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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 24 of 51  ·  1,010 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VIAV VIAVI SOLUTIONS INC Technology 568,215.0 $10.1M 0.04% NEW $17.82 +169.9%
462 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 60,328.0 $10.0M 0.04% NEW $166.00 +7.4%
463 ROST ROSS STORES INC Consumer Cyclical 55,489.0 $10.0M 0.04% NEW $180.14 +18.1%
464 CTMX CYTOMX THERAPEUTICS INC Healthcare 2,337,005.0 $10.0M 0.04% NEW $4.26 -11.7%
465 GERN GERON CORP Healthcare 7,504,094.0 $9.9M 0.04% NEW $1.32 -4.5%
466 ABNB AIRBNB INC Consumer Cyclical 72,633.0 $9.9M 0.04% NEW $135.72 -1.1%
467 NOC NORTHROP GRUMMAN CORP Industrials 17,258.0 $9.8M 0.04% NEW $570.21 -3.3%
468 SRE SEMPRA Utilities 111,355.0 $9.8M 0.04% NEW $88.29 +3.6%
469 SLB SLB LIMITED Energy 254,885.0 $9.8M 0.04% NEW $38.38 +49.2%
470 EOG EOG RES INC Energy 92,639.0 $9.7M 0.04% NEW $105.01 +33.3%
471 ENOV ENOVIS CORPORATION Industrials 364,895.0 $9.7M 0.04% NEW $26.64 -7.7%
472 STEP STEPSTONE GROUP INC Financial Services 150,870.0 $9.7M 0.04% NEW $64.17 -19.0%
473 HL HECLA MNG CO Basic Materials 504,158.0 $9.7M 0.04% NEW $19.19 -9.8%
474 AZO AUTOZONE INC Consumer Cyclical 2,839.0 $9.6M 0.04% NEW $3391.50 +1.4%
475 ADI ANALOG DEVICES INC Technology 35,440.0 $9.6M 0.04% NEW $271.20 +41.7%
476 VCEL VERICEL CORP Healthcare 265,384.0 $9.6M 0.04% NEW $36.01 -1.7%
477 LOAR LOAR HOLDINGS INC Industrials 139,210.0 $9.5M 0.04% NEW $68.00 -8.0%
478 LKQ LKQ CORP Consumer Cyclical 309,144.0 $9.3M 0.04% NEW $30.20 -11.0%
479 PYPL PAYPAL HLDGS INC Financial Services 159,122.0 $9.3M 0.04% NEW $58.38 -24.0%
480 ALEXANDER & BALDWIN INC NEW 449,990.0 $9.3M 0.04% NEW $20.64
Page 24 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%