MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,586 positions
AMAZON.COM | 10.6M | $1.1B | 2.3% | $115.87 | -10.86% | 18 qtrssince 2018-Q4 | Increased 73 |
STATE STR SPDR S&P 500 ETF T | 2.2M | $882.8M | 1.9% | — | — | — | Increased — |
MICROSOFT | 3M | $877.8M | 1.9% | $285.16 | -1.63% | 18 qtrssince 2018-Q4 | Increased 72 |
APPLE | 5.1M | $836.4M | 1.8% | $157.66 | +2.92% | 18 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS | 3M | $643.9M | 1.4% | $220.32 | -4.72% | 18 qtrssince 2018-Q4 | Increased 80 |
SPDR GOLD TR | 3.3M | $608.1M | 1.3% | — | — | — | Increased — |
WALMART | 3.7M | $552M | 1.2% | $45.94 | +2.91% | 4 qtrssince 2022-Q2 | Increased 80 |
MCDONALDS | 1.6M | $459.2M | 1.0% | $245.71 | +4.73% | 18 qtrssince 2018-Q4 | Increased 71 |
GILEAD SCIENCES INC | 5.1M | $421M | 0.9% | $59.62 | +24.18% | 10 qtrssince 2020-Q4 | Increased 50 |
EDWARDS LIFESCIENCES CORP | 5M | $410.8M | 0.9% | $87.20 | -5.13% | 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 | 1.4M | $377.3M | 0.8% | $18.21 | +52.07% | 15 qtrssince 2019-Q3 | Decreased 0 |
PINTEREST INC | 13.7M | $372.5M | 0.8% | $24.63 | +10.70% | 4 qtrssince 2022-Q2 | Increased 67 |
STATE STR SPDR S&P 500 ETF T | 898,600 | $367.9M | 0.8% | — | — | — | Increased — |
VISA - CLASS A | 1.6M | $360.7M | 0.8% | $199.48 | +10.05% | 14 qtrssince 2019-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 3.5M | $359.3M | 0.8% | $85.41 | +12.58% | 6 qtrssince 2021-Q4 | Increased 50 |
MERCADOLIBRE | 263,474 | $347.3M | 0.7% | $1,100.81 | +19.74% | 3 qtrssince 2022-Q3 | Increased 71 |
DANAHER | 1.4M | $343.9M | 0.7% | $225.26 | -2.77% | 3 qtrssince 2022-Q3 | Increased 65 |
DEXCOM INC | 3M | $343.5M | 0.7% | $114.67 | +1.32% | 4 qtrssince 2022-Q2 | Increased 71 |
GE AEROSPACE | 3.5M | $331.5M | 0.7% | — | — | 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 puts (1.9%), MSFT (1.9%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3.5/5.0.
Active quarter - 661 new positions, 853 exits, 631 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
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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