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CIK: 0001318757
Total reported value
$126.7B
$126.7B
2711 檔
21.7%
At the close of Q1 2026, Marshall Wace, LLP disclosed equity holdings valued at approximately $126.7B, spread across 2711 reported holdings.
Marshall Wace, LLP executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 14 holdings and trimming 90 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPYM, NVDA) accounted for 21.7% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 2711 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.10% | +6.55% | -19.02% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.78% | -0.53% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | -0.97% | -8.19% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.18% | -0.01% | +23.68% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.04% | -25.61% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.27% | +6.74% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 0.92% | +0.98% | -7.78% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | -0.29% | -16.48% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.53% | +224.52% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.86% | -0.03% | +48.73% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | -0.31% | -25.29% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | -0.02% | -1.83% | |
| 13 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.76% | -0.16% | +29.61% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 0.69% | +0.08% | +142.08% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.38% | -26.90% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | -0.29% | -49.57% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | +0.02% | -35.18% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.14% | -34.81% | |
| 19 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.55% | -0.41% | -41.87% | |
| 20 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.54% | -0.49% | +1.02% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.23% | +126.58% | |
| 22 | SLV | Ishares Silver Trust | ETF-Commodities | 0.52% | -0.23% | -3.48% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.51% | -0.20% | +55.14% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.47% | +7.60% | |
| 25 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.50% | -0.22% | +226.64% | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 0.46% | -0.40% | +14.67% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | +0.11% | -47.43% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.23% | -22.68% | |
| 29 | INTC | Intel CORP | Stock-Tech | 0.39% | -0.03% | -28.49% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.39% | -0.01% | -7.01% | |
| 31 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.38% | -0.24% | +1310.07% | |
| 32 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.37% | -0.35% | +35.97% | |
| 33 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 0.36% | -0.30% | +99.90% | |
| 34 | SNDK | Sandisk CORP | Stock-Tech | 0.36% | +0.02% | -43.75% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.35% | +1.06% | -10.02% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.34% | -0.06% | +321.63% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.34% | -0.18% | +2159.84% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.34% | -0.30% | +121.33% | |
| 39 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.33% | -0.13% | +109.51% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.33% | -30.01% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.04% | +17.16% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.32% | -0.30% | +191.11% | |
| 43 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.32% | -0.08% | +626.68% | |
| 44 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.31% | -0.04% | +354.53% | |
| 45 | MRVL | Marvell Technology Inc | Stock-Tech | 0.31% | -0.17% | +116.49% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.30% | -0.16% | +6417.13% | |
| 47 | FIVE | Five Below | Stock-Consumer Disc | 0.30% | -0.08% | -25.24% | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.30% | -0.28% | +423.45% | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.30% | -0.13% | +33.78% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.30% | -0.07% | +517.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.7% | +224.52% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +23.68% | Add |
| 3 | MS | Morgan Stanley | +0.4% | +142.08% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +48.73% | Add |
| 5 | TMUS | T-mobile US Inc | +0.4% | +226.64% | Add |
| 6 | ABNB | Airbnb Inc-class A | +0.4% | +1310.07% | Add |
| 7 | MAR | Marriott International -cl A | +0.3% | +2159.84% | Add |
| 8 | NFLX | Netflix Inc | +0.3% | +126.58% | Add |
| 9 | ACN | Accenture plc | +0.3% | +6417.13% | Add |
| 10 | EWY | Ishares Msci South Korea ETF | +0.3% | +626.68% | Add |
| 11 | ASML | ASML Holding N.V. | +0.3% | +321.63% | Add |
| 12 | SLB | Slb LTD | +0.3% | +423.45% | Add |
| 13 | CASY | Casey's General Stores Inc | +0.3% | +354.53% | Add |
| 14 | ADI | Analog Devices Inc | +0.3% | +517.40% | Add |
| 15 | HLT | Hilton Worldwide Holdings In | +0.3% | +29.61% | Add |
| 16 | CME | Cme Group Inc | +0.2% | +5232.57% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.2% | +375.46% | Add |
| 18 | GILD | Gilead Sciences Inc | +0.2% | +191.11% | Add |
| 19 | WDC | Western Digital CORP | +0.2% | +319.00% | Add |
| 20 | TPR | Tapestry Inc | +0.2% | +2215.99% | Add |
| 21 | GDX | Vaneck Gold Miners ETF | +0.2% | +121.33% | Add |
| 22 | ABT | Abbott Laboratories | +0.2% | +3332.40% | Add |
| 23 | SYK | Stryker CORP | +0.2% | +1484.90% | Add |
| 24 | MRVL | Marvell Technology Inc | +0.2% | +116.49% | Add |
| 25 | XLC | Ss Comm Select Sector Spdr | +0.2% | +12213.21% | Add |
| 26 | DTE | Dte Energy Company | +0.2% | +1313.69% | Add |
| 27 | HAL | Halliburton Co | +0.2% | +51840.47% | Add |
| 28 | DOW | Dow Inc | +0.2% | +115.94% | Add |
| 29 | LITE | Lumentum Holdings Inc | +0.2% | +201.82% | Add |
| 30 | IGV | Ishares Expanded Tech-softwa | +0.2% | +8901.67% | Add |
| 31 | ROST | Ross Stores Inc | +0.2% | +35.97% | Add |
| 32 | SE | Sea Ltd-adr | +0.2% | +718.48% | Add |
| 33 | SO | Southern Co/the | +0.2% | +223.33% | Add |
| 34 | SMCI | Super Micro Computer Inc | +0.2% | +15612.20% | Add |
| 35 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | +99.90% | Add |
| 36 | COIN | Coinbase Global Inc -class A | +0.2% | +424.94% | Add |
| 37 | KVUE | Kenvue Inc | +0.2% | +142.82% | Add |
| 38 | DIS | Walt Disney Co/the | +0.2% | +310.16% | Add |
| 39 | BKR | Baker Hughes Co | +0.2% | +89.80% | Add |
| 40 | GFS | GLOBALFOUNDRIES Inc. | +0.1% | +112.08% | Add |
| 41 | PSX | Phillips 66 | +0.1% | +2213.63% | Add |
| 42 | XLE | Ss Energy Select Sector | +0.1% | +144.13% | Add |
| 43 | STZ | Constellation Brands Inc-a | +0.1% | +357.51% | Add |
| 44 | SNDK | Sandisk CORP | +0.1% | -43.75% | Trim |
| 45 | PLTR | Palantir Technologies Inc-a | +0.1% | +55.14% | Add |
| 46 | MMM | 3m Co | +0.1% | +866.30% | Add |
| 47 | BE | Bloom Energy Corp- A | +0.1% | +630.68% | Add |
| 48 | BTI | British American Tob-sp Adr | +0.1% | +165.32% | Add |
| 49 | AIG | American International Group | +0.1% | +882.78% | Add |
| 50 | VTRS | Viatris Inc | +0.1% | +2221.81% | Add |
According to official SEC Form 13F filings, Marshall Wace, LLP reported a total U.S. public equity portfolio value of $126.7B across 2711 disclosed positions in Q1 2026.
During Q1 2026, Marshall Wace, LLP's top holdings by market value included IVV (17.1%)、SPYM (3.8%)、NVDA (2.4%). The largest single position, IVV, represented 17.1% 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
SPYM
市值: $3.8B
Top Position Liquidated / Trimmed
VOO
前期市值: $2.9B
In Q1 2026, Marshall Wace, LLP made 200 total portfolio adjustments, initiating 15 new buys, adding to 81 positions, trimming 90 holdings, and fully liquidating 14 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.
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