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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 8 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IP INTERNATIONAL PAPER CO Consumer Cyclical 102,392.0 $3.7M 0.01% -297K -74.4% $35.70 -11.8%
142 WM WASTE MGMT INC DEL Industrials 15,714.0 $3.6M 0.01% -103K -86.8% $229.79 -4.4%
143 WDC WESTERN DIGITAL CORP Technology 13,336.0 $3.6M 0.01% -96K -87.8% $270.49 +69.9%
144 PCAR PACCAR INC Industrials 29,484.0 $3.4M 0.01% -230K -88.6% $115.50 -5.3%
145 CARR CARRIER GLOBAL CORPORATION Industrials 59,373.0 $3.3M 0.01% -910K -93.9% $56.31 +10.4%
146 MRSH MARSH & MCLENNAN COS INC Financial Services 19,110.0 $3.3M 0.01% -65K -77.2% $173.45 -4.8%
147 SLDE SLIDE INS HLDGS INC Financial Services 182,090.0 $3.3M 0.01% -48K -20.8% $18.00 +3.8%
148 RSG REPUBLIC SVCS INC Industrials 14,287.0 $3.1M 0.01% -1K -7.0% $219.02 -3.1%
149 TECX TECTONIC THERAPEUTIC INC Healthcare 100,000.0 $3.1M 0.01% -100K -50.0% $30.91 -6.7%
150 GEN GEN DIGITAL INC Technology 154,872.0 $2.9M 0.01% -1.2M -88.5% $18.83 +32.0%
151 REPL REPLIMUNE GROUP INC Healthcare 380,988.0 $2.9M 0.01% -190K -33.3% $7.65 -32.5%
152 ASML ASML HLDG NV Technology 2,070.0 $2.7M 0.01% -21K -90.9% $1320.83 +20.5%
153 ACVA ACV AUCTIONS INC Consumer Cyclical 643,656.0 $2.7M 0.01% -81K -11.2% $4.24 +39.2%
154 CPRX CATALYST PHARMACEUTICALS INC Healthcare 100,478.0 $2.5M 0.01% -50K -33.3% $24.76 +26.3%
155 SPG SIMON PPTY GROUP INC NEW Real Estate 12,733.0 $2.4M 0.01% -43K -77.1% $186.53 +9.4%
156 CCL CARNIVAL CORP Consumer Cyclical 90,615.0 $2.3M 0.01% -94K -50.9% $25.88 +1.2%
157 OMC OMNICOM GROUP INC Communication Services 28,611.0 $2.2M 0.01% -1.1M -97.5% $75.31 -2.0%
158 ADICET BIO INC 313,124.0 $2.1M 0.01% -312K -49.9% $6.81
159 PLRX PLIANT THERAPEUTICS INC Healthcare 1,666,830.0 $2.1M 0.01% -359K -17.7% $1.26 -4.8%
160 MPWR MONOLITHIC PWR SYS INC Technology 1,869.0 $2.0M 0.01% -771.0 -29.2% $1093.35 +42.8%
Page 8 of 11  ·  214 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%