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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 16 of 51  ·  1,010 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TDY TELEDYNE TECHNOLOGIES INC Technology 41,340.0 $21.1M 0.08% NEW $510.73 +20.3%
302 MDT MEDTRONIC PLC Healthcare 218,838.0 $21.0M 0.08% NEW $96.06 -18.6%
303 CALM CAL MAINE FOODS INC Consumer Defensive 264,087.0 $21.0M 0.08% NEW $79.57 -3.3%
304 EXR EXTRA SPACE STORAGE INC Real Estate 160,024.0 $20.8M 0.08% NEW $130.22 +10.5%
305 UPSTREAM BIO INC 760,252.0 $20.6M 0.08% NEW $27.15
306 KRC KILROY RLTY CORP Real Estate 548,654.0 $20.5M 0.08% NEW $37.37 -8.6%
307 CGON CG ONCOLOGY INC Healthcare 492,500.0 $20.4M 0.08% NEW $41.52 +55.6%
308 CONFLUENT INC 674,973.0 $20.4M 0.08% NEW $30.24
309 BEONE MEDICINES LTD 66,985.0 $20.4M 0.08% NEW $303.81
310 TOL TOLL BROTHERS INC Consumer Cyclical 150,471.0 $20.3M 0.08% NEW $135.22 +0.8%
311 OCUL OCULAR THERAPEUTIX INC Healthcare 1,666,136.0 $20.2M 0.08% NEW $12.14 -32.3%
312 DAR DARLING INGREDIENTS INC Consumer Defensive 558,841.0 $20.1M 0.08% NEW $36.00 +60.7%
313 ANNX ANNEXON INC Healthcare 4,000,074.0 $20.1M 0.08% NEW $5.02 +8.4%
314 HILLENBRAND INC 632,489.0 $20.1M 0.08% NEW $31.72
315 DE DEERE & CO Industrials 42,994.0 $20.0M 0.08% NEW $465.57 +14.1%
316 SEM SELECT MED HLDGS CORP Healthcare 1,340,197.0 $19.9M 0.08% NEW $14.85 +11.2%
317 COP CONOCOPHILLIPS Energy 211,079.0 $19.8M 0.08% NEW $93.61 +28.8%
318 EXEL EXELIXIS INC Healthcare 450,408.0 $19.7M 0.08% NEW $43.83 +13.3%
319 UAL UNITED AIRLS HLDGS INC Industrials 176,308.0 $19.7M 0.08% NEW $111.82 -12.3%
320 CAI CARIS LIFE SCIENCES INC Healthcare 723,163.0 $19.5M 0.08% NEW $26.98 -40.9%
Page 16 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%