What Woodline Partners does

Woodline Partners LP is a private fundamental equity investment management firm founded in 2018 and headquartered in San Francisco, with additional offices in New York, West Palm Beach, and London. The firm employs 100+ professionals organized as global industry specialists covering six sectors: Consumer, Energy & Utilities, Financials, Healthcare, Industrials, and Technology. Its investment process is anchored by direct corporate relationships and fundamental research aimed at identifying company-specific drivers of long-term competitiveness. The firm manages $22 billion in assets under management (as of April 2026) across its Woodline and Spire fund families, serving institutional investors through direct relationships and investor portals.

The firm does not offer a technology product or software platform; its offering consists entirely of investment management services and proprietary fundamental equity research. Distribution is institutional-only, executed via direct sales to sophisticated investors and supported by an external investor portal infrastructure (Matrix and Dynamo). Brand and thought leadership are built through the inSpired podcast, which features C-suite conversations with executives such as Regeneron CEO Len Schleifer and Eli Lilly CEO Dave Ricks, alongside Co-CIO Mike Rockefeller's appearances on Bloomberg Masters in Business.

Woodline's revenue model is asset-management-fee-based on AUM, with pricing structures not publicly disclosed. Portfolio activity in 2025-2026 shows participation across healthcare biotech (Sagimet, ProMIS, Diagonal, Equillium, Rapalogix), aerospace & defense (Ursa Major), aviation automation (Skyryse), and critical minerals (Cuprum Metals), indicating a broad sector mandate with a tilt toward healthcare. The firm is led by Co-Chief Investment Officer Mike Rockefeller and Portfolio Manager Neetu Dhaliwal, supported by CFO Christopher Todd and COO Matthew Hooker.

Name

Woodline Partners

Legal name

Woodline Partners LP

Website

https://woodlinepartners.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

51–100 employees

Short description

Woodline Partners LP is a private fundamental equity investment firm managing $22B in AUM across Woodline and Spire funds, serving institutional investors through four global offices and a sector-specialist research approach anchored in corporate relationships.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Real Assets — Timberland & Forestry (FSAHAIAJ)

Keywords

• Fundamental equity investment
• Institutional asset management
• Equity research services
• Long-short equity strategy
• Global sector investment

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Asset Management Fees: Management fees based on assets under management, with the firm managing $22B in assets as of April 2026.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Woodline Partners LP is a private investment management firm that implements a fundamental equity investment strategy. The firm manages $22B in assets (as of April 2026) across four global offices, providing sector-specialized equity research and portfolio management across Consumer, Energy & Utilities, Financials, Healthcare, Industrials, and Technology. The firm operates the Woodline and Spire fund families, sourcing insights through corporate partnerships with industry executives.

Product overview

Woodline Partners is a fundamental equity investment firm managing $22B in assets (as of April 2026) with a team of 100+ global industry specialists. The firm provides equity investment management services across six sector coverage areas: Consumer, Energy & Utilities, Financials, Healthcare, Industrials, and Technology. Woodline does not offer a technology product or software platform — its offering consists of investment management services and research analysis, including an inSpired podcast featuring interviews with corporate executives such as CEOs of major pharmaceutical companies.

Differentiator

Problem solved

Functional benefit

Brands

• Spire: Woodline Spire funds managed by Woodline Partners

Products and services

• Woodline Fundamental Equity Funds

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Tiger Global Management: Fundamental equity manager combining public and private investments across sectors. Comparable given Woodline's parallel participation in growth-stage private financings alongside public-market fundamental analysis.
• Baker Bros. Advisors: Pure-play healthcare/biotech long/short specialist with active private financing participation. Direct comparator for Woodline's clinical-stage biotech exposure and corporate-relationship approach in life sciences.
• Lone Pine Capital: Fundamental equity long/short manager with sector-specialist analysts and global mandate. Closely comparable to Woodline in research-driven, sector-organized investment process and institutional client base.
• Coatue Management: Fundamental equity long/short firm with a sector-specialist model spanning multiple verticals including significant healthcare exposure. Comparable in AUM scale, team structure, and use of corporate management access to inform investment decisions.
• Whale Rock Capital Management: Healthcare-focused fundamental equity long/short firm with deep sector expertise. Particularly comparable given Woodline's recent healthcare investment tilt and biotech/private financing activity.
• Pershing Square Capital Management: Concentrated fundamental equity manager with deep sector expertise and active corporate engagement. Comparable in fundamental research-driven approach and willingness to make concentrated, high-conviction investments.
• Viking Global Investors: Fundamental equity long/short manager with sector-specialist teams, similar size range and a comparable global mandate. Closely mirrors Woodline's investment process, sector coverage breadth, and corporate-relationship-driven research approach.
• Maverick Capital: Fundamental equity long/short firm with sector-specialist analysts covering multiple verticals globally. Directly comparable investment process and institutional LP base to Woodline.

Broad incumbents

• Bridgewater Associates: Largest global hedge fund with multi-strategy offerings including fundamental equities. Broad incumbent that competes for institutional capital and sophisticated investor relationships at a much larger scale.
• Citadel: Multi-strategy global asset manager with significant fundamental equities exposure among other strategies. Broader and substantially larger incumbent that competes for institutional mandates and talent in the same fundamental equity talent pool.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@The-inSpired-Podcast
• LinkedInlinkedin.com/company/woodline-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments93 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Woodline Partners