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 |
|---|---|---|---|---|---|---|---|---|
| EXPD | EXPEDITORS INTL WASH INC | $384.05万 | 0.01% | 23,564 | -14,058 | -37.4% | -$229.12万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $384.55万 | 0.01% | 239,000 | -471,000 | -66.3% | -$757.84万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $399.84万 | 0.01% | 150,032 | -2,400 | -1.6% | -$6.40万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $402.52万 | 0.01% | 75,000 | 75,000 | — | $402.52万 | 新建仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $408.33万 | 0.01% | 766,095 | 766,095 | — | $408.33万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $414.14万 | 0.01% | 94,038 | -443,800 | -82.5% | -$1,954.50万 | 减仓 |
| IVA | INVENTIVA SA | $423.36万 | 0.01% | 1,120,000 | 1,120,000 | — | $423.36万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $424.50万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $433.17万 | 0.01% | 27,250 | 27,250 | — | $433.17万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $433.40万 | 0.01% | 238,000 | 238,000 | — | $433.40万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $443.53万 | 0.01% | 9,668 | -55,100 | -85.1% | -$2,527.77万 | 减仓 |
| EQ | EQUILLIUM INC | $444.88万 | 0.01% | 1,390,253 | -3,939,163 | -73.9% | -$1,260.53万 | 减仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $445.50万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| MMED | MINIMED GROUP INC | $448.50万 | 0.01% | 300,000 | 300,000 | — | $448.50万 | 新建仓 |
| BLRK | BLUEROCK ACQUISITION CORP | $449.10万 | 0.01% | 450,000 | 0 | 0.0% | — | 不变 |
| — | REVOLUTION MEDICINES INC | $469.00万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $470.83万 | 0.01% | 272,000 | 272,000 | — | $470.83万 | 新建仓 |
| — | NET POWER INC | $474.28万 | 0.01% | 2,840,000 | 1,300,000 | 84.4% | $217.10万 | 加仓 |
| — | AN2 THERAPEUTICS INC | $484.00万 | 0.01% | 1,000,000 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $485.48万 | 0.01% | 16,600 | -1,800 | -9.8% | -$52.64万 | 减仓 |
| — | DYNAMIX CORP | $485.55万 | 0.01% | 450,000 | -69,086 | -13.3% | -$74.54万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $486.04万 | 0.01% | 59,887 | -259,982 | -81.3% | -$2,110.01万 | 减仓 |
| CCJ | CAMECO CORP | $488.93万 | 0.01% | 48,000 | 48,000 | — | $488.93万 | 新建仓 |
| RDNT | RADNET INC | $493.86万 | 0.01% | 80,081 | -396,545 | -83.2% | -$2,445.49万 | 重新持有 |
| MESH | MESHFLOW ACQUISITION CORP | $500.50万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $517.43万 | 0.01% | 162,000 | 162,000 | — | $517.43万 | 新建仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $521.14万 | 0.01% | 2,300,843 | 2,300,843 | — | $521.14万 | 新建仓 |
| BOX | BOX INC | $530.80万 | 0.01% | 200,000 | 200,000 | — | $530.80万 | 新建仓 |
| EROC | EROCK INC | $535.75万 | 0.01% | 369,484 | 369,484 | — | $535.75万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $536.80万 | 0.01% | 100,000 | 10,000 | 11.1% | $53.68万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $537.59万 | 0.01% | 328,000 | 328,000 | — | $537.59万 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $540.86万 | 0.01% | 125,256 | 25,256 | 25.3% | $109.06万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $543.04万 | 0.01% | 117,389 | -23,700 | -16.8% | -$109.64万 | 减仓 |
