MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,573 positions
ISHARES TR | 23.7M | $13.3B | 16.9% | $468.34 | +17.85% | 8 qtrssince 2023-Q2 | Increased 62 |
APPLE INC | 11.7M | $2.6B | 3.3% | $207.77 | +6.26% | 26 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.6M | $2.1B | 2.7% | $362.45 | +2.37% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 9.6M | $1.8B | 2.3% | $143.90 | +32.21% | 26 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 5M | $1.3B | 1.6% | $260.40 | -0.48% | 19 qtrssince 2020-Q3 | Increased 64 |
META PLATFORMS INC | 1.8M | $1B | 1.3% | $458.22 | +25.18% | 26 qtrssince 2018-Q4 | Increased 65 |
ADVANCED MICRO DEVICES INC | 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% | $72.25 | +39.62% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 5.1M | $782.6M | 1.0% | $150.01 | +2.60% | 26 qtrssince 2018-Q4 | Increased 61 |
DANAHER CORP DEL | 3.6M | $739.2M | 0.9% | $206.21 | -1.65% | 11 qtrssince 2022-Q3 | Increased 72 |
NVIDIA CORPORATION | 6M | $649.5M | 0.8% | $81.95 | +31.92% | 23 qtrssince 2019-Q3 | Decreased 0 |
DOORDASH INC | 3.1M | $565M | 0.7% | $139.94 | +30.49% | 5 qtrssince 2024-Q1 | Increased 50 |
INTUIT | 907,775 | $557.4M | 0.7% | $602.48 | 0.00% | 1 qtr | New 61 |
SPDR GOLD TR | 1.8M | $529.6M | 0.7% | — | — | — | Increased — |
SALESFORCE INC | 1.9M | $517.4M | 0.7% | $291.08 | -9.03% | 26 qtrssince 2018-Q4 | Increased 60 |
COSTCO WHOLESALE CORPORATION | 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% | $482.26 | +4.38% | 21 qtrssince 2020-Q1 | Decreased 0 |
FERRARI N V | 1.1M | $479.2M | 0.6% | $365.20 | +14.91% | 14 qtrssince 2021-Q4 | Decreased 0 |
US BANCORP | 11.3M | $477.1M | 0.6% | $41.41 | -3.93% | 5 qtrssince 2024-Q1 | Increased 70 |
BOEING CO | 2.7M | $467.7M | 0.6% | $175.23 | -2.67% | 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 Score: 3.5/5.0.
Active quarter - 673 new positions, 574 exits, 891 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
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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