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 |
|---|---|---|---|---|---|---|---|---|
| AUPH | AURINIA PHARMACEUTICALS INC | $774.27万 | 0.02% | 456,259 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $774.44万 | 0.02% | 56,948 | -275,721 | -82.9% | -$3,749.53万 | 减仓 |
| CI | THE CIGNA GROUP | $778.41万 | 0.02% | 28,236 | 17,815 | 171.0% | $491.12万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $785.47万 | 0.02% | 443,017 | 45,552 | 11.5% | $80.76万 | 加仓 |
| — | NUVALENT INC | $796.58万 | 0.02% | 64,500 | -545,959 | -89.4% | -$6,742.59万 | 减仓 |
| PGEN | PRECIGEN INC | $799.11万 | 0.02% | 1,401,945 | 533 | 0.0% | $3,038 | 加仓 |
| EME | EMCOR GROUP INC | $805.40万 | 0.02% | 9,705 | 937 | 10.7% | $77.76万 | 加仓 |
| PCG | PG&E CORP | $808.48万 | 0.02% | 480,663 | 50,154 | 11.6% | $84.36万 | 加仓 |
| EMR | EMERSON ELEC CO | $814.72万 | 0.03% | 56,914 | -29,821 | -34.4% | -$426.89万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $815.28万 | 0.03% | 104,162 | 104,162 | — | $815.28万 | 新建仓 |
| — | QORVO INC | $817.20万 | 0.03% | 87,617 | 82,213 | 1,521.3% | $766.80万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $818.52万 | 0.03% | 58,848 | 55,208 | 1,516.7% | $767.89万 | 加仓 |
| IRM | IRON MTN INC DEL | $819.26万 | 0.03% | 64,861 | 7,001 | 12.1% | $88.43万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $824.59万 | 0.03% | 190,966 | 11,882 | 6.6% | $51.31万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $825.49万 | 0.03% | 153,808 | -37,000 | -19.4% | -$198.58万 | 减仓 |
| ILMN | ILLUMINA INC | $828.46万 | 0.03% | 47,117 | -215,492 | -82.1% | -$3,789.00万 | 减仓 |
| — | ACV AUCTIONS INC | $828.87万 | 0.03% | 1,152,816 | 509,160 | 79.1% | $366.09万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $830.15万 | 0.03% | 71,093 | 7,352 | 11.5% | $85.85万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $831.74万 | 0.03% | 26,194 | -160,902 | -86.0% | -$5,109.12万 | 减仓 |
| VMC | VULCAN MATLS CO | $836.68万 | 0.03% | 28,361 | 23,207 | 450.3% | $684.63万 | 加仓 |
| VSEC | VSE CORP | $839.26万 | 0.03% | 36,729 | 36,729 | — | $839.26万 | 新建仓 |
| GRMN | GARMIN LTD | $849.47万 | 0.03% | 35,761 | 3,740 | 11.7% | $88.84万 | 加仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $852.25万 | 0.03% | 1,611,054 | 125,431 | 8.4% | $66.35万 | 加仓 |
| AURA | AURA BIOSCIENCES INC | $859.23万 | 0.03% | 1,210,183 | 1,210,183 | — | $859.23万 | 新建仓 |
| CBRE | CBRE GROUP INC | $862.61万 | 0.03% | 64,044 | 6,857 | 12.0% | $92.36万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $870.86万 | 0.03% | 40,206 | 4,001 | 11.1% | $86.66万 | 加仓 |
| XYZ | BLOCK INC | $877.78万 | 0.03% | 115,498 | 8,227 | 7.7% | $62.53万 | 加仓 |
| IVA | INVENTIVA SA | $878.15万 | 0.03% | 2,323,149 | 2,323,149 | — | $878.15万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $882.92万 | 0.03% | 108,788 | 11,020 | 11.3% | $89.44万 | 加仓 |
| MSCI | MSCI INC | $885.03万 | 0.03% | 15,803 | 1,347 | 9.3% | $75.44万 | 加仓 |
| JBL | JABIL INC | $887.64万 | 0.03% | 23,027 | 2,345 | 11.3% | $90.40万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $889.80万 | 0.03% | 80,430 | 9,734 | 13.8% | $107.69万 | 加仓 |
| IDXX | IDEXX LABS INC | $898.42万 | 0.03% | 17,066 | 15,611 | 1,072.9% | $821.83万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $911.29万 | 0.03% | 224,290 | 0 | 0.0% | — | 不变 |