| OKUR | ONKURE THERAPEUTICS INC | $549.40万 | 0.01% | 1,204,819 | 0 | 0.0% | — | 不变 |
| NP | NEPTUNE INS HLDGS INC | $551.25万 | 0.01% | 175,000 | -125,000 | -41.7% | -$393.75万 | 减仓 |
| IR | INGERSOLL RAND INC | $552.55万 | 0.01% | 67,392 | -101,500 | -60.1% | -$832.20万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $556.88万 | 0.01% | 142,936 | -8,100 | -5.4% | -$31.56万 | 减仓 |
| — | FIRST CAROLINA FINL SVCS INC | $562.70万 | 0.01% | 425,000 | 425,000 | — | $562.70万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $570.40万 | 0.01% | 90,111 | -125,000 | -58.1% | -$791.25万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $572.56万 | 0.01% | 220,214 | 220,214 | — | $572.56万 | 新建仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $583.54万 | 0.01% | 98,074 | -112,980 | -53.5% | -$672.23万 | 减仓 |
| CG | CARLYLE GROUP INC | $589.96万 | 0.01% | 140,100 | 130,199 | 1,315.0% | $548.27万 | 加仓 |
| ITHA | ITHAX ACQUISITION CORP III | $598.80万 | 0.01% | 600,000 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $614.59万 | 0.01% | 18,000 | -71,900 | -80.0% | -$2,454.95万 | 减仓 |
| BAX | BAXTER INTL INC | $614.76万 | 0.01% | 288,347 | -175,700 | -37.9% | -$374.59万 | 重新持有 |
| ANL | ADLAI NORTYE LTD | $619.23万 | 0.01% | 538,461 | 0 | 0.0% | — | 不变 |
| RAPP | RAPPORT THERAPEUTICS INC | $625.05万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $629.56万 | 0.01% | 189,340 | 189,340 | — | $629.56万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $632.72万 | 0.01% | 27,500 | 25,400 | 1,209.5% | $584.40万 | 加仓 |
| — | LIFEZONE METALS LIMITED | $637.19万 | 0.01% | 1,642,238 | -146,057 | -8.2% | -$56.67万 | 减仓 |
| LKQ | LKQ CORP | $640.12万 | 0.01% | 243,113 | -6,897 | -2.8% | -$18.16万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $671.56万 | 0.01% | 99,050 | 99,050 | — | $671.56万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $679.60万 | 0.01% | 230,140 | 230,140 | — | $679.60万 | 新建仓 |
| ARTNA | ARTESIAN RES CORP | $679.80万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $683.10万 | 0.01% | 52,700 | 11,800 | 28.9% | $152.95万 | 加仓 |
| HQY | HEALTHEQUITY INC | $686.43万 | 0.01% | 76,000 | -21,000 | -21.6% | -$189.67万 | 减仓 |
| FRMI | FERMI INC | $687.00万 | 0.01% | 750,000 | -1,500,000 | -66.7% | -$1,374.00万 | 减仓 |
| TTD | THE TRADE DESK INC | $688.12万 | 0.01% | 380,600 | -12,200 | -3.1% | -$22.06万 | 减仓 |
| SOLV | SOLVENTUM CORP | $692.21万 | 0.01% | 89,722 | -50,300 | -35.9% | -$388.06万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $696.15万 | 0.01% | 425,000 | 385,000 | 962.5% | $630.63万 | 加仓 |
| BP | BP PLC | $702.05万 | 0.01% | 190,000 | -200,000 | -51.3% | -$739.00万 | 减仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $705.30万 | 0.01% | 625,270 | 206,742 | 49.4% | $233.20万 | 加仓 |
| KRRO | KORRO BIO INC | $713.00万 | 0.01% | 540,968 | 312,568 | 136.9% | $411.96万 | 加仓 |
| PTC | PTC INC | $714.61万 | 0.01% | 62,900 | 6,700 | 11.9% | $76.12万 | 加仓 |
| HRI | HERC HLDGS INC | $722.35万 | 0.01% | 50,394 | 50,394 | — | $722.35万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $725.26万 | 0.01% | 74,700 | -600 | -0.8% | -$5.83万 | 减仓 |
| BALL | BALL CORP | $731.93万 | 0.01% | 117,297 | 117,297 | — | $731.93万 | 新建仓 |
