MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,484 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 22.5M | $12.3B | 16.4% | $465.89 | +15.11% | 5 qtrssince 2023-Q2 | Increased 80 |
AMAZON.COM INC | 14.1M | $2.7B | 3.6% | $137.55 | +40.50% | 23 qtrssince 2018-Q4 | Increased 73 |
MICROSOFT CORP | 5.8M | $2.6B | 3.5% | $360.29 | +22.67% | 23 qtrssince 2018-Q4 | Increased 81 |
APPLE INC | 8.1M | $1.7B | 2.3% | $183.34 | +13.79% | 23 qtrssince 2018-Q4 | Increased 74 |
NVIDIA CORP | 12.1M | $1.5B | 2.0% | $118.41 | +4.29% | 20 qtrssince 2019-Q3 | Increased 81 |
ALPHABET INC-CL A | 4.8M | $869.5M | 1.2% | $133.74 | +35.33% | 23 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 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-CL C | 3.4M | $626.6M | 0.8% | $134.19 | +35.82% | 23 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.1M | $578.2M | 0.8% | $248.23 | +102.13% | 23 qtrssince 2018-Q4 | Increased 44 |
JOHNSON & JOHNSON | 3.9M | $567.8M | 0.8% | $141.26 | -1.15% | 3 qtrssince 2023-Q4 | Increased 72 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1M | $559.2M | 0.7% | $508.71 | +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% | $385.21 | -4.94% | 4 qtrssince 2023-Q3 | Increased 71 |
BOSTON SCIENTIFIC CORP | 6.7M | $517.5M | 0.7% | $68.05 | +13.17% | 23 qtrssince 2018-Q4 | Increased 71 |
COSTCO WHOLESALE CORP | 572,362 | $486.5M | 0.6% | $595.79 | +40.91% | 23 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 1.9M | $476.8M | 0.6% | $231.48 | +7.03% | 8 qtrssince 2022-Q3 | Decreased 0 |
SPOTIFY TECHNOLOGY SA | 1.5M | $472.1M | 0.6% | $200.47 | +56.53% | 6 qtrssince 2023-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES | 2.6M | $414.3M | 0.6% | $144.68 | +12.11% | 21 qtrssince 2019-Q2 | Decreased 0 |
GE VERNOVA LLC | 2.3M | $399.8M | 0.5% | $170.98 | 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 Rating: 4/5.0.
Active quarter - 711 new positions, 538 exits, 746 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
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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