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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 13 of 27  ·  536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PWR QUANTA SVCS INC Industrials 29,207.0 $16.0M 0.06% +4K +14.8% $549.02 +29.3%
242 BK BANK NEW YORK MELLON CORP Financial Services 134,803.0 $16.0M 0.06% +16K +13.2% $118.63 +17.2%
243 CNR CORE NATURAL RESOURCES INC Energy 152,145.0 $15.9M 0.06% +68K +80.1% $104.73 -19.8%
244 USB US BANCORP Financial Services 304,463.0 $15.8M 0.06% +39K +14.8% $52.01 +4.8%
245 ORIC ORIC PHARMACEUTICALS INC Healthcare 1,247,515.0 $15.8M 0.06% +1.0M +406.0% $12.67 -33.2%
246 VTRS VIATRIS INC Healthcare 1,167,948.0 $15.8M 0.06% +7K +0.6% $13.51 +22.8%
247 VRT VERTIV HOLDINGS CO Industrials 62,851.0 $15.7M 0.06% +56K +847.3% $250.58 +26.0%
248 EOG EOG RES INC Energy 106,277.0 $15.4M 0.06% +14K +14.7% $144.57 -3.2%
249 FDX FEDEX CORP Industrials 42,645.0 $15.2M 0.06% +5K +14.7% $356.18 +9.2%
250 SLB SLB LIMITED Energy 292,832.0 $15.0M 0.06% +38K +14.9% $51.39 +11.5%
251 DIGITALBRIDGE GROUP INC 974,502.0 $15.0M 0.06% +193K +24.6% $15.42
252 SNPS SYNOPSYS INC Technology 37,473.0 $14.9M 0.06% +6K +18.2% $396.48 +25.8%
253 CDNS CADENCE DESIGN SYSTEM INC Technology 53,315.0 $14.8M 0.06% +7K +14.8% $277.87 +29.0%
254 VLO VALERO ENERGY CORP Energy 59,742.0 $14.8M 0.06% +8K +14.6% $247.08 +2.7%
255 PSX PHILLIPS 66 Energy 78,919.0 $14.4M 0.05% +10K +14.8% $182.18 -1.6%
256 UPS UNITED PARCEL SVCS INC Industrials 144,744.0 $14.2M 0.05% +19K +14.8% $98.38 +0.5%
257 ROK ROCKWELL AUTOMATION INC Industrials 39,564.0 $14.2M 0.05% +13K +46.4% $358.88 +21.6%
258 MPC MARATHON PETE CORP Energy 58,000.0 $14.2M 0.05% +7K +12.9% $244.18 +1.7%
259 MSI MOTOROLA SOLUTIONS INC Technology 32,482.0 $14.1M 0.05% +4K +14.3% $433.97 -7.8%
260 KRMN KARMAN HLDGS INC Industrials 173,340.0 $13.9M 0.05% +3K +1.5% $80.05 -18.4%
Page 13 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%