Woodline Partners Lp Top Holdings and 13F Report (2025) About Woodline Partners LpInvestment ActivityWoodline Partners Lp has $18.93 billion in total holdings as of June 30, 2025.Woodline Partners Lp owns shares of 911 different stocks, but just 284 companies or ETFs make up 80% of its holdings.Approximately 39.90% of the portfolio was purchased this quarter.About 26.65% of the portfolio was sold this quarter.This quarter, Woodline Partners Lp has purchased 891 new stocks and bought additional shares in 467 stocks.Woodline Partners Lp sold shares of 192 stocks and completely divested from 180 stocks this quarter.Largest Holdings Microsoft $559,562,872Meta Platforms $434,367,441NVIDIA $424,863,864Apple $331,472,036Amazon.com $221,166,181 Largest New Holdings this Quarter 115236101 - Brown & Brown $119,637,156 HoldingN07059210 - ASML $76,791,594 Holding219350105 - Corning $72,984,507 Holding053484101 - AvalonBay Communities $68,092,525 Holding02665T306 - American Homes 4 Rent $63,221,188 Holding Largest Purchases this Quarter Microsoft 496,892 shares (about $247.16M)Alnylam Pharmaceuticals 466,651 shares (about $152.17M)Brown & Brown 1,079,076 shares (about $119.64M)Arthur J. Gallagher & Co. 351,916 shares (about $112.66M)Akero Therapeutics 1,986,614 shares (about $106.01M) Largest Sales this Quarter SpringWorks Therapeutics 1,707,814 shares (about $80.25M)SBA Communications 315,050 shares (about $73.99M)RTX 503,301 shares (about $73.49M)Verizon Communications 1,528,165 shares (about $66.12M)Zscaler 194,484 shares (about $61.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWoodline Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$559,562,872$247,159,050 ▲79.1%1,124,9533.0%Computer and TechnologyMETAMeta Platforms$434,367,441$9,315,434 ▲2.2%588,5022.3%Computer and TechnologyNVDANVIDIA$424,863,864$95,664,525 ▲29.1%2,689,1822.2%Computer and TechnologyAAPLApple$331,472,036$71,076,222 ▲27.3%1,615,5971.8%Computer and TechnologyAMZNAmazon.com$221,166,181$48,650,610 ▲28.2%1,008,0961.2%Retail/WholesaleALNYAlnylam Pharmaceuticals$203,191,570$152,170,224 ▲298.2%623,1151.1%MedicalTERTeradyne$151,935,756$97,093,908 ▲177.0%1,689,6770.8%Computer and TechnologyADSKAutodesk$149,643,352$1,541,039 ▲1.0%483,3910.8%Computer and TechnologyAONAON$147,325,112$27,270,021 ▲22.7%412,9530.8%FinanceGOOGLAlphabet$132,366,177$61,635,914 ▲87.1%751,0990.7%Computer and TechnologyAKROAkero Therapeutics$131,657,796$106,005,723 ▲413.2%2,467,3500.7%MedicalAVGOBroadcom$129,357,032$3,159,776 ▲2.5%469,2800.7%Computer and TechnologyBROBrown & Brown$119,637,156$119,637,156 ▲New Holding1,079,0760.6%FinanceAJGArthur J. Gallagher & Co.