Woodline Partners LP 13F Holdings · Q2 2026
Woodline Partners LP reported 1,009 securities worth $32.35B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (3.34%), AAPL (2.87%), MSFT (1.88%). Among its top 25 positions this quarter: 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.08B | 3.34% | 5.4M | Added |
| 2 | AAPL | APPLE INC | $927.5M | 2.87% | 3.2M | Added |
| 3 | MSFT | MICROSOFT CORP | $606.8M | 1.88% | 1.6M | Added |
| 4 | AMZN | AMAZON COM INC | $588.4M | 1.82% | 2.5M | Trimmed |
| 5 | META | META PLATFORMS INC | $463.3M | 1.43% | 822,510 | Added |
| 6 | AVGO | BROADCOM INC | $444.5M | 1.37% | 1.2M | Added |
| 7 | GOOGL | ALPHABET INC | $396.4M | 1.23% | 1.1M | Trimmed |
| 8 | RVMD | REVOLUTION MEDICINES INC | $375.1M | 1.16% | 2.0M | Trimmed |
| 9 | GOOG | ALPHABET INC | $362.4M | 1.12% | 1.0M | Added |
| 10 | MU | MICRON TECHNOLOGY INC | $317.1M | 0.98% | 274,693 | Trimmed |
| 11 | LLY | ELI LILLY & CO | $293.7M | 0.91% | 244,861 | Added |
| 12 | TSLA | TESLA INC | $270.2M | 0.84% | 642,399 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $266.8M | 0.82% | 1.1M | Trimmed |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $256.0M | 0.79% | 6.0M | Added |
| 15 | MCHP | MICROCHIP TECHNOLOGY INC. | $241.7M | 0.75% | 2.6M | Added |
| 16 | ABBV | ABBVIE INC | $228.3M | 0.71% | 907,363 | Added |
| 17 | PM | PHILIP MORRIS INTL INC | $215.3M | 0.67% | 1.2M | Added |
| 18 | PGR | PROGRESSIVE CORP | $204.9M | 0.63% | 937,837 | Added |
| 19 | ARW | ARROW ELECTRS INC | $193.8M | 0.60% | 908,111 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $191.5M | 0.59% | 584,992 | Added |
| 21 | LITE | LUMENTUM HLDGS INC | $189.3M | 0.59% | 220,615 | Added |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $188.9M | 0.58% | 325,139 | Trimmed |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $187.6M | 0.58% | 374,884 | Added |
| 24 | PTGX | PROTAGONIST THERAPEUTICS INC | $173.3M | 0.54% | 1.4M | Hold |
| 25 | LRCX | LAM RESEARCH CORP | $167.7M | 0.52% | 386,934 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR