MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,834 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 27.5M | $18.4B | 18.7% | $513.97 | +29.27% | 10 qtrssince 2023-Q2 | Increased 78 |
MICROSOFT CORP | 6.5M | $3.4B | 3.4% | $388.81 | +32.10% | 28 qtrssince 2018-Q4 | Increased 70 |
APPLE INC | 10.8M | $2.8B | 2.8% | $211.98 | +19.68% | 28 qtrssince 2018-Q4 | Increased 59 |
AMAZON.COM INC | 10.6M | $2.3B | 2.4% | $153.73 | +44.52% | 28 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 12.4M | $2.3B | 2.3% | $141.22 | +28.76% | 25 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.5M | $1.1B | 1.1% | $523.37 | +41.92% | 28 qtrssince 2018-Q4 | Increased 63 |
CIRCLE INTERNET GROUP INC | 8.1M | $1.1B | 1.1% | $181.29 | -26.87% | 2 qtrssince 2025-Q2 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 9.8M | $956.7M | 1.0% | $78.21 | +24.83% | 28 qtrssince 2018-Q4 | Increased 57 |
NETFLIX INC | 742,046 | $889.7M | 0.9% | $101.15 | +19.27% | 20 qtrssince 2020-Q4 | Increased 72 |
ADVANCED MICRO DEVICES | 5.1M | $820.8M | 0.8% | $111.58 | +45.00% | 26 qtrssince 2019-Q2 | Decreased 0 |
TESLA INC | 1.8M | $811.1M | 0.8% | $260.58 | +70.09% | 21 qtrssince 2020-Q3 | Decreased 0 |
WALMART INC | 7.6M | $784.9M | 0.8% | $99.38 | +3.52% | 14 qtrssince 2022-Q2 | Increased 72 |
JOHNSON & JOHNSON | 3.6M | $664.6M | 0.7% | $165.79 | +8.85% | 8 qtrssince 2023-Q4 | Increased 72 |
VANECK SEMICONDUCTOR ETF | 2M | $645.4M | 0.7% | — | — | — | Increased — |
AMERISOURCEBERGEN CORP | 2M | $623.5M | 0.6% | $295.77 | +3.81% | 6 qtrssince 2024-Q2 | Increased 72 |
BOEING CO/THE | 2.6M | $571.8M | 0.6% | $193.82 | +11.35% | 4 qtrssince 2024-Q4 | Increased 69 |
ALPHABET INC-CL A | 2.3M | $561.6M | 0.6% | $148.30 | +64.46% | 28 qtrssince 2018-Q4 | Decreased 0 |
DOORDASH INC - A | 2M | $551M | 0.6% | $165.60 | +64.56% | 7 qtrssince 2024-Q1 | Increased 54 |
BROADCOM INC | 1.6M | $536.2M | 0.5% | $203.80 | +60.98% | 7 qtrssince 2024-Q1 | Increased 56 |
BANK OF AMERICA CORP | 9.6M | $495.4M | 0.5% | $50.05 | +1.44% | 20 qtrssince 2020-Q4 | Increased 71 |
MARSHALL WACE, LLP manages $98.6B across 2834 positions as of Q3 2025. Top holdings: IVV (18.7%), MSFT (3.4%), AAPL (2.8%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 638 new positions, 669 exits, 866 increased. Top move: IVV (INCREASED, conviction 78). Portfolio: $98.6B across 2834 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer