ADAGE CAPITAL PARTNERS GP, L.L.C.
Boston MA · SEC CIK 0001165408
$713.17亿2026Q2 申报市值
1,002持仓数
29.5%前十大占比 · 第一大 6.2%
156 / 130新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DVN 加仓+$3.14亿
MRVL 新建仓+$2.22亿
SYRE 新建仓+$1.53亿
UAL 加仓+$1.34亿
BBIO 加仓+$1.23亿
2026Q2 卖出最多 按季末市值估算
RVMD 减仓-$9.14亿
CENTESSA PHARMAC 清仓-$3.55亿
COTERRA ENERGY I 清仓-$2.89亿
RPRX 减仓-$2.79亿
LLY 减仓-$2.77亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | $6,117.68万 | 0.09% | 364,734 | -29,700 | -7.5% | -$498.16万 | 减仓 |
| FDX | FEDEX CORP | $6,124.95万 | 0.09% | 195,604 | 15,800 | 8.8% | $494.75万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6,144.80万 | 0.09% | 147,964 | -194,356 | -56.8% | -$8,071.41万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $6,159.06万 | 0.09% | 516,526 | -341,059 | -39.8% | -$4,066.79万 | 减仓 |
| CIEN | CIENA CORP | $6,181.06万 | 0.09% | 126,000 | 9,800 | 8.4% | $480.75万 | 加仓 |
| FIX | COMFORT SYS USA INC | $6,203.50万 | 0.09% | 31,300 | 2,716 | 9.5% | $538.30万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $6,268.29万 | 0.09% | 252,377 | -26,800 | -9.6% | -$665.63万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $6,323.40万 | 0.09% | 225,008 | 14,500 | 6.9% | $407.49万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $6,340.38万 | 0.09% | 259,034 | -478,544 | -64.9% | -$1.17亿 | 减仓 |
| NEE | NEXTERA ENERGY INC | $6,361.68万 | 0.09% | 724,813 | 240,100 | 49.5% | $2,107.36万 | 加仓 |
| CRH | CRH PLC | $6,371.85万 | 0.09% | 595,500 | -5,000 | -0.8% | -$53.50万 | 减仓 |
| CTVA | CORTEVA INC | $6,402.88万 | 0.09% | 756,037 | -136,400 | -15.3% | -$1,155.17万 | 减仓 |
| TOL | TOLL BROTHERS INC | $6,425.25万 | 0.09% | 390,000 | 60,000 | 18.2% | $988.50万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $6,428.50万 | 0.09% | 862,538 | 761,900 | 757.1% | $5,678.44万 | 加仓 |
| POOL | POOL CORP | $6,459.38万 | 0.09% | 300,576 | 251,376 | 510.9% | $5,402.07万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $6,477.21万 | 0.09% | 716,030 | 214,164 | 42.7% | $1,937.33万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $6,498.53万 | 0.09% | 522,222 | -4,000 | -0.8% | -$49.78万 | 减仓 |
| VLO | VALERO ENERGY CORP | $6,500.58万 | 0.09% | 249,600 | 1,400 | 0.6% | $36.46万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $6,508.05万 | 0.09% | 605,400 | 13,400 | 2.3% | $144.05万 | 加仓 |
| ADBE | ADOBE INC | $6,566.34万 | 0.09% | 320,278 | -20,000 | -5.9% | -$410.04万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $6,600.98万 | 0.09% | 170,687 | 65,030 | 61.5% | $2,514.91万 | 加仓 |
| ABSI | ABSCI CORPORATION | $6,611.89万 | 0.09% | 5,704,820 | 5,704,820 | — | $6,611.89万 | 新建仓 |
| SLB | SLB LIMITED | $6,613.05万 | 0.09% | 1,422,467 | 67,900 | 5.0% | $315.67万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $6,615.94万 | 0.09% | 310,491 | 157,175 | 102.5% | $3,349.08万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $6,646.08万 | 0.09% | 49,894 | -700 | -1.4% | -$93.24万 | 减仓 |
| KKR | KKR & CO INC | $6,711.87万 | 0.09% | 731,300 | 116,300 | 18.9% | $1,067.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $6,714.33万 | 0.09% | 131,793 | -52,600 | -28.5% | -$2,679.76万 | 减仓 |
| DXCM | DEXCOM INC | $6,734.33万 | 0.09% | 999,900 | -666,508 | -40.0% | -$4,488.93万 | 减仓 |
| TER | TERADYNE INC | $6,750.73万 | 0.09% | 139,524 | -800 | -0.6% | -$38.71万 | 减仓 |
| MANE | VERADERMICS INC | $6,758.09万 | 0.09% | 549,706 | -550,294 | -50.0% | -$6,765.31万 | 减仓 |
| IRM | IRON MTN INC DEL | $6,759.50万 | 0.09% | 535,152 | -54,900 | -9.3% | -$693.44万 | 减仓 |
| GWW | WW GRAINGER INC | $6,766.90万 | 0.09% | 49,742 | -4,400 | -8.1% | -$598.58万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $6,813.51万 | 0.10% | 2,775,359 | -139,300 | -4.8% | -$341.98万 | 减仓 |
| EYPT | EYEPOINT INC | $6,903.74万 | 0.10% | 4,827,792 | 1,527,792 | 46.3% | $2,184.74万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $7,038.11万 | 0.10% | 204,406 | -124,100 | -37.8% | -$4,273.01万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $7,038.40万 | 0.10% | 1,600,000 | 1,450,000 | 966.7% | $6,378.55万 | 加仓 |
| KLRA | KAILERA THERAPEUTICS INC | $7,067.85万 | 0.10% | 3,208,286 | 3,208,286 | — | $7,067.85万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $7,070.74万 | 0.10% | 705,100 | -2,900 | -0.4% | -$29.08万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,127.65万 | 0.10% | 1,670,022 | -2,963,215 | -64.0% | -$1.26亿 | 减仓 |
| ALKS | ALKERMES PLC | $7,167.64万 | 0.10% | 1,368,000 | 1,368,000 | — | $7,167.64万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,194.98万 | 0.10% | 321,276 | -29,400 | -8.4% | -$658.41万 | 减仓 |
| RPM | RPM INTL INC | $7,258.10万 | 0.10% | 653,000 | 333,000 | 104.1% | $3,701.30万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $7,500.17万 | 0.11% | 343,163 | -223,174 | -39.4% | -$4,877.69万 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $7,534.78万 | 0.11% | 6,380,000 | 1,880,000 | 41.8% | $2,220.28万 | 加仓 |
| DASH | DOORDASH INC | $7,552.81万 | 0.11% | 409,300 | -355,600 | -46.5% | -$6,561.89万 | 减仓 |
| AEE | AMEREN CORP | $7,558.87万 | 0.11% | 668,690 | 291,100 | 77.1% | $3,290.59万 | 加仓 |
| SNPS | SYNOPSYS INC | $7,617.14万 | 0.11% | 170,761 | 7,077 | 4.3% | $315.68万 | 加仓 |
| FTNT | FORTINET INC | $7,757.66万 | 0.11% | 504,990 | 28,700 | 6.0% | $440.89万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $7,811.02万 | 0.11% | 1,121,950 | -342,787 | -23.4% | -$2,386.48万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $7,936.50万 | 0.11% | 485,205 | 65,800 | 15.7% | $1,076.29万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $7,976.90万 | 0.11% | 470,059 | 10,000 | 2.2% | $169.70万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $7,998.15万 | 0.11% | 2,360,728 | 2,360,728 | — | $7,998.15万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $8,057.47万 | 0.11% | 1,281,200 | 243,700 | 23.5% | $1,532.63万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $8,071.93万 | 0.11% | 340,114 | -366,226 | -51.8% | -$8,691.64万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $8,140.55万 | 0.11% | 289,000 | 225,000 | 351.6% | $6,337.80万 | 加仓 |
| CBRE | CBRE GROUP INC | $8,186.20万 | 0.11% | 607,781 | 207,481 | 51.8% | $2,794.56万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $8,218.43万 | 0.12% | 179,000 | 159,000 | 795.0% | $7,300.17万 | 加仓 |
| HUBB | HUBBELL INC | $8,291.67万 | 0.12% | 158,480 | -58,087 | -26.8% | -$3,039.11万 | 减仓 |
| HUM | HUMANA INC | $8,346.39万 | 0.12% | 210,120 | 115,510 | 122.1% | $4,588.29万 | 重新持有 |
| USB | US BANCORP | $8,355.74万 | 0.12% | 1,383,400 | 149,097 | 12.1% | $900.55万 | 加仓 |
| SR | SPIRE INC | $8,405.92万 | 0.12% | 1,076,440 | -125,000 | -10.4% | -$976.13万 | 减仓 |
| SBUX | STARBUCKS CORP | $8,407.26万 | 0.12% | 822,709 | 22,100 | 2.8% | $225.84万 | 加仓 |
| SRE | SEMPRA | $8,414.08万 | 0.12% | 907,570 | -638,600 | -41.3% | -$5,920.46万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $8,456.47万 | 0.12% | 255,900 | 250,000 | 4,237.3% | $8,261.50万 | 加仓 |
| BWA | BORGWARNER INC | $8,466.00万 | 0.12% | 1,275,000 | 775,000 | 155.0% | $5,146.00万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $8,509.85万 | 0.12% | 933,200 | 224,800 | 31.7% | $2,049.95万 | 加仓 |
| — | ELECTRONIC ARTS INC | $8,515.86万 | 0.12% | 415,327 | -430,081 | -50.9% | -$8,818.38万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $8,526.18万 | 0.12% | 1,474,097 | -359,200 | -19.6% | -$2,077.61万 | 减仓 |
| NOW | SERVICENOW INC | $8,579.78万 | 0.12% | 864,200 | -12,900 | -1.5% | -$128.07万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $8,609.07万 | 0.12% | 479,400 | 20,100 | 4.4% | $360.96万 | 加仓 |
| DHR | DANAHER CORP DEL | $8,621.03万 | 0.12% | 452,595 | 76,568 | 20.4% | $1,458.47万 | 加仓 |
| BKH | BLACK HILLS CORP | $8,816.58万 | 0.12% | 1,185,024 | -884,803 | -42.7% | -$6,582.93万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $8,846.03万 | 0.12% | 611,716 | -4,800 | -0.8% | -$69.41万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $8,850.05万 | 0.12% | 235,800 | 2,000 | 0.9% | $75.06万 | 加仓 |
| NEM | NEWMONT CORP | $8,887.01万 | 0.12% | 951,500 | 113,900 | 13.6% | $1,063.83万 | 加仓 |
| VLTO | VERALTO CORP | $8,919.94万 | 0.13% | 1,005,857 | 784,290 | 354.0% | $6,955.08万 | 加仓 |
| JBL | JABIL INC | $8,921.47万 | 0.13% | 231,438 | 25,547 | 12.4% | $984.79万 | 加仓 |
| IEX | IDEX CORP | $8,939.86万 | 0.13% | 393,913 | 327,127 | 489.8% | $7,424.15万 | 加仓 |
| PLD | PROLOGIS INC. | $8,953.61万 | 0.13% | 660,929 | 32,599 | 5.2% | $441.62万 | 加仓 |
| INSM | INSMED INC | $9,062.70万 | 0.13% | 850,000 | -50,000 | -5.6% | -$533.10万 | 减仓 |
| PCG | PG&E CORP | $9,146.21万 | 0.13% | 5,437,700 | 1,320,700 | 32.1% | $2,221.42万 | 加仓 |
| PFE | PFIZER INC | $9,153.54万 | 0.13% | 3,801,302 | 3,203,088 | 535.4% | $7,713.04万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $9,334.24万 | 0.13% | 1,013,600 | 367,400 | 56.9% | $3,383.39万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $9,430.49万 | 0.13% | 2,835,384 | 401,717 | 16.5% | $1,336.11万 | 加仓 |
| PWR | QUANTA SVCS INC | $9,489.48万 | 0.13% | 131,791 | 5,200 | 4.1% | $374.42万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $9,522.71万 | 0.13% | 1,731,402 | 1,031,402 | 147.3% | $5,672.71万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $9,587.55万 | 0.13% | 356,600 | 77,291 | 27.7% | $2,078.05万 | 加仓 |
| PSX | PHILLIPS 66 | $9,674.75万 | 0.14% | 572,301 | -208,700 | -26.7% | -$3,528.07万 | 减仓 |
| SYK | STRYKER CORPORATION | $9,681.30万 | 0.14% | 307,499 | 197,779 | 180.3% | $6,226.87万 | 重新持有 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $9,699.39万 | 0.14% | 6,050,771 | -374,213 | -5.8% | -$599.86万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $9,729.32万 | 0.14% | 2,972,600 | 1,755,500 | 144.2% | $5,745.75万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9,887.59万 | 0.14% | 1,716,000 | 249,329 | 17.0% | $1,436.63万 | 加仓 |
| CSX | CSX CORP | $1.00亿 | 0.14% | 2,108,426 | -4,977,107 | -70.2% | -$2.37亿 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1.00亿 | 0.14% | 232,800 | 21,600 | 10.2% | $931.95万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.01亿 | 0.14% | 285,248 | 38,207 | 15.5% | $1,353.44万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $1.01亿 | 0.14% | 2,715,391 | -108,109 | -3.8% | -$402.92万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1.01亿 | 0.14% | 881,104 | -127,100 | -12.6% | -$1,459.87万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1.03亿 | 0.14% | 510,144 | 97,300 | 23.6% | $1,961.67万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.03亿 | 0.14% | 1,117,039 | -549,300 | -33.0% | -$5,068.39万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.03亿 | 0.14% | 1,883,271 | -524,265 | -21.8% | -$2,878.21万 | 减仓 |