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 |
|---|---|---|---|---|---|---|---|---|
| FIG | FIGMA INC | $126.63万 | 0.00% | 70,000 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $129.31万 | 0.00% | 15,856 | 5,096 | 47.4% | $41.56万 | 加仓 |
| MSTR | STRATEGY INC | $129.53万 | 0.00% | 14,901 | 4,683 | 45.8% | $40.71万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $130.51万 | 0.00% | 72,791 | 23,329 | 47.2% | $41.83万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $130.81万 | 0.00% | 23,330 | 7,575 | 48.1% | $42.47万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $133.08万 | 0.00% | 12,347 | 3,778 | 44.1% | $40.72万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $133.72万 | 0.00% | 25,301 | 835 | 3.4% | $4.41万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $134.09万 | 0.00% | 9,198 | 2,644 | 40.3% | $38.54万 | 加仓 |
| XPO | XPO INC | $134.12万 | 0.00% | 6,533 | 6,533 | — | $134.12万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $135.10万 | 0.00% | 5,872 | 58 | 1.0% | $1.33万 | 加仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $139.71万 | 0.00% | 513,648 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $139.98万 | 0.00% | 10,799 | -3,063 | -22.1% | -$39.70万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $140.72万 | 0.00% | 5,384 | -82,216 | -93.9% | -$2,148.88万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $140.88万 | 0.00% | 12,392 | -219,857 | -94.7% | -$2,499.55万 | 减仓 |
| FOX | FOX CORP | $141.02万 | 0.00% | 30,107 | 1,927 | 6.8% | $9.03万 | 加仓 |
| P | EVERPURE INC | $141.18万 | 0.00% | 17,919 | 5,642 | 46.0% | $44.45万 | 加仓 |
| — | FRACTYL HEALTH INC | $141.69万 | 0.00% | 1,783,592 | -458,087 | -20.4% | -$36.39万 | 减仓 |
| MTZ | MASTEC INC | $145.08万 | 0.00% | 3,487 | 3,487 | — | $145.08万 | 新建仓 |
| WDAY | WORKDAY INC | $146.72万 | 0.00% | 11,985 | 3,680 | 44.3% | $45.05万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $147.31万 | 0.00% | 14,836 | 14,836 | — | $147.31万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $147.80万 | 0.00% | 1,296,534 | -370,296 | -22.2% | -$42.21万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $147.87万 | 0.00% | 30,929 | -290 | -0.9% | -$1.39万 | 重新持有 |
| FTI | TECHNIPFMC PLC | $151.36万 | 0.00% | 22,829 | 22,829 | — | $151.36万 | 新建仓 |
| AMRZ | AMRIZE LTD | $151.44万 | 0.00% | 28,412 | -4,541 | -13.8% | -$24.20万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $154.08万 | 0.00% | 22,726 | -150,851 | -86.9% | -$1,022.77万 | 减仓 |
| DASH | DOORDASH INC | $154.82万 | 0.00% | 8,390 | 1,090 | 14.9% | $20.11万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $155.27万 | 0.00% | 17,352 | 5,236 | 43.2% | $46.85万 | 加仓 |
| — | SCYNEXIS INC | $157.72万 | 0.00% | 387,520 | 387,520 | — | $157.72万 | 新建仓 |
| — | PYXIS ONCOLOGY INC | $157.72万 | 0.00% | 523,999 | 523,999 | — | $157.72万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $157.88万 | 0.00% | 11,462 | -2,681 | -19.0% | -$36.93万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $158.49万 | 0.00% | 22,135 | 6,934 | 45.6% | $49.65万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $159.84万 | 0.00% | 145,704 | 0 | 0.0% | — | 不变 |