| FULC | FULCRUM THERAPEUTICS INC | $732.00万 | 0.01% | 2,000,000 | 1,600,000 | 400.0% | $585.60万 | 加仓 |
| NKE | NIKE INC | $735.05万 | 0.01% | 179,061 | -833,300 | -82.3% | -$3,420.70万 | 减仓 |
| BIOA | BIOAGE LABS INC | $735.30万 | 0.01% | 300,000 | -200,000 | -40.0% | -$490.20万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $740.03万 | 0.01% | 248,000 | -930,000 | -78.9% | -$2,775.12万 | 减仓 |
| KRC | KILROY REALTY CORP | $749.40万 | 0.01% | 200,000 | 200,000 | — | $749.40万 | 新建仓 |
| OKE | ONEOK INC NEW | $752.03万 | 0.01% | 86,500 | -327,200 | -79.1% | -$2,844.68万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $769.97万 | 0.01% | 185,000 | -265,000 | -58.9% | -$1,102.93万 | 减仓 |
| SYM | SYMBOTIC INC | $773.50万 | 0.01% | 172,081 | 21,641 | 14.4% | $97.28万 | 加仓 |
| TENX | TENAX THERAPEUTICS INC | $785.88万 | 0.01% | 540,126 | 0 | 0.0% | — | 不变 |
| NERV | MINERVA NEUROSCIENCES INC | $787.54万 | 0.01% | 1,419,000 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP | $793.05万 | 0.01% | 150,000 | 150,000 | — | $793.05万 | 新建仓 |
| — | NOUVEAU MONDE GRAPHITE INC | $795.00万 | 0.01% | 5,300,000 | 5,300,000 | — | $795.00万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $806.38万 | 0.01% | 27,239 | -500 | -1.8% | -$14.80万 | 减仓 |
| GIS | GENERAL MILLS INC | $812.91万 | 0.01% | 233,596 | -107,500 | -31.5% | -$374.10万 | 减仓 |
| WY | WEYERHAEUSER CO | $820.18万 | 0.01% | 342,600 | -108,200 | -24.0% | -$259.03万 | 重新持有 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $834.57万 | 0.01% | 96,942 | 40,048 | 70.4% | $344.77万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $840.69万 | 0.01% | 117,415 | 23,800 | 25.4% | $170.41万 | 加仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $856.86万 | 0.01% | 1,960,784 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $858.11万 | 0.01% | 95,900 | 30,200 | 46.0% | $270.23万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $860.98万 | 0.01% | 106,084 | -801,666 | -88.3% | -$6,506.32万 | 重新持有 |
| LH | LABCORP HOLDINGS INC | $884.80万 | 0.01% | 31,600 | -74,400 | -70.2% | -$2,083.20万 | 减仓 |
| — | FOREFRONT TECHNOLOGY HOLDING | $891.00万 | 0.01% | 900,000 | 900,000 | — | $891.00万 | 新建仓 |
| BBY | BEST BUY INC | $892.35万 | 0.01% | 117,600 | -258,300 | -68.7% | -$1,959.98万 | 减仓 |
| — | WEST ENCLAVE MERGER CORP | $892.80万 | 0.01% | 900,000 | 900,000 | — | $892.80万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $899.10万 | 0.01% | 300,000 | -200,000 | -40.0% | -$599.40万 | 减仓 |
| SIND | SINDA LTD | $900.00万 | 0.01% | 750,000 | 750,000 | — | $900.00万 | 新建仓 |
| WHK | WHITEHAWK MINERALS CORP | $908.78万 | 0.01% | 326,666 | 326,666 | — | $908.78万 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $909.39万 | 0.01% | 126,975 | -149,029 | -54.0% | -$1,067.35万 | 减仓 |
| MOS | MOSAIC CO | $918.21万 | 0.01% | 433,320 | 146,800 | 51.2% | $311.07万 | 重新持有 |
| IPSC | CENTURY THERAPEUTICS INC | $928.44万 | 0.01% | 3,789,538 | 0 | 0.0% | — | 不变 |
| VEL | VELOCITY FINL INC | $933.16万 | 0.01% | 505,505 | 22,790 | 4.7% | $42.07万 | 加仓 |
| PALI | PALISADE BIO INC | $940.50万 | 0.01% | 4,500,000 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $940.95万 | 0.01% | 79,600 | 26,200 | 49.1% | $309.71万 | 加仓 |