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WOODLINE PARTNERS LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Monolithic Power Systems, Inc.MPWR14.59K$20.16M
Waste Connections, Inc.WCN14.59K$2.43M
Deckers Outdoor CorporationDECK14.84K$1.47M
Strategy IncMSTR14.9K$1.3M
EagleRock Land LLCEROK15K$318.75K
Endava plcDAVA15.21K$43.03K
Gaming and Leisure Properties, Inc.GLPI15.36K$683.89K
Bloom Energy CorporationBE15.41K$4.66M
West Pharmaceutical Services, Inc.WST15.5K$5.56M
MSCI Inc.MSCI15.8K$8.85M
Affirm Holdings, Inc.AFRM15.86K$1.29M
Tyson Foods, Inc.TSN16.06K$919.55K
J.B. Hunt Transport Services, Inc.JBHT16.33K$4.73M
Avery Dennison CorporationAVY16.72K$2.71M
Klaviyo, Inc.KVYO16.77K$253.27K
Las Vegas Sands Corp.LVS17K$785.14K
IDEXX Laboratories, Inc.IDXX17.07K$8.98M
DoubleVerify Holdings, Inc.DV17.09K$185.29K
The J. M. Smucker CompanySJM17.2K$1.94M
Axon Enterprise, Inc.AXON17.35K$9.73M