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 |
|---|---|---|---|---|---|---|---|---|
| RNG | RINGCENTRAL INC | $33.07万 | 0.00% | 8,484 | 8,484 | — | $33.07万 | 新建仓 |
| FTV | FORTIVE CORP | $33.83万 | 0.00% | 5,538 | -942 | -14.5% | -$5.75万 | 减仓 |
| ESTC | ELASTIC N V | $34.75万 | 0.00% | 6,095 | -4,099 | -40.2% | -$23.37万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $34.78万 | 0.00% | 11,606 | 11,606 | — | $34.78万 | 新建仓 |
| S | SENTINELONE INC | $35.20万 | 0.00% | 20,743 | 20,743 | — | $35.20万 | 新建仓 |
| ASST | STRIVE INC | $35.72万 | 0.00% | 32,736 | 478 | 1.5% | $5,215 | 加仓 |
| — | QUOIN PHARMACEUTICALS LTD | $37.00万 | 0.00% | 76,446 | -3,136 | -3.9% | -$1.52万 | 减仓 |
| — | HUMACYTE INC | $39.07万 | 0.00% | 500,582 | -1,502,000 | -75.0% | -$117.22万 | 减仓 |
| CXM | SPRINKLR INC | $39.98万 | 0.00% | 77,490 | -46,763 | -37.6% | -$24.13万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $40.14万 | 0.00% | 127,028 | 0 | 0.0% | — | 不变 |
| — | KALARIS THERAPEUTICS INC | $40.70万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD | $40.89万 | 0.00% | 11,774 | -2,475 | -17.4% | -$8.60万 | 减仓 |
| — | CANTOR EQUITY PARTNERS VI IN | $41.48万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| — | AARDVARK THERAPEUTICS INC | $41.72万 | 0.00% | 72,429 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $41.88万 | 0.00% | 25,000 | -25,000 | -50.0% | -$41.88万 | 减仓 |
| FATE | FATE THERAPEUTICS INC | $43.11万 | 0.00% | 159,650 | -79,000 | -33.1% | -$21.33万 | 减仓 |
| — | ENGENE THERAPEUTICS INC | $43.25万 | 0.00% | 250,000 | 250,000 | — | $43.25万 | 新建仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $47.33万 | 0.00% | 20,775 | 20,775 | — | $47.33万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $47.82万 | 0.00% | 5,803 | -697,201 | -99.2% | -$5,745.63万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $48.15万 | 0.00% | 5,305 | 5,305 | — | $48.15万 | 新建仓 |
| CLX | CLOROX CO DEL | $48.63万 | 0.00% | 5,095 | -15,713 | -75.5% | -$149.96万 | 重新持有 |
| SKYD | PARAMOUNT SKYDANCE CORP | $50.13万 | 0.00% | 50,841 | 2,133 | 4.4% | $2.10万 | 加仓 |
| ADT | ADT INC DEL | $50.42万 | 0.00% | 77,563 | -41,823 | -35.0% | -$27.18万 | 减仓 |
| — | SUJA LIFE INC | $50.80万 | 0.00% | 50,000 | 50,000 | — | $50.80万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $51.29万 | 0.00% | 136,055 | 42,937 | 46.1% | $16.19万 | 加仓 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $51.56万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | NERVGEN PHARMA CORP | $51.60万 | 0.00% | 250,500 | 250,500 | — | $51.60万 | 新建仓 |
| NWS | NEWS CORP NEW | $54.49万 | 0.00% | 19,420 | 268 | 1.4% | $7,520 | 加仓 |
| CNH | CNH INDL N V | $55.67万 | 0.00% | 49,571 | 15,420 | 45.2% | $17.32万 | 加仓 |
| LENZ | LENZ THERAPEUTICS INC | $56.80万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | JATT II ACQUISITION CORP | $56.80万 | 0.00% | 50,000 | 50,000 | — | $56.80万 | 新建仓 |
| SITM | SITIME CORP | $57.33万 | 0.00% | 769 | -238 | -23.6% | -$17.74万 | 减仓 |
| BOX | BOX INC | $58.45万 | 0.00% | 22,024 | 22,024 | — | $58.45万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $58.64万 | 0.00% | 4,462 | 1,100 | 32.7% | $14.46万 | 加仓 |
