Woodline Partners LP
San Francisco CA · SEC CIK 0001784547
$323.53亿2026Q2 申报市值
1,011持仓数
17.2%前十大占比 · 第一大 3.3%
132 / 180新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
META 加仓+$2.41亿
MCHP 加仓+$2.09亿
LITE 加仓+$1.77亿
PM 加仓+$1.60亿
CB 加仓+$1.60亿
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$2.58亿
TXN 减仓-$2.31亿
DDOG 减仓-$1.69亿
STX 减仓-$1.47亿
TNGX 减仓-$1.25亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RYTM | RHYTHM PHARMACEUTICALS INC | $8,425.97万 | 0.26% | 758,891 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $8,490.55万 | 0.26% | 1,348,777 | 389,620 | 40.6% | $2,452.66万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $8,518.02万 | 0.26% | 1,221,396 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $8,621.79万 | 0.27% | 238,092 | 32,290 | 15.7% | $1,169.29万 | 加仓 |
| BLK | BLACKROCK INC | $8,659.91万 | 0.27% | 90,061 | 32,773 | 57.2% | $3,151.32万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $8,683.70万 | 0.27% | 508,235 | 508,235 | — | $8,683.70万 | 新建仓 |
| OKTA | OKTA INC | $8,693.99万 | 0.27% | 637,156 | 77,425 | 13.8% | $1,056.46万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $8,747.85万 | 0.27% | 434,546 | 25,542 | 6.2% | $514.19万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $8,849.88万 | 0.27% | 2,500,673 | 750,656 | 42.9% | $2,656.57万 | 加仓 |
| GM | GENERAL MTRS CO | $8,870.61万 | 0.27% | 1,150,832 | 340,361 | 42.0% | $2,623.50万 | 加仓 |
| SBUX | STARBUCKS CORP | $8,904.34万 | 0.28% | 871,351 | 699,614 | 407.4% | $7,149.36万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $8,975.19万 | 0.28% | 464,482 | 404,154 | 669.9% | $7,809.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $9,080.09万 | 0.28% | 176,793 | 16,015 | 10.0% | $822.53万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $9,273.04万 | 0.29% | 3,007,798 | -770,000 | -20.4% | -$2,373.91万 | 减仓 |
| CYTK | CYTOKINETICS INC | $9,376.93万 | 0.29% | 1,100,708 | 100,280 | 10.0% | $854.29万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9,572.28万 | 0.30% | 340,396 | -449 | -0.1% | -$12.63万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $9,581.76万 | 0.30% | 810,571 | -46,355 | -5.4% | -$547.96万 | 减仓 |
| AZO | AUTOZONE INC | $9,631.28万 | 0.30% | 30,136 | 26,891 | 828.7% | $8,594.20万 | 加仓 |
| DIS | DISNEY WALT CO | $9,885.67万 | 0.31% | 1,027,083 | 35,292 | 3.6% | $339.69万 | 加仓 |
| NFLX | NETFLIX INC. | $9,938.59万 | 0.31% | 1,391,959 | 99,812 | 7.7% | $712.66万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $1.00亿 | 0.31% | 295,802 | 86,527 | 41.3% | $2,927.99万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $1.01亿 | 0.31% | 2,603,162 | 1,093,605 | 72.4% | $4,232.25万 | 加仓 |
| ADSK | AUTODESK INC | $1.01亿 | 0.31% | 518,687 | 22,555 | 4.5% | $438.51万 | 加仓 |
| CSCO | CISCO SYS INC | $1.01亿 | 0.31% | 862,114 | 88,222 | 11.4% | $1,036.26万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $1.03亿 | 0.32% | 485,841 | -107,903 | -18.2% | -$2,287.00万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $1.04亿 | 0.32% | 1,146,234 | 195,915 | 20.6% | $1,773.62万 | 加仓 |
| AIZ | ASSURANT INC | $1.05亿 | 0.32% | 390,528 | 33,996 | 9.5% | $912.89万 | 加仓 |
