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 |
|---|---|---|---|---|---|---|---|---|
| AVLN | AVALYN PHARMACEUTICALS INC | $497.09万 | 0.02% | 150,999 | 150,999 | — | $497.09万 | 新建仓 |
| NI | NISOURCE INC | $497.56万 | 0.02% | 104,639 | 10,962 | 11.7% | $52.12万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $501.83万 | 0.02% | 30,109 | 10,999 | 57.6% | $183.32万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $503.47万 | 0.02% | 74,116 | 6,172 | 9.1% | $41.93万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $511.38万 | 0.02% | 195,033 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $512.46万 | 0.02% | 12,320 | 1,188 | 10.7% | $49.42万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $512.90万 | 0.02% | 147,639 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $513.38万 | 0.02% | 28,596 | 1,298 | 4.8% | $23.30万 | 加仓 |
| ELF | E L F BEAUTY INC | $514.57万 | 0.02% | 69,537 | -43,217 | -38.3% | -$319.81万 | 重新持有 |
| CMS | CMS ENERGY CORP | $515.40万 | 0.02% | 67,373 | 7,437 | 12.4% | $56.89万 | 加仓 |
| ANL | ADLAI NORTYE LTD | $524.09万 | 0.02% | 455,733 | 246,474 | 117.8% | $283.45万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $524.75万 | 0.02% | 19,296 | -99,658 | -83.8% | -$2,710.20万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $529.49万 | 0.02% | 114,459 | 12,146 | 11.9% | $56.19万 | 加仓 |
| FSLR | FIRST SOLAR INC | $546.18万 | 0.02% | 23,147 | 2,339 | 11.2% | $55.19万 | 加仓 |
| — | OKYO PHARMA LTD | $547.92万 | 0.02% | 3,652,768 | 578 | 0.0% | $867 | 加仓 |
| FE | FIRSTENERGY CORP | $548.01万 | 0.02% | 115,274 | 12,312 | 12.0% | $58.53万 | 加仓 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $551.10万 | 0.02% | 150,040 | 150,040 | — | $551.10万 | 新建仓 |
| NUVB | NUVATION BIO INC | $554.10万 | 0.02% | 975,532 | 15,118 | 1.6% | $8.59万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $554.45万 | 0.02% | 22,848 | 2,351 | 11.5% | $57.05万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $555.10万 | 0.02% | 12,684 | 1,314 | 11.6% | $57.51万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $556.38万 | 0.02% | 15,498 | 12,692 | 452.3% | $455.64万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $560.82万 | 0.02% | 42,622 | 4,393 | 11.5% | $57.80万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $562.67万 | 0.02% | 186,314 | 15,953 | 9.4% | $48.18万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $563.20万 | 0.02% | 74,057 | 5,482 | 8.0% | $41.69万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $567.10万 | 0.02% | 1,363,226 | 71,242 | 5.5% | $29.64万 | 加仓 |
| HSY | HERSHEY CO | $567.48万 | 0.02% | 32,344 | 3,322 | 11.4% | $58.28万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $568.37万 | 0.02% | 370,032 | -368,000 | -49.9% | -$565.25万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $569.39万 | 0.02% | 64,484 | 64,484 | — | $569.39万 | 新建仓 |
| FISV | FISERV INC | $571.31万 | 0.02% | 116,476 | 11,129 | 10.6% | $54.59万 | 加仓 |
| PHM | PULTE GROUP INC | $571.33万 | 0.02% | 41,639 | 34,037 | 447.7% | $467.02万 | 加仓 |
