1y return+16.8%S&P 500 +20.9%
3y return+59.2%S&P 500 +68.5%
5y return+48.2%S&P 500 +74.5%
10y return+200.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $301 against $357 in the S&P 500.2
Marshall Wace, LlpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares-s&p 500 | $29.8B | 25.3% | +51.5% |
| SPYMSpdr Portfolio L | $4.1B | 3.5% | −5.6% |
| AAPLApple Inc | $2.6B | 2.2% | +8.4% |
| AMZNAmazon.com Inc | $2.3B | 1.9% | +7.5% |
| AMDAdv Micro Device | $2.3B | 1.9% | +2.8% |
| NVDANvidia Corp | $1.7B | 1.5% | −36.8% |
| MUMicron Tech | $1.6B | 1.3% | +49.6% |
| MSFTMicrosoft Corp | $1.2B | 1.1% | |
| COSTCostco Wholesale | $1.1B | 0.9% | +345.3% |
| MSMorgan Stanley | $971.8M | 0.8% | +10.8% |
| TSLATesla Inc | $920.4M | 0.8% | +4.8% |
| TSMTaiwan Semic-adr | $864.6M | 0.7% | −19.2% |
| GOOGLAlphabet Inc-a | $790.1M | 0.7% | −30.2% |
| HLTHilton Worldwide | $766.4M | 0.7% | −8.1% |
| UNHUnitedhealth Grp | $761.9M | 0.6% | +30.0% |
| JNJJohnson&johnson | $759.3M | 0.6% | +25.7% |
| ABBVAbbvie Inc | $752.5M | 0.6% | +281757.9% |
| BACBank Of America | $711.3M | 0.6% | +581.8% |
| KOCoca-cola Co/the | $669.7M | 0.6% | +47.3% |
| JPMJp Morgan Chase | $647.5M | 0.5% | +11481.2% |
| ABTAbbott Labs | $502.9M | 0.4% | +175.6% |
| METAMeta Platforms-a | $502.2M | 0.4% | −7.9% |
| CMECme Group Inc | $494.9M | 0.4% | +178.7% |
| BEBloom Energy C-a | $490.1M | 0.4% | +56.9% |
| AXPAmerican Express | $483.4M | 0.4% | +1033.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $1.7B |
| AMDAdv Micro Device | June 30, 2020 | +1004.1% | $2.3B |
| GOOGLAlphabet Inc-a | June 30, 2020 | +404.0% | $790.1M |
| AMATApplied Material | December 31, 2024 | +344.6% | $418.7M |
| LLYEli Lilly & Co | June 30, 2022 | +270.0% | $401.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.6B |
| COSTCostco Wholesale | June 30, 2020 | +208.5% | $1.1B |
| TSLATesla Inc | September 30, 2020 | +194.1% | $920.4M |
| AVGOBroadcom Inc | March 31, 2024 | +185.0% | $446.5M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $752.5M |
Sold off last quarter
- MRKMerck & Co was $334.2M
- SRESempra was $132.0M
- PODDInsulet Corp was $127.3M
- RKLBRocket Lab Corp was $120.8M
- KMBKimberly-clark was $114.1M
- XLBSpdr-materials was $107.3M
- JBLJabil Inc was $84.7M
- CHWYChewy Inc- Cl A was $83.9M
- WMBWilliams Cos Inc was $75.1M
- Millicom IntlCUSIP L6388F110 was $69.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.9% | +14.8% |
| March 31, 2026 | −4.5% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +11.9% | +10.5% |
| March 31, 2025 | −4.9% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +9.7% | +10.0% |
| December 31, 2023 | +12.0% | +11.2% |
| September 30, 2023 | −4.7% | −3.6% |
| June 30, 2023 | +6.6% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −6.1% | −4.9% |
| December 31, 2021 | +2.1% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Marshall Wace, Llp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1318757&type=13F-HR&dateb=&owner=include&count=40CIK 1318757
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1318757/000131875726000010/Filed August 13, 2026 · accession 0001318757-26-000010