| CAT | CATERPILLAR INC | $1.07亿 | 0.33% | 100,798 | 9,557 | 10.5% | $1,017.72万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.07亿 | 0.33% | 564,247 | 14,401 | 2.6% | $274.31万 | 加仓 |
| WMT | WALMART INC | $1.08亿 | 0.33% | 956,918 | -333,588 | -25.8% | -$3,778.22万 | 减仓 |
| MS | MORGAN STANLEY | $1.09亿 | 0.34% | 521,140 | 382,171 | 275.0% | $7,988.90万 | 加仓 |
| ECL | ECOLAB INC | $1.09亿 | 0.34% | 392,559 | 368,552 | 1,535.2% | $1.03亿 | 加仓 |
| PNR | PENTAIR PLC | $1.10亿 | 0.34% | 1,433,185 | 658,405 | 85.0% | $5,047.33万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $1.10亿 | 0.34% | 463,703 | 336,520 | 264.6% | $8,015.57万 | 加仓 |
| CVS | CVS HEALTH CORP | $1.12亿 | 0.35% | 1,083,859 | 889,893 | 458.8% | $9,205.94万 | 加仓 |
| SMH | VANECK ETF TRUST | $1.13亿 | 0.35% | 172,111 | 134,888 | 362.4% | $8,847.17万 | 加仓 |
| BHVN | BIOHAVEN LTD | $1.14亿 | 0.35% | 7,660,280 | 7,359,891 | 2,450.1% | $1.10亿 | 加仓 |
| ASML | ASML HLDG NV | $1.16亿 | 0.36% | 58,214 | 56,144 | 2,712.3% | $1.12亿 | 加仓 |
| VNT | VONTIER CORPORATION | $1.18亿 | 0.36% | 4,067,254 | 2,197,817 | 117.6% | $6,373.67万 | 加仓 |
| — | EXXON MOBIL CORP | $1.24亿 | 0.38% | 905,351 | 85,326 | 10.4% | $1,166.58万 | 加仓 |
| V | VISA INC | $1.25亿 | 0.39% | 363,474 | 34,019 | 10.3% | $1,167.16万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $1.25亿 | 0.39% | 4,000,567 | -3,999,446 | -50.0% | -$1.25亿 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.25亿 | 0.39% | 133,891 | 346 | 0.3% | $32.37万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1.27亿 | 0.39% | 1,699,829 | 1,427,734 | 524.7% | $1.06亿 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.28亿 | 0.39% | 307,178 | 147,648 | 92.6% | $6,136.69万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.29亿 | 0.40% | 1,355,901 | 994,940 | 275.6% | $9,465.86万 | 加仓 |
| RTX | RTX CORPORATION | $1.30亿 | 0.40% | 684,529 | 111,283 | 19.4% | $2,111.37万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.30亿 | 0.40% | 101,829 | 101,032 | 12,676.5% | $1.29亿 | 加仓 |
| SNOW | SNOWFLAKE INC | $1.34亿 | 0.41% | 527,207 | 6,148 | 1.2% | $156.47万 | 加仓 |
| FTNT | FORTINET INC | $1.36亿 | 0.42% | 886,908 | 525,629 | 145.5% | $8,074.71万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.37亿 | 0.42% | 596,462 | -244,214 | -29.0% | -$5,606.42万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1.40亿 | 0.43% | 499,254 | -321,060 | -39.1% | -$9,022.75万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.41亿 | 0.44% | 1,560,062 | -208,114 | -11.8% | -$1,882.60万 | 减仓 |
| DOV | DOVER CORP | $1.43亿 | 0.44% | 638,508 | -30,976 | -4.6% | -$694.73万 | 减仓 |
| MRK | MERCK & CO INC | $1.44亿 | 0.45% | 1,124,149 | 53,069 | 5.0% | $681.94万 | 加仓 |
| UNM | UNUM GROUP | $1.49亿 | 0.46% | 1,665,459 | -166,484 | -9.1% | -$1,488.37万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.51亿 | 0.47% | 208,863 | -357,338 | -63.1% | -$2.58亿 | 减仓 |
| INTC | INTEL CORP | $1.51亿 | 0.47% | 1,082,071 | 98,954 | 10.1% | $1,381.69万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.52亿 | 0.47% | 1,038,778 | 709,699 | 215.7% | $1.04亿 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1.56亿 | 0.48% | 557,016 | 110,275 | 24.7% | $3,087.70万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.59亿 | 0.49% | 316,281 | -21,538 | -6.4% | -$1,079.83万 | 减仓 |
