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CIK: 0001318757
Total reported value
$126.7B
$126.7B
2500 檔
18.2%
As reported in its official Q2 2025 Form 13F filing, Marshall Wace, LLP's tracked investment portfolio stood at $126.7B with 2500 total positions.
Marshall Wace, LLP executed strategic sector rebalancing during Q2 2025, establishing 15 new positions while fully exiting 12 holdings and trimming 79 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, AMZN) accounted for 18.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 2500 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.98% | +6.55% | -9.58% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.27% | -2.73% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.04% | +23.42% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | -0.97% | +123.33% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.49% | -0.01% | -7.83% | |
| 6 | CRCL | Circle Internet Group Inc | Stock-Financials | 1.74% | -0.41% | — | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 1.22% | +0.98% | -21.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | -0.29% | +6.64% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.14% | -35.33% | |
| 10 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.91% | -0.15% | -5.67% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | -0.02% | -53.67% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | -0.38% | +65.69% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | -0.29% | +124.54% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.73% | +0.29% | +62.25% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.67% | -0.20% | +76.94% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | -0.23% | -10.84% | |
| 17 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.63% | -0.05% | -20.73% | |
| 18 | CRH | CRH plc | Stock-Materials | 0.62% | -0.01% | +45.33% | |
| 19 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.61% | -0.14% | +127.53% | |
| 20 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.61% | -0.49% | +5.85% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.23% | +81.78% | |
| 22 | COF | Capital One Financial CORP | Stock-Financials | 0.58% | -0.13% | -2.41% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.57% | +0.08% | -8.93% | |
| 24 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.54% | +0.02% | -13.40% | |
| 25 | USB | US Bancorp | Stock-Financials | 0.50% | -0.06% | EXIT | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.47% | -32.08% | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.48% | -0.02% | +573.91% | |
| 28 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.48% | -0.22% | +1198.17% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.48% | — | -2.64% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.01% | +2583.75% | |
| 31 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.45% | -0.02% | -47.15% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.31% | -39.47% | |
| 33 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.43% | -0.03% | +12.26% | |
| 34 | FISV | Fiserv Inc | Stock-Other | 0.40% | +0.02% | — | |
| 35 | TOST | Toast Inc-class A | Stock-Tech | 0.39% | -0.05% | +108.26% | |
| 36 | DXCM | Dexcom Inc | Stock-Healthcare | 0.38% | +0.03% | +260.72% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | +0.61% | -38.61% | |
| 38 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.37% | -0.07% | +19.08% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.36% | -0.15% | -44.96% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.35% | +0.11% | +40.07% | |
| 41 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.34% | -0.02% | +9.37% | |
| 42 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.34% | -0.03% | +353.20% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.07% | +425.16% | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.33% | +0.08% | +600.79% | |
| 45 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.32% | -0.05% | EXIT | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.31% | -0.22% | -18.10% | |
