MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,484 positions
iShares Trust CORE S&P500 ETF | 22.5M | $12.3B | 16.4% | $463.16 | +14.85% | 5 qtrssince 2023-Q2 | Increased 80 |
Amazon.com, Inc. | 14.1M | $2.7B | 3.6% | $143.87 | +34.32% | 23 qtrssince 2018-Q4 | Increased 73 |
Microsoft Corp. | 5.8M | $2.6B | 3.5% | $359.05 | +22.33% | 23 qtrssince 2018-Q4 | Increased 81 |
Apple Inc. | 8.1M | $1.7B | 2.3% | $182.02 | +14.62% | 23 qtrssince 2018-Q4 | Increased 74 |
NVIDIA Corp. | 12.1M | $1.5B | 2.0% | $72.58 | +69.75% | 20 qtrssince 2019-Q3 | Increased 81 |
Alphabet Inc. | 4.8M | $869.5M | 1.2% | $140.39 | +28.67% | 23 qtrssince 2018-Q4 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.5M | $832.1M | 1.1% | — | — | — | Increased — |
Eli Lilly & Co. | 789,561 | $714.9M | 1.0% | $685.99 | +29.98% | 9 qtrssince 2022-Q2 | Increased 70 |
Alphabet Inc. | 3.4M | $626.6M | 0.8% | $138.22 | +31.61% | 23 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 1.1M | $578.2M | 0.8% | $248.66 | +101.27% | 23 qtrssince 2018-Q4 | Increased 44 |
Johnson & Johnson | 3.9M | $567.8M | 0.8% | $139.02 | -1.15% | 3 qtrssince 2023-Q4 | Increased 72 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1M | $559.2M | 0.7% | $504.77 | +5.06% | 3 qtrssince 2023-Q4 | Increased 71 |
Adobe Inc | 984,629 | $547M | 0.7% | $509.48 | +9.04% | 23 qtrssince 2018-Q4 | Increased 71 |
HUMANA INC | 1.4M | $532.6M | 0.7% | $382.36 | -4.93% | 4 qtrssince 2023-Q3 | Increased 71 |
Boston Scientific Corporation | 6.7M | $517.5M | 0.7% | $68.05 | +13.17% | 23 qtrssince 2018-Q4 | Increased 71 |
Costco Wholesale Corporation | 572,362 | $486.5M | 0.6% | $595.79 | +40.91% | 23 qtrssince 2018-Q4 | Decreased 0 |
Danaher Corporation | 1.9M | $476.8M | 0.6% | $230.28 | +6.95% | 8 qtrssince 2022-Q3 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 1.5M | $472.1M | 0.6% | $200.88 | +56.21% | 6 qtrssince 2023-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 2.6M | $414.3M | 0.6% | $144.68 | +12.11% | 21 qtrssince 2019-Q2 | Decreased 0 |
GE Vernova Inc. | 2.3M | $399.8M | 0.5% | $170.79 | 0.00% | 1 qtr | New 61 |
MARSHALL WACE, LLP manages $74.9B across 2484 positions as of Q2 2024. Top holdings: IVV (16.4%), AMZN (3.6%), MSFT (3.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3.5/5.0.
Active quarter - 714 new positions, 541 exits, 747 increased. Top move: MSFT (INCREASED, conviction 81). Portfolio: $74.9B across 2484 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR