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Funds (13F)

Woodline Partners LP

Backtest from 21 Feb 2020 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+12.2%
S&P 500 +14.6%
Last 12 months
+19.7%
S&P 500 +12.1%
Sharpe ratio
0.51
S&P 500 0.66
Biggest drop
−30.1%
S&P 500 −31.0%
$10.0k$20.0k 2020202120222023202420252026 $24.9k$21.5k
Woodline Partners LPS&P 500 $10,000 in Woodline Partners LP from 21 Feb 2020 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Woodline Partners LP's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Woodline Partners LP's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+12.2%+14.6%
Total return+115%+149%
Last 12 months+19.7%+12.1%
Last 3 months+0.6%—
Last month−0.5%—
This year so far+15.2%—
Volatility a year20.5%18.9%
Sharpe ratio0.510.66
Biggest drop−30.1%−31.0%
Beta to the S&P 5001.011.00
Alpha a year (t-statistic)−2.0% (−0.69)—
Share of weeks up56%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
NVDA3.5%——
AAPL3.0%——
MSFT2.0%——
AMZN1.9%——
META1.5%——
AVGO1.4%——
GOOGL1.3%——
RVMD1.2%——
MU1.0%——
LLY0.9%——
TSLA0.9%——
JNJ0.9%——
VZ0.8%——
MCHP0.8%——
ABBV0.7%——
PM0.7%——
PGR0.7%——
ARW0.6%——
JPM0.6%——
LITE0.6%——
AMD0.6%——
PTGX0.6%——
LRCX0.5%——
ST0.5%——
CCI0.5%——
HD0.5%——
JCI0.5%——
CB0.5%——
TMO0.5%——
LH0.5%——
PG0.5%——
INTC0.5%——
AMAT0.5%——
UNM0.5%——
MRK0.5%——
DOV0.5%——
EW0.5%——
NXPI0.5%——
AJG0.4%——
FTNT0.4%——
SNOW0.4%——
MTD0.4%——
RTX0.4%——
FWONK0.4%——
UNH0.4%——
AIG0.4%——
COST0.4%——
TNGX0.4%——
V0.4%——
VNT0.4%——
ASML0.4%——
BHVN0.4%——
CVS0.4%——
RRX0.4%——
PNR0.4%——
ECL0.3%——
MS0.3%——
WMT0.3%——
DHR0.3%——
CAT0.3%——
AIZ0.3%——
VOYA0.3%——
DGX0.3%——
CSCO0.3%——
ADSK0.3%——
COGT0.3%——
ROP0.3%——
NFLX0.3%——
DIS0.3%——
AZO0.3%——
AKAM0.3%——
IBM0.3%——
CYTK0.3%——
RCUS0.3%——
MA0.3%——
TXRH0.3%——
SBUX0.3%——
GM0.3%——
ROIV0.3%——
TKO0.3%——
OKTA0.3%——
SPCX0.3%——
BLK0.3%——
AMGN0.3%——
BTSG0.3%——
NTR0.3%——
RYTM0.3%——
NVT0.3%——
GE0.3%——
PH0.3%——
SRRK0.3%——
PFGC0.3%——
BAC0.3%——
ZBH0.3%——
T0.3%——
FPS0.3%——
IMVT0.3%——
TRVI0.3%——
MAR0.3%——
NEE0.2%——
LHX0.2%——
ALNY0.2%——
IAG0.2%——
TEL0.2%——
TJX0.2%——
CNK0.2%——
CON0.2%——
IRON0.2%——
VRTX0.2%——
NSC0.2%——
LTH0.2%——
THG0.2%——
KO0.2%——
ZVRA0.2%——
MMM0.2%——
MDGL0.2%——
CVX0.2%——
BMY0.2%——
ABG0.2%——
PRAX0.2%——
GILD0.2%——
MIRM0.2%——
EQIX0.2%——
SBAC0.2%——
GEV0.2%——
CACI0.2%——
AAMI0.2%——
EXR0.2%——
LDOS0.2%——
MANE0.2%——
APD0.2%——
BWIN0.2%——
ABT0.2%——
ZBRA0.2%——
FHI0.2%——
BEN0.2%——
INCY0.2%——
RPM0.2%——
PLTR0.2%——
KYMR0.2%——
RHP0.2%——
EG0.2%——
ICLR0.2%——
KVUE0.2%——
LYV0.2%——
MDLN0.2%——
KRYS0.2%——
TXN0.2%——
WFC0.2%——
STAG0.2%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest21 Feb 2020 to 2 Nov 2026+12.2%+14.6%0.510.66−30.1%1.01−2.0% (−0.69)
Last three years3 Nov 2023 to 2 Nov 2026+20.6%+21.8%0.991.16−22.1%0.99−0.5% (−0.12)
Last year7 Nov 2025 to 2 Nov 2026+21.7%+14.2%1.340.84−7.8%0.86+7.7% (1.18)
DateCompanyAction
21 Aug 2026ZLABBought
21 Aug 2026ZIMBought
21 Aug 2026ZETABought
21 Aug 2026YSWYBought
21 Aug 2026YETIBought
21 Aug 2026XPOBought
21 Aug 2026XEBought
21 Aug 2026WINGBought
21 Aug 2026VZLABought
21 Aug 2026VSECBought
21 Aug 2026VORBought
21 Aug 2026VIKBought
21 Aug 2026VGNTBought
21 Aug 2026VERXBought
21 Aug 2026VCBought
21 Aug 2026TRAXBought
21 Aug 2026TNDMBought
21 Aug 2026TIGOBought
21 Aug 2026TFXBought
21 Aug 2026TECHBought
21 Aug 2026SUJABought
21 Aug 2026SPTXBought
21 Aug 2026SPCXBought
21 Aug 2026SMGBought
21 Aug 2026SEPNBought

Dated at the rebalance that made the change.

DateCompanyAction
21 Aug 2026ZNTLSold
21 Aug 2026ZSold
21 Aug 2026YSSSold
21 Aug 2026XRAYSold
21 Aug 2026XHRSold
21 Aug 2026WTRGSold
21 Aug 2026WKSold
21 Aug 2026WHSold
21 Aug 2026VYGRSold
21 Aug 2026VSNTSold
21 Aug 2026VSHSold
21 Aug 2026VNDASold
21 Aug 2026UTZSold
21 Aug 2026URBNSold
21 Aug 2026UNFSold
21 Aug 2026UHSSold
21 Aug 2026UAASold
21 Aug 2026TTDSold
21 Aug 2026TTANSold
21 Aug 2026TREXSold
21 Aug 2026TOLSold
21 Aug 2026SXTSold
21 Aug 2026SVIASold
21 Aug 2026STMSold
21 Aug 2026STLASold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest