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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 11 of 51  ·  1,010 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PG PROCTER AND GAMBLE CO Consumer Defensive 236,476.0 $33.9M 0.13% NEW $143.31 -0.6%
202 IMNM IMMUNOME INC Healthcare 1,575,398.0 $33.8M 0.13% NEW $21.48 +6.9%
203 CYBERARK SOFTWARE LTD 75,180.0 $33.5M 0.13% NEW $446.06
204 JAMES HARDIE INDS PLC 1,603,746.0 $33.3M 0.13% NEW $20.75
205 STAG STAG INDL INC Real Estate 899,137.0 $33.1M 0.13% NEW $36.76 +4.2%
206 RDDT REDDIT INC Communication Services 143,306.0 $32.9M 0.13% NEW $229.87 -36.2%
207 DXCM DEXCOM INC Healthcare 495,570.0 $32.9M 0.13% NEW $66.37 +8.3%
208 CRM SALESFORCE INC Technology 124,005.0 $32.9M 0.13% NEW $264.91 -33.4%
209 BUNGE GLOBAL SA 366,726.0 $32.7M 0.13% NEW $89.08
210 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 2,137,899.0 $32.2M 0.12% NEW $15.08 -24.8%
211 GFL GFL ENVIRONMENTAL INC Industrials 745,127.0 $32.0M 0.12% NEW $42.95 -16.3%
212 LXEO LEXEO THERAPEUTICS INC Healthcare 3,197,760.0 $31.8M 0.12% NEW $9.93 -47.3%
213 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 1,053,906.0 $31.7M 0.12% NEW $30.09 +27.5%
214 PEP PEPSICO INC Consumer Defensive 220,869.0 $31.7M 0.12% NEW $143.52 +3.7%
215 MBX MBX BIOSCIENCES INC Healthcare 1,000,063.0 $31.5M 0.12% NEW $31.54 +0.8%
216 DD DUPONT DE NEMOURS INC Basic Materials 783,869.0 $31.5M 0.12% NEW $40.20 +17.3%
217 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 300,536.0 $31.5M 0.12% NEW $104.67 +10.3%
218 URBN URBAN OUTFITTERS INC Consumer Cyclical 417,680.0 $31.4M 0.12% NEW $75.26 -4.8%
219 PJT PJT PARTNERS INC Financial Services 187,248.0 $31.3M 0.12% NEW $167.20 -7.1%
220 COMERICA INC 359,992.0 $31.3M 0.12% NEW $86.93
Page 11 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%