| — | SKINHEALTH SYSTEMS INC | $161.26万 | 0.00% | 2,328,700 | -3,370,284 | -59.1% | -$233.39万 | 减仓 |
| RMD | RESMED INC | $161.65万 | 0.00% | 8,295 | 2,602 | 45.7% | $50.71万 | 加仓 |
| XYL | XYLEM INC | $163.66万 | 0.01% | 13,845 | 538 | 4.0% | $6.36万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $163.99万 | 0.01% | 50,120 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $166.34万 | 0.01% | 25,987 | 8,215 | 46.2% | $52.58万 | 加仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $170.08万 | 0.01% | 94,488 | 20,488 | 27.7% | $36.88万 | 加仓 |
| CELC | CELCUITY INC | $170.46万 | 0.01% | 1,500,000 | 1,500,000 | — | $170.46万 | 新建仓 |
| ZTS | ZOETIS INC | $172.06万 | 0.01% | 23,944 | 6,753 | 39.3% | $48.53万 | 加仓 |
| YSWY | YESWAY INC | $172.80万 | 0.01% | 85,125 | 85,125 | — | $172.80万 | 新建仓 |
| XME | SPDR SERIES TRUST | $174.63万 | 0.01% | 16,331 | -552,165 | -97.1% | -$5,904.30万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $175.93万 | 0.01% | 2,638 | 806 | 44.0% | $53.75万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $176.08万 | 0.01% | 7,764 | 51 | 0.7% | $1.16万 | 加仓 |
| SOLV | SOLVENTUM CORP | $183.21万 | 0.01% | 23,747 | -5,469 | -18.7% | -$42.19万 | 减仓 |
| RBLX | ROBLOX CORP | $184.83万 | 0.01% | 33,989 | 11,033 | 48.1% | $60.00万 | 加仓 |
| APA | APA CORPORATION | $185.56万 | 0.01% | 56,974 | 1,388 | 2.5% | $4.52万 | 加仓 |
| SJM | SMUCKER J M CO | $193.54万 | 0.01% | 17,204 | 468 | 2.8% | $5.26万 | 加仓 |
| MDA | MDA SPACE LTD | $194.17万 | 0.01% | 47,037 | 944 | 2.0% | $3.90万 | 加仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $195.60万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $197.94万 | 0.01% | 79,717 | 7,035 | 9.7% | $17.47万 | 加仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $199.97万 | 0.01% | 436,614 | 155,117 | 55.1% | $71.04万 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD | $203.66万 | 0.01% | 350,531 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $204.86万 | 0.01% | 28,128 | -483 | -1.7% | -$3.52万 | 减仓 |
| SE | SEA LTD | $205.65万 | 0.01% | 21,460 | 5,965 | 38.5% | $57.16万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $207.49万 | 0.01% | 18,902 | -11,577 | -38.0% | -$127.08万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $208.55万 | 0.01% | 10,714 | 10,714 | — | $208.55万 | 新建仓 |
| NTRA | NATERA INC | $208.61万 | 0.01% | 7,685 | 2,542 | 49.4% | $69.00万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $209.00万 | 0.01% | 19,533 | 774 | 4.1% | $8.28万 | 加仓 |
| EFA | ISHARES TR | $209.12万 | 0.01% | 20,131 | 17,658 | 714.0% | $183.43万 | 重新持有 |
| REPL | REPLIMUNE GROUP INC | $211.91万 | 0.01% | 191,424 | -189,564 | -49.8% | -$209.85万 | 减仓 |
| — | CERVOMED INC | $213.59万 | 0.01% | 688,987 | 688,987 | — | $213.59万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $213.77万 | 0.01% | 19,806 | 6,153 | 45.1% | $66.41万 | 加仓 |
| LIFE | ETHOS TECHNOLOGIES INC | $218.01万 | 0.01% | 120,182 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $219.30万 | 0.01% | 641,222 | 0 | 0.0% | — | 不变 |
| — | AN2 THERAPEUTICS INC | $222.55万 | 0.01% | 459,805 | -533,866 | -53.7% | -$258.39万 | 减仓 |
| JBIO | JADE BIOSCIENCES INC | $222.80万 | 0.01% | 100,269 | 18,213 | 22.2% | $40.47万 | 重新持有 |
