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CIK: 0001318757
Total reported value
$126.7B
$126.7B
2540 檔
25.7%
As reported in its official Q4 2025 Form 13F filing, Marshall Wace, LLP's tracked investment portfolio stood at $126.7B with 2540 total positions.
Marshall Wace, LLP executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 10 holdings and trimming 77 positions.
Showing top 200 holdings (of 2540 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.23% | +6.55% | +17.91% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.62% | — | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | -0.97% | +14.38% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | -0.04% | +13.30% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.73% | -0.01% | -37.58% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.27% | -42.49% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | -0.29% | +380.02% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | -0.29% | +58.93% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | -0.31% | +95.45% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 0.96% | +0.98% | -7.09% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.14% | +0.93% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.01% | +18.70% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.02% | +10.93% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.38% | +57.54% | |
| 15 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.72% | -0.41% | +23.81% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.70% | +0.29% | -12.29% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | +0.02% | +2.35% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.68% | +0.11% | +1206.87% | |
| 19 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.62% | -0.02% | +48.44% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.23% | +210.84% | |
| 21 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.57% | -0.49% | +157.50% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.53% | -0.22% | +607.08% | |
| 23 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.51% | -0.16% | +89.68% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.50% | -0.19% | +88.07% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 0.50% | +0.11% | +116.89% | |
| 26 | NU | Nu Holdings Ltd. | Stock-Financials | 0.48% | -0.05% | +8.01% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | -0.03% | +335.71% | |
| 28 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.47% | +0.01% | +79.98% | |
| 29 | SLV | Ishares Silver Trust | ETF-Commodities | 0.47% | -0.23% | +148.58% | |
| 30 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.46% | -0.14% | +66.15% | |
| 31 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.45% | -0.13% | +188.18% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | +0.61% | +200.76% | |
| 33 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.43% | +0.01% | +830.84% | |
| 34 | INTC | Intel CORP | Stock-Tech | 0.42% | -0.03% | +32.08% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.47% | +54.67% | |
| 36 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.39% | +0.24% | +265.63% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.33% | +183.11% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.20% | -3.14% | |
| 39 | AAL | American Airlines Group Inc | Stock-Industrials | 0.36% | -0.06% | +428.82% | |
| 40 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.34% | -0.01% | +36.17% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.34% | -0.06% | EXIT | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | +0.19% | -12.36% | |
| 43 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.34% | +0.07% | +23.02% | |
| 44 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.33% | -0.05% | +30.66% | |
| 45 | GRAB | Grab Holdings Limited | Stock-Tech | 0.33% | -0.09% | +49.20% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | -0.40% | +88.90% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.33% | +0.09% | +12.83% | |
| 48 | SNPS | Synopsys Inc | Stock-Tech | 0.32% | -0.04% | +184.20% | |
