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 |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | $3.40亿 | 0.48% | 1,015,480 | 199,741 | 24.5% | $6,687.13万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $3.49亿 | 0.49% | 8,448,385 | 7,607,191 | 904.3% | $3.14亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3.64亿 | 0.51% | 709,610 | -4,000 | -0.6% | -$205.44万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $3.66亿 | 0.51% | 10,349,328 | -2,444,769 | -19.1% | -$8,652.04万 | 减仓 |
| BAC | BANK OF AMER CORP | $3.70亿 | 0.52% | 6,492,673 | 93,300 | 1.5% | $531.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.70亿 | 0.52% | 395,677 | -2,000 | -0.5% | -$187.09万 | 减仓 |
| CAT | CATERPILLAR INC | $3.92亿 | 0.55% | 367,704 | -19,100 | -4.9% | -$2,033.96万 | 减仓 |
| — | EXXON MOBIL CORP | $3.93亿 | 0.55% | 2,876,822 | 657,900 | 29.6% | $8,994.81万 | 加仓 |
| ABBV | ABBVIE INC | $4.02亿 | 0.56% | 1,598,568 | 128,297 | 8.7% | $3,228.47万 | 加仓 |
| CSCO | CISCO SYS INC | $4.07亿 | 0.57% | 3,462,621 | -421,900 | -10.9% | -$4,955.64万 | 减仓 |
| AMAT | APPLIED MATLS INC | $4.10亿 | 0.58% | 567,726 | -98,300 | -14.8% | -$7,107.09万 | 减仓 |
| WMT | WALMART INC | $4.13亿 | 0.58% | 3,648,826 | -13,200 | -0.4% | -$149.50万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4.61亿 | 0.65% | 1,110,167 | 153,661 | 16.1% | $6,386.61万 | 加仓 |
| V | VISA INC | $5.03亿 | 0.71% | 1,466,020 | -23,020 | -1.5% | -$789.79万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5.14亿 | 0.72% | 1,185,720 | 27,600 | 2.4% | $1,195.99万 | 加仓 |
| INTC | INTEL CORP | $5.67亿 | 0.80% | 4,063,385 | -99,969 | -2.4% | -$1,395.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6.52亿 | 0.91% | 2,566,595 | 103,587 | 4.2% | $2,630.80万 | 加仓 |
| COP | CONOCOPHILLIPS | $7.11亿 | 1.00% | 6,842,477 | 823,300 | 13.7% | $8,559.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7.82亿 | 1.10% | 2,389,766 | -25,500 | -1.1% | -$834.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.08亿 | 1.13% | 1,615,069 | -62,700 | -3.7% | -$3,137.45万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $8.39亿 | 1.18% | 1,444,194 | 118,600 | 8.9% | $6,889.59万 | 加仓 |
| LLY | ELI LILLY & CO | $8.71亿 | 1.22% | 726,199 | -230,618 | -24.1% | -$2.77亿 | 减仓 |
| TSLA | TESLA INC | $10.42亿 | 1.46% | 2,477,311 | 62,811 | 2.6% | $2,641.83万 | 加仓 |
| META | META PLATFORMS INC | $11.60亿 | 1.63% | 2,058,535 | -800 | -0.0% | -$45.06万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $11.94亿 | 1.67% | 1,034,103 | -71,500 | -6.5% | -$8,253.17万 | 减仓 |
| GOOG | ALPHABET INC | $14.89亿 | 2.09% | 4,215,120 | 110,600 | 2.7% | $3,907.83万 | 加仓 |
| AVGO | BROADCOM INC | $15.85亿 | 2.22% | 4,196,656 | 84,600 | 2.1% | $3,195.76万 | 加仓 |
| GOOGL | ALPHABET INC | $18.61亿 | 2.61% | 5,207,900 | -7,700 | -0.1% | -$275.17万 | 减仓 |
| AMZN | AMAZON COM INC | $20.87亿 | 2.93% | 8,755,160 | -401,100 | -4.4% | -$9,559.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $24.54亿 | 3.44% | 6,579,943 | 4,300 | 0.1% | $160.40万 | 加仓 |
| AAPL | APPLE INC | $37.59亿 | 5.27% | 12,992,154 | -54,300 | -0.4% | -$1,571.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $43.90亿 | 6.16% | 21,940,610 | -158,200 | -0.7% | -$3,165.42万 | 减仓 |