| GL | GLOBE LIFE INC | $223.62万 | 0.01% | 12,515 | -353,588 | -96.6% | -$6,317.91万 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC | $227.27万 | 0.01% | 328,421 | -92,631 | -22.0% | -$64.10万 | 减仓 |
| SYY | SYSCO CORP | $227.58万 | 0.01% | 27,229 | -66,575 | -71.0% | -$556.43万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $235.85万 | 0.01% | 43,000 | 43,000 | — | $235.85万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $238.00万 | 0.01% | 111,216 | -24,917 | -18.3% | -$53.32万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $243.27万 | 0.01% | 14,594 | -154,107 | -91.3% | -$2,568.81万 | 减仓 |
| LFTO | LIFTOFF MOBILE INC | $244.65万 | 0.01% | 101,852 | 101,852 | — | $244.65万 | 新建仓 |
| LCLN | LINCOLN INTL INC | $246.82万 | 0.01% | 103,402 | 103,402 | — | $246.82万 | 新建仓 |
| HGTY | HAGERTY INC | $253.80万 | 0.01% | 212,918 | -47,626 | -18.3% | -$56.77万 | 减仓 |
| CSGP | COSTAR GROUP INC | $254.26万 | 0.01% | 89,781 | 6,768 | 8.2% | $19.17万 | 加仓 |
| INTU | INTUIT | $254.66万 | 0.01% | 9,757 | -44,748 | -82.1% | -$1,167.92万 | 减仓 |
| EROC | EROCK INC | $256.25万 | 0.01% | 176,721 | 176,721 | — | $256.25万 | 新建仓 |
| — | CALCIMEDICA INC | $256.44万 | 0.01% | 2,489,729 | 2,489,729 | — | $256.44万 | 新建仓 |
| WAT | WATERS CORP | $256.68万 | 0.01% | 6,844 | -101,066 | -93.7% | -$3,790.38万 | 减仓 |
| ALB | ALBEMARLE CORP | $256.68万 | 0.01% | 19,009 | 539 | 2.9% | $7.28万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $258.00万 | 0.01% | 18,142 | -149,158 | -89.2% | -$2,121.18万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $261.14万 | 0.01% | 72,139 | 72,139 | — | $261.14万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $262.72万 | 0.01% | 46,898 | -89,409 | -65.6% | -$500.87万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $263.34万 | 0.01% | 11,096 | 3,442 | 45.0% | $81.69万 | 加仓 |
| NGNE | NEUROGENE INC | $263.66万 | 0.01% | 83,835 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $264.30万 | 0.01% | 13,951 | 13,951 | — | $264.30万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $266.00万 | 0.01% | 200,001 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $266.49万 | 0.01% | 63,846 | 6,470 | 11.3% | $27.01万 | 加仓 |
| AVY | AVERY DENNISON CORP | $271.43万 | 0.01% | 16,719 | -76,150 | -82.0% | -$1,236.30万 | 重新持有 |
| BTU | PEABODY ENGR CORP | $274.79万 | 0.01% | 118,854 | 57,341 | 93.2% | $132.57万 | 重新持有 |
| GNRC | GENERAC HLDGS INC | $277.85万 | 0.01% | 9,489 | 293 | 3.2% | $8.58万 | 加仓 |
| OCS | OCULIS HOLDING AG | $279.06万 | 0.01% | 201,200 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $279.50万 | 0.01% | 55,434 | 5,778 | 11.6% | $29.13万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $279.52万 | 0.01% | 11,695 | 3,270 | 38.8% | $78.16万 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC | $296.25万 | 0.01% | 2,500,000 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $296.41万 | 0.01% | 119,086 | -35,786 | -23.1% | -$89.07万 | 减仓 |
| ECHO | ECHOSTAR CORP | $298.25万 | 0.01% | 29,384 | -233,308 | -88.8% | -$2,368.08万 | 减仓 |
| RKLB | ROCKET LAB CORP | $301.85万 | 0.01% | 29,695 | 10,878 | 57.8% | $110.57万 | 加仓 |