| 49 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.31% | -0.02% | +246.58% | |
| 50 | FIVE | Five Below | Stock-Consumer Disc | 0.31% | -0.08% | +54.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.6% | +17.91% | Add |
| 2 | LLY | Eli Lilly & Co | +1.1% | +380.02% | Add |
| 3 | KO | Coca-cola Co/the | +0.6% | +1206.87% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +58.93% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | +95.45% | Add |
| 6 | BMY | Bristol-myers Squibb Co | +0.5% | +607.08% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.4% | +57.54% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.4% | +210.84% | Add |
| 9 | SPOT | Spotify Technology S.A. | +0.4% | +830.84% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +335.71% | Add |
| 11 | SLV | Ishares Silver Trust | +0.3% | +148.58% | Add |
| 12 | LULU | Lululemon Athletica Inc | +0.3% | +188.18% | Add |
| 13 | AAL | American Airlines Group Inc | +0.3% | +428.82% | Add |
| 14 | V | Visa Inc-class A Shares | +0.3% | +6785.19% | Add |
| 15 | MELI | Mercadolibre Inc | +0.3% | +157.50% | Add |
| 16 | VRT | Vertiv Holdings Co-a | +0.3% | +265.63% | Add |
| 17 | COST | Costco Wholesale CORP | +0.3% | +200.76% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.3% | +183.11% | Add |
| 19 | BDX | Becton Dickinson And Co | +0.3% | +39252.20% | Add |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.3% | +88.07% | Add |
| 21 | HLT | Hilton Worldwide Holdings In | +0.2% | +89.68% | Add |
| 22 | GEV | GE Vernova Inc | +0.2% | +734.42% | Add |
| 23 | KHC | Kraft Heinz Co/the | +0.2% | +246.58% | Add |
| 24 | UBER | Uber Technologies Inc | +0.2% | +116.89% | Add |
| 25 | SNPS | Synopsys Inc | +0.2% | +184.20% | Add |
| 26 | MU | Micron Technology Inc | +0.2% | +74.06% | Add |
| 27 | WAT | Waters CORP | +0.2% | +1611.32% | Add |
| 28 | DB | Deutsche Bank Aktiengesellschaft | +0.2% | +2835.98% | Add |
| 29 | EW | Edwards Lifesciences CORP | +0.2% | +66.15% | Add |
| 30 | RKT | Rocket Cos Inc-class A | +0.2% | +661.18% | Add |
| 31 | AMAT | Applied Materials Inc | +0.2% | +139.20% | Add |
| 32 | SHOP | Shopify Inc - Class A | +0.2% | +172.53% | Add |
| 33 | CAH | Cardinal Health Inc | +0.2% | +1328.08% | Add |
| 34 | AMZN | Amazon.com Inc | +0.2% | +13.30% | Add |
| 35 | TCOM | Trip.com Group Ltd-adr | +0.2% | +268.65% | Add |
| 36 | FCX | Freeport-mcmoran Inc | +0.2% | +1758.23% | Add |
| 37 | GS | Goldman Sachs Group Inc | +0.2% | +379.48% | Add |
| 38 | NEE | Nextera Energy Inc | +0.2% | +7902.54% | Add |
| 39 | HSY | Hershey Co/the | +0.2% | +546.63% | Add |
| 40 | CCJ | Cameco CORP | +0.2% | +7481.31% | Add |
| 41 | GLD | Spdr Gold Shares | +0.1% | +54.67% | Add |
| 42 | DECK | Deckers Outdoor CORP | +0.1% | +5324.38% | Add |
| 43 | PDD | Pdd Holdings Inc | +0.1% | +79.98% | Add |
| 44 | PFE | Pfizer Inc | +0.1% | +88.90% | Add |
| 45 | FIVE | Five Below | +0.1% | +54.63% | Add |
| 46 | SNDK | Sandisk CORP | +0.1% | +29.37% | Add |
| 47 | WMT | Walmart Inc | +0.1% | +18.70% | Add |
| 48 | REGN | Regeneron Pharmaceuticals | +0.1% | +23.02% | Add |
| 49 | FDS | Factset Research Systems Inc | +0.1% | +490.69% | Add |
| 50 | SOFI | Sofi Technologies Inc | +0.1% | +372.87% | Add |
According to official SEC Form 13F filings, Marshall Wace, LLP reported a total U.S. public equity portfolio value of $126.7B across 2540 disclosed positions in Q4 2025.
During Q4 2025, Marshall Wace, LLP's top holdings by market value included IVV (20.2%)、VOO (2.6%)、NVDA (2.6%). The largest single position, IVV, represented 20.2% 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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, NVDA) accounted for 25.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOO
市值: $2.9B
Top Position Liquidated / Trimmed
ARES
前期市值: $145.9M
In Q4 2025, Marshall Wace, LLP made 200 total portfolio adjustments, initiating 12 new buys, adding to 101 positions, trimming 77 holdings, and fully liquidating 10 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.
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