| IMTX | IMMATICS N.V | $912.45万 | 0.03% | 900,736 | -99,861 | -10.0% | -$101.16万 | 减仓 |
| NKE | NIKE INC | $922.85万 | 0.03% | 224,811 | -588,925 | -72.4% | -$2,417.54万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $931.10万 | 0.03% | 43,697 | 29,410 | 205.9% | $626.67万 | 加仓 |
| DHI | D R HORTON INC | $934.78万 | 0.03% | 57,391 | 53,385 | 1,332.6% | $869.53万 | 重新持有 |
| VTR | VENTAS INC | $935.92万 | 0.03% | 105,396 | 12,677 | 13.7% | $112.57万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $936.13万 | 0.03% | 4,500,624 | 999,546 | 28.5% | $207.91万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $936.42万 | 0.03% | 364,082 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $937.40万 | 0.03% | 155,302 | 5,000 | 3.3% | $30.18万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $939.54万 | 0.03% | 751,030 | -731,000 | -49.3% | -$914.48万 | 减仓 |
| JBS | JBS N.V. | $951.12万 | 0.03% | 802,635 | -311,775 | -28.0% | -$369.45万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $952.35万 | 0.03% | 38,097 | 3,584 | 10.4% | $89.59万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $958.90万 | 0.03% | 292,974 | 29,530 | 11.2% | $96.65万 | 加仓 |
| NCNO | NCINO INC | $964.12万 | 0.03% | 589,677 | -197,609 | -25.1% | -$323.09万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $964.67万 | 0.03% | 42,532 | -6,544 | -13.3% | -$148.42万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $972.77万 | 0.03% | 17,352 | 2,051 | 13.4% | $114.98万 | 加仓 |
| KARD | KARDIGAN INC | $987.34万 | 0.03% | 413,980 | 413,980 | — | $987.34万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $991.67万 | 0.03% | 78,232 | -26,659 | -25.4% | -$337.93万 | 重新持有 |
| MBLY | MOBILEYE GLOBAL INC | $996.51万 | 0.03% | 1,029,450 | -230,180 | -18.3% | -$222.81万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $997.90万 | 0.03% | 125,160 | 25,000 | 25.0% | $199.33万 | 加仓 |
| WAB | WABTEC | $999.19万 | 0.03% | 37,062 | 3,646 | 10.9% | $98.30万 | 加仓 |
| MET | METLIFE INC | $1,004.78万 | 0.03% | 118,754 | 96,908 | 443.6% | $819.94万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,005.69万 | 0.03% | 44,917 | -12,542 | -21.8% | -$280.82万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $1,005.72万 | 0.03% | 316,762 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $1,013.41万 | 0.03% | 700,354 | -261,147 | -27.2% | -$377.88万 | 减仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $1,015.75万 | 0.03% | 4,197,300 | -1,967,353 | -31.9% | -$476.10万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $1,022.21万 | 0.03% | 320,040 | 19,000 | 6.3% | $60.69万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $1,022.85万 | 0.03% | 46,283 | 46,283 | — | $1,022.85万 | 新建仓 |
| STT | STATE STR CORP | $1,026.40万 | 0.03% | 60,519 | 5,847 | 10.7% | $99.17万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $1,026.53万 | 0.03% | 248,434 | 127,897 | 106.1% | $528.47万 | 加仓 |
| ALT | ALTIMMUNE INC | $1,033.69万 | 0.03% | 3,400,312 | 3,400,312 | — | $1,033.69万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $1,037.75万 | 0.03% | 13,695 | -8,077 | -37.1% | -$612.04万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1,039.28万 | 0.03% | 25,863 | 25,863 | — | $1,039.28万 | 新建仓 |
| HUM | HUMANA INC | $1,040.91万 | 0.03% | 26,205 | 24,886 | 1,886.7% | $988.52万 | 重新持有 |
| EXC | EXELON CORP | $1,041.08万 | 0.03% | 223,311 | 23,452 | 11.7% | $109.33万 | 加仓 |
| IPSC | CENTURY THERAPEUTICS INC | $1,043.09万 | 0.03% | 4,257,530 | 1,214,052 | 39.9% | $297.44万 | 加仓 |
| BWA | BORGWARNER INC | $1,043.66万 | 0.03% | 157,177 | 157,177 | — | $1,043.66万 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $1,051.52万 | 0.03% | 130,445 | 0 | 0.0% | — | 不变 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $1,052.58万 | 0.03% | 816,586 | -1,321,313 | -61.8% | -$1,703.17万 | 重新持有 |
| FMC | FMC CORP | $1,066.66万 | 0.03% | 927,527 | 495,279 | 114.6% | $569.57万 | 加仓 |
| HELE | HELEN OF TROY LTD | $1,067.04万 | 0.03% | 367,060 | 367,060 | — | $1,067.04万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $1,069.53万 | 0.03% | 36,732 | -31,835 | -46.4% | -$926.94万 | 减仓 |
| EBAY | EBAY INC. | $1,071.22万 | 0.03% | 95,859 | 78,229 | 443.7% | $874.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,072.44万 | 0.03% | 14,361 | 13,530 | 1,628.2% | $1,010.38万 | 重新持有 |
| DAL | DELTA AIR LINES INC | $1,074.27万 | 0.03% | 114,699 | 49,666 | 76.4% | $465.17万 | 重新持有 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1,088.31万 | 0.03% | 252,919 | -86,449 | -25.5% | -$371.99万 | 减仓 |
| XEL | XCEL ENERGY INC | $1,094.07万 | 0.03% | 136,248 | 20,384 | 17.6% | $163.68万 | 加仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $1,095.29万 | 0.03% | 2,281,856 | 271,684 | 13.5% | $130.41万 | 加仓 |
| PSA | PUBLIC STORAGE | $1,097.66万 | 0.03% | 34,484 | 28,325 | 459.9% | $901.61万 | 加仓 |
| NUE | NUCOR CORP | $1,100.03万 | 0.03% | 49,384 | 4,558 | 10.2% | $101.53万 | 加仓 |
| PRME | PRIME MEDICINE INC | $1,108.44万 | 0.03% | 3,003,904 | 591 | 0.0% | $2,181 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,114.85万 | 0.03% | 197,774 | 21,515 | 12.2% | $121.28万 | 加仓 |
| VST | VISTRA CORP | $1,116.93万 | 0.03% | 70,411 | 7,232 | 11.4% | $114.72万 | 加仓 |
| EQ | EQUILLIUM INC | $1,120.29万 | 0.03% | 3,500,901 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,123.94万 | 0.03% | 84,813 | -607,312 | -87.7% | -$8,048.10万 | 减仓 |
| ETON | ETON PHARMACEUTICALS INC | $1,125.38万 | 0.03% | 310,879 | 140,180 | 82.1% | $507.45万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $1,126.24万 | 0.03% | 206,196 | -92,605 | -31.0% | -$505.81万 | 减仓 |
| VAL | VALARIS LTD | $1,130.41万 | 0.03% | 155,704 | -51,302 | -24.8% | -$372.45万 | 减仓 |
| PPG | PPG INDS INC | $1,137.02万 | 0.04% | 93,744 | 84,991 | 971.0% | $1,030.86万 | 加仓 |
| QNT | QUANTINUUM INC | $1,146.27万 | 0.04% | 140,234 | 140,234 | — | $1,146.27万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $1,147.85万 | 0.04% | 99,935 | 11,561 | 13.1% | $132.79万 | 加仓 |
| EDIT | EDITAS MEDICINE INC | $1,151.98万 | 0.04% | 3,555,497 | 3,555,497 | — | $1,151.98万 | 新建仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $1,154.50万 | 0.04% | 340,158 | -73,811 | -17.8% | -$250.51万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,162.62万 | 0.04% | 98,269 | 8,456 | 9.4% | $100.04万 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC | $1,164.00万 | 0.04% | 2,500,532 | -250,000 | -9.1% | -$116.37万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,181.03万 | 0.04% | 302,751 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $1,195.53万 | 0.04% | 137,512 | 14,266 | 11.6% | $124.03万 | 加仓 |