ADAGE CAPITAL PARTNERS GP, L.L.C.
Boston MA · SEC CIK 0001165408
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TENX | TENAX THERAPEUTICS INC | $863.66万 | 0.01% | 540,126 | 456,793 | 548.2% | $730.41万 | 加仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $864.71万 | 0.01% | 1,960,784 | -220,895 | -10.1% | -$97.41万 | 减仓 |
| IVZ | INVESCO LTD | $865.13万 | 0.01% | 356,169 | -5,700 | -1.6% | -$13.85万 | 减仓 |
| ANRO | ALTO NEUROSCIENCE INC | $865.48万 | 0.01% | 385,000 | 385,000 | — | $865.48万 | 新建仓 |
| VEL | VELOCITY FINL INC | $873.23万 | 0.01% | 482,715 | 32,669 | 7.3% | $59.10万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $873.25万 | 0.01% | 6,924 | 666 | 10.6% | $84.00万 | 加仓 |
| BIOA | BIOAGE LABS INC | $874.50万 | 0.01% | 500,000 | -550,000 | -52.4% | -$961.95万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $877.41万 | 0.01% | 41,407 | 25,800 | 165.3% | $546.70万 | 加仓 |
| GKOS | GLAUKOS CORP | $881.50万 | 0.01% | 81,878 | -168,122 | -67.2% | -$1,810.00万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $885.53万 | 0.01% | 388,900 | -13,800 | -3.4% | -$31.42万 | 减仓 |
| TTD | THE TRADE DESK INC | $891.26万 | 0.01% | 392,800 | -4,700 | -1.2% | -$10.66万 | 减仓 |
| TMP | TOMPKINS FINL CORP | $895.39万 | 0.01% | 113,570 | 53,570 | 89.3% | $422.35万 | 加仓 |
| SOLV | SOLVENTUM CORP | $914.34万 | 0.01% | 140,022 | -152,600 | -52.1% | -$996.48万 | 重新持有 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $918.09万 | 0.01% | 43,911 | -135,092 | -75.5% | -$2,824.50万 | 减仓 |
| SJM | SMUCKER J M CO | $918.37万 | 0.01% | 95,227 | -1,100 | -1.1% | -$10.61万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $919.22万 | 0.01% | 70,100 | -166,500 | -70.4% | -$2,183.31万 | 减仓 |
| PNR | PENTAIR PLC | $923.38万 | 0.01% | 106,002 | -91,700 | -46.4% | -$798.80万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $932.10万 | 0.01% | 190,030 | 190,030 | — | $932.10万 | 新建仓 |
| SM | SM ENERGY COMPANY | $935.40万 | 0.01% | 300,000 | 300,000 | — | $935.40万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $936.48万 | 0.01% | 80,000 | 80,000 | — | $936.48万 | 新建仓 |
| TGT | TARGET CORP | $941.47万 | 0.01% | 77,679 | -220,100 | -73.9% | -$2,667.61万 | 减仓 |
| MMSI | MERIT MED SYS INC | $965.02万 | 0.01% | 140,000 | -25,000 | -15.2% | -$172.32万 | 减仓 |
| WWD | WOODWARD INC | $965.95万 | 0.01% | 26,988 | 26,988 | — | $965.95万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $969.82万 | 0.01% | 20,000 | 20,000 | — | $969.82万 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC | $971.28万 | 0.01% | 710,000 | 710,000 | — | $971.28万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $986.61万 | 0.02% | 57,852 | -30,608 | -34.6% | -$521.99万 | 减仓 |
| GL | GLOBE LIFE INC | $988.11万 | 0.02% | 71,000 | -900 | -1.3% | -$12.53万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $991.40万 | 0.02% | 131,818 | 102,839 | 354.9% | $773.45万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $995.25万 | 0.02% | 27,739 | -300 | -1.1% | -$10.76万 | 减仓 |
| POOL | POOL CORP | $995.46万 | 0.02% | 49,200 | -290,516 | -85.5% | -$5,878.01万 | 减仓 |
| GDDY | GODADDY INC | $997.00万 | 0.02% | 120,600 | 38,600 | 47.1% | $319.11万 | 加仓 |
| BDCI | BTC DEV CORP | $999.00万 | 0.02% | 1,000,000 | 0 | 0.0% | — | 不变 |
| MBVI | M3-BRIGADE ACQUISITION VI CO | $1,005.00万 | 0.02% | 1,000,000 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1,005.60万 | 0.02% | 480,000 | 200,000 | 71.4% | $419.00万 | 加仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $1,006.12万 | 0.02% | 1,806,322 | 1,385,000 | 328.7% | $771.45万 | 加仓 |
| — | WILLOW LANE ACQUISITION CRP | $1,010.00万 | 0.02% | 1,000,000 | 1,000,000 | — | $1,010.00万 | 新建仓 |