| HAWK | HAWKEYE 360 INC | $60.66万 | 0.00% | 30,000 | 30,000 | — | $60.66万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $64.64万 | 0.00% | 5,661 | -3,409 | -37.6% | -$38.92万 | 减仓 |
| TW | TRADEWEB MKTS INC | $66.00万 | 0.00% | 6,623 | 2,063 | 45.2% | $20.56万 | 加仓 |
| ARX | ACCELERANT HOLDINGS | $67.45万 | 0.00% | 57,554 | -309,603 | -84.3% | -$362.85万 | 减仓 |
| — | NOVABRIDGE BIOSCIENCES | $68.25万 | 0.00% | 350,000 | -350,000 | -50.0% | -$68.25万 | 减仓 |
| GLPI | GAMING & LEISURE P | $68.39万 | 0.00% | 15,358 | 4,281 | 38.6% | $19.06万 | 加仓 |
| CVNA | CARVANA CO | $68.53万 | 0.00% | 10,412 | -191,238 | -94.8% | -$1,258.73万 | 减仓 |
| ALAB | ASTERA LABS INC | $69.27万 | 0.00% | 1,434 | -20,416 | -93.4% | -$986.13万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $69.95万 | 0.00% | 2,363 | -51 | -2.1% | -$1.51万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $70.69万 | 0.00% | 2,417 | -6,011 | -71.3% | -$175.80万 | 减仓 |
| GGG | GRACO INC | $71.55万 | 0.00% | 9,463 | 2,974 | 45.8% | $22.49万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $72.38万 | 0.00% | 27,160 | 357 | 1.3% | $9,514 | 加仓 |
| NTSK | NETSKOPE INC | $73.09万 | 0.00% | 66,810 | -178,413 | -72.8% | -$195.18万 | 重新持有 |
| SN | SHARKNINJA INC | $74.00万 | 0.00% | 4,860 | -43,242 | -89.9% | -$658.45万 | 减仓 |
| REG | REGENCY CTRS CORP | $74.81万 | 0.00% | 9,382 | 2,604 | 38.4% | $20.76万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $74.84万 | 0.00% | 12,062 | 3,465 | 40.3% | $21.50万 | 加仓 |
| TOST | TOAST INC | $74.89万 | 0.00% | 26,918 | 8,776 | 48.4% | $24.41万 | 加仓 |
| MKSI | MKS INC. | $74.95万 | 0.00% | 1,685 | 1,685 | — | $74.95万 | 新建仓 |
| HMH | HMH HLDG INC | $74.96万 | 0.00% | 40,000 | 40,000 | — | $74.96万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $78.51万 | 0.00% | 16,998 | -288,568 | -94.4% | -$1,332.90万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $79.41万 | 0.00% | 45,767 | -519,485 | -91.9% | -$901.31万 | 减仓 |
| TRU | TRANSUNION | $79.45万 | 0.00% | 11,013 | 3,412 | 44.9% | $24.61万 | 加仓 |
| RKT | ROCKET COS INC | $80.74万 | 0.00% | 51,263 | 15,305 | 42.6% | $24.11万 | 加仓 |
| WSO | WATSCO INC | $83.14万 | 0.00% | 1,995 | 628 | 45.9% | $26.17万 | 加仓 |
| IGV | ISHARES TR | $84.45万 | 0.00% | 9,321 | 9,321 | — | $84.45万 | 新建仓 |
| IREN | IREN LIMITED | $84.56万 | 0.00% | 18,492 | 5,640 | 43.9% | $25.79万 | 加仓 |
| CSL | CARLISLE COS INC | $84.63万 | 0.00% | 2,333 | 2,333 | — | $84.63万 | 新建仓 |
| WRB | BERKLEY W R CORP | $86.40万 | 0.00% | 12,250 | 2,622 | 27.2% | $18.49万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $87.00万 | 0.00% | 8,624 | 2,706 | 45.7% | $27.30万 | 加仓 |
| AME | AMETEK INC | $89.03万 | 0.00% | 3,680 | -7,123 | -65.9% | -$172.33万 | 减仓 |
| WPC | WP CAREY INC | $89.50万 | 0.00% | 12,517 | 3,939 | 45.9% | $28.16万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $90.10万 | 0.00% | 433 | 97 | 28.9% | $20.18万 | 加仓 |
