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Portfolio (Quarterly) Guide ↗

Woodline Partners LP

· CIK 0001784547
13F Portfolio $25.8B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1010 New
Page 10 of 51  ·  1,010 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VMC VULCAN MATLS CO Basic Materials 132,427.0 $37.8M 0.15% NEW $285.22 -7.7%
182 KRYS KRYSTAL BIOTECH INC Healthcare 150,616.0 $37.1M 0.14% NEW $246.54 +23.4%
183 OLMA OLEMA PHARMACEUTICALS INC Healthcare 1,481,930.0 $37.0M 0.14% NEW $25.00 -43.8%
184 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 4,135,575.0 $37.0M 0.14% NEW $8.94 +18.0%
185 GEV GE VERNOVA INC Utilities 56,439.0 $36.9M 0.14% NEW $653.57 +59.7%
186 PLD PROLOGIS INC. Real Estate 287,286.0 $36.7M 0.14% NEW $127.66 +13.3%
187 GEN GEN DIGITAL INC Technology 1,347,210.0 $36.6M 0.14% NEW $27.19 -8.6%
188 TEAM ATLASSIAN CORPORATION Technology 224,614.0 $36.4M 0.14% NEW $162.14 -46.8%
189 KKR KKR & CO INC Financial Services 284,443.0 $36.3M 0.14% NEW $127.48 -25.7%
190 C CITIGROUP INC Financial Services 306,237.0 $35.7M 0.14% NEW $116.69 +7.3%
191 ARES ARES MANAGEMENT CORPORATION Financial Services 220,148.0 $35.6M 0.14% NEW $161.63 -23.3%
192 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 1,133,996.0 $35.4M 0.14% NEW $31.21 +10.0%
193 THE BALDWIN INSURANCE GRP IN 1,458,314.0 $35.0M 0.14% NEW $24.03
194 AXTA AXALTA COATING SYS LTD Basic Materials 1,083,792.0 $35.0M 0.14% NEW $32.31 -9.8%
195 GTLS CHART INDS INC Industrials 168,746.0 $34.8M 0.14% NEW $206.23 +1.0%
196 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 1,115,929.0 $34.7M 0.14% NEW $31.12 -43.3%
197 PNR PENTAIR PLC Industrials 332,287.0 $34.6M 0.13% NEW $104.14 -28.8%
198 CNK CINEMARK HLDGS INC Communication Services 1,483,403.0 $34.5M 0.13% NEW $23.24 +14.5%
199 AXP AMERICAN EXPRESS CO Financial Services 92,032.0 $34.0M 0.13% NEW $369.95 -16.3%
200 CHEF CHEFS WHSE INC Consumer Defensive 544,323.0 $33.9M 0.13% NEW $62.33 +25.3%
Page 10 of 51  ·  1,010 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
Technology 24.8%
Healthcare 23.8%
Consumer Cyclical 10.8%
Financial Services 10.7%
Communication Services 7.8%
Industrials 7.5%
Consumer Defensive 4.5%
Basic Materials 3.8%
Real Estate 3.7%
Energy 1.5%