MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,130 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 26.3M | $17.2B | 17.1% | $540.69 | +26.39% | 12 qtrssince 2023-Q2 | Decreased 0 |
SPDR PORTFOLIO S&P 500 ETF | 49.7M | $3.8B | 3.8% | $80.05 | 0.00% | 1 qtr | New 88 |
NVIDIA CORP | 13.7M | $2.4B | 2.4% | $147.93 | +21.72% | 27 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 8.4M | $2.1B | 2.1% | $220.49 | +14.90% | 30 qtrssince 2018-Q4 | Increased 67 |
AMAZON.COM INC | 8.9M | $1.8B | 1.8% | $162.85 | +28.18% | 30 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 3.4M | $1.2B | 1.2% | $388.81 | +3.89% | 30 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 3.2M | $910.4M | 0.9% | $202.62 | +49.83% | 30 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 4.2M | $863.7M | 0.9% | $187.10 | +9.58% | 7 qtrssince 2024-Q3 | Increased 72 |
TESLA INC | 2.1M | $776.1M | 0.8% | $279.71 | +40.30% | 23 qtrssince 2020-Q3 | Increased 49 |
ADVANCED MICRO DEVICES | 3.8M | $771.4M | 0.8% | $111.58 | +82.32% | 28 qtrssince 2019-Q2 | Decreased 0 |
HILTON WORLDWIDE HLDGS | 2.5M | $767.1M | 0.8% | $272.12 | +12.43% | 8 qtrssince 2024-Q2 | Increased 56 |
BROADCOM INC | 2.5M | $762.4M | 0.8% | $276.38 | +11.81% | 9 qtrssince 2024-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.2M | $757.1M | 0.8% | $301.24 | +17.23% | 4 qtrssince 2025-Q2 | Increased 57 |
MORGAN STANLEY | 4.2M | $690.7M | 0.7% | $152.54 | +6.72% | 10 qtrssince 2023-Q4 | Increased 72 |
JOHNSON & JOHNSON | 2.4M | $581.2M | 0.6% | $166.73 | +47.99% | 10 qtrssince 2023-Q4 | Decreased 0 |
ALPHABET INC-CL C | 2M | $564M | 0.6% | $200.85 | +51.14% | 30 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 968,068 | $553.8M | 0.6% | $525.83 | +24.58% | 30 qtrssince 2018-Q4 | Decreased 0 |
CIRCLE INTERNET GROUP INC | 5.8M | $553.4M | 0.6% | $161.67 | -40.99% | 4 qtrssince 2025-Q2 | Decreased 0 |
MERCADOLIBRE INC | 314,594 | $543.9M | 0.5% | $1,983.25 | -13.58% | 7 qtrssince 2024-Q3 | Increased 45 |
ELI LILLY & CO | 576,174 | $529.9M | 0.5% | $1,026.19 | -10.65% | 16 qtrssince 2022-Q2 | Decreased 0 |
MARSHALL WACE, LLP manages $100.4B across 3130 positions as of Q1 2026. Top holdings: IVV (17.1%), SPYM (3.8%), NVDA (2.4%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 754 new positions, 590 exits, 1041 increased. Top move: SPYM (NEW, conviction 88). Portfolio: $100.4B across 3130 positions.
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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