MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q2 2026
Top Holdings3,103 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 39.8M | $29.8B | 23.5% | $611.51 | +26.41% | 13 qtrssince 2023-Q2 | Increased 86 |
SPDR SERIES TRUST | 46.9M | $4.1B | 3.3% | $80.05 | +13.14% | 2 qtrssince 2026-Q1 | Decreased 0 |
APPLE INC | 9.1M | $2.6B | 2.1% | $225.79 | +41.59% | 31 qtrssince 2018-Q4 | Increased 59 |
AMAZON COM INC | 9.5M | $2.3B | 1.8% | $168.09 | +58.50% | 31 qtrssince 2018-Q4 | Increased 54 |
ADVANCED MICRO DEVICES INC | 3.9M | $2.3B | 1.8% | $124.37 | +274.35% | 29 qtrssince 2019-Q2 | Increased 52 |
NVIDIA CORPORATION | 8.6M | $1.7B | 1.4% | $147.93 | +47.07% | 28 qtrssince 2019-Q3 | Decreased 0 |
MICRON TECHNOLOGY INC | 1.3M | $1.6B | 1.2% | $549.35 | +69.81% | 23 qtrssince 2020-Q4 | Increased 69 |
MICROSOFT CORP | 3.3M | $1.2B | 1.0% | $387.82 | +32.41% | 31 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 1.2M | $1.1B | 0.9% | $919.94 | +2.78% | 31 qtrssince 2018-Q4 | Increased 73 |
MORGAN STANLEY | 4.6M | $971.8M | 0.8% | $157.91 | +36.00% | 11 qtrssince 2023-Q4 | Increased 50 |
TESLA INC | 2.2M | $920.4M | 0.7% | $286.20 | +21.86% | 24 qtrssince 2020-Q3 | Increased 47 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.8M | $864.6M | 0.7% | $301.24 | +38.60% | 5 qtrssince 2025-Q2 | Decreased 0 |
ALPHABET INC | 2.2M | $790.1M | 0.6% | $202.62 | +71.06% | 31 qtrssince 2018-Q4 | Decreased 0 |
HILTON WORLDWIDE HLDGS INC | 2.3M | $766.4M | 0.6% | $270.20 | +19.11% | 9 qtrssince 2024-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.8M | $761.9M | 0.6% | $363.77 | +8.02% | 26 qtrssince 2020-Q1 | Increased 56 |
JOHNSON & JOHNSON | 3M | $759.3M | 0.6% | $183.92 | +45.73% | 11 qtrssince 2023-Q4 | Increased 55 |
ABBVIE INC | 3M | $752.5M | 0.6% | $249.83 | +2.26% | 31 qtrssince 2018-Q4 | Increased 72 |
BANK OF AMER CORP | 12.5M | $711.3M | 0.6% | $55.96 | +11.36% | 23 qtrssince 2020-Q4 | Increased 72 |
COCA COLA CO | 8.2M | $669.7M | 0.5% | $73.58 | +21.85% | 26 qtrssince 2020-Q1 | Increased 61 |
JPMORGAN CHASE & CO | 2M | $647.5M | 0.5% | $325.66 | +9.81% | 3 qtrssince 2025-Q4 | Increased 72 |
MARSHALL WACE, LLP manages $126.7B across 3103 positions as of Q2 2026. Top holdings: IVV (23.5%), SPYM (3.3%), AAPL (2.1%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3.5/5.0.
Active quarter - 687 new positions, 649 exits, 970 increased. Top move: IVV (INCREASED, conviction 86). Portfolio: $126.7B across 3103 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR