Woodline Partners LP
San Francisco CA · SEC CIK 0001784547
$264.44亿2026Q1 申报市值
1,022持仓数
16.9%前十大占比 · 第一大 3.2%
144 / 119新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOGL 加仓+$1.42亿
SBAC 加仓+$1.31亿
ARW 加仓+$1.27亿
AMAT 加仓+$1.25亿
T 加仓+$1.06亿
2026Q1 卖出最多 按季末市值估算
IVV 清仓-$10.05亿
KEYS 减仓-$2.50亿
EXACT SCIENCES C 清仓-$1.52亿
CB 减仓-$1.26亿
AMP 清仓-$1.15亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ACM | AECOM | $43.77万 | 0.00% | 5,160 | 2,719 | 111.4% | $23.06万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $43.93万 | 0.00% | 48,708 | 1,410 | 3.0% | $1.27万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $43.96万 | 0.00% | 14,249 | 2,627 | 22.6% | $8.10万 | 重新持有 |
| IREN | IREN LIMITED | $44.06万 | 0.00% | 12,852 | 12,852 | — | $44.06万 | 新建仓 |
| COR | CENCORA INC | $44.11万 | 0.00% | 1,404 | -1,540 | -52.3% | -$48.38万 | 减仓 |
| COHU | COHU INC | $47.01万 | 0.00% | 15,352 | -40,796 | -72.7% | -$124.92万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $48.03万 | 0.00% | 3,362 | -44,795 | -93.0% | -$639.90万 | 重新持有 |
| TOST | TOAST INC | $48.09万 | 0.00% | 18,142 | 9,684 | 114.5% | $25.67万 | 加仓 |
| — | THERAVANCE BIOPHARMA INC | $48.89万 | 0.00% | 30,122 | 30,122 | — | $48.89万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $49.15万 | 0.00% | 11,077 | 5,862 | 112.4% | $26.01万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $49.30万 | 0.00% | 10,760 | 5,772 | 115.7% | $26.45万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $49.53万 | 0.00% | 16,814 | 16,814 | — | $49.53万 | 新建仓 |
| WSO | WATSCO INC | $49.73万 | 0.00% | 1,367 | 724 | 112.6% | $26.34万 | 加仓 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $50.50万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $50.96万 | 0.00% | 10,194 | 3,380 | 49.6% | $16.90万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $50.98万 | 0.00% | 5,918 | 5,918 | — | $50.98万 | 新建仓 |
| RKT | ROCKET COS INC | $51.24万 | 0.00% | 35,958 | 19,039 | 112.5% | $27.13万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $51.25万 | 0.00% | 3,890 | -68,408 | -94.6% | -$901.21万 | 减仓 |
| REG | REGENCY CTRS CORP | $51.28万 | 0.00% | 6,778 | 3,623 | 114.8% | $27.41万 | 加仓 |
| UI | UBIQUITI INC | $51.69万 | 0.00% | 654 | -161 | -19.8% | -$12.72万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $52.11万 | 0.00% | 4,776 | -215,372 | -97.8% | -$2,349.71万 | 减仓 |
| — | QUOIN PHARMACEUTICALS LTD | $52.52万 | 0.00% | 79,582 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $52.59万 | 0.00% | 7,601 | 4,011 | 111.7% | $27.75万 | 加仓 |
| — | QUINCE THERAPEUTICS INC | $52.73万 | 0.00% | 5,200,000 | 3,258,458 | 167.8% | $33.04万 | 加仓 |
| RDDT | REDDIT INC | $53.07万 | 0.00% | 3,941 | -139,365 | -97.2% | -$1,876.55万 | 减仓 |
| TW | TRADEWEB MKTS INC | $53.65万 | 0.00% | 4,560 | 2,414 | 112.5% | $28.40万 | 加仓 |
| EFOR | ASGN INC | $54.03万 | 0.00% | 13,957 | 13,957 | — | $54.03万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $54.60万 | 0.00% | 3,640 | 3,640 | — | $54.60万 | 新建仓 |
| NWS | NEWS CORP NEW | $54.60万 | 0.00% | 19,152 | 366 | 1.9% | $1.04万 | 加仓 |