$116,387,629$112,655,350 ▲3,018.4%363,5750.6%FinanceSNOWSnowflake$113,134,308$193,785 ▲0.2%505,5830.6%Computer and TechnologyRVMDRevolution Medicines$107,263,894$35,740,161 ▼-25.0%2,915,5720.6%MedicalJCIJohnson Controls International$104,208,917$54,637,120 ▲110.2%986,6400.6%ConstructionVIAVViavi Solutions$103,869,331$59,720,941 ▲135.3%10,314,7300.5%Computer and TechnologyVOYAVoya Financial$103,562,588$72,105,186 ▲229.2%1,458,6280.5%FinanceDOORDASH INC$102,612,006$55,245,110 ▲116.6%416,2590.5%CL ADDDuPont de Nemours$100,812,347$45,260,552 ▲81.5%1,469,7820.5%Basic MaterialsDHRDanaher$100,796,365$9,154,794 ▲10.0%510,2580.5%MedicalMUMicron Technology$99,929,868$13,832,101 ▲16.1%810,7900.5%Computer and TechnologyBRK.BBerkshire Hathaway$96,321,390$21,096,505 ▲28.0%198,2860.5%FinanceDOVDover$95,883,709$31,243,830 ▲48.3%523,2970.5%IndustrialsAMATApplied Materials$94,823,303$53,825,509 ▼-36.2%517,9620.5%Computer and TechnologyBKNGBooking$93,606,222$62,170,649 ▲197.8%16,1690.5%Retail/WholesaleTSLATesla$93,349,791$16,338,524 ▲21.2%293,8670.5%Auto/Tires/TrucksUNMUnum Group$90,997,380$31,244,913 ▲52.3%1,126,7630.5%FinanceGOOGAlphabet$90,088,753$19,239,897 ▲27.2%507,8570.5%Computer and TechnologyRBLXRoblox$89,810,187$57,860,316 ▲181.1%853,7090.5%Consumer DiscretionaryVNTVontier$88,463,322$19,098,960 ▲27.5%2,397,3800.5%Business ServicesJPMJPMorgan Chase & Co.$87,150,715$18,665,565 ▲27.3%300,6130.5%FinanceVSHVishay Intertechnology$86,330,175$18,169,975 ▲26.7%5,436,4090.5%Computer and TechnologyVVisa$85,385,264$33,587,020 ▲64.8%240,4880.5%Business ServicesWRBW.R. Berkley$84,313,584$27,212,627 ▲47.7%1,147,5920.4%FinancePGRProgressive$83,216,288$75,805,319 ▲1,022.9%311,8350.4%FinanceCAHCardinal Health$81,261,096$47,002,200 ▼-36.6%483,6970.4%MedicalMRUSMerus$81,156,540$7,507,545 ▲10.2%1,542,9000.4%MedicalLLYEli Lilly and Company$79,868,305$42,749,425 ▼-34.9%102,4570.4%MedicalEWEdwards Lifesciences$79,772,558$15,221,308 ▲23.6%1,019,9790.4%MedicalVIPER ENERGY INC$77,878,275$2,350,905 ▲3.1%2,042,4410.4%CL AHIGThe Hartford Insurance Group$77,660,806$18,481,787 ▼-19.2%612,1290.4%FinanceCSCOCisco Systems$76,965,038$1,744,560 ▲2.3%1,109,3260.4%Computer and TechnologyASMLASML$76,791,594$76,791,594 ▲New Holding95,8230.4%Computer and TechnologyQRVOQorvo$75,819,620$75,572,532 ▲30,585.3%892,9410.4%Computer and TechnologyBBIOBridgeBio Pharma$73,613,264$3,413,163 ▲4.9%1,704,8000.4%MedicalGLWCorning$72,984,507$72,984,507 ▲New Holding1,387,8020.4%Computer and TechnologyATIATI$72,406,537$9,117,072 ▼-11.2%838,6210.4%Basic MaterialsHOLXHologic$70,257,662$60,647,539 ▲631.1%1,078,2330.4%MedicalAMDAdvanced Micro Devices$69,646,081$49,257,889 ▲241.6%490,8110.4%Computer and TechnologyPFGCPerformance Food Group$69,031,761$46,750,003 ▲209.8%789,2050.4%Retail/WholesaleNUVLNuvalent$68,992,902$22,989,114 ▼-25.0%904,2320.4%MedicalPERMIAN RESOURCES CORP$68,608,053$5,208,261 ▼-7.1%5,037,3020.4%CLASS A COMBPMCBlueprint Medicines$68,176,378$1,135,418 ▼-1.6%531,8800.4%MedicalAVBAvalonBay Communities$68,092,525$68,092,525 ▲New Holding334,6070.4%FinanceADBEAdobe$67,636,683$52,913,578 ▲359.4%174,8260.4%Computer and TechnologyCVSCVS Health$66,443,812$59,096,200 ▲804.3%963,2330.4%MedicalHSTHost Hotels & Resorts$65,876,275$39,331,200 ▲148.2%4,288,8200.3%FinanceCACICACI International$65,781,740$19,956,569 ▼-23.3%137,9940.3%Computer and TechnologyISRGIntuitive