13F 机构持仓

ADAGE CAPITAL PARTNERS GP, L.L.C.

Boston MA · SEC CIK 0001165408

2026Q22026Q1 更早 9 个季度 🔒
$648.42亿2026Q1 申报市值
956持仓数
28.4%前十大占比 · 第一大 5.9%
187 / 144新建仓 / 清仓
申报市值走势$713.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.9%
AAPL 5.1%
MSFT 3.8%
AMZN 2.9%
GOOGL 2.3%
AVGO 2.0%
META 1.8%
GOOG 1.8%
TSLA 1.4%
LLY 1.4%

2026Q1 买入最多 按季末市值估算

RVMD 加仓+$3.18亿
COTERRA ENERGY I 加仓+$2.50亿
RBA 加仓+$1.65亿
BSX 加仓+$1.60亿
CVX 加仓+$1.49亿

2026Q1 卖出最多 按季末市值估算

RPRX 减仓-$2.04亿
AVIDITY BIOSCIEN 清仓-$1.90亿
DVN 减仓-$1.82亿
TERNS PHARMACEUT 减仓-$1.81亿
DOV 减仓-$1.74亿

2026Q1 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
OLN OLIN CORP $00.00%0 -350,000-100.0% -$729.05万 清仓
PAYC PAYCOM SOFTWARE INC $00.00%0 -44,100-100.0% -$702.78万 清仓
MOS MOSAIC CO NEW $00.00%0 —— — 申报中断
SYF SYNCHRONY FINANCIAL $00.00%0 -78,361-100.0% -$653.77万 清仓
AESI ATLAS ENERGY SOLUTIONS INC $00.00%0 —— — 申报中断
— ITHAX ACQUISITION CORP III $00.00%0 -600,000-100.0% -$598.50万 清仓
— MILESTONE PHARMACEUTICALS IN $00.00%0 -2,810,037-100.0% -$567.63万 清仓
CSTM CONSTELLIUM SE $00.00%0 -300,000-100.0% -$565.50万 清仓
TARA PROTARA THERAPEUTICS INC $00.00%0 -1,043,478-100.0% -$556.17万 清仓
JANX JANUX THERAPEUTICS INC $00.00%0 -400,000-100.0% -$552.00万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 —— — 申报中断
PHR PHREESIA INC $00.00%0 -298,042-100.0% -$504.29万 清仓
— MESHFLOW ACQUISITION CORP $00.00%0 -500,000-100.0% -$500.00万 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 —— — 申报中断
LB LANDBRIDGE COMPANY LLC $00.00%0 -100,000-100.0% -$489.90万 清仓
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 -55,500-100.0% -$489.57万 清仓
GPGI COMPOSECURE INC $00.00%0 -250,000-100.0% -$482.00万 清仓
OSBC OLD SECOND BANCORP INC ILL $00.00%0 -243,192-100.0% -$474.22万 清仓
LYV LIVE NATION ENTERTAINMENT IN $00.00%0 -33,100-100.0% -$471.68万 清仓
CENX CENTURY ALUM CO $00.00%0 -120,000-100.0% -$470.16万 清仓
MOD MODINE MFG CO $00.00%0 -35,000-100.0% -$467.29万 清仓
— BLUEROCK ACQUISITION CORP $00.00%0 -450,000-100.0% -$450.00万 清仓
PSIX POWER SOLUTIONS INTL INC $00.00%0 -75,000-100.0% -$428.55万 清仓
TNDM TANDEM DIABETES CARE INC $00.00%0 -182,995-100.0% -$402.22万 清仓
BEN FRANKLIN RESOURCES INC $00.00%0 -167,500-100.0% -$400.16万 清仓
SSTK SHUTTERSTOCK INC $00.00%0 -197,030-100.0% -$376.33万 清仓
CAPR CAPRICOR THERAPEUTICS INC $00.00%0 -130,000-100.0% -$375.18万 清仓
