Paul Marshall's portfolio
In the Q2 2026 13F, filed August 13, 2026, Marshall Wace reported 2692 US stock positions worth $117.9B. The largest was iShares Core S&P 500 ETF (IVV) at 25.3% of the portfolio. New positions: Humana (HUM), Wingstop (WING) and Invesco S&P 500® Equal Weight ETF (RSP). Added to: iShares Core S&P 500 ETF (IVV) and Apple (AAPL). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
Added to
- iShares Core S&P 500 ETFIVV$29.8B
- AppleAAPL$2.6B
- Amazon.comAMZN$2.3B
- Advanced Micro DevicesAMD$2.3B
- Micron TechnologyMU$1.6B
- Costco WholesaleCOST$1.1B
- Morgan StanleyMS$972M
- TeslaTSLA$920M
- UnitedHealth GroupUNH$762M
- Johnson & JohnsonJNJ$759M
Trimmed
- NVIDIANVDA$1.7B
- MicrosoftMSFT$1.2B
- Taiwan Semiconductor ManufacturingTSM$865M
- AlphabetGOOGL$790M
- Hilton WorldwideHLT$766M
- Meta PlatformsMETA$502M
- SandiskSNDK$476M
- BroadcomAVGO$446M
- ChevronCVX$420M
- Applied MaterialsAMAT$419M
Sold out
None this quarter.
Holdings
2692 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| iShares Core S&P 500 ETFIVV | 25.30% | $29.8B | 39,828,525 | Added |
| Spdr Portfolio L | 3.49% | $4.1B | 46,869,324 | Held |
| AppleAAPL | 2.23% | $2.6B | 9,084,303 | Added |
| Amazon.comAMZN | 1.92% | $2.3B | 9,514,151 | Added |
| Advanced Micro DevicesAMD | 1.92% | $2.3B | 3,898,210 | Added |
| NVIDIANVDA | 1.47% | $1.7B | 8,637,159 | Trimmed |
| Micron TechnologyMU | 1.32% | $1.6B | 1,348,718 | Added |
| MicrosoftMSFT | 1.06% | $1.2B | 3,340,231 | Trimmed |
| Costco WholesaleCOST | 0.93% | $1.1B | 1,174,466 | Added |
| Morgan StanleyMS | 0.82% | $972M | 4,648,847 | Added |
| TeslaTSLA | 0.78% | $920M | 2,188,456 | Added |
| Taiwan Semiconductor ManufacturingTSM | 0.73% | $865M | 1,810,476 | Trimmed |
| AlphabetGOOGL | 0.67% | $790M | 2,210,932 | Trimmed |
| Hilton WorldwideHLT | 0.65% | $766M | 2,319,322 | Trimmed |
| UnitedHealth GroupUNH | 0.65% | $762M | 1,833,046 | Added |
| Johnson & JohnsonJNJ | 0.64% | $759M | 2,989,537 | Added |
| AbbVieABBV | 0.64% | $753M | 2,990,512 | Added |
| Bank of AmericaBAC | 0.60% | $711M | 12,483,467 | Added |
| Coca-ColaKO | 0.57% | $670M | 8,240,650 | Added |
| JPMorgan Chase & CoJPM | 0.55% | $647M | 1,978,070 | Added |
| Abbott LaboratoriesABT | 0.43% | $503M | 5,542,438 | Added |
| Meta PlatformsMETA | 0.43% | $502M | 891,552 | Trimmed |
| CMECME | 0.42% | $495M | 2,241,304 | Added |
| Bloom EnergyBE | 0.42% | $490M | 1,618,954 | Added |
| American ExpressAXP | 0.41% | $483M | 1,429,163 | Added |
| International Business MachinesIBM | 0.41% | $479M | 1,702,963 | Added |
| Texas InstrumentsTXN | 0.41% | $478M | 1,602,959 | Added |
| SandiskSNDK | 0.40% | $476M | 209,217 | Trimmed |
| Ferguson PlcFERG | 0.40% | $475M | 2,001,407 | Added |
| Qualcomm | 0.39% | $459M | 2,481,985 | Held |
| BroadcomAVGO | 0.38% | $446M | 1,181,899 | Trimmed |
| Nokia Corp-Adr | 0.37% | $439M | 33,023,225 | Held |
| Exxon MobilXOM | 0.36% | $430M | 3,142,185 | Added |
| Monster BeverageMNST | 0.36% | $423M | 4,396,238 | Added |
| ChevronCVX | 0.36% | $420M | 2,535,368 | Trimmed |
| Cisco SystemsCSCO | 0.35% | $419M | 3,565,600 | Added |
| Applied MaterialsAMAT | 0.35% | $419M | 579,156 | Trimmed |
| Eli Lilly and CompanyLLY | 0.34% | $401M | 334,637 | Trimmed |
| Automatic Data ProcessingADP | 0.34% | $397M | 1,771,511 | Added |
| Uber TechnologiesUBER | 0.33% | $393M | 5,444,577 | Added |
| CorningGLW | 0.33% | $386M | 1,512,374 | Trimmed |
| GlobalfoundriesGFS | 0.32% | $378M | 4,581,796 | Trimmed |
| United Parcel ServiceUPS | 0.31% | $370M | 3,446,393 | Added |
| Altria GroupMO | 0.31% | $360M | 5,006,159 | Added |
| Parker-HannifinPH | 0.30% | $359M | 367,300 | Added |
| T-Mobile USTMUS | 0.30% | $356M | 2,120,218 | Trimmed |
| IntelINTC | 0.29% | $348M | 2,493,502 | Trimmed |
| Robinhood MarketsHOOD | 0.29% | $344M | 3,429,659 | Added |
| Caseys General StoresCASY | 0.29% | $339M | 426,104 | Trimmed |
| SalesforceCRM | 0.27% | $322M | 2,057,457 | Added |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Paul Marshall own?
In the Q2 2026 13F, Marshall Wace reported 2692 US stock positions worth $117.9B. The largest: iShares Core S&P 500 ETF (IVV) 25.3%, Spdr Portfolio L 3.5%, Apple (AAPL) 2.2%, Amazon.com (AMZN) 1.9%, Advanced Micro Devices (AMD) 1.9%.
What did Paul Marshall buy last quarter?
In Q2 2026: new position in Humana (HUM); new position in Wingstop (WING); new position in Invesco S&P 500® Equal Weight ETF (RSP); added to iShares Core S&P 500 ETF (IVV); added to Apple (AAPL); added to Amazon.com (AMZN).
What did Paul Marshall sell last quarter?
In Q2 2026: cut NVIDIA (NVDA); cut Microsoft (MSFT); cut Taiwan Semiconductor Manufacturing (TSM).
When is Paul Marshall's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.