| GGG | GRACO INC | $54.93万 | 0.00% | 6,489 | 3,436 | 112.5% | $29.09万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $55.62万 | 0.00% | 7,651 | 1,606 | 26.6% | $11.67万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $55.77万 | 0.00% | 4,567 | 2,380 | 108.8% | $29.06万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $56.54万 | 0.00% | 26,735 | 14,903 | 126.0% | $31.52万 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $57.16万 | 0.00% | 27,562 | -277,808 | -91.0% | -$576.17万 | 减仓 |
| — | KALARIS THERAPEUTICS INC | $57.70万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $58.09万 | 0.00% | 8,597 | 4,547 | 112.3% | $30.72万 | 加仓 |
| WPC | WP CAREY INC | $58.30万 | 0.00% | 8,578 | 4,543 | 112.6% | $30.87万 | 加仓 |
| KIM | KIMCO REALTY CORP | $59.35万 | 0.00% | 26,415 | 14,028 | 113.2% | $31.52万 | 加仓 |
| TXT | TEXTRON INC | $60.19万 | 0.00% | 6,874 | -62,576 | -90.1% | -$547.92万 | 减仓 |
| RS | RELIANCE INC | $62.21万 | 0.00% | 2,047 | 1,078 | 111.2% | $32.76万 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $62.25万 | 0.00% | 266,032 | -264,550 | -49.9% | -$61.90万 | 减仓 |
| HEI/A | HEICO CORP NEW | $62.63万 | 0.00% | 2,967 | 1,571 | 112.5% | $33.16万 | 加仓 |
| NABL | N-ABLE INC | $63.17万 | 0.00% | 135,271 | 135,271 | — | $63.17万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $63.32万 | 0.00% | 336 | 171 | 103.6% | $32.23万 | 加仓 |
| WRB | BERKLEY W R CORP | $63.81万 | 0.00% | 9,628 | 4,078 | 73.5% | $27.03万 | 加仓 |
| WK | WORKIVA INC | $63.94万 | 0.00% | 10,723 | -538 | -4.8% | -$3.21万 | 减仓 |
| BLKB | BLACKBAUD INC | $64.07万 | 0.00% | 16,594 | 8,673 | 109.5% | $33.49万 | 重新持有 |
| — | PROCAP FINL INC | $64.29万 | 0.00% | 304,698 | -320,302 | -51.2% | -$67.58万 | 减仓 |
| — | CONTEXT THERAPEUTICS INC | $65.52万 | 0.00% | 250,088 | 250,088 | — | $65.52万 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $65.61万 | 0.00% | 101,875 | -948,402 | -90.3% | -$610.77万 | 减仓 |
| PTC | PTC INC | $66.10万 | 0.00% | 4,639 | 2,448 | 111.7% | $34.88万 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $66.51万 | 0.00% | 30,000 | 30,000 | — | $66.51万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $68.68万 | 0.00% | 30,839 | 936 | 3.1% | $2.08万 | 加仓 |
| LEN | LENNAR CORP | $69.41万 | 0.00% | 7,993 | -117,079 | -93.6% | -$1,016.71万 | 减仓 |
| NVR | NVR INC | $69.85万 | 0.00% | 106 | 56 | 112.0% | $36.90万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $70.33万 | 0.00% | 2,806 | -7,282 | -72.2% | -$182.52万 | 减仓 |
| TSN | TYSON FOODS INC | $70.74万 | 0.00% | 11,041 | 5,813 | 111.2% | $37.24万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $70.87万 | 0.00% | 26,803 | -3,354 | -11.1% | -$8.87万 | 减仓 |
| P | EVERPURE INC | $72.48万 | 0.00% | 12,277 | 6,524 | 113.4% | $38.52万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $72.97万 | 0.00% | 8,805 | 8,805 | — | $72.97万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $73.50万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $73.70万 | 0.00% | 2,029 | 1,075 | 112.7% | $39.05万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $73.75万 | 0.00% | 8,134 | 4,305 | 112.4% | $39.03万 | 加仓 |
| CXM | SPRINKLR INC | $74.55万 | 0.00% | 124,253 | 124,253 | — | $74.55万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $74.88万 | 0.00% | 193,984 | 193,984 | — | $74.88万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $75.58万 | 0.00% | 15,755 | 8,319 | 111.9% | $39.91万 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $76.78万 | 0.00% | 156,700 | 156,700 | — | $76.78万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $77.22万 | 0.00% | 8,569 | 4,494 | 110.3% | $40.50万 | 加仓 |
| ALL | ALLSTATE CORP | $78.27万 | 0.00% | 3,775 | 32 | 0.9% | $6,635 | 加仓 |
| ADT | ADT INC DEL | $78.44万 | 0.00% | 119,386 | 119,386 | — | $78.44万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $78.55万 | 0.00% | 49,462 | 27,396 | 124.2% | $43.50万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $79.79万 | 0.00% | 9,925 | 5,296 | 114.4% | $42.57万 | 加仓 |
| IDXX | IDEXX LABS INC | $81.75万 | 0.00% | 1,455 | -12,172 | -89.3% | -$683.93万 | 减仓 |
| HUBS | HUBSPOT INC | $84.39万 | 0.00% | 3,457 | 1,155 | 50.2% | $28.19万 | 加仓 |
| STE | STERIS PLC | $84.65万 | 0.00% | 3,828 | -12,924 | -77.1% | -$285.79万 | 减仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $86.20万 | 0.00% | 180,333 | 158,810 | 737.9% | $75.91万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $86.61万 | 0.00% | 2,414 | -34,107 | -93.4% | -$1,223.72万 | 减仓 |
| BOBS | BOBS DISC FURNITURE INC | $88.12万 | 0.00% | 75,000 | 75,000 | — | $88.12万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $88.13万 | 0.00% | 28,942 | 28,942 | — | $88.13万 | 新建仓 |
| PHM | PULTE GROUP INC | $89.41万 | 0.00% | 7,602 | -81,792 | -91.5% | -$961.96万 | 减仓 |
| — | PROKIDNEY CORP | $89.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $89.91万 | 0.00% | 6,554 | 3,303 | 101.6% | $45.31万 | 加仓 |
| LENZ | LENZ THERAPEUTICS INC | $91.50万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $92.82万 | 0.00% | 103,707 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $93.55万 | 0.00% | 8,753 | 4,624 | 112.0% | $49.42万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $93.92万 | 0.00% | 3,122 | -70,424 | -95.8% | -$2,118.56万 | 减仓 |
| MKL | MARKEL GROUP INC | $94.17万 | 0.00% | 492 | 261 | 113.0% | $49.96万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $94.75万 | 0.00% | 14,474 | 7,583 | 110.0% | $49.64万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $97.02万 | 0.00% | 175,439 | 175,439 | — | $97.02万 | 新建仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $97.12万 | 0.00% | 281,497 | 281,497 | — | $97.12万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $97.18万 | 0.00% | 15,694 | 8,214 | 109.8% | $50.86万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $99.75万 | 0.00% | 12,116 | 12,116 | — | $99.75万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $100.52万 | 0.00% | 797 | -50,522 | -98.4% | -$6,371.83万 | 减仓 |
| F | FORD MTR CO | $102.52万 | 0.00% | 88,835 | -1,771,237 | -95.2% | -$2,044.01万 | 减仓 |
| — | FRACTYL HEALTH INC | $102.62万 | 0.00% | 2,241,679 | -3,265,092 | -59.3% | -$149.48万 | 减仓 |
| NTRA | NATERA INC | $102.85万 | 0.00% | 5,143 | 2,740 | 114.0% | $54.80万 | 加仓 |
| — | CANTOR EQUITY PARTNERS III I | $103.10万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $105.61万 | 0.00% | 1,451 | 1,451 | — | $105.61万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $105.94万 | 0.00% | 7,317 | -23,006 | -75.9% | -$333.10万 | 减仓 |
| — | IMMUNIC INC | $107.35万 | 0.00% | 967,152 | 967,152 | — | $107.35万 | 新建仓 |