MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q1 2024
Top Holdings2,386 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 16.7M | $8.8B | 13.4% | $441.60 | +16.33% | 4 qtrssince 2023-Q2 | Increased 62 |
AMAZON.COM INC | 11.1M | $2B | 3.0% | $122.47 | +47.28% | 22 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 3.9M | $1.6B | 2.5% | $318.79 | +30.28% | 22 qtrssince 2018-Q4 | Increased 63 |
ALPHABET INC-CL A | 7.4M | $1.1B | 1.7% | $133.74 | +12.01% | 22 qtrssince 2018-Q4 | Increased 69 |
APPLE INC | 5.5M | $951.7M | 1.4% | $171.86 | -1.30% | 22 qtrssince 2018-Q4 | Increased 61 |
ALPHABET INC-CL C | 5.6M | $852.4M | 1.3% | $134.19 | +12.62% | 22 qtrssince 2018-Q4 | Increased 65 |
NVIDIA CORP | 834,090 | $753.7M | 1.1% | $49.71 | +81.67% | 19 qtrssince 2019-Q3 | Increased 73 |
DANAHER CORP | 2.9M | $729.5M | 1.1% | $231.48 | +6.86% | 7 qtrssince 2022-Q3 | Increased 73 |
META PLATFORMS INC-CLASS A | 1.1M | $553.3M | 0.8% | $246.59 | +95.76% | 22 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 809,741 | $491.8M | 0.7% | $54.49 | +11.46% | 14 qtrssince 2020-Q4 | Increased 71 |
ADVANCED MICRO DEVICES | 2.7M | $484.3M | 0.7% | $144.68 | +24.75% | 20 qtrssince 2019-Q2 | Increased 71 |
COSTCO WHOLESALE CORP | 657,209 | $481.5M | 0.7% | $595.79 | +21.26% | 22 qtrssince 2018-Q4 | Increased 60 |
PROCTER & GAMBLE CO/THE | 2.9M | $473.5M | 0.7% | $147.16 | +3.17% | 14 qtrssince 2020-Q4 | Increased 71 |
SPOTIFY TECHNOLOGY SA | 1.8M | $465.7M | 0.7% | $200.47 | +31.64% | 5 qtrssince 2023-Q1 | Increased 61 |
GENERAL ELECTRIC CO COM STOCK | 2.6M | $457.1M | 0.7% | $75.38 | +83.58% | 9 qtrssince 2022-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 900,000 | $432.9M | 0.7% | — | — | — | New — |
VANGUARD S&P 500 ETF | 900,000 | $432.6M | 0.7% | $470.20 | 0.00% | 1 qtr | New 61 |
LAS VEGAS SANDS CORP | 8.3M | $428M | 0.7% | $45.65 | +7.50% | 4 qtrssince 2023-Q2 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 795,500 | $416.3M | 0.6% | — | — | — | Decreased — |
DR HORTON INC | 2.5M | $404.2M | 0.6% | $140.02 | +14.40% | 4 qtrssince 2023-Q2 | Decreased 0 |
MARSHALL WACE, LLP manages $65.7B across 2386 positions as of Q1 2024. Top holdings: IVV (13.4%), AMZN (3.0%), MSFT (2.5%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 767 new positions, 469 exits, 649 increased. Top move: NVDA (INCREASED, conviction 73). Portfolio: $65.7B across 2386 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