| TXT | TEXTRON INC | $90.93万 | 0.00% | 9,913 | 3,039 | 44.2% | $27.88万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $91.50万 | 0.00% | 5,429 | 1,539 | 39.6% | $25.94万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $91.69万 | 0.00% | 41,005 | 14,270 | 53.4% | $31.91万 | 加仓 |
| TSN | TYSON FOODS INC | $91.95万 | 0.00% | 16,062 | 5,021 | 45.5% | $28.75万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $96.66万 | 0.00% | 26,288 | -245,421 | -90.3% | -$902.41万 | 减仓 |
| KIM | KIMCO REALTY CORP | $97.30万 | 0.00% | 38,383 | 11,968 | 45.3% | $30.34万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $97.66万 | 0.00% | 40,707 | -92,910 | -69.5% | -$222.89万 | 减仓 |
| NB | NIOCORP DEVS LTD | $98.62万 | 0.00% | 204,615 | 204,615 | — | $98.62万 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $98.65万 | 0.00% | 202,145 | 21,812 | 12.1% | $10.64万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $100.75万 | 0.00% | 25,859 | -675 | -2.5% | -$2.63万 | 减仓 |
| LII | LENNOX INTL INC | $102.21万 | 0.00% | 1,784 | -41,892 | -95.9% | -$2,400.20万 | 减仓 |
| — | ALIGOS THERAPEUTICS INC | $102.34万 | 0.00% | 177,362 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $103.10万 | 0.00% | 19,358 | 7,799 | 67.5% | $41.54万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $103.30万 | 0.00% | 8,173 | -96,045 | -92.2% | -$1,213.91万 | 减仓 |
| PS | PERSHING SQUARE INC | $105.31万 | 0.00% | 32,048 | 32,048 | — | $105.31万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $106.00万 | 0.00% | 13,627 | 10,157 | 292.7% | $79.01万 | 加仓 |
| — | RARE EARTHS AMERICAS INC | $106.96万 | 0.00% | 70,000 | 70,000 | — | $106.96万 | 新建仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $107.16万 | 0.00% | 145,600 | -70,377 | -32.6% | -$51.80万 | 减仓 |
| RS | RELIANCE INC | $108.98万 | 0.00% | 2,917 | 870 | 42.5% | $32.50万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $110.86万 | 0.00% | 8,288 | -130,925 | -94.0% | -$1,751.25万 | 减仓 |
| HEI/A | HEICO CORP NEW | $111.78万 | 0.00% | 4,334 | 1,367 | 46.1% | $35.26万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $112.29万 | 0.00% | 2,490 | -245 | -9.0% | -$11.05万 | 减仓 |
| AOS | SMITH A O CORP | $113.19万 | 0.00% | 18,047 | 427 | 2.4% | $2.68万 | 加仓 |
| ARKG | ARK ETF TR | $113.88万 | 0.00% | 27,075 | 27,075 | — | $113.88万 | 新建仓 |
| RDDT | REDDIT INC | $114.15万 | 0.00% | 6,576 | 2,635 | 66.9% | $45.74万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $114.65万 | 0.00% | 11,457 | 3,323 | 40.9% | $33.25万 | 加仓 |
| FN | FABRINET | $114.95万 | 0.00% | 2,045 | 2,045 | — | $114.95万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $116.78万 | 0.00% | 47,049 | -10,489 | -18.2% | -$26.03万 | 减仓 |
| STE | STERIS PLC | $117.58万 | 0.00% | 5,584 | 1,756 | 45.9% | $36.98万 | 加仓 |
| SNA | SNAP ON INC | $119.27万 | 0.00% | 2,964 | 935 | 46.1% | $37.62万 | 加仓 |
| ZS | ZSCALER INC | $120.42万 | 0.00% | 8,531 | 154 | 1.8% | $2.17万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $120.65万 | 0.00% | 13,578 | 4,773 | 54.2% | $42.41万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $122.80万 | 0.00% | 32,817 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $124.73万 | 0.00% | 58,560 | 58,560 | — | $124.73万 | 新建仓 |