Woodline Partners LP
Woodline Partners LP is a San Francisco-based hedge fund founded in 2018 by Michael Rockefeller and Karl Kroeker. With over 75 employees, it manages assets for institutional investors and high-net-worth individuals. The firm is known for a disciplined, fundamental, sub-sector equity strategy covering North American, European, and Asian markets. Woodline operates from its headquarters in San Francisco and has additional offices in New York and West Palm Beach. The team emphasizes rigorous bottom-up research, specialization, and avoiding systemic risk factors through portfolio diversification.
Investment Strategy
Woodline Partners implements a fundamental long/short equity strategy, leveraging a bottom-up investment process that focuses on deep sector and sub-sector specialization. The strategy seeks to generate alpha through rigorous company-specific and industry analysis, aiming to be market neutral and minimize systemic risk. Woodline concentrates particularly on the healthcare, technology, and industrial sectors, but incorporates broad diversification across sectors and geographies. The firm is highly focused on fundamental research, seeking to uncover mispriced opportunities while maintaining a highly diversified, risk-managed portfolio.
Top Holdings
Equity Positions (902)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.96% | $559.6M | 1,124,953 | $448.53 | $497.41 | +$323.8M |
M META | META PLATFORMS INC | 2.29% | $434.4M | 588,502 | $433.53 | $738.09 | +$102.5M |
N NVDA | NVIDIA CORPORATION | 2.24% | $424.9M | 2,689,182 | $134.50 | $157.99 | +$199.0M |
A AAPL | APPLE INC | 1.75% | $331.5M | 1,615,597 | $233.81 | $205.17 | +$49.6M |
A AMZN | AMAZON COM INC | 1.17% | $221.2M | 1,008,096 | $215.81 | $219.39 | +$71.6M |