Surgical$65,648,275$4,692,889 ▲7.7%120,8080.3%MedicalEXASExact Sciences$65,579,436$36,997,396 ▲129.4%1,234,0880.3%MedicalUDRUnited Dominion Realty Trust$65,065,463$7,045,094 ▲12.1%1,593,5700.3%FinanceAMHAmerican Homes 4 Rent$63,221,188$63,221,188 ▲New Holding1,752,7360.3%FinanceQSRRestaurant Brands International$62,877,325$57,773,128 ▲1,131.9%948,5190.3%Retail/WholesaleGILDGilead Sciences$62,635,896$20,573,813 ▼-24.7%564,9490.3%MedicalCMGChipotle Mexican Grill$62,555,648$8,298,521 ▼-11.7%1,114,0810.3%Retail/WholesaleEOGEOG Resources$61,975,084$47,310,898 ▲322.6%518,1430.3%EnergyNFLXNetflix$61,644,171$23,579,401 ▲61.9%46,0330.3%Consumer DiscretionaryMRKMerck & Co., Inc.$61,620,202$1,100,324 ▲1.8%778,4260.3%MedicalVERAVera Therapeutics$61,453,244$37,873,242 ▲160.6%2,608,3720.3%MedicalABBVAbbVie$61,133,761$55,453,047 ▼-47.6%329,3490.3%MedicalGPORGulfport Energy$60,879,474$4,345,272 ▲7.7%302,6270.3%EnergyJNJJohnson & Johnson$60,344,957$17,552,961 ▼-22.5%395,0570.3%MedicalSMTCSemtech$60,275,261$38,498,867 ▲176.8%1,335,2960.3%Computer and TechnologyCICigna Group$59,068,696$32,360,807 ▲121.2%178,6820.3%MedicalSWKStanley Black & Decker$58,835,997$58,835,997 ▲New Holding868,4280.3%IndustrialsHONHoneywell International$58,747,939$25,762,350 ▲78.1%252,2670.3%Multi-Sector ConglomeratesTHGThe Hanover Insurance Group$58,092,822$728,912 ▼-1.2%341,9840.3%FinanceOVVOvintiv$58,076,933$3,748,876 ▼-6.1%1,526,3320.3%EnergyAVTAvnet$57,754,490$1,736,194 ▲3.1%1,088,0650.3%Computer and TechnologyCYBRCyberArk Software$56,772,780$17,933,643 ▲46.2%139,5320.3%Computer and TechnologySTSensata Technologies$56,450,770$15,314,819 ▼-21.3%1,874,8180.3%Computer and TechnologyIAGIamgold$55,586,190$55,586,190 ▲New Holding7,562,7470.3%Basic MaterialsTTWOTake-Two Interactive Software$54,479,998$54,479,998 ▲New Holding224,3360.3%Consumer DiscretionaryCHKChesapeake Energy$53,683,997$5,815,075 ▲12.1%459,0730.3%EnergyASNDAscendis Pharma A/S$52,721,360$111,845 ▲0.2%305,4540.3%MedicalPTGXProtagonist Therapeutics$52,334,279$2,718,455 ▲5.5%946,8840.3%MedicalPZZAPapa John's International$52,061,785$40,011,338 ▲332.0%1,063,7880.3%Retail/WholesaleMGYMagnolia Oil & Gas$51,938,152$47,484,639 ▲1,066.2%2,310,4160.3%EnergyAMGNAmgen$51,211,581$49,203,223 ▼-49.0%183,4160.3%MedicalAVTRAvantor$50,753,582$32,169,521 ▲173.1%3,770,6970.3%MedicalXOMExxon Mobil$50,257,222$10,612,263 ▲26.8%466,2080.3%EnergyZSZscaler$50,236,365$61,056,307 ▼-54.9%160,0190.3%Computer and TechnologyFYBRFrontier Communications Parent$50,232,000$1,348,766 ▲2.8%1,380,0000.3%Computer and TechnologyHCAHCA Healthcare$50,215,982$44,428,490 ▲767.7%131,0780.3%MedicalBHFBrighthouse Financial$50,192,736$38,569,114 ▲331.8%933,4710.3%FinanceAFGAmerican Financial Group$49,535,279$49,535,279 ▲New Holding392,4830.3%FinanceFRTFederal Realty Investment Trust$49,389,861$49,389,861 ▲New Holding519,9480.3%FinanceAPTIV PLC$48,777,982$43,585,826 ▲839.5%715,0100.3%COM SHSShowing largest 100 holdings. 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