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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 12 of 27  ·  536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BLD TOPBUILD COR Industrials 57,442.0 $20.2M 0.08% +29K +102.2% $351.30 +17.0%
222 XOMA XOMA ROYALTY CORPORATION Healthcare 640,001.0 $20.1M 0.08% +377K +143.4% $31.37 +33.8%
223 BIIB BIOGEN INC Healthcare 109,032.0 $20.0M 0.08% +7K +6.6% $183.33 +3.3%
224 HAS HASBRO INC Consumer Cyclical 213,161.0 $20.0M 0.07% +193K +950.6% $93.60 -3.8%
225 DUK DUKE ENERGY CORP NEW Utilities 152,319.0 $19.9M 0.07% +20K +14.8% $130.94 -4.8%
226 MDB MONGODB INC Technology 78,586.0 $19.2M 0.07% +77K +5181.3% $244.77 +29.7%
227 ASH ASHLAND INC Basic Materials 343,889.0 $19.1M 0.07% +33K +10.6% $55.61 +1.2%
228 COLD AMERICOLD REALTY TRUST INC Real Estate 1,638,319.0 $18.8M 0.07% +247K +17.7% $11.46 +26.0%
229 MCK MCKESSON CORP Healthcare 21,685.0 $18.8M 0.07% +11K +108.3% $865.36 -11.4%
230 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 111,322.0 $17.5M 0.07% +14K +14.4% $157.28 -3.7%
231 WMB WILLIAMS COS INC Energy 239,198.0 $17.4M 0.07% +31K +14.8% $72.78 +7.0%
232 APP APPLOVIN CORP Technology 43,524.0 $17.3M 0.07% +6K +15.9% $398.00 +22.1%
233 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 279,950.0 $17.2M 0.07% +256K +1084.3% $61.35 -14.7%
234 CEG CONSTELLATION ENERGY CORP Utilities 60,896.0 $17.0M 0.06% +8K +14.3% $279.25 +2.4%
235 MEOH METHANEX CORP Basic Materials 285,048.0 $17.0M 0.06% +145K +104.2% $59.54 +0.1%
236 CELC CELCUITY INC Healthcare 145,033.0 $16.6M 0.06% +14K +10.8% $114.14 +24.9%
237 FCX FREEPORT MCMORAN INC Basic Materials 281,452.0 $16.5M 0.06% +36K +14.9% $58.78 +6.0%
238 LVS LAS VEGAS SANDS CORP Consumer Cyclical 305,566.0 $16.5M 0.06% +254K +487.7% $53.88 -8.2%
239 PNC PNC FINL SVCS GROUP INC Financial Services 78,567.0 $16.3M 0.06% +12K +17.4% $208.09 +4.2%
240 SUI SUN CMNTYS INC Real Estate 129,263.0 $16.3M 0.06% +127K +5505.5% $125.96 -2.4%
Page 12 of 27  ·  536 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%