| MDT | MEDTRONIC PLC | $571.92万 | 0.02% | 73,108 | 23,103 | 46.2% | $180.73万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $572.33万 | 0.02% | 30,332 | 2,598 | 9.4% | $49.02万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $573.66万 | 0.02% | 171,805 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $574.35万 | 0.02% | 61,494 | -13,933 | -18.5% | -$130.13万 | 减仓 |
| UPB | UPSTREAM BIO INC | $575.38万 | 0.02% | 831,481 | 0 | 0.0% | — | 不变 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $575.62万 | 0.02% | 98,650 | -122,040 | -55.3% | -$712.10万 | 减仓 |
| PTC | PTC INC | $577.80万 | 0.02% | 50,858 | 46,219 | 996.3% | $525.09万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $580.02万 | 0.02% | 36,937 | 36,937 | — | $580.02万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $581.55万 | 0.02% | 441,911 | 46,616 | 11.8% | $61.35万 | 加仓 |
| ABNB | AIRBNB INC | $586.02万 | 0.02% | 40,952 | -234,961 | -85.2% | -$3,362.29万 | 减仓 |
| — | AVANOS MED INC | $589.41万 | 0.02% | 236,900 | 236,900 | — | $589.41万 | 新建仓 |
| IRD | OPUS GENETICS INC | $589.67万 | 0.02% | 1,434,713 | 80,683 | 6.0% | $33.16万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $590.74万 | 0.02% | 689,314 | 587,439 | 576.6% | $503.44万 | 加仓 |
| ES | EVERSOURCE ENERGY | $593.13万 | 0.02% | 82,071 | 8,583 | 11.7% | $62.03万 | 加仓 |
| FRVO | FERVO ENERGY CO | $594.28万 | 0.02% | 203,313 | 203,313 | — | $594.28万 | 新建仓 |
| PPL | PPL CORP | $596.87万 | 0.02% | 164,200 | 19,309 | 13.3% | $70.19万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $600.72万 | 0.02% | 25,771 | 2,388 | 10.2% | $55.66万 | 加仓 |
| FICO | FAIR ISAAC CORP | $604.32万 | 0.02% | 5,058 | 412 | 8.9% | $49.22万 | 加仓 |
| — | PROQR THRAPEUTICS N V | $609.55万 | 0.02% | 3,277,143 | 3,277,143 | — | $609.55万 | 新建仓 |
| HAL | HALLIBURTON CO | $618.99万 | 0.02% | 182,323 | 18,114 | 11.0% | $61.50万 | 加仓 |
| SEPN | SEPTERNA INC | $621.36万 | 0.02% | 185,535 | -199,775 | -51.8% | -$669.05万 | 重新持有 |
| DPC | DPC HOLDINGS PLC | $621.45万 | 0.02% | 126,672 | 126,672 | — | $621.45万 | 新建仓 |
| EIX | EDISON INTL | $625.33万 | 0.02% | 83,993 | 8,626 | 11.4% | $64.22万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $626.17万 | 0.02% | 36,348 | 4,088 | 12.7% | $70.42万 | 加仓 |
| SAIL | SAILPOINT INC | $627.14万 | 0.02% | 428,371 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $628.37万 | 0.02% | 79,000 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $628.48万 | 0.02% | 142,707 | 14,832 | 11.6% | $65.32万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $632.19万 | 0.02% | 100,443 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $633.23万 | 0.02% | 238,503 | 29,158 | 13.9% | $77.41万 | 加仓 |
| HUBB | HUBBELL INC | $634.12万 | 0.02% | 12,120 | 12,120 | — | $634.12万 | 新建仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $640.67万 | 0.02% | 386,876 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $641.16万 | 0.02% | 8,067 | 6,616 | 456.0% | $525.83万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $641.79万 | 0.02% | 80,204 | -71,941 | -47.3% | -$575.67万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $645.16万 | 0.02% | 29,182 | 29,182 | — | $645.16万 | 新建仓 |
