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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 47 of 51  ·  1,010 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,869.0 $413K 0.00% NEW $143.89 +34.4%
922 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,971.0 $410K 0.00% NEW $207.81 -39.0%
923 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 66,577.0 $408K 0.00% NEW $6.13 +14.5%
924 ON ON SEMICONDUCTOR CORP Technology 7,480.0 $405K 0.00% NEW $54.15 +102.4%
925 ZM ZOOM COMMUNICATIONS INC Technology 4,629.0 $399K 0.00% NEW $86.29 +15.2%
926 WRB BERKLEY W R CORP Financial Services 5,550.0 $389K 0.00% NEW $70.12 -2.7%
927 PSTG PURE STORAGE INC Technology 5,753.0 $386K 0.00% NEW $67.01 +25.1%
928 LIBERTY MEDIA CORP DEL 3,885.0 $383K 0.00% NEW $98.51
929 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 785.0 $382K 0.00% NEW $487.25 +15.7%
930 PTC PTC INC Technology 2,191.0 $382K 0.00% NEW $174.21 -15.1%
931 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,965.0 $380K 0.00% NEW $193.43 +7.4%
932 FSLY FASTLY INC Technology 37,216.0 $379K 0.00% NEW $10.18 +61.1%
933 VRSN VERISIGN INC Technology 1,538.0 $374K 0.00% NEW $242.95 +24.7%
934 AFRM AFFIRM HLDGS INC Technology 4,988.0 $371K 0.00% NEW $74.43 -9.7%
935 GIS GENERAL MLS INC Consumer Defensive 7,951.0 $370K 0.00% NEW $46.50 -28.0%
936 ALAB ASTERA LABS INC Technology 2,194.0 $365K 0.00% NEW $166.36 +79.0%
937 NVR NVR INC Consumer Cyclical 50.0 $365K 0.00% NEW $7292.78 -17.1%
938 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,075.0 $359K 0.00% NEW $88.21 +16.6%
939 TYL TYLER TECHNOLOGIES INC Technology 791.0 $359K 0.00% NEW $453.95 -30.1%
940 BE BLOOM ENERGY CORP Industrials 4,096.0 $356K 0.00% NEW $86.89 +254.3%
Page 47 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%