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 |
|---|---|---|---|---|---|---|---|---|
| JBHT | HUNT J B TRANS SVCS INC | $472.58万 | 0.01% | 16,328 | 1,634 | 11.1% | $47.29万 | 加仓 |
| IFRX | INFLARX NV | $471.63万 | 0.01% | 2,105,486 | 2,105,486 | — | $471.63万 | 新建仓 |
| CPAY | CORPAY INC | $470.61万 | 0.01% | 14,121 | 556 | 4.1% | $18.53万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $470.19万 | 0.01% | 42,382 | 0 | 0.0% | — | 不变 |
| XFOR | X4 PHARMACEUTICALS INC | $467.51万 | 0.01% | 1,001,095 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $467.30万 | 0.01% | 28,672 | 2,421 | 9.2% | $39.46万 | 加仓 |
| BE | BLOOM ENERGY CORP | $466.49万 | 0.01% | 15,411 | 6,616 | 75.2% | $200.27万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $464.19万 | 0.01% | 107,500 | 53,750 | 100.0% | $232.09万 | 加仓 |
| KEY | KEYCORP | $462.36万 | 0.01% | 200,590 | 17,602 | 9.6% | $40.57万 | 加仓 |
| PKG | PACKAGING CORP AMER | $461.17万 | 0.01% | 19,354 | 1,825 | 10.4% | $43.49万 | 加仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $460.34万 | 0.01% | 1,180,355 | -1,671,436 | -58.6% | -$651.86万 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC | $459.96万 | 0.01% | 1,317,932 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $452.23万 | 0.01% | 40,628 | 35,852 | 750.7% | $399.07万 | 加仓 |
| VRSN | VERISIGN INC | $450.59万 | 0.01% | 17,912 | 1,711 | 10.6% | $43.04万 | 加仓 |
| ELMT | ELMET GROUP CO (THE) | $444.15万 | 0.01% | 225,000 | 225,000 | — | $444.15万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $442.00万 | 0.01% | 2,604 | 818 | 45.8% | $138.85万 | 加仓 |
| KHC | KRAFT HEINZ CO | $440.74万 | 0.01% | 186,598 | 18,273 | 10.9% | $43.16万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $438.08万 | 0.01% | 112,675 | 11,244 | 11.1% | $43.72万 | 加仓 |
| HPQ | HP INC | $437.95万 | 0.01% | 199,612 | 19,808 | 11.0% | $43.46万 | 加仓 |
| AMCR | AMCOR PLC | $437.38万 | 0.01% | 100,896 | 31,185 | 44.7% | $135.19万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $434.95万 | 0.01% | 63,860 | 63,860 | — | $434.95万 | 新建仓 |
| EVRG | EVERGY INC | $434.73万 | 0.01% | 50,299 | 5,207 | 11.5% | $45.00万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $434.57万 | 0.01% | 114,061 | 11,669 | 11.4% | $44.46万 | 加仓 |
| QXO | QXO INC | $430.96万 | 0.01% | 249,400 | 249,400 | — | $430.96万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $430.06万 | 0.01% | 56,372 | 6,023 | 12.0% | $45.95万 | 加仓 |
| EYPT | EYEPOINT INC | $429.66万 | 0.01% | 300,463 | 200,000 | 199.1% | $286.00万 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $427.26万 | 0.01% | 1,400,850 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $425.56万 | 0.01% | 785,168 | -1,411,869 | -64.3% | -$765.23万 | 减仓 |
| LEN | LENNAR CORP | $419.57万 | 0.01% | 46,366 | 38,373 | 480.1% | $347.24万 | 加仓 |
| L | LOEWS CORP | $417.60万 | 0.01% | 36,887 | 3,530 | 10.6% | $39.96万 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $414.34万 | 0.01% | 150,780 | 150,780 | — | $414.34万 | 新建仓 |
| EFX | EQUIFAX INC | $413.91万 | 0.01% | 26,078 | 2,417 | 10.2% | $38.36万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $413.66万 | 0.01% | 18,496 | 5,763 | 45.3% | $128.89万 | 加仓 |
| AGI | ALAMOS GOLD INC | $409.82万 | 0.01% | 135,075 | -56,972 | -29.7% | -$172.85万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $409.33万 | 0.01% | 14,038 | -219,304 | -94.0% | -$6,394.68万 | 减仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $406.44万 | 0.01% | 97,537 | 97,537 | — | $406.44万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $405.10万 | 0.01% | 78,783 | 78,783 | — | $405.10万 | 新建仓 |
| RACE | FERRARI N V | $404.60万 | 0.01% | 10,868 | -49,225 | -81.9% | -$1,832.60万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $400.42万 | 0.01% | 369,052 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $399.71万 | 0.01% | 12,108 | -217,600 | -94.7% | -$7,183.41万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $399.54万 | 0.01% | 153,669 | 153,669 | — | $399.54万 | 新建仓 |
| NVR | NVR INC | $399.27万 | 0.01% | 586 | 480 | 452.8% | $327.04万 | 加仓 |
| CDW | CDW CORP | $392.34万 | 0.01% | 27,897 | 2,396 | 9.4% | $33.70万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $391.35万 | 0.01% | 7,684 | 2,246 | 41.3% | $114.39万 | 加仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $390.00万 | 0.01% | 100,000 | 100,000 | — | $390.00万 | 新建仓 |
| — | SATELLOS BIOSCIENCE INC | $389.09万 | 0.01% | 500,432 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $384.18万 | 0.01% | 94,000 | -93,390 | -49.8% | -$381.68万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $383.05万 | 0.01% | 8,343 | 2,243 | 36.8% | $102.98万 | 加仓 |
| ROST | ROSS STORES INC | $380.92万 | 0.01% | 17,896 | -188,469 | -91.3% | -$4,011.56万 | 减仓 |
| WLTH | WEALTHFRONT CORP | $379.86万 | 0.01% | 424,900 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $376.76万 | 0.01% | 157,377 | 41,026 | 35.3% | $98.22万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $369.20万 | 0.01% | 29,376 | -93,438 | -76.1% | -$1,174.33万 | 减仓 |
| GPN | GLOBAL PMTS INC | $368.83万 | 0.01% | 50,831 | 4,219 | 9.1% | $30.61万 | 加仓 |
| GMAB | GENMAB A/S | $366.41万 | 0.01% | 133,387 | -235,801 | -63.9% | -$647.75万 | 重新持有 |
| QTTB | Q32 BIO INC | $364.63万 | 0.01% | 286,212 | 286,212 | — | $364.63万 | 新建仓 |
| BROS | DUTCH BROS INC | $362.73万 | 0.01% | 50,513 | -1,054,970 | -95.4% | -$7,575.74万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $362.11万 | 0.01% | 114,557 | 55,183 | 92.9% | $174.43万 | 加仓 |
| F | FORD MTR CO | $361.16万 | 0.01% | 259,828 | 170,993 | 192.5% | $237.68万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $360.84万 | 0.01% | 23,897 | 23,897 | — | $360.84万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $360.68万 | 0.01% | 122,972 | 23,085 | 23.1% | $67.71万 | 加仓 |
| PCAR | PACCAR INC | $359.96万 | 0.01% | 29,967 | 483 | 1.6% | $5.80万 | 加仓 |
| MAS | MASCO CORP | $358.83万 | 0.01% | 44,098 | -456,925 | -91.2% | -$3,718.00万 | 减仓 |
| BALL | BALL CORP | $357.85万 | 0.01% | 57,347 | -344,383 | -85.7% | -$2,148.95万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $357.65万 | 0.01% | 19,318 | -367,014 | -95.0% | -$6,794.90万 | 减仓 |
