13F 机构持仓

Woodline Partners LP

San Francisco CA · SEC CIK 0001784547

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$323.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.2%
AAPL 2.8%
AMZN 2.1%
MSFT 2.0%
GOOGL 1.6%
JNJ 1.4%
AVGO 1.1%
GOOG 1.0%
RVMD 0.9%
VZ 0.9%

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
LVS LAS VEGAS SANDS CORP $1,646.39万0.06%305,566 253,570487.7% $1,366.24万 加仓
FCX FREEPORT MCMORAN INC $1,654.37万0.06%281,452 36,46014.9% $214.31万 加仓
CELC CELCUITY INC $1,655.41万0.06%145,033 14,09010.8% $160.82万 加仓
PJT PJT PARTNERS INC $1,665.04万0.06%119,170 -68,078-36.4% -$951.19万 减仓
XHR XENIA HOTELS & RESORTS INC $1,668.89万0.06%1,125,344 1,125,344— $1,668.89万 新建仓
KYMR KYMERA THERAPEUTICS INC $1,695.66万0.06%203,585 00.0% — 不变
MEOH METHANEX CORP $1,697.18万0.06%285,048 145,472104.2% $866.14万 加仓
CEG CONSTELLATION ENERGY CORP $1,700.52万0.06%60,896 7,61114.3% $212.54万 加仓
CG CARLYLE GROUP INC $1,701.42万0.06%351,606 351,606— $1,701.42万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1,717.49万0.06%279,950 256,3121,084.3% $1,572.47万 加仓
APP APPLOVIN CORP $1,732.26万0.07%43,524 5,96415.9% $237.37万 加仓
WH WYNDHAM HOTELS & RESORTS INC $1,734.39万0.07%213,516 213,516— $1,734.39万 新建仓
WMB WILLIAMS COS INC $1,740.88万0.07%239,198 30,83714.8% $224.43万 加仓
ALC ALCON AG $1,749.09万0.07%232,129 232,129— $1,749.09万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $1,750.87万0.07%111,322 13,99814.4% $220.16万 加仓
AMBA AMBARELLA INC $1,798.94万0.07%349,479 349,479— $1,798.94万 新建仓
TTAN SERVICETITAN INC $1,815.23万0.07%286,043 3520.1% $2.23万 加仓
BSX BOSTON SCIENTIFIC CORP $1,822.59万0.07%290,453 -489,451-62.8% -$3,071.31万 减仓
— SKYWATER TECHNOLOGY INC $1,833.42万0.07%668,889 668,889— $1,833.42万 新建仓
DAR DARLING INGREDIENTS INC $1,848.08万0.07%298,801 -260,040-46.5% -$1,608.35万 减仓
CGAU CENTERRA GOLD INC $1,857.15万0.07%1,043,929 1,043,929— $1,857.15万 新建仓
KSS KOHLS CORP $1,858.57万0.07%1,440,755 -656,346-31.3% -$846.69万 减仓
SARO STANDARDAERO INC $1,863.47万0.07%721,436 -90,368-11.1% -$233.42万 减仓
MCK MCKESSON CORP $1,876.53万0.07%21,685 11,275108.3% $975.69万 加仓
COLD AMERICOLD REALTY TRUST INC $1,877.51万0.07%1,638,319 246,89217.7% $282.94万 加仓
ANAB ANAPTYSBIO INC $1,909.24万0.07%344,256 -156,767-31.3% -$869.43万 减仓
ASH ASHLAND INC $1,912.37万0.07%343,889 33,01710.6% $183.61万 加仓
MDB MONGODB INC $1,923.55万0.07%78,586 77,0985,181.3% $1,887.13万 加仓
MAZE MAZE THERAPEUTICS INC $1,940.93万0.07%650,229 -385,000-37.2% -$1,149.23万 减仓
ALKS ALKERMES PLC $1,975.09万0.07%558,567 00.0% — 不变
