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 |
|---|---|---|---|---|---|---|---|---|
| LAD | LITHIA MTRS INC | $1,818.26万 | 0.06% | 62,593 | 38,650 | 161.4% | $1,122.74万 | 重新持有 |
| NTLA | INTELLIA THERAPEUTICS INC | $1,819.49万 | 0.06% | 1,075,349 | 874,351 | 435.0% | $1,479.40万 | 加仓 |
| PJT | PJT PARTNERS INC | $1,825.69万 | 0.06% | 120,955 | 1,785 | 1.5% | $26.94万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,839.81万 | 0.06% | 82,547 | 66,833 | 425.3% | $1,489.57万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,840.66万 | 0.06% | 41,264 | 3,791 | 10.1% | $169.11万 | 加仓 |
| CNC | CENTENE CORP DEL | $1,841.24万 | 0.06% | 286,842 | 251,297 | 707.0% | $1,613.08万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $1,842.67万 | 0.06% | 500,726 | 0 | 0.0% | — | 不变 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $1,845.36万 | 0.06% | 917,176 | 917,176 | — | $1,845.36万 | 新建仓 |
| CELC | CELCUITY INC | $1,845.73万 | 0.06% | 176,422 | 31,389 | 21.6% | $328.39万 | 加仓 |
| TECH | BIO-TECHNE CORP | $1,857.95万 | 0.06% | 262,979 | 262,979 | — | $1,857.95万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1,897.86万 | 0.06% | 263,007 | 58,381 | 28.5% | $421.28万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,912.66万 | 0.06% | 779,086 | 623,190 | 399.7% | $1,529.93万 | 加仓 |
| DDOG | DATADOG INC | $1,913.70万 | 0.06% | 73,502 | -648,903 | -89.8% | -$1.69亿 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $1,914.99万 | 0.06% | 663,086 | 457,216 | 222.1% | $1,320.44万 | 加仓 |
| CSX | CSX CORP | $1,928.14万 | 0.06% | 405,668 | 41,340 | 11.3% | $196.49万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $1,929.56万 | 0.06% | 466,529 | 263,153 | 129.4% | $1,088.40万 | 加仓 |
| IPX | IPERIONX LTD | $1,944.56万 | 0.06% | 654,073 | 184,958 | 39.4% | $549.88万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1,957.69万 | 0.06% | 207,075 | 191,381 | 1,219.5% | $1,809.32万 | 加仓 |
| JAN | JANUS LIVING INC | $1,960.40万 | 0.06% | 682,116 | 250,759 | 58.1% | $720.68万 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $1,972.93万 | 0.06% | 1,307,439 | 1,307,439 | — | $1,972.93万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $1,973.15万 | 0.06% | 313,746 | 32,294 | 11.5% | $203.10万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,984.34万 | 0.06% | 266,927 | 27,729 | 11.6% | $206.14万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $2,010.59万 | 0.06% | 280,260 | 71,424 | 34.2% | $512.40万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,016.45万 | 0.06% | 14,587 | 12,718 | 680.5% | $1,758.09万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $2,026.68万 | 0.06% | 1,500,135 | 1,199,812 | 399.5% | $1,620.95万 | 加仓 |
| — | OSISKO DEVELOPMENT CORP | $2,028.60万 | 0.06% | 8,246,327 | 572,039 | 7.5% | $140.72万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $2,038.06万 | 0.06% | 171,945 | 171,945 | — | $2,038.06万 | 新建仓 |
| USB | US BANCORP | $2,046.39万 | 0.06% | 338,807 | 34,344 | 11.3% | $207.44万 | 加仓 |
| BRO | BROWN & BROWN INC | $2,047.27万 | 0.06% | 319,138 | 313,436 | 5,496.9% | $2,010.69万 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $2,051.37万 | 0.06% | 406,373 | 51,216 | 14.4% | $258.54万 | 加仓 |
| MAC | MACERICH CO | $2,054.33万 | 0.06% | 815,532 | 231,407 | 39.6% | $582.91万 | 加仓 |
| — | AIRO GROUP HLDGS INC | $2,059.59万 | 0.06% | 2,786,991 | 33,711 | 1.2% | $24.91万 | 加仓 |