| GPC | GENUINE PARTS CO | $355.40万 | 0.01% | 30,124 | 2,877 | 10.6% | $33.94万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $352.71万 | 0.01% | 182,090 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $349.92万 | 0.01% | 513,828 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $349.03万 | 0.01% | 8,952 | -21,852 | -70.9% | -$851.99万 | 减仓 |
| NDSN | NORDSON CORP | $348.96万 | 0.01% | 11,567 | 1,197 | 11.5% | $36.11万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $346.57万 | 0.01% | 25,306 | 2,439 | 10.7% | $33.40万 | 加仓 |
| TECX | TECTONIC THERAPEUTIC INC | $343.75万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $336.80万 | 0.01% | 25,787 | -62,903 | -70.9% | -$821.58万 | 减仓 |
| NICE | NICE LTD | $336.26万 | 0.01% | 37,013 | -4,079 | -9.9% | -$37.06万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $334.17万 | 0.01% | 138,773 | 1,118 | 0.8% | $2.69万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $331.79万 | 0.01% | 149,388 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $329.31万 | 0.01% | 94,630 | 84,045 | 794.0% | $292.48万 | 加仓 |
| IR | INGERSOLL RAND INC | $326.23万 | 0.01% | 39,789 | 34,511 | 653.9% | $282.96万 | 重新持有 |
| J | JACOBS SOLUTIONS INC | $324.29万 | 0.01% | 25,737 | 2,708 | 11.8% | $34.12万 | 加仓 |
| AKTS | AKTIS ONCOLOGY INC | $322.30万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $320.59万 | 0.01% | 45,668 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $319.89万 | 0.01% | 300,363 | 300,363 | — | $319.89万 | 新建仓 |
| RZLT | REZOLUTE INC | $318.13万 | 0.01% | 611,797 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $316.75万 | 0.01% | 6,398 | -33,166 | -83.8% | -$1,641.98万 | 减仓 |
| — | ATAIBECKLEY INC | $316.20万 | 0.01% | 600,000 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $315.80万 | 0.01% | 100,478 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $312.54万 | 0.01% | 214,507 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $312.37万 | 0.01% | 61,033 | 14,432 | 31.0% | $73.86万 | 加仓 |
| — | IBIO INC | $310.90万 | 0.01% | 1,776,547 | 1,776,547 | — | $310.90万 | 新建仓 |
| XE | X-ENERGY INC | $309.93万 | 0.01% | 168,809 | 168,809 | — | $309.93万 | 新建仓 |
| YUM | YUM BRANDS INC | $306.90万 | 0.01% | 19,198 | 9,045 | 89.1% | $144.59万 | 加仓 |
| RDW | REDWIRE CORPORATION | $305.75万 | 0.01% | 250,000 | 250,000 | — | $305.75万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $301.85万 | 0.01% | 29,695 | 10,878 | 57.8% | $110.57万 | 加仓 |
| ECHO | ECHOSTAR CORP | $298.25万 | 0.01% | 29,384 | -233,308 | -88.8% | -$2,368.08万 | 减仓 |
| GEN | GEN DIGITAL INC | $296.41万 | 0.01% | 119,086 | -35,786 | -23.1% | -$89.07万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $296.25万 | 0.01% | 2,500,000 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $279.52万 | 0.01% | 11,695 | 3,270 | 38.8% | $78.16万 | 加仓 |
| MKC | MCCORMICK & CO INC | $279.50万 | 0.01% | 55,434 | 5,778 | 11.6% | $29.13万 | 加仓 |
| OCS | OCULIS HOLDING AG | $279.06万 | 0.01% | 201,200 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $277.85万 | 0.01% | 9,489 | 293 | 3.2% | $8.58万 | 加仓 |
| BTU | PEABODY ENGR CORP | $274.79万 | 0.01% | 118,854 | 57,341 | 93.2% | $132.57万 | 重新持有 |