SAIC SCIENCE APPLICATIONS INTL CO $1,982.81万0.07%208,893 -228,559-52.2% -$2,169.48万 减仓
DUK DUKE ENERGY CORP NEW $1,994.46万0.08%152,319 19,63714.8% $257.13万 加仓
HAS HASBRO INC $1,995.19万0.08%213,161 192,871950.6% $1,805.27万 加仓
— SELECT MED HLDGS CORP $1,997.47万0.08%1,226,195 -114,002-8.5% -$185.71万 减仓
BIIB BIOGEN INC $1,998.88万0.08%109,032 6,7146.6% $123.09万 加仓
JBS JBS N.V. $2,001.48万0.08%1,114,410 -3,442,078-75.5% -$6,181.97万 减仓
— XOMA ROYALTY CORPORATION $2,007.68万0.08%640,001 377,068143.4% $1,182.86万 加仓
— TOPBUILD COR $2,017.94万0.08%57,442 29,040102.2% $1,020.18万 加仓
ATMU ATMUS FILTRATION TECHNOLOGIE $2,020.65万0.08%355,936 98,71438.4% $560.40万 加仓
LUNR INTUITIVE MACHINES INC $2,025.40万0.08%1,091,269 1,091,269— $2,025.40万 新建仓
LII LENNOX INTL INC $2,027.13万0.08%43,676 43,0977,443.4% $2,000.26万 加仓
VAL VALARIS LTD $2,029.49万0.08%207,006 207,006— $2,029.49万 新建仓
AEO AMERICAN EAGLE OUTFITTERS IN $2,033.17万0.08%1,217,470 -1,599,964-56.8% -$2,671.94万 减仓
RACE FERRARI N V $2,033.85万0.08%60,093 31,852112.8% $1,078.03万 重新持有
AIG AMERICAN INTL GROUP INC $2,047.51万0.08%272,095 269,2459,447.2% $2,026.07万 加仓
LECO LINCOLN ELEC HLDGS INC $2,050.05万0.08%82,305 27,30849.7% $680.19万 加仓
SO SOUTHERN CO $2,081.66万0.08%215,671 27,82214.8% $268.54万 加仓
EXEL EXELIXIS INC $2,081.91万0.08%485,408 35,0007.8% $150.11万 加仓
CME CME GROUP INC $2,086.03万0.08%70,629 9,10914.8% $269.03万 加仓
TROW PRICE T ROWE GROUP INC $2,093.49万0.08%232,249 215,3311,272.8% $1,940.99万 加仓
— AIRO GROUP HLDGS INC $2,093.87万0.08%2,753,280 -54,768-2.0% -$41.65万 减仓
VSNT VERSANT MEDIA GROUP INC $2,094.35万0.08%565,735 565,735— $2,094.35万 新建仓
GLW CORNING INC $2,097.23万0.08%154,242 20,50715.3% $278.83万 加仓
CC CHEMOURS CO $2,112.16万0.08%958,764 775,848424.2% $1,709.19万 重新持有
ICUI ICU MED INC $2,122.00万0.08%164,305 00.0% — 不变
DT DYNATRACE INC $2,123.00万0.08%574,093 549,9772,280.5% $2,033.81万 加仓
COO COOPER COS INC $2,144.47万0.08%299,926 5,9652.0% $42.65万 加仓
— JANUS HENDERSON GROUP PLC $2,144.84万0.08%417,527 187,52781.5% $963.33万 加仓
CON CONCENTRA GROUP HOLDINGS PAR $2,168.22万0.08%1,010,825 -518,628-33.9% -$1,112.46万 减仓
MO ALTRIA GROUP INC $2,169.74万0.08%328,798 42,36414.8% $279.56万 加仓
— APOGEE THERAPEUTICS INC $2,197.85万0.08%261,120 50,65424.1% $426.35万 加仓
OLMA OLEMA PHARMACEUTICALS INC $2,209.71万0.08%1,482,030 1000.0% $1,491 加仓
BBIO BRIDGEBIO PHARMA INC $2,235.32万0.08%301,012 1000.0% $7,426 加仓
MCHI ISHARES TR $2,239.26万0.08%398,586 382,7742,420.8% $2,150.42万 加仓
COF CAPITAL ONE FINL CORP $2,241.21万0.08%122,853 14,31513.2% $261.15万 加仓
