MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,586 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 10.6M | $1.1B | 2.3% | $100.76 | +1.23% | 18 qtrssince 2018-Q4 | Increased 73 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.2M | $882.8M | 1.9% | — | — | — | Increased — |
MICROSOFT CORP | 3M | $877.8M | 1.9% | $286.41 | -2.90% | 18 qtrssince 2018-Q4 | Increased 72 |
APPLE INC | 5.1M | $836.4M | 1.8% | $161.42 | +0.52% | 18 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC-CLASS A | 3M | $643.9M | 1.4% | $219.24 | -5.86% | 18 qtrssince 2018-Q4 | Increased 80 |
SPDR GOLD TRUST | 3.3M | $608.1M | 1.3% | — | — | — | Increased — |
WALMART INC | 3.7M | $552M | 1.2% | $45.95 | +2.28% | 4 qtrssince 2022-Q2 | Increased 80 |
MCDONALDS CORP | 1.6M | $459.2M | 1.0% | $249.90 | +4.31% | 18 qtrssince 2018-Q4 | Increased 71 |
GILEAD SCIENCES INC | 5.1M | $421M | 0.9% | $60.76 | +21.77% | 10 qtrssince 2020-Q4 | Increased 50 |
EDWARDS LIFESCIENCES CORP | 5M | $410.8M | 0.9% | $87.72 | -7.01% | 9 qtrssince 2021-Q1 | Increased 52 |
ADOBE INC | 1.1M | $406.4M | 0.9% | $360.93 | +6.77% | 18 qtrssince 2018-Q4 | Increased 71 |
NVIDIA CORP | 1.4M | $377.3M | 0.8% | $18.33 | +49.28% | 15 qtrssince 2019-Q3 | Decreased 0 |
PINTEREST INC- CLASS A | 13.7M | $372.5M | 0.8% | $24.31 | +8.33% | 4 qtrssince 2022-Q2 | Increased 67 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 898,600 | $367.9M | 0.8% | — | — | — | Increased — |
VISA INC-CLASS A SHARES | 1.6M | $360.7M | 0.8% | $199.48 | +10.05% | 14 qtrssince 2019-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 3.5M | $359.3M | 0.8% | $85.41 | +12.58% | 6 qtrssince 2021-Q4 | Increased 50 |
MERCADOLIBRE INC | 263,474 | $347.3M | 0.7% | $1,073.14 | +18.05% | 3 qtrssince 2022-Q3 | Increased 71 |
DANAHER CORP | 1.4M | $343.9M | 0.7% | $226.01 | -3.38% | 3 qtrssince 2022-Q3 | Increased 65 |
DEXCOM INC | 3M | $343.5M | 0.7% | $113.49 | +0.80% | 4 qtrssince 2022-Q2 | Increased 71 |
GENERAL ELECTRIC CO COM STOCK | 3.5M | $331.5M | 0.7% | $72.30 | +2.34% | 5 qtrssince 2022-Q1 | Increased 70 |
MARSHALL WACE, LLP manages $47.1B across 2586 positions as of Q1 2023. Top holdings: AMZN (2.3%), SPY (1.9%), MSFT (1.9%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 658 new positions, 850 exits, 632 increased. Top move: META (INCREASED, conviction 80). Portfolio: $47.1B across 2586 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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