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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 45 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CASY CASEYS GEN STORES INC Consumer Cyclical 1,451.0 $1.1M 0.00% NEW $727.86 +13.3%
882 CAEP CANTOR EQUITY PARTNERS III I Financial Services 100,000.0 $1.0M 0.00% $10.31 +45.5%
883 NTRA NATERA INC Healthcare 5,143.0 $1.0M 0.00% +3K +114.0% $199.99 +1.9%
884 GUTS FRACTYL HEALTH INC Healthcare 2,241,679.0 $1.0M 0.00% -3.3M -59.3% $0.46 +101.0%
885 F FORD MTR CO Consumer Cyclical 88,835.0 $1.0M 0.00% -1.8M -95.2% $11.54 +18.5%
886 MTD METTLER TOLEDO INTERNATIONAL Healthcare 797.0 $1.0M 0.00% -51K -98.5% $1261.20 -13.5%
887 BLDR BUILDERS FIRSTSOURCE INC Industrials 12,116.0 $998K 0.00% NEW $82.33 -10.3%
888 ON ON SEMICONDUCTOR CORP Technology 15,694.0 $972K 0.00% +8K +109.8% $61.92 +77.0%
889 WHWK WHITEHAWK THERAPEUTICS INC Healthcare 281,497.0 $971K 0.00% NEW $3.45 +22.3%
890 CMPS COMPASS PATHWAYS PLC Healthcare 175,439.0 $970K 0.00% NEW $5.53 +109.6%
891 FLEX FLEXTRONICS INTL LTD Technology 14,474.0 $947K 0.00% +8K +110.0% $65.46 +100.2%
892 MKL MARKEL GROUP INC Financial Services 492.0 $942K 0.00% +261.0 +113.0% $1914.07 -3.2%
893 LPLA LPL FINL HLDGS INC Financial Services 3,122.0 $939K 0.00% -70K -95.8% $300.83 -4.3%
894 PPG PPG INDS INC Basic Materials 8,753.0 $936K 0.00% +5K +112.0% $106.88 -2.3%
895 BRIDGEBIO ONCOLOGY THERAPEUT 103,707.0 $928K 0.00% $8.95
896 LENZ LENZ THERAPEUTICS INC Healthcare 100,000.0 $915K 0.00% $9.15 -17.8%
897 AER AERCAP HOLDINGS NV Industrials 6,554.0 $899K 0.00% +3K +101.6% $137.18 +1.7%
898 PROK PROKIDNEY CORP Healthcare 500,000.0 $895K 0.00% $1.79 -5.6%
899 PHM PULTE GROUP INC Consumer Cyclical 7,602.0 $894K 0.00% -82K -91.5% $117.61 -1.1%
900 EXLS EXLSERVICE HLDGS INC Technology 28,942.0 $881K 0.00% NEW $30.45 -4.0%
Page 45 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%