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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 38 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 140,688.0 $3.2M 0.01% +7K +5.4% $22.43 +26.9%
742 GPN GLOBAL PMTS INC Industrials 46,612.0 $3.1M 0.01% +6K +15.1% $67.30 +7.9%
743 RSG REPUBLIC SVCS INC Industrials 14,287.0 $3.1M 0.01% -1K -7.0% $219.02 -3.1%
744 JBHT HUNT J B TRANS SVCS INC Industrials 14,694.0 $3.1M 0.01% +2K +14.1% $211.90 +22.3%
745 RIOT RIOT PLATFORMS INC Financial Services 250,861.0 $3.1M 0.01% $12.36 +91.5%
746 TECX TECTONIC THERAPEUTIC INC Healthcare 100,000.0 $3.1M 0.01% -100K -50.0% $30.91 -6.7%
747 MELI MERCADOLIBRE INC Consumer Cyclical 1,786.0 $3.1M 0.01% +945.0 +112.4% $1729.02 -3.0%
748 CDW CDW CORP Technology 25,501.0 $3.1M 0.01% +3K +14.7% $121.02 -11.7%
749 ROL ROLLINS INC Consumer Cyclical 57,376.0 $3.1M 0.01% +7K +14.7% $53.41 -0.3%
750 LNC LINCOLN NATL CORP IND Financial Services 86,313.0 $3.1M 0.01% NEW $35.50 +1.4%
751 TRMB TRIMBLE INC Technology 46,601.0 $3.0M 0.01% +6K +14.8% $65.23 -14.2%
752 SPOT SPOTIFY TECHNOLOGY S A Communication Services 6,100.0 $3.0M 0.01% +3K +113.9% $484.91 -10.6%
753 KMB KIMBERLY-CLARK CORP Consumer Defensive 30,479.0 $2.9M 0.01% +24K +402.1% $96.47 +2.3%
754 J JACOBS SOLUTIONS INC Industrials 23,029.0 $2.9M 0.01% +3K +12.9% $127.28 -10.4%
755 RLMD RELMADA THERAPEUTICS INC Healthcare 421,052.0 $2.9M 0.01% NEW $6.96 +3.0%
756 GEN GEN DIGITAL INC Technology 154,872.0 $2.9M 0.01% -1.2M -88.5% $18.83 +32.0%
757 REPL REPLIMUNE GROUP INC Healthcare 380,988.0 $2.9M 0.01% -190K -33.3% $7.65 -32.5%
758 TYL TYLER TECHNOLOGIES INC Technology 8,428.0 $2.9M 0.01% +8K +965.5% $342.38 -7.3%
759 GPC GENUINE PARTS CO Consumer Cyclical 27,247.0 $2.9M 0.01% +4K +14.8% $105.75 -7.7%
760 WY WEYERHAEUSER CO Real Estate 116,351.0 $2.8M 0.01% +18K +18.5% $24.43 -4.9%
Page 38 of 52  ·  1,022 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%