Arkolith/Funds/Marshall Wace, LLP

Marshall Wace, LLP

CIK 1318757Quant / multi-strat
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

Marshall Wace, LLP holds a diversified book of 2681 stocks worth $93.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ste STR SPDR PT S&P 500 ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 18% of the equity book. They also disclosed $5.2B in put options (a bearish bet) and $1.8B in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show MARSHALL WACE, LLP's latest
holdings, largest changes, and filing provenance.
Opened
754
new positions
Added to
1,041
existing
Trimmed
858
reduced
Sold out
564
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
34%
Top 20 holdings
41%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

75% mapped to company sectors

ETF / fund or unclassified
25%
Information Technology
23%
Consumer Discretionary
11%
Health Care
10%
Industrials
9%
Financials
7%
Materials
4%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,681 positions
#SecurityValueShares% PortLast moveHistory
1Ishares-S&P 500
ETP
$17.2B26.28M
18.4%
−19%
Reduced · −6.2M sh
2SPDR Portfolio L
ETP
$3.8B49.65M
4.1%
New
New position
3Nvidia Corp
COMMON STOCK
$2.4B13.66M
2.6%
−5.5%
Reduced · −794K sh
4Apple Inc
COMMON STOCK
$2.1B8.38M
2.3%
+26%
Added · +1.7M sh
5Amazon.com Inc
COMMON STOCK
$1.8B8.85M
2.0%
−26%
Reduced · −3.1M sh
6Microsoft Corp
COMMON STOCK
$1.2B3.37M
1.3%
−10%
Reduced · −380K sh
7Alphabet Inc-A
COMMON STOCK
$910.4M3.17M
1.0%
−7.9%
Reduced · −272K sh
8Chevron Corp
COMMON STOCK
$863.7M4.17M
0.9%
+225%
Added · +2.9M sh
9Tesla Inc
COMMON STOCK
$776.1M2.09M
0.8%
+9.5%
Added · +181K sh
10Adv Micro Device
COMMON STOCK
$771.4M3.79M
0.8%
−20%
Reduced · −950K sh
11Hilton Worldwide
COMMON STOCK
$767.1M2.52M
0.8%
+30%
Added · +577K sh
12Broadcom Inc
COMMON STOCK
$762.4M2.46M
0.8%
−26%
Reduced · −886K sh
13Taiwan Semic-ADR
ADR
$757.1M2.24M
0.8%
+31%
Added · +533K sh
14Morgan Stanley
COMMON STOCK
$690.7M4.20M
0.7%
+142%
Added · +2.5M sh
15Johnson&johnson
COMMON STOCK
$581.2M2.38M
0.6%
−35%
Reduced · −1.3M sh
16Alphabet Inc-C
COMMON STOCK
$564.0M1.97M
0.6%
−28%
Reduced · −750K sh
17Meta Platforms-A
COMMON STOCK
$553.8M968.1K
0.6%
−37%
Reduced · −570K sh
18Circle Internet
COMMON STOCK
$553.4M5.80M
0.6%
−42%
Reduced · −4.2M sh
19Mercadolibre Inc
COMMON STOCK
$543.9M314.6K
0.6%
+0.9%
Added · +3K sh
20Eli Lilly & Co
COMMON STOCK
$529.9M576.2K
0.6%
−52%
Reduced · −632K sh
21T-Mobile US Inc
COMMON STOCK
$497.7M2.37M
0.5%
+227%
Added · +1.6M sh
22Pfizer Inc
COMMON STOCK
$451.6M16.08M
0.5%
+27%
Added · +3.4M sh
23Palantir Techn-A
COMMON STOCK
$432.6M2.96M
0.5%
+32%
Added · +709K sh
24Coca-Cola Co
COMMON STOCK
$425.4M5.59M
0.5%
−47%
Reduced · −5.0M sh
25Airbnb Inc-A
COMMON STOCK
$383.1M3.03M
0.4%
14×
Added · +2.8M sh
26Applied Material
COMMON STOCK
$382.2M1.12M
0.4%
+3.9%
Added · +42K sh
27Unitedhealth Grp
COMMON STOCK
$381.6M1.41M
0.4%
−17%
Reduced · −294K sh
28Ross Stores Inc
COMMON STOCK
$366.7M1.69M
0.4%
+36%
Added · +448K sh
29Alnylam Pharmace
COMMON STOCK
$363.7M1.10M
0.4%
+100%
Added · +549K sh
30Sandisk Corp
COMMON STOCK
$358.7M564.6K
0.4%
−44%
Reduced · −439K sh
31Marriott Intl-A
COMMON STOCK
$338.3M1.03M
0.4%
23×
Added · +989K sh
32Reddit Inc-A
COMMON STOCK
$335.9M2.49M
0.4%
+110%
Added · +1.3M sh
33Merck & Co
COMMON STOCK
$334.2M2.78M
0.4%
−30%
Reduced · −1.2M sh
34Netflix Inc
COMMON STOCK
$322.2M3.35M
0.3%
+197%
Added · +2.2M sh
35Gilead Sciences
COMMON STOCK
$322.0M2.31M
0.3%
+191%
Added · +1.5M sh
36Intel Corp
COMMON STOCK
$320.2M7.26M
0.3%
−40%
Reduced · −4.9M sh
37Casey's General
COMMON STOCK
$313.2M430.4K
0.3%
+355%
Added · +336K sh
38Marvell Technolo
COMMON STOCK
$306.6M3.10M
0.3%
+116%
Added · +1.7M sh
39Five Below
COMMON STOCK