STAA STAAR SURGICAL CO $00.00%0 -159,765-100.0% -$368.90万 清仓
ICUI ICU MED INC $00.00%0 -25,000-100.0% -$356.68万 清仓
— VENTYX BIOSCIENCES INC $00.00%0 -375,000-100.0% -$338.62万 清仓
ATO ATMOS ENERGY CORP $00.00%0 —— — 申报中断
— JANUS HENDERSON GROUP PLC $00.00%0 -70,000-100.0% -$332.99万 清仓
HRMY HARMONY BIOSCIENCES HLDGS IN $00.00%0 -84,000-100.0% -$314.33万 清仓
CNS COHEN & STEERS INC $00.00%0 -50,000-100.0% -$313.90万 清仓
BBWI BATH & BODY WORKS INC $00.00%0 -150,000-100.0% -$301.20万 清仓
DXPE DXP ENTERPRISES INC $00.00%0 -27,000-100.0% -$296.43万 清仓
CON CONCENTRA GROUP HOLDINGS PAR $00.00%0 -149,421-100.0% -$294.06万 清仓
HIW HIGHWOODS PPTYS INC $00.00%0 -109,454-100.0% -$282.61万 清仓
SNDR SCHNEIDER NATIONAL INC $00.00%0 -102,516-100.0% -$271.97万 清仓
ACHR ARCHER AVIATION INC $00.00%0 -350,000-100.0% -$263.20万 清仓
PPL PPL CORP $00.00%0 -75,018-100.0% -$262.71万 清仓
SEI SOLARIS ENERGY INFRAS INC $00.00%0 -50,000-100.0% -$229.85万 清仓
GAP GAP INC $00.00%0 -88,000-100.0% -$225.28万 清仓
MOH MOLINA HEALTHCARE INC $00.00%0 -12,400-100.0% -$215.19万 清仓
MDLN MEDLINE INC $00.00%0 -51,000-100.0% -$214.20万 清仓
MTCH MATCH GROUP INC NEW $00.00%0 -63,116-100.0% -$203.80万 清仓
DKS DICKS SPORTING GOODS INC $00.00%0 -10,000-100.0% -$197.97万 清仓
ASTE ASTEC INDS INC $00.00%0 -45,000-100.0% -$194.94万 清仓
— CROSS CTRY HEALTHCARE INC $00.00%0 -230,329-100.0% -$186.57万 清仓
PRVA PRIVIA HEALTH GROUP INC $00.00%0 -74,346-100.0% -$176.27万 清仓
SIBN SI-BONE INC $00.00%0 -75,000-100.0% -$147.90万 清仓
RNW RENEW ENERGY GLOBAL PLC $00.00%0 -250,000-100.0% -$141.25万 清仓
OMDA OMADA HEALTH INC $00.00%0 -72,827-100.0% -$114.92万 清仓
— MIDWESTONE FINL GROUP INC NE $00.00%0 -27,110-100.0% -$104.37万 清仓
PODD INSULET CORP $00.00%0 —— — 申报中断
AAL AMERICAN AIRLS GROUP INC $00.00%0 -50,000-100.0% -$76.65万 清仓
— PEPGEN INC $00.00%0 -100,000-100.0% -$65.10万 清仓
EVH EVOLENT HEALTH INC $00.00%0 -160,000-100.0% -$64.00万 清仓
OSCR OSCAR HEALTH INC $00.00%0 -25,000-100.0% -$35.92万 清仓
WTTR SELECT WATER SOLUTIONS INC $00.00%0 -30,000-100.0% -$31.56万 清仓
LBRT LIBERTY ENERGY INC $00.00%0 -10,000-100.0% -$18.46万 清仓
— APPLIED THERAPEUTICS INC $00.00%0 -1,211,629-100.0% -$12.12万 清仓
— NUVATION BIO INC $00.00%0 -266,666-100.0% -$8.80万 清仓
— BTC DEV CORP $00.00%0 -83,333-100.0% -$5.67万 清仓
— LANVIN GROUP HOLDINGS LIMITE $7120.00%64,733 00.0% — 不变
