Woodline Partners Lp Top Holdings and 13F Report (2025) About Woodline Partners LpInvestment ActivityWoodline Partners Lp has $14.79 billion in total holdings as of December 31, 2024.Woodline Partners Lp owns shares of 916 different stocks, but just 254 companies or ETFs make up 80% of its holdings.Approximately 46.89% of the portfolio was purchased this quarter.About 25.21% of the portfolio was sold this quarter.This quarter, Woodline Partners Lp has purchased 584 new stocks and bought additional shares in 268 stocks.Woodline Partners Lp sold shares of 183 stocks and completely divested from 113 stocks this quarter.Largest Holdings Meta Platforms $317,447,714Apple $221,779,214NVIDIA $216,521,273Microsoft $197,812,480Revolution Medicines $169,961,087 Largest New Holdings this Quarter LAM RESEARCH CORP $155,471,464 HoldingTE CONNECTIVITY PLC $127,351,099 HoldingApplied Materials $91,659,406 HoldingCardinal Health $87,144,174 HoldingCNX Resources $71,971,329 Holding Largest Purchases this Quarter Apple 881,837 shares (about $220.83M)NVIDIA 1,576,178 shares (about $211.66M)Microsoft 467,434 shares (about $197.02M)LAM RESEARCH CORP 2,152,450 shares (about $155.47M)Amazon.com 665,552 shares (about $146.02M) Largest Sales this Quarter REDDIT INC 680,932 shares (about $111.29M)Gilead Sciences 1,193,336 shares (about $110.23M)PERMIAN RESOURCES CORP 5,891,257 shares (about $84.72M)Keysight Technologies 489,943 shares (about $78.70M)Amphenol 993,404 shares (about $68.99M) 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 PortfolioSectorMETAMeta Platforms$317,447,714$70,236,609 ▲28.4%542,1732.1%Computer and TechnologyAAPLApple$221,779,214$220,829,621 ▲23,255.2%885,6291.5%Computer and TechnologyNVDANVIDIA$216,521,273$211,664,944 ▲4,358.5%1,612,3411.5%Computer and TechnologyMSFTMicrosoft$197,812,480$197,023,432 ▲24,969.8%469,3061.3%Computer and TechnologyRVMDRevolution Medicines$169,961,087$19,770,480 ▲13.2%3,885,7131.1%MedicalAJGArthur J. Gallagher & Co.$160,026,115$129,851,157 ▲430.3%563,7701.1%FinanceLAM RESEARCH CORP$155,471,464$155,471,464 ▲New Holding2,152,4501.1%COM NEWAMZNAmazon.com$146,519,173$146,015,454 ▲28,987.5%667,8481.0%Retail/WholesaleADSKAutodesk$144,545,257$70,536,894 ▲95.3%489,0391.0%Computer and TechnologyTE CONNECTIVITY PLC$127,351,099$127,351,099 ▲New Holding890,7540.9%ORD SHSMCHPMicrochip Technology$121,678,176$90,107,517 ▲285.4%2,121,6770.8%Computer and TechnologyABBVAbbVie$107,518,807$36,193,581 ▼-25.2%605,0580.7%MedicalZBHZimmer Biomet$101,711,866$4,856,867 ▲5.0%962,9070.7%MedicalMETMetLife$99,966,964$21,161,476 ▲26.9%1,220,8960.7%FinanceJANXJanux Therapeutics$99,166,092$13,488,011 ▲15.7%1,852,1870.7%MedicalMDGLMadrigal Pharmaceuticals$95,384,233$49,996,672 ▲110.2%309,1170.6%MedicalDHRDanaher$95,210,683$4,928,668 ▲5.5%414,7710.6%MedicalNUVLNuvalent$94,321,686$880,493 ▲0.9%1,204,9270.6%MedicalAMGNAmgen$93,592,696$13,328,608 ▲16.6%359,0880.6%MedicalPCVXVaxcyte$91,758,675$1,389,737 ▲1.5%1,120,9220.6%MedicalAMATApplied Materials$91,659,406$91,659,406 ▲New Holding563,6070.6%Computer and TechnologyTTWOTake-Two Interactive Software$90,001,682$1,119,575 ▲1.3%488,9270.6%Consumer DiscretionaryGPORGulfport Energy$89,543,488$34,854,508 ▼-28.0%486,1210.6%Oils/EnergyBMYBristol-Myers Squibb$88,325,340$44,312,837 ▲100.7%1,561,6220.6%MedicalCHRDChord Energy$87,569,105$12,328,980 ▲16.4%748,9660.6%Oils/EnergyOVVOvintiv$87,516,369$33,344,258 ▼-27.6%2,160,8980.6%Oils/EnergyCAHCardinal Health$87,144,174$87,144,174 ▲New Holding736,8240.6%MedicalAONAON$86,470,284$24,780,962 ▼-22.3%240,7570.6%FinanceFTVFortive$84,954,150$26,232,225 ▲44.7%1,132,7220.6%Computer and TechnologyLLYEli Lilly and Company$78,596,548$9,741,096 ▼-11.0%101,8090.5%MedicalSNOWSnowflake$77,870,044$413,356 ▲0.5%504,3070.5%Computer and TechnologyEQTEQT$77,127,874$52,831,777 ▼-40.7%1,672,6930.5%Oils/EnergyDGXQuest Diagnostics$76,123,353$4,757,370 ▲6.7%504,5960.5%MedicalSTMSTMicroelectronics$76,054,300$12,408,667 ▼-14.0%3,045,8270.5%Computer and TechnologyREGNRegeneron Pharmaceuticals$73,568,730$2,751,018 ▲3.9%103,2790.5%MedicalMUMicron Technology$72,801,851$40,980,113 ▲128.8%865,0410.5%Computer and TechnologyMRKMerck & Co., Inc.$72,753,106$11,670,496 ▼-13.8%731,3340.5%MedicalROIVRoivant Sciences$72,540,945$30,220,066 ▼-29.4%6,131,9480.5%MedicalDOVDover$72,259,768$56,303,262 ▲352.9%385,1800.5%Industrial ProductsCNXCNX Resources$71,971,329$71,971,329 ▲New Holding1,962,6760.5%Oils/EnergyVIPER ENERGY INC$70,723,070$1,832,274 ▲2.7%1,441,2690.5%CL AMRVLMarvell Technology$70,067,050$39,087,703 ▲126.2%634,3780.5%Computer and TechnologyCRGYCrescent Energy$69,651,159$12,520,229 ▲21.9%4,767,3620.5%Oils/EnergyJNJJohnson & Johnson$69,241,597$24,385,246 ▲54.4%478,7830.5%MedicalGILDGilead Sciences$67,863,592$110,228,446 ▼-61.9%734,6930.5%MedicalTSLATesla$67,730,833$67,730,833 ▲New Holding167,7170.5%Auto/Tires/TrucksQRVOQorvo$67,699,443$16,133,550 ▲31.3%968,1030.5%Computer and TechnologyGOOGLAlphabet$66,424,802$66,155,617 ▲24,576.3%350,8970.4%Computer and TechnologyALLAllstate$64,808,094$1,848,085 ▼-2.8%336,1590.4%FinanceEQHEquitable$63,626,670$181,463 ▲0.3%1,348,8800.4%FinanceDXCMDexCom$63,337,599$63,337,599 ▲New Holding814,4220.4%MedicalMMM3M$63,040,198$10,592,738 ▲20.2%488,3430.4%Multi-Sector ConglomeratesNAMSNewAmsterdam Pharma$62,471,097$32,538,898 ▲108.7%2,430,7820.4%MedicalSTSensata Technologies$62,412,432$24,628,079 ▲65.2%2,277,8260.4%Computer and TechnologyXUnited States Steel$60,904,982$15,332,481 ▲33.6%1,791,8500.4%Basic MaterialsBBIOBridgeBio Pharma$60,684,136$34,623,024 ▲132.9%2,211,5210.4%MedicalTRVTravelers Companies$60,658,993$60,658,993 ▲New Holding251,8120.4%FinanceVRTXVertex Pharmaceuticals$60,170,629$6,706,163 ▲12.5%149,4180.4%MedicalSMPLSimply Good Foods$58,510,344$12,670,683 ▼-17.8%1,501,0350.4%Consumer StaplesPANWPalo Alto Networks$58,444,824$20,476,505 ▲53.9%321,1960.4%Computer and TechnologyAVGOBroadcom$58,245,627$1,307,114 ▼-2.2%251,2320.4%Computer and TechnologyCRMSalesforce$56,762,547$56,472,014 ▲19,437.4%169,7800.4%Computer and TechnologyFANGDiamondback Energy$56,485,799$49,619,848 ▲722.7%344,7830.4%Oils/EnergyAMDAdvanced Micro Devices$56,025,905$51,487,583 ▲1,134.5%463,8290.4%Computer and TechnologyVZVerizon Communications$55,713,788$55,713,788 ▲New Holding1,393,1930.4%Computer and TechnologyINCYIncyte$55,262,078$367,107 ▲0.7%800,0880.4%MedicalATIATI$54,585,425$31,059,513 ▲132.0%991,7410.4%Basic MaterialsGOOGAlphabet$54,430,037$54,197,510 ▲23,308.0%285,8120.4%Computer and TechnologySBUXStarbucks$54,131,143$8,309,225 ▲18.1%593,2180.4%Retail/WholesaleSWTXSpringWorks Therapeutics$53,838,614$3,920,539 ▲7.9%1,490,1360.4%MedicalNOKNokia Oyj$53,161,958$29,579,185 ▲125.4%12,000,4420.4%Computer and TechnologyCDNSCadence Design Systems$53,000,243$10,140,525 ▼-16.1%176,3970.4%Computer and TechnologyRCUSArcus Biosciences$52,471,422$677,450 ▲1.3%3,523,9370.4%MedicalCMGChipotle Mexican Grill$52,160,224$23,982,034 ▲85.1%865,0120.4%Retail/WholesaleCSCOCisco Systems$52,075,517$35,323,219 ▲210.9%879,6540.4%Computer and TechnologyPCORProcore Technologies$51,850,061$16,286,110 ▲45.8%691,9800.4%Computer and TechnologyCOOPER COS INC$51,710,625$671,181 ▲1.3%562,5000.3%COMHCPHashiCorp$51,315,034$17,105,000 ▲50.0%1,500,0010.3%Computer and TechnologyCLDXCelldex Therapeutics$50,894,159$8,265,969 ▼-14.0%2,014,0150.3%MedicalVERAVera Therapeutics$50,852,287$8,524,522 ▲20.1%1,202,4660.3%MedicalUSFDUS Foods$49,984,824$8,800,966 ▼-15.0%740,9550.3%Consumer StaplesMRUSMerus$49,977,182$151,086 ▲0.3%1,188,5180.3%MedicalBRK.BBerkshire Hathaway$49,895,249$49,684,021 ▲23,521.5%110,0760.3%FinanceADPAutomatic Data Processing$47,967,323$47,967,323 ▲New Holding163,8620.3%Business ServicesBPMCBlueprint Medicines$47,115,546$7,554,473 ▲19.1%540,1920.3%MedicalSRRKScholar Rock$47,086,504$16,407,608 ▲53.5%1,089,4610.3%MedicalCHWYChewy$46,939,818$11,783,925 ▼-20.1%1,401,6070.3%Retail/WholesaleRTXRTX$46,413,903$41,334,952 ▲813.8%401,0880.3%AerospaceZLABZai Lab$46,089,083$3,976,559 ▲9.4%1,759,7970.3%MedicalCDAYCeridian HCM$46,078,821$15,988,936 ▲53.1%634,3450.3%Computer and TechnologyAPOGEE THERAPEUTICS INC$46,007,042$1,787,221 ▲4.0%1,015,6080.3%COMPHParker-Hannifin$45,965,888$45,965,888 ▲New Holding72,2700.3%Industrial ProductsARGXargenx$45,655,755$34,228,440 ▲299.5%74,2370.3%MedicalLHXL3Harris Technologies$45,576,718$45,293,891 ▼-49.8%216,7430.3%AerospaceARISTA NETWORKS INC$45,524,433$45,524,433 ▲New Holding411,8740.3%COM SHSSMARSmartsheet$45,036,914$13,109,451 ▲41.1%803,8000.3%Computer and TechnologyINTUIntuit$43,850,445$24,375,116 ▼-35.7%69,7700.3%Computer and TechnologyASNDAscendis Pharma A/S$43,729,774$11,374,846 ▲35.2%317,6420.3%MedicalISRGIntuitive Surgical$43,264,742$9,207,374 ▲27.0%82,8890.3%MedicalBSXBoston Scientific$43,092,702$2,464,785 ▼-5.4%482,4530.3%MedicalShowing largest 100 holdings. 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