$304.8M1.33M
0.3%
−25%
Reduced · −451K sh
40SLB Ltd
COMMON STOCK
$304.6M5.93M
0.3%
+423%
Added · +4.8M sh
41Micron Tech
COMMON STOCK
$304.5M901.4K
0.3%
+25%
Added · +179K sh
42Shopify Inc - A
COMMON STOCK
$301.5M2.54M
0.3%
+34%
Added · +642K sh
43Accenture PLC-A
COMMON STOCK
$299.6M1.51M
0.3%
64×
Added · +1.5M sh
44Analog Devices
COMMON STOCK
$298.7M938.8K
0.3%
405×
Added · +936K sh
45Amphenol Corp-A
COMMON STOCK
$295.3M2.34M
0.3%
+375%
Added · +1.8M sh
46ASML Holding-NY
NY REG SHRS
$291.3M220.6K
0.3%
+296%
Added · +165K sh
47Capital One Fina
COMMON STOCK
$283.2M1.55M
0.3%
+24%
Added · +299K sh
48Dollar General C
COMMON STOCK
$264.6M2.23M
0.3%
+32%
Added · +543K sh
49Walmart Inc
COMMON STOCK
$263.2M2.12M
0.3%
−76%
Reduced · −6.8M sh
50Costco Wholesale
COMMON STOCK
$262.8M263.7K
0.3%
−48%
Reduced · −248K sh
Showing 50 of 2,681 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$5.2B
Call notional (bullish)$1.8B
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishISHARES SILVER TRUSTSLV$408.2M6.0M
PUT · bearishSPDR GOLD SHARESGLD$366.1M851K
PUT · bearishSS HEALTH CARE SELECT SECTORXLV$275.7M1.9M
PUT · bearishMICROSOFT CORPMSFT$222.9M602K
PUT · bearishVANECK GOLD MINERS ETFGDX$187.9M2.0M
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$180.8M313K
PUT · bearishCOINBASE GLOBAL INC -CLASS ACOIN$179.2M1.0M
PUT · bearishNETFLIX INCNFLX$159.5M1.7M
PUT · bearishISHARES MSCI SOUTH KOREA ETFEWY$158.3M1.3M
CALL · bullishISHARES EXPANDED TECH-SOFTWAIGV$128.7M1.6M
CALL · bullishISHARES MSCI SOUTH KOREA ETFEWY$126.3M1.0M
PUT · bearishCITIGROUP INCC$112.8M995K
PUT · bearishADVANCED MICRO DEVICESAMD$112.6M554K
PUT · bearishSS COMM SELECT SECTOR SPDRXLC$110.7M999K
PUT · bearishVANECK SEMICONDUCTOR ETFSMH$108.3M282K
PUT · bearishWALT DISNEY CO/THEDIS$100.4M1.0M
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$93.5M144K
CALL · bullishSPDR GOLD SHARESGLD$89.5M208K
CALL · bullishISHARES SILVER TRUSTSLV$87.8M1.3M
PUT · bearishNIKE INC -CL BNKE$87.3M1.7M
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$79.9M139K
CALL · bullishISHARES MSCI BRAZIL ETFEWZ$78.0M2.0M
CALL · bullishORACLE CORPORCL$76.7M521K
PUT · bearishPALANTIR TECHNOLOGIES INC-APLTR$76.4M522K
PUT · bearishELI LILLY & COLLY$76.0M83K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 449 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20266,623$100.4B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20266,074$109.9B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20255,977$98.6B13F-HR
Q2 2025Jun 30, 2025Aug 13, 20255,574$88.8B13F-HR
Q1 2025Mar 31, 2025May 15, 20255,394$78.8B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20255,477$83.2B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20243,720$82.1B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20243,628$74.9B13F-HR
Q1 2024Mar 31, 2024May 15, 20243,335$65.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20243,054$59.0B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20233,017$49.4B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20233,400$51.2B13F-HR
Q1 2023Mar 31, 2023May 15, 20233,527$47.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20233,758$44.5B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20224,319$45.6B13F-HR
Q2 2022Jun 30, 2022Aug 15, 20225,734$48.6B13F-HR
Q1 2022Mar 31, 2022May 16, 20224,649$52.8B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20225,264$54.2B13F-HR
Q3 2021Sep 30, 2021Nov 15, 20213,395$24.1B13F-HR
Q2 2021Jun 30, 2021Aug 25, 20212,977$22.1B13F-HR/A
Q1 2021Mar 31, 2021May 17, 20212,807$21.8B13F-HR
Q4 2020Dec 31, 2020Feb 16, 20211,952$18.5B13F-HR
Q3 2020Sep 30, 2020Nov 16, 20201,642$15.6B13F-HR
Amended / restated
  • Q2 2021 · filed Aug 13, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.