Marshall Wace, LLP
Annual return '25
+31.6%
SPY '25
+17.7%
Alpha
+13.9ptsvs SPY
Invested
$100.4B
Holdings
2,708
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES-S&P 500
Q1 2026: New position (6.3k shares)
17.1%
02
$TEX
Terex Corp New
Held since at least Q1 2024
4.2%
03
$SPYM
SPDR PORTFOLIO L
Held since at least Q1 2024
3.8%
04
$CP
Canadian Pacific Kansas City
Q1 2026: New position (59.3k shares)
2.9%
05
$ZBH
Zimmer Biomet Holdings Inc
Held since at least Q1 2024
2.8%
06
$TXT
Textron Inc
Held since at least Q1 2024
2.5%
07
$NVDA
NVIDIA CORP
Q1 2026: New position (689.6k shares)
2.4%
08
$AAPL
APPLE INC
Q1 2026: New position (314.7k shares)
2.2%
09
$AMZN
AMAZON.COM INC
Q1 2026: New position (2.56M shares)
1.9%
10
$MSFT
MICROSOFT CORP
Q1 2026: New position (1.14M shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:27 UTC.