| TPR | TAPESTRY INC | $645.86万 | 0.02% | 44,122 | 4,381 | 11.0% | $64.13万 | 加仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $646.89万 | 0.02% | 345,746 | 345,746 | — | $646.89万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $647.59万 | 0.02% | 92,420 | 9,003 | 10.8% | $63.08万 | 加仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $659.15万 | 0.02% | 243,320 | 243,320 | — | $659.15万 | 新建仓 |
| FUL | FULLER H B CO | $661.47万 | 0.02% | 113,479 | 7,208 | 6.8% | $42.02万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $662.11万 | 0.02% | 40,543 | -21,543 | -34.7% | -$351.82万 | 减仓 |
| NTAP | NETAPP INC | $666.54万 | 0.02% | 43,069 | 4,276 | 11.0% | $66.18万 | 加仓 |
| NRG | NRG ENERGY INC | $666.65万 | 0.02% | 45,642 | 4,460 | 10.8% | $65.14万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $668.66万 | 0.02% | 23,890 | 23,890 | — | $668.66万 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC | $673.40万 | 0.02% | 674,076 | 179,000 | 36.2% | $178.82万 | 加仓 |
| ARXS | ARXIS INC | $675.13万 | 0.02% | 146,321 | 146,321 | — | $675.13万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $681.63万 | 0.02% | 29,706 | -19,463 | -39.6% | -$446.60万 | 减仓 |
| KR | KROGER CO | $682.45万 | 0.02% | 122,898 | 99,454 | 424.2% | $552.27万 | 加仓 |
| AEE | AMEREN CORP | $682.75万 | 0.02% | 60,399 | 6,492 | 12.0% | $73.39万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $686.86万 | 0.02% | 250,861 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $690.86万 | 0.02% | 232,690 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $691.84万 | 0.02% | 45,405 | 4,727 | 11.6% | $72.03万 | 加仓 |
| NTRS | NORTHERN TR CORP | $692.94万 | 0.02% | 39,861 | 3,255 | 8.9% | $56.58万 | 加仓 |
| VOR | VOR BIOPHARMA INC | $699.07万 | 0.02% | 379,723 | 379,723 | — | $699.07万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $700.92万 | 0.02% | 47,946 | 4,486 | 10.3% | $65.58万 | 加仓 |
| CTVA | CORTEVA INC | $704.32万 | 0.02% | 83,165 | 69,434 | 505.7% | $588.04万 | 加仓 |
| EQT | EQT CORP | $716.20万 | 0.02% | 134,700 | 12,465 | 10.2% | $66.28万 | 加仓 |
| — | ATKORE INC | $716.54万 | 0.02% | 94,232 | -7,849 | -7.7% | -$59.68万 | 减仓 |
| IMUX | IMMUNIC INC | $724.74万 | 0.02% | 471,528 | 471,528 | — | $724.74万 | 新建仓 |
| HEI | HEICO CORP NEW | $728.19万 | 0.02% | 20,444 | 19,399 | 1,856.4% | $690.97万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $740.47万 | 0.02% | 42,125 | 4,415 | 11.7% | $77.61万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $751.61万 | 0.02% | 201,667 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $753.18万 | 0.02% | 845,325 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $756.46万 | 0.02% | 13,117 | -57,821 | -81.5% | -$3,334.54万 | 减仓 |
| MTB | M & T BK CORP | $764.25万 | 0.02% | 32,110 | 2,297 | 7.7% | $54.67万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $765.08万 | 0.02% | 2,040,210 | 39,385 | 2.0% | $14.77万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $771.81万 | 0.02% | 794,040 | -2,449,933 | -75.5% | -$2,381.33万 | 减仓 |
| NDAQ | NASDAQ INC | $772.20万 | 0.02% | 97,970 | 9,709 | 11.0% | $76.53万 | 加仓 |
| — | ORLA MNG LTD NEW | $772.82万 | 0.02% | 789,396 | 789,396 | — | $772.82万 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC | $772.97万 | 0.02% | 531,254 | 207,343 | 64.0% | $301.68万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $773.50万 | 0.02% | 159,254 | 17,614 | 12.4% | $85.55万 | 加仓 |