MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,573 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 23.7M | $13.3B | 16.9% | $471.12 | +17.33% | 8 qtrssince 2023-Q2 | Increased 62 |
APPLE INC | 11.7M | $2.6B | 3.3% | $208.55 | +5.86% | 26 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.6M | $2.1B | 2.7% | $363.65 | +3.61% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 9.6M | $1.8B | 2.3% | $137.55 | +40.11% | 26 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 5M | $1.3B | 1.6% | $260.58 | +1.14% | 19 qtrssince 2020-Q3 | Increased 64 |
META PLATFORMS INC-CLASS A | 1.8M | $1B | 1.3% | $457.18 | +25.87% | 26 qtrssince 2018-Q4 | Increased 65 |
ADVANCED MICRO DEVICES | 9.1M | $931.6M | 1.2% | $111.58 | -7.92% | 24 qtrssince 2019-Q2 | Increased 81 |
BOSTON SCIENTIFIC CORP | 7.9M | $801.8M | 1.0% | $72.24 | +37.55% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 5.1M | $782.6M | 1.0% | $146.61 | +4.97% | 26 qtrssince 2018-Q4 | Increased 61 |
DANAHER CORP | 3.6M | $739.2M | 0.9% | $208.17 | -1.58% | 11 qtrssince 2022-Q3 | Increased 72 |
NVIDIA CORP | 6M | $649.5M | 0.8% | $121.31 | -9.61% | 23 qtrssince 2019-Q3 | Decreased 0 |
DOORDASH INC - A | 3.1M | $565M | 0.7% | $139.94 | +30.49% | 5 qtrssince 2024-Q1 | Increased 50 |
INTUIT INC | 907,775 | $557.4M | 0.7% | $594.88 | 0.00% | 1 qtr | New 61 |
SPDR GOLD TRUST | 1.8M | $529.6M | 0.7% | — | — | — | Increased — |
SALESFORCE.COM INC | 1.9M | $517.4M | 0.7% | $294.18 | -8.82% | 26 qtrssince 2018-Q4 | Increased 60 |
COSTCO WHOLESALE CORP | 546,047 | $516.4M | 0.7% | $930.93 | +0.73% | 26 qtrssince 2018-Q4 | Increased 71 |
UNITEDHEALTH GROUP INC | 931,166 | $487.7M | 0.6% | $493.29 | +2.53% | 21 qtrssince 2020-Q1 | Decreased 0 |
FERRARI NV | 1.1M | $479.2M | 0.6% | $370.25 | +15.14% | 14 qtrssince 2021-Q4 | Decreased 0 |
US BANCORP | 11.3M | $477.1M | 0.6% | $42.34 | -4.42% | 5 qtrssince 2024-Q1 | Increased 70 |
BOEING CO/THE | 2.7M | $467.7M | 0.6% | $175.66 | -1.34% | 2 qtrssince 2024-Q4 | Increased 58 |
MARSHALL WACE, LLP manages $78.8B across 2573 positions as of Q1 2025. Top holdings: IVV (16.9%), AAPL (3.3%), MSFT (2.7%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 670 new positions, 571 exits, 889 increased. Top move: AMD (INCREASED, conviction 81). Portfolio: $78.8B across 2573 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