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Portfolio (Quarterly) Guide ↗

Woodline Partners LP

· CIK 0001784547
13F Portfolio $26.4B AUM 1,022 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 168 New 536 Added 214 Reduced 156 Exited
Page 2 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TPH TRI POINTE HOMES INC Consumer Cyclical 516,000.0 $24.1M 0.09% NEW $46.73 +0.5%
22 RRX REGAL REXNORD CORPORATION Industrials 127,183.0 $23.8M 0.09% NEW $187.26 +4.2%
23 TGTX TG THERAPEUTICS INC Healthcare 715,500.0 $23.8M 0.09% NEW $33.22 +19.7%
24 SUPN SUPERNUS PHARMACEUTICALS Healthcare 448,996.0 $23.2M 0.09% NEW $51.69 -5.8%
25 WRBY WARBY PARKER INC Healthcare 1,086,297.0 $22.9M 0.09% NEW $21.07 +16.0%
26 CC CHEMOURS CO Basic Materials 958,764.0 $21.1M 0.08% NEW $22.03 -2.7%
27 VSNT VERSANT MEDIA GROUP INC Industrials 565,735.0 $20.9M 0.08% NEW $37.02 +13.1%
28 RACE FERRARI N V Consumer Cyclical 60,093.0 $20.3M 0.08% NEW $338.45 +1.0%
29 VAL VALARIS LTD Energy 207,006.0 $20.3M 0.08% NEW $98.04 +11.8%
30 LUNR INTUITIVE MACHINES INC Industrials 1,091,269.0 $20.3M 0.08% NEW $18.56 +84.5%
31 CGAU CENTERRA GOLD INC Basic Materials 1,043,929.0 $18.6M 0.07% NEW $17.79 -6.6%
32 SKYT SKYWATER TECHNOLOGY INC Technology 668,889.0 $18.3M 0.07% NEW $27.41 +28.2%
33 AMBA AMBARELLA INC Technology 349,479.0 $18.0M 0.07% NEW $51.48 +62.5%
34 ALC ALCON AG Healthcare 232,129.0 $17.5M 0.07% NEW $75.35 -9.8%
35 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 213,516.0 $17.3M 0.07% NEW $81.23 -0.4%
36 CG CARLYLE GROUP INC Financial Services 351,606.0 $17.0M 0.06% NEW $48.39 -6.7%
37 XHR XENIA HOTELS & RESORTS INC Real Estate 1,125,344.0 $16.7M 0.06% NEW $14.83 +14.0%
38 RALLIANT CORP 395,775.0 $16.5M 0.06% NEW $41.59
39 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 179,536.0 $16.4M 0.06% NEW $91.37 -16.3%
40 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 273,943.0 $16.2M 0.06% NEW $59.27 -18.6%
Page 2 of 9  ·  168 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 23.1%
Technology 23.1%
Consumer Cyclical 10.5%
Financial Services 10.4%
Industrials 8.4%
Communication Services 7.8%
Consumer Defensive 4.7%
Basic Materials 4.6%
Real Estate 4.1%
Energy 1.9%