MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,899 positions
iShares Trust CORE S&P500 ETF | 32.5M | $22.2B | 20.2% | $536.69 | +26.58% | 11 qtrssince 2023-Q2 | Increased 73 |
Vanguard Index Funds S&P 500 ETF SHS | 4.6M | $2.9B | 2.6% | $631.72 | +13.28% | 1 qtr | New 83 |
Amazon.com, Inc. | 12M | $2.8B | 2.5% | $166.54 | +38.60% | 29 qtrssince 2018-Q4 | Increased 62 |
NVIDIA Corp. | 14.5M | $2.7B | 2.5% | $132.39 | +40.54% | 26 qtrssince 2019-Q3 | Increased 64 |
Microsoft Corp. | 3.8M | $1.8B | 1.7% | $387.82 | +23.91% | 29 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 6.7M | $1.8B | 1.6% | $211.26 | +28.34% | 29 qtrssince 2018-Q4 | Decreased 0 |
Eli Lilly & Co. | 1.2M | $1.3B | 1.2% | $1,026.19 | +4.22% | 15 qtrssince 2022-Q2 | Increased 81 |
Broadcom Inc | 3.3M | $1.2B | 1.1% | $274.09 | +25.58% | 8 qtrssince 2024-Q1 | Increased 81 |
Alphabet Inc. | 3.4M | $1.1B | 1.0% | $204.21 | +52.98% | 29 qtrssince 2018-Q4 | Increased 62 |
ADVANCED MICRO DEVICES INC | 4.7M | $1B | 0.9% | $111.58 | +91.93% | 27 qtrssince 2019-Q2 | Decreased 0 |
Meta Platforms Inc | 1.5M | $1B | 0.9% | $524.01 | +25.65% | 29 qtrssince 2018-Q4 | Increased 46 |
Walmart Inc | 8.9M | $990.3M | 0.9% | $100.64 | +10.00% | 15 qtrssince 2022-Q2 | Increased 52 |
Tesla Inc | 1.9M | $857.6M | 0.8% | $268.66 | +67.39% | 22 qtrssince 2020-Q3 | Increased 47 |
Alphabet Inc. | 2.7M | $852.4M | 0.8% | $201.18 | +55.67% | 29 qtrssince 2018-Q4 | Increased 59 |
CIRCLE INTERNET GROUP INC COM CL A | 10M | $791.3M | 0.7% | $161.67 | -50.95% | 3 qtrssince 2025-Q2 | Increased 54 |
Johnson & Johnson | 3.7M | $759.1M | 0.7% | $166.23 | +22.53% | 9 qtrssince 2023-Q4 | Increased 46 |
Coca-Cola Co (The) | 10.6M | $743.9M | 0.7% | $68.49 | +0.12% | 24 qtrssince 2020-Q1 | Increased 72 |
DOORDASH INC CL A | 3M | $681M | 0.6% | $186.00 | +22.65% | 8 qtrssince 2024-Q1 | Increased 61 |
VanEck ETF Trust SEMICONDUCTOR ETF | 1.8M | $655.4M | 0.6% | — | — | — | Decreased — |
Mercadolibre Inc | 311,818 | $628.1M | 0.6% | $1,970.01 | +2.25% | 6 qtrssince 2024-Q3 | Increased 72 |
MARSHALL WACE, LLP manages $109.9B across 2899 positions as of Q4 2025. Top holdings: IVV (20.2%), VOO (2.6%), AMZN (2.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3.5/5.0.
Active quarter - 710 new positions, 642 exits, 885 increased. Top move: VOO (NEW, conviction 83). Portfolio: $109.9B across 2899 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
Verify source filings on SEC EDGAR