GPI GROUP 1 AUTOMOTIVE INC $2,267.03万0.09%68,567 20,37442.3% $673.63万 加仓
MS MORGAN STANLEY $2,287.01万0.09%138,969 -145,040-51.1% -$2,386.92万 减仓
KBH KB HOME $2,288.03万0.09%442,131 376,978578.6% $1,950.86万 加仓
WRBY WARBY PARKER INC $2,288.83万0.09%1,086,297 1,086,297— $2,288.83万 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $2,310.45万0.09%357,600 347,7283,522.4% $2,246.67万 加仓
SVRA SAVARA INC $2,317.84万0.09%4,245,119 4790.0% $2,615 加仓
STM STMICROELECTRONICS N V $2,318.73万0.09%671,123 -1,248,976-65.0% -$4,315.21万 减仓
— SUPERNUS PHARMACEUTICALS $2,320.86万0.09%448,996 -814,815-64.5% -$4,211.78万 重新持有
COCO VITA COCO CO INC $2,342.14万0.09%488,862 249,646104.4% $1,196.05万 加仓
ASND ASCENDIS PHARMA A/S $2,343.77万0.09%102,469 80.0% $1,830 加仓
NATL NCR ATLEOS CORPORATION $2,352.39万0.09%539,786 269,27199.5% $1,173.48万 加仓
INTU INTUIT $2,356.69万0.09%54,505 25,65388.9% $1,109.18万 加仓
LMT LOCKHEED MARTIN CORP $2,357.24万0.09%39,002 29,399306.1% $1,776.85万 加仓
RBA RB GLOBAL INC $2,358.93万0.09%246,106 -194,173-44.1% -$1,861.15万 减仓
NP NEPTUNE INS HLDGS INC $2,366.01万0.09%978,094 235,31231.7% $569.22万 加仓
BALL BALL CORP $2,374.63万0.09%401,730 -133,006-24.9% -$786.20万 减仓
TGTX TG THERAPEUTICS INC $2,376.89万0.09%715,500 715,500— $2,376.89万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $2,379.30万0.09%354,749 348,2255,337.6% $2,335.55万 加仓
RRX REGAL REXNORD CORPORATION $2,381.63万0.09%127,183 127,183— $2,381.63万 新建仓
LAZ LAZARD INC $2,389.66万0.09%562,537 248,00778.9% $1,053.53万 加仓
NAMS NEWAMSTERDAM PHARMA COMPANY $2,408.14万0.09%752,308 1,0380.1% $3.32万 加仓
— TRI POINTE HOMES INC $2,411.27万0.09%516,000 516,000— $2,411.27万 新建仓
URBN URBAN OUTFITTERS INC $2,418.82万0.09%381,818 -35,862-8.6% -$227.19万 减仓
TXNM TXNM ENERGY INC $2,419.33万0.09%413,843 -19,239-4.4% -$112.47万 减仓
INSM INSMED INC $2,427.50万0.09%148,453 18,30114.1% $299.26万 加仓
SHC SOTERA HEALTH CO $2,481.98万0.09%1,730,807 -1,153,000-40.0% -$1,653.40万 减仓
TJX TJX COS INC NEW $2,483.49万0.09%155,510 -627,597-80.1% -$1.00亿 减仓
INFY INFOSYS LTD $2,485.61万0.09%1,839,832 1,839,832— $2,485.61万 新建仓
— OSISKO DEVELOPMENT CORP $2,494.14万0.09%7,674,288 7,674,288— $2,494.14万 新建仓
ANET ARISTA NETWORKS INC $2,501.45万0.09%203,734 26,89315.2% $330.19万 加仓
CE CELANESE CORP DEL $2,508.61万0.09%381,421 115,96243.7% $762.68万 加仓
ABVX ABIVAX SA $2,515.31万0.10%225,892 00.0% — 不变
HST HOST HOTELS & RESORTS INC $2,543.89万0.10%1,327,709 843,859174.4% $1,616.83万 加仓
WTW WILLIS TOWERS WATSON PLC LTD $2,546.53万0.10%87,600 85,8154,807.6% $2,494.64万 加仓
SPGI S&P GLOBAL INC $2,555.87万0.10%60,090 7,15313.5% $304.25万 加仓