| 47 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.31% | +0.03% | +42.34% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.31% | -0.03% | +15.25% | |
| 49 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.30% | -0.16% | -13.00% | |
| 50 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.30% | +0.01% | -9.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRCL | Circle Internet Group Inc | +1.7% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +1.6% | +123.33% | Add |
| 3 | AMZN | Amazon.com Inc | +0.6% | +23.42% | Add |
| 4 | WMT | Walmart Inc | +0.4% | +2583.75% | Add |
| 5 | TMUS | T-mobile US Inc | +0.4% | +1198.17% | Add |
| 6 | LLY | Eli Lilly & Co | +0.4% | +124.54% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.4% | +76.94% | Add |
| 8 | DE | Deere & Co | +0.4% | +573.91% | Add |
| 9 | FISV | Fiserv Inc | +0.4% | NEW | New buy |
| 10 | MSFT | Microsoft CORP | +0.4% | -2.73% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.4% | +65.69% | Add |
| 12 | SMH | Vaneck Semiconductor ETF | +0.4% | +62.25% | Add |
| 13 | EW | Edwards Lifesciences CORP | +0.3% | +127.53% | Add |
| 14 | OTIS | Otis Worldwide CORP | +0.3% | +5291.54% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.3% | +43445.42% | Add |
| 16 | DXCM | Dexcom Inc | +0.3% | +260.72% | Add |
| 17 | MS | Morgan Stanley | +0.3% | +600.79% | Add |
| 18 | CI | THE Cigna Group | +0.3% | NEW | New buy |
| 19 | CAT | Caterpillar Inc | +0.3% | +425.16% | Add |
| 20 | T | At&t Inc | +0.3% | NEW | New buy |
| 21 | MSI | Motorola Solutions Inc | +0.3% | NEW | New buy |
| 22 | TOST | Toast Inc-class A | +0.2% | +108.26% | Add |
| 23 | ADI | Analog Devices Inc | +0.2% | +328.22% | Add |
| 24 | ABBV | Abbvie Inc | +0.2% | +470.48% | Add |
| 25 | SRE | Sempra | +0.2% | +786.08% | Add |
| 26 | F | Ford Motor Co | +0.2% | +712.74% | Add |
| 27 | ORCL | Oracle CORP | +0.2% | +766.69% | Add |
| 28 | TMO | Thermo Fisher Scientific Inc | +0.2% | NEW | New buy |
| 29 | PNC | Pnc Financial Services Group | +0.2% | +491.72% | Add |
| 30 | SMCI | Super Micro Computer Inc | +0.2% | +596.37% | Add |
| 31 | CRH | CRH plc | +0.2% | +45.33% | Add |
| 32 | NKE | Nike Inc -cl B | +0.2% | +2001.40% | Add |
| 33 | DRI | Darden Restaurants Inc | +0.2% | +820.45% | Add |
| 34 | APH | Amphenol Corp-cl A | +0.2% | NEW | New buy |
| 35 | KO | Coca-cola Co/the | +0.1% | +1044.84% | Add |
| 36 | GME | Gamestop Corp-class A | +0.1% | +347.74% | Add |
| 37 | NU | Nu Holdings Ltd. | +0.1% | +106.27% | Add |
| 38 | HD | Home Depot Inc | +0.1% | +252.27% | Add |
| 39 | CTVA | Corteva Inc | +0.1% | +1365.93% | Add |
| 40 | MNST | Monster Beverage CORP | +0.1% | +1126.94% | Add |
| 41 | RBLX | Roblox CORP -class A | +0.1% | -20.73% | Trim |
| 42 | MELI | Mercadolibre Inc | +0.1% | +5.85% | Add |
| 43 | UBER | Uber Technologies Inc | +0.1% | +40.07% | Add |
| 44 | GILD | Gilead Sciences Inc | +0.1% | +152.09% | Add |
| 45 | CPNG | Coupang Inc | +0.1% | +115.90% | Add |
| 46 | CNK | Cinemark Holdings Inc | +0.1% | +758.89% | Add |
| 47 | XLE | Ss Energy Select Sector | +0.1% | +986.03% | Add |
| 48 | ELF | Elf Beauty Inc | +0.1% | NEW | New buy |
| 49 | XLI | Ss Industrial Select Sector | +0.1% | NEW | New buy |
| 50 | CMG | Chipotle Mexican Grill Inc | +0.1% | +2633.52% | Add |
According to official SEC Form 13F filings, Marshall Wace, LLP reported a total U.S. public equity portfolio value of $126.7B across 2500 disclosed positions in Q2 2025.
During Q2 2025, Marshall Wace, LLP's top holdings by market value included IVV (15.0%)、MSFT (3.0%)、AMZN (2.9%). The largest single position, IVV, represented 15.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CRCL
市值: $1.5B
Top Position Liquidated / Trimmed
CBOE
前期市值: $190.9M
In Q2 2025, Marshall Wace, LLP made 200 total portfolio adjustments, initiating 15 new buys, adding to 94 positions, trimming 79 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.