MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,525 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 23.6M | $13.9B | 16.7% | $470.83 | +23.93% | 7 qtrssince 2023-Q2 | Increased 63 |
APPLE INC | 13.6M | $3.4B | 4.1% | $208.55 | +19.21% | 25 qtrssince 2018-Q4 | Increased 81 |
MICROSOFT CORP | 5.9M | $2.5B | 3.0% | $363.65 | +15.97% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 11.3M | $2.5B | 3.0% | $137.55 | +60.89% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 12.7M | $1.7B | 2.0% | $121.31 | +13.30% | 22 qtrssince 2019-Q3 | Increased 64 |
TESLA INC | 3.8M | $1.5B | 1.9% | $259.66 | +60.75% | 18 qtrssince 2020-Q3 | Increased 52 |
UNITEDHEALTH GROUP INC | 2M | $988.6M | 1.2% | $493.29 | +0.47% | 20 qtrssince 2020-Q1 | Increased 81 |
BOSTON SCIENTIFIC CORP | 8.9M | $791.9M | 1.0% | $72.25 | +23.63% | 25 qtrssince 2018-Q4 | Increased 48 |
META PLATFORMS INC-CLASS A | 1.3M | $769.7M | 0.9% | $414.40 | +42.23% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 3.4M | $647.3M | 0.8% | $143.11 | +33.10% | 25 qtrssince 2018-Q4 | Decreased 0 |
FLUTTER ENTMT PLC | 2.5M | $636M | 0.8% | $224.18 | +15.10% | 4 qtrssince 2024-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2M | $628M | 0.8% | $280.46 | +11.22% | 21 qtrssince 2019-Q4 | Increased 64 |
UBER TECHNOLOGIES INC | 9.9M | $599.6M | 0.7% | $65.95 | -7.85% | 3 qtrssince 2024-Q2 | Increased 72 |
JOHNSON & JOHNSON | 4.1M | $586.8M | 0.7% | $144.97 | -4.06% | 5 qtrssince 2023-Q4 | Decreased 0 |
FERRARI NV | 1.4M | $579.6M | 0.7% | $370.25 | +14.35% | 13 qtrssince 2021-Q4 | Increased 64 |
ADOBE INC | 1.1M | $508M | 0.6% | $504.44 | -11.85% | 25 qtrssince 2018-Q4 | Increased 48 |
DOORDASH INC - A | 2.8M | $463.7M | 0.6% | $134.90 | +25.73% | 4 qtrssince 2024-Q1 | Increased 44 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 773,000 | $453M | 0.5% | — | — | — | Decreased — |
SALESFORCE.COM INC | 1.3M | $442.7M | 0.5% | $303.59 | +8.86% | 25 qtrssince 2018-Q4 | Increased 71 |
NETFLIX INC | 487,927 | $434.9M | 0.5% | $81.75 | +10.14% | 17 qtrssince 2020-Q4 | Increased 71 |
MARSHALL WACE, LLP manages $83.2B across 2525 positions as of Q4 2024. Top holdings: IVV (16.7%), AAPL (4.1%), MSFT (3.0%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.
Active quarter - 652 new positions, 567 exits, 890 increased. Top move: AAPL (INCREASED, conviction 81). Portfolio: $83.2B across 2525 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