— CLASSOVER HLDGS INC $2,9130.00%176,533 00.0% — 不变
— BRIDGER AEROSPACE GRP HLDGS $1.11万0.00%28,551 -154,782-84.4% -$6.04万 减仓
— CLEANSPARK INC $1.27万0.00%51,718 00.0% — 不变
— ASPIRE BIOPHARMA HLDGS INC $1.74万0.00%1,050,000 00.0% — 不变
— PALLADYNE AI CORP $1.79万0.00%250,000 00.0% — 不变
— BOREALIS FOODS INC $1.83万0.00%235,753 00.0% — 不变
— MESHFLOW ACQUISITION CORP $2.89万0.00%111,110 111,110— $2.89万 新建仓
— BAIRD MED INVT HLDGS LTD $3.00万0.00%375,000 00.0% — 不变
— ZEO ENERGY CORP $3.12万0.00%760,000 00.0% — 不变
— BLUEROCK ACQUISITION CORP $4.95万0.00%150,000 150,000— $4.95万 新建仓
— COMTECH TELECOMMUNICATIONS C $6.14万0.00%18,499 00.0% — 不变
— ITHAX ACQUISITION CORP III $7.20万0.00%300,000 300,000— $7.20万 新建仓
— M3-BRIGADE ACQUISITION VI CO $7.54万0.00%218,561 -3,661-1.6% -$1,263 减仓
— TRAILBLAZER ACQUISITION CORP $7.65万0.00%192,883 -71,566-27.1% -$2.84万 减仓
— ENSYSCE BIOSCIENCES INC $8.06万0.00%149,711 00.0% — 不变
— GALATA ACQUISITION CORP II $8.96万0.00%298,650 -151,350-33.6% -$4.54万 减仓
— BLUE GOLD LTD $9.00万0.00%450,003 -33,496-6.9% -$6,699 减仓
— LAUNCHPAD CADENZA ACQU CORP $9.47万0.00%411,866 411,866— $9.47万 新建仓
— EQV VENTURES AC CORP. II $9.50万0.00%316,667 -116,667-26.9% -$3.50万 减仓
— RICE ACQUISITION CORP 3 $10.23万0.00%127,935 -55,398-30.2% -$4.43万 减仓
— TALON CAP CORP $11.25万0.00%225,000 00.0% — 不变
— AMERICAN DRIVE ACQUISITION C $11.33万0.00%377,778 377,778— $11.33万 新建仓
— MOUNTAIN LAKE ACQUISIT CORP $13.65万0.00%1,050,000 1,050,000— $13.65万 新建仓
— VIKING ACQUISITION CORP I $14.54万0.00%492,884 -106,770-17.8% -$3.15万 减仓
— LEAPFROG ACQUISITION CORP $16.31万0.00%562,367 562,367— $16.31万 新建仓
— INSIGHT DIGITAL PARTNERS II $16.41万0.00%586,197 -88,803-13.2% -$2.49万 减仓
— CHURCHILL CAP CORP XI $16.88万0.00%225,000 225,000— $16.88万 新建仓
— TWELVE SEAS INVT CO III $17.27万0.00%1,150,000 1,150,000— $17.27万 新建仓
— DYNAMIX CORP III $17.69万0.00%590,625 -196,875-25.0% -$5.90万 减仓
— FG IMPERII ACQUISITION CORP $18.00万0.00%900,000 900,000— $18.00万 新建仓
— MUZERO ACQUISITION CORP $18.11万0.00%787,500 787,500— $18.11万 新建仓
— DAEDALUS SPL ACQUISITION COR $18.45万0.00%450,000 450,000— $18.45万 新建仓
— EVOLUTION GLOBAL ACQUISITION $18.60万0.00%465,000 -480,000-50.8% -$19.20万 减仓
— TAILWIND 2.0 ACQUISITION COR $19.00万0.00%1,000,000 -257,268-20.5% -$4.89万 减仓
— LEGATO MERGER CORP IV $19.31万0.00%600,000 600,000— $19.31万 新建仓