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Woodline Partners LP
Michael Rockefeller · Hedge Fund · Long/Short Equity
Woodline Partners LP is a San Francisco-based investment firm founded in 2018 by Michael Rockefeller and Karl Kroeker, both former portfolio managers at Citadel. The firm specializes in fundamental sub-sector equity strategies, primarily focusing on the healthcare, technology, and industrial sectors. Woodline manages market-neutral, long/short equity portfolios designed to generate idiosyncratic alpha while minimizing exposure to systemic risk factors. By utilizing a partnership-driven model and a specialized sub-sector portfolio manager structure, the firm leverages deep domain expertise and bottom-up fundamental research to deliver consistent performance across various market cycles. Since its inception, Woodline has grown into a multi-billion dollar institution, known for its disciplined approach to risk management and its focus on generating non-correlated returns for its investors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +45.7% |
| YTD return | +29.1% |
| Sharpe ratio | 4.11 |
| Win rate | 47% |
| AUM | $8.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $8.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://woodlinepartners.com/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 13.7% | +14.2% |
| AAPL | Apple Inc | 12.5% | +23.5% |
| MSFT | Microsoft Corporation | 9.3% | -0.7% |
| GOOGL | Alphabet Inc Class A | 8.7% | +21.0% |
| AMZN | Amazon.com Inc | 7.3% | +8.0% |
| META | Meta Platforms Inc. | 6.4% | +19.2% |
| AVGO | Broadcom Inc | 4.9% | -1.4% |
| RVMD | Revolution Medicines Inc | 4.4% | +193.3% |
| VZ | Verizon Communications Inc | 3.4% | -3.4% |
| JNJ | Johnson & Johnson | 3.3% | +32.1% |
| LLY | Eli Lilly and Company | 3.2% | +33.4% |
| MU | Micron Technology Inc | 3.2% | +185.1% |
| ABBV | AbbVie Inc | 2.8% | +3.7% |
| TSLA | Tesla Inc | 2.7% | +4.5% |
| PM | Philip Morris International Inc | 2.6% | -0.7% |
| TMO | Thermo Fisher Scientific Inc | 2.4% | +1.1% |
| LITE | Lumentum Holdings Inc | 2.4% | +2.0% |
| PTGX | Protagonist Therapeutics Inc | 2.4% | -0.6% |
| JPM | JPMorgan Chase & Co | 2.4% | -4.9% |
| PGR | Progressive Corp | 2.3% | -5.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | TMO | 0.0% → 2.4% |
| Sep 21, 2026 | SELL | META | 6.3% → 6.4% |
| Sep 21, 2026 | BUY | GOOGL | 8.3% → 8.7% |
| Sep 21, 2026 | SELL | RVMD | 4.8% → 4.4% |
| Sep 21, 2026 | SELL | TSLA | 2.8% → 2.7% |
Investment Style Analysis
Woodline Partners LP is widely recognized for employing a Long/Short Equity strategy. As of Sep 22, 2026, the firm oversees approximately $8.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Woodline Partners LP made a significant move by increasing exposure to TMO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Woodline’s investment philosophy centers on fundamental, bottom-up research within specific sub-sectors to identify idiosyncratic alpha opportunities. The firm employs a market-neutral, long/short equity strategy, primarily targeting the healthcare, technology, and industrial sectors. This approach is designed to isolate stock-specific returns and minimize correlation with broader market movements or systemic risks. Woodline emphasizes a collaborative partnership model where portfolio managers focus on their areas of expertise, supported by a centralized risk management framework to ensure portfolio stability and consistent capital appreciation.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Woodline Partners LP.
Similar Investment Style
Based on Long/Short Equity.
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Frequently asked questions
How is the simulated portfolio for Woodline Partners LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Woodline Partners LP's largest holding?
As of the latest filing, Woodline Partners LP's top position is NVIDIA Corporation (NVDA), representing 13.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Woodline Partners LP's historical performance and risk profile?
Our simulation indicates a total return of +45.7% with a win rate of 47%. Notably, the portfolio maintains a Sharpe Ratio of 4.11, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Woodline Partners LP primarily invest in?
Woodline Partners LP has a strong preference for the Semiconductors sector, which makes up 21.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Woodline Partners LP's portfolio concentrated or diversified?
Woodline Partners LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Woodline Partners LP performed in 2026?
Our AI-simulated model portfolio for Woodline Partners LP tracks a Year-to-Date (YTD) return of +29.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Rockefeller manage Woodline Partners LP directly?
Yes, Michael Rockefeller serves as the key portfolio manager for Woodline Partners LP, overseeing the investment strategy and final capital allocation decisions.