950.13%+89,102
EBAY INC(EBAY)103,561879,948+776,3879,42698,3340.08%+88,908
NEXTPOWER INC-A53,973794,187+740,2146,50694,6190.08%+88,113
BOOT BARN HOLDIN342,967841,144+498,17750,197138,1750.12%+87,978
RTX CORP(RTX)727,2241,199,165+471,941140,282227,5180.19%+87,236
TYLER TECHNOLOG(TYL)46,372350,202+303,83015,877102,4200.09%+86,543
EQUIFAX INC(EFX)128,193681,919+553,72623,084108,2340.09%+85,150
TRADEWEB MARKE-A(TW)377,4411,282,797+905,35644,410127,8440.11%+83,434
FEDEX CORP(FDX)218,438514,712+296,27477,803161,1720.14%+83,369
INNIO NV02,102,859+2,102,859083,1680.07%+83,168
TRANE TECHNOLOGI(TT)48,124207,380+159,25620,055101,8570.09%+81,802
DYNEX CAPITAL(DX)212,4686,413,930+6,201,4622,71184,0870.07%+81,376
TAKE-TWO INTERAC(TTWO)2,322326,748+324,42645981,6810.07%+81,222
SPYRE THERAPEUTI(SYRE)139,259991,693+852,4347,02488,0430.07%+81,018
ON HOLDING AG-A(ONON)1,264,0083,492,787+2,228,77943,002123,7150.10%+80,713
NEWMONT CORP(NEM)346,0861,265,102+919,01637,464118,1580.10%+80,694
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