MWMARSHALL WACE, LLP
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,899 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 32.5M | $22.2B | 20.2% | $540.69 | +27.60% | 11 qtrssince 2023-Q2 | Increased 73 |
VANGUARD S&P 500 ETF | 4.6M | $2.9B | 2.6% | $631.72 | +11.66% | 1 qtr | New 83 |
AMAZON.COM INC | 12M | $2.8B | 2.5% | $162.85 | +42.79% | 29 qtrssince 2018-Q4 | Increased 62 |
NVIDIA CORP | 14.5M | $2.7B | 2.5% | $147.93 | +26.78% | 26 qtrssince 2019-Q3 | Increased 64 |
MICROSOFT CORP | 3.8M | $1.8B | 1.7% | $388.81 | +25.38% | 29 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 6.7M | $1.8B | 1.6% | $211.98 | +27.90% | 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% | $276.38 | +24.77% | 8 qtrssince 2024-Q1 | Increased 81 |
ALPHABET INC-CL A | 3.4M | $1.1B | 1.0% | $202.62 | +54.90% | 29 qtrssince 2018-Q4 | Increased 62 |
ADVANCED MICRO DEVICES | 4.7M | $1B | 0.9% | $111.58 | +91.93% | 27 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.5M | $1B | 0.9% | $525.83 | +26.65% | 29 qtrssince 2018-Q4 | Increased 46 |
WALMART INC | 8.9M | $990.3M | 0.9% | $101.17 | +10.62% | 15 qtrssince 2022-Q2 | Increased 52 |
TESLA INC | 1.9M | $857.6M | 0.8% | $269.03 | +68.91% | 22 qtrssince 2020-Q3 | Increased 47 |
ALPHABET INC-CL C | 2.7M | $852.4M | 0.8% | $200.85 | +56.61% | 29 qtrssince 2018-Q4 | Increased 59 |
CIRCLE INTERNET GROUP INC | 10M | $791.3M | 0.7% | $161.67 | -50.95% | 3 qtrssince 2025-Q2 | Increased 54 |
JOHNSON & JOHNSON | 3.7M | $759.1M | 0.7% | $166.73 | +24.10% | 9 qtrssince 2023-Q4 | Increased 46 |
COCA-COLA CO/THE | 10.6M | $743.9M | 0.7% | $69.94 | +0.18% | 24 qtrssince 2020-Q1 | Increased 72 |
DOORDASH INC - A | 3M | $681M | 0.6% | $186.00 | +22.65% | 8 qtrssince 2024-Q1 | Increased 61 |
VANECK SEMICONDUCTOR ETF | 1.8M | $655.4M | 0.6% | — | — | — | Decreased — |
MERCADOLIBRE INC | 311,818 | $628.1M | 0.6% | $1,985.65 | +1.77% | 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 Rating: 4/5.0.
Active quarter - 706 new positions, 636 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
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