| CLYM | CLIMB BIO INC | $2,063.31万 | 0.06% | 1,582,291 | 1,582,291 | — | $2,063.31万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $2,085.29万 | 0.06% | 81,495 | 58,577 | 255.6% | $1,498.87万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,097.74万 | 0.06% | 216,530 | 212,645 | 5,473.5% | $2,060.10万 | 重新持有 |
| IMNM | IMMUNOME INC | $2,119.84万 | 0.07% | 1,000,398 | -575,000 | -36.5% | -$1,218.43万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $2,132.53万 | 0.07% | 327,779 | 123,885 | 60.8% | $806.00万 | 加仓 |
| SUI | SUN CMNTYS INC | $2,142.28万 | 0.07% | 178,657 | 49,394 | 38.2% | $592.28万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,152.73万 | 0.07% | 64,295 | 1,444 | 2.3% | $48.35万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,152.85万 | 0.07% | 170,078 | 17,759 | 11.7% | $224.79万 | 加仓 |
| CGNX | COGNEX CORP | $2,157.50万 | 0.07% | 297,915 | 153,385 | 106.1% | $1,110.81万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,158.66万 | 0.07% | 87,672 | 9,105 | 11.6% | $224.18万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $2,166.85万 | 0.07% | 149,841 | 15,038 | 11.2% | $217.46万 | 加仓 |
| COO | COOPER COS INC | $2,180.89万 | 0.07% | 304,126 | 4,200 | 1.4% | $30.12万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $2,188.92万 | 0.07% | 2,500,189 | -947,157 | -27.5% | -$829.24万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $2,196.87万 | 0.07% | 736,216 | 85,987 | 13.2% | $256.59万 | 加仓 |
| PEP | PEPSICO INC | $2,202.27万 | 0.07% | 162,649 | -25,135 | -13.4% | -$340.33万 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $2,215.30万 | 0.07% | 2,068,445 | 253,224 | 14.0% | $271.20万 | 加仓 |
| EMN | EASTMAN CHEM CO | $2,221.19万 | 0.07% | 331,620 | -328,905 | -49.8% | -$2,203.01万 | 减仓 |
| NOW | SERVICENOW INC | $2,243.07万 | 0.07% | 225,934 | 185,483 | 458.5% | $1,841.48万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $2,244.17万 | 0.07% | 301,312 | 300 | 0.1% | $2.23万 | 加仓 |
| KLAC | KLA CORP | $2,251.87万 | 0.07% | 74,637 | 23,387 | 45.6% | $705.61万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,260.03万 | 0.07% | 60,216 | 6,901 | 12.9% | $259.01万 | 加仓 |
| DVA | DAVITA INC | $2,287.25万 | 0.07% | 102,807 | -350,172 | -77.3% | -$7,790.63万 | 减仓 |
| CRWV | COREWEAVE INC | $2,316.15万 | 0.07% | 232,685 | 229,515 | 7,240.2% | $2,284.59万 | 重新持有 |
| SGMT | SAGIMET BIOSCIENCES INC | $2,319.50万 | 0.07% | 3,000,652 | 1,999,709 | 199.8% | $1,545.78万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $2,330.18万 | 0.07% | 962,884 | 888,388 | 1,192.5% | $2,149.90万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $2,335.68万 | 0.07% | 1,091,950 | 681 | 0.1% | $1.46万 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $2,339.59万 | 0.07% | 671,911 | 3,022 | 0.5% | $10.52万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $2,344.08万 | 0.07% | 1,097,415 | 533,006 | 94.4% | $1,138.50万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $2,347.14万 | 0.07% | 88,401 | 6,096 | 7.4% | $161.85万 | 加仓 |
| SO | SOUTHERN CO | $2,354.93万 | 0.07% | 246,048 | 30,377 | 14.1% | $290.74万 | 加仓 |
| PWR | QUANTA SVCS INC | $2,358.28万 | 0.07% | 32,752 | 3,545 | 12.1% | $255.25万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,370.30万 | 0.07% | 75,286 | -53,092 | -41.4% | -$1,671.55万 | 减仓 |
| EVR | EVERCORE INC | $2,404.22万 | 0.07% | 70,414 | 20,331 | 40.6% | $694.18万 | 加仓 |
| ICUI | ICU MED INC | $2,408.71万 | 0.07% | 164,305 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $2,410.80万 | 0.07% | 68,000 | 10,558 | 18.4% | $374.31万 | 加仓 |
| LMND | LEMONADE INC | $2,418.27万 | 0.07% | 371,755 | 192,147 | 107.0% | $1,249.92万 | 加仓 |
| BIIB | BIOGEN INC | $2,429.88万 | 0.08% | 112,463 | 3,431 | 3.1% | $74.13万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2,431.15万 | 0.08% | 68,630 | -43,293 | -38.7% | -$1,533.61万 | 减仓 |
| MCD | MCDONALDS CORP | $2,447.06万 | 0.08% | 90,528 | -65,470 | -42.0% | -$1,769.72万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $2,453.25万 | 0.08% | 1,459,400 | 1,459,400 | — | $2,453.25万 | 新建仓 |
| MC | MOELIS & CO | $2,507.66万 | 0.08% | 383,317 | 240,775 | 168.9% | $1,575.15万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $2,510.57万 | 0.08% | 831,866 | 831,866 | — | $2,510.57万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2,510.58万 | 0.08% | 618,065 | -818,443 | -57.0% | -$3,324.52万 | 重新持有 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $2,550.19万 | 0.08% | 752,489 | 181 | 0.0% | $6,134 | 加仓 |
| WING | WINGSTOP INC | $2,554.07万 | 0.08% | 147,285 | 98,652 | 202.8% | $1,710.72万 | 重新持有 |
| MAA | MID-AMER APT CMNTYS INC | $2,575.42万 | 0.08% | 185,362 | 180,795 | 3,958.7% | $2,511.97万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $2,581.28万 | 0.08% | 1,064,006 | 138,562 | 15.0% | $336.15万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $2,607.79万 | 0.08% | 700,830 | 200,703 | 40.1% | $746.82万 | 加仓 |
| SVRA | SAVARA INC | $2,614.99万 | 0.08% | 4,245,119 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $2,622.99万 | 0.08% | 364,557 | 35,759 | 10.9% | $257.29万 | 加仓 |
| EXEL | EXELIXIS INC | $2,641.10万 | 0.08% | 485,408 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2,664.24万 | 0.08% | 51,340 | -173,636 | -77.2% | -$9,010.67万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $2,681.38万 | 0.08% | 561,546 | 561,546 | — | $2,681.38万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $2,695.00万 | 0.08% | 66,174 | 6,084 | 10.1% | $247.78万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,697.32万 | 0.08% | 134,449 | 11,596 | 9.4% | $232.64万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $2,714.70万 | 0.08% | 285,247 | -289,635 | -50.4% | -$2,756.46万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $2,717.10万 | 0.08% | 306,049 | 40,157 | 15.1% | $356.51万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $2,733.05万 | 0.08% | 102,469 | 102,469 | — | $2,733.05万 | 新建仓 |
| COPX | GLOBAL X FDS | $2,734.16万 | 0.08% | 355,224 | 355,224 | — | $2,734.16万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,734.16万 | 0.08% | 1,250,760 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $2,748.00万 | 0.08% | 262,539 | 262,539 | — | $2,748.00万 | 新建仓 |
| IOT | SAMSARA INC | $2,748.24万 | 0.08% | 847,439 | 513,198 | 153.5% | $1,664.30万 | 加仓 |
| ONON | ON HLDG AG | $2,751.90万 | 0.09% | 776,933 | 364,239 | 88.3% | $1,290.13万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2,753.24万 | 0.09% | 375,357 | 315,984 | 532.2% | $2,317.74万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $2,753.42万 | 0.09% | 551,566 | 378,226 | 218.2% | $1,888.10万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,753.62万 | 0.09% | 63,821 | 4,827 | 8.2% | $208.27万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,766.78万 | 0.09% | 266,139 | 25,755 | 10.7% | $267.75万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2,799.62万 | 0.09% | 248,325 | -35,102 | -12.4% | -$395.74万 | 减仓 |