| CB | CHUBB LIMITED | $1.60亿 | 0.50% | 470,721 | 469,978 | 63,254.1% | $1.60亿 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.62亿 | 0.50% | 1,106,466 | 322,197 | 41.1% | $4,707.62万 | 加仓 |
| HD | HOME DEPOT INC | $1.62亿 | 0.50% | 459,691 | 312,146 | 211.6% | $1.10亿 | 加仓 |
| CCI | CROWN CASTLE INC | $1.63亿 | 0.51% | 2,158,081 | 955,710 | 79.5% | $7,237.59万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.65亿 | 0.51% | 3,451,383 | -439,336 | -11.3% | -$2,097.39万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.68亿 | 0.52% | 386,934 | 235,257 | 155.1% | $1.02亿 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1.73亿 | 0.54% | 1,414,173 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.88亿 | 0.58% | 374,884 | 33,650 | 9.9% | $1,683.81万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.89亿 | 0.58% | 325,139 | -26,610 | -7.6% | -$1,545.80万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.89亿 | 0.59% | 220,615 | 206,650 | 1,479.8% | $1.77亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.91亿 | 0.59% | 584,992 | 55,873 | 10.6% | $1,828.89万 | 加仓 |
| ARW | ARROW ELECTRS INC | $1.94亿 | 0.60% | 908,111 | -172,967 | -16.0% | -$3,691.29万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2.05亿 | 0.63% | 937,837 | 650,509 | 226.4% | $1.42亿 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2.15亿 | 0.67% | 1,190,174 | 885,272 | 290.3% | $1.60亿 | 加仓 |
| ABBV | ABBVIE INC | $2.28亿 | 0.71% | 907,363 | 561,186 | 162.1% | $1.41亿 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.42亿 | 0.75% | 2,649,836 | 2,292,236 | 641.0% | $2.09亿 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.56亿 | 0.79% | 6,045,671 | 1,208,539 | 25.0% | $5,116.95万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.67亿 | 0.82% | 1,050,526 | -475,512 | -31.2% | -$1.21亿 | 减仓 |
| TSLA | TESLA INC | $2.70亿 | 0.84% | 642,399 | 100,975 | 18.6% | $4,247.01万 | 加仓 |
| LLY | ELI LILLY & CO | $2.94亿 | 0.91% | 244,861 | 14,387 | 6.2% | $1,725.62万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3.17亿 | 0.98% | 274,693 | -51,081 | -15.7% | -$5,896.23万 | 减仓 |
| GOOG | ALPHABET INC | $3.62亿 | 1.12% | 1,025,656 | 102,223 | 11.1% | $3,611.85万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $3.75亿 | 1.16% | 2,002,863 | -503,707 | -20.1% | -$9,433.42万 | 减仓 |
| GOOGL | ALPHABET INC | $3.96亿 | 1.23% | 1,109,203 | -323,224 | -22.6% | -$1.16亿 | 减仓 |
| AVGO | BROADCOM INC | $4.44亿 | 1.37% | 1,176,662 | 271,041 | 29.9% | $1.02亿 | 加仓 |
| META | META PLATFORMS INC | $4.63亿 | 1.43% | 822,510 | 427,335 | 108.1% | $2.41亿 | 加仓 |
| AMZN | AMAZON COM INC | $5.88亿 | 1.82% | 2,468,909 | -231,749 | -8.6% | -$5,523.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $6.07亿 | 1.88% | 1,626,637 | 214,748 | 15.2% | $8,010.53万 | 加仓 |
| AAPL | APPLE INC | $9.27亿 | 2.87% | 3,205,348 | 329,129 | 11.4% | $9,523.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $10.81亿 | 3.34% | 5,400,499 | 585,349 | 12.2% | $1.17亿 | 加仓 |