| XHR | XENIA HOTELS & RESORTS INC | $1,011.08万 | 0.02% | 681,781 | 131,781 | 24.0% | $195.43万 | 加仓 |
| — | PROQR THRAPEUTICS N V | $1,013.06万 | 0.02% | 6,253,467 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,018.89万 | 0.02% | 620,143 | 52,700 | 9.3% | $86.59万 | 加仓 |
| B | BARRICK MNG CORP | $1,019.75万 | 0.02% | 250,000 | -430,000 | -63.2% | -$1,753.97万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,022.71万 | 0.02% | 52,358 | -600 | -1.1% | -$11.72万 | 减仓 |
| ACI | ALBERTSONS COS INC | $1,025.19万 | 0.02% | 601,637 | 100,000 | 19.9% | $170.40万 | 加仓 |
| IMVT | IMMUNOVANT INC | $1,025.89万 | 0.02% | 413,000 | -450,000 | -52.1% | -$1,117.80万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1,028.37万 | 0.02% | 106,600 | -283,033 | -72.6% | -$2,730.42万 | 减仓 |
| MDU | MDU RES GROUP INC | $1,036.00万 | 0.02% | 500,000 | -700,000 | -58.3% | -$1,450.40万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1,062.75万 | 0.02% | 150,000 | 150,000 | — | $1,062.75万 | 新建仓 |
| EQ | EQUILLIUM INC | $1,065.88万 | 0.02% | 5,329,416 | 0 | 0.0% | — | 不变 |
| — | SELECT MED HLDGS CORP | $1,072.64万 | 0.02% | 658,467 | -526,932 | -44.5% | -$858.37万 | 减仓 |
| LADR | LADDER CAP CORP | $1,074.70万 | 0.02% | 1,100,000 | 59,168 | 5.7% | $57.81万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,080.57万 | 0.02% | 46,800 | -18,300 | -28.1% | -$422.53万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,097.25万 | 0.02% | 750,000 | 750,000 | — | $1,097.25万 | 新建仓 |
| SYY | SYSCO CORP | $1,098.65万 | 0.02% | 154,024 | -28,300 | -15.5% | -$201.86万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1,107.61万 | 0.02% | 211,054 | -155,716 | -42.5% | -$817.20万 | 减仓 |
| NINE | NINE ENERGY SERVICE INC | $1,111.22万 | 0.02% | 1,355,149 | 1,355,149 | — | $1,111.22万 | 新建仓 |
| REG | REGENCY CTRS CORP | $1,111.45万 | 0.02% | 146,900 | -31,700 | -17.7% | -$239.84万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $1,113.30万 | 0.02% | 300,000 | 300,000 | — | $1,113.30万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $1,113.43万 | 0.02% | 845,427 | 845,427 | — | $1,113.43万 | 新建仓 |
| — | BLUE WTR ACQUISITION CORP IV | $1,116.00万 | 0.02% | 1,125,000 | 1,125,000 | — | $1,116.00万 | 新建仓 |
| — | LEAPFROG ACQUISITION CORP | $1,116.56万 | 0.02% | 1,125,000 | 1,125,000 | — | $1,116.56万 | 新建仓 |
| — | MAMMOTH ENERGY SVCS INC | $1,120.88万 | 0.02% | 4,575,000 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1,125.97万 | 0.02% | 833,436 | 466,300 | 127.0% | $629.97万 | 重新持有 |
| ROL | ROLLINS INC | $1,127.04万 | 0.02% | 211,016 | 21,674 | 11.4% | $115.76万 | 重新持有 |
| MWH | SOLV ENERGY INC | $1,138.69万 | 0.02% | 379,183 | 379,183 | — | $1,138.69万 | 新建仓 |
| SLVM | SYLVAMO CORP | $1,140.48万 | 0.02% | 270,000 | 70,000 | 35.0% | $295.68万 | 加仓 |
| MKC | MCCORMICK & CO INC | $1,141.10万 | 0.02% | 226,230 | -2,400 | -1.0% | -$12.11万 | 减仓 |
| QGEN | QIAGEN NV | $1,141.14万 | 0.02% | 285,000 | 285,000 | — | $1,141.14万 | 新建仓 |
| BXP | BXP INC | $1,141.50万 | 0.02% | 219,943 | -220,069 | -50.0% | -$1,142.16万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $1,144.87万 | 0.02% | 320,692 | -792,000 | -71.2% | -$2,827.44万 | 减仓 |
| CART | MAPLEBEAR INC | $1,146.28万 | 0.02% | 306,000 | 306,000 | — | $1,146.28万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $1,150.27万 | 0.02% | 105,038 | 18,800 | 21.8% | $205.88万 | 加仓 |
| EG | EVEREST GROUP LTD | $1,185.84万 | 0.02% | 36,281 | -1,600 | -4.2% | -$52.30万 | 减仓 |
| HBT | HBT FINL INC. | $1,191.12万 | 0.02% | 445,780 | 188,201 | 73.1% | $502.87万 | 加仓 |
| AVY | AVERY DENNISON CORP | $1,191.49万 | 0.02% | 69,000 | 47,200 | 216.5% | $815.05万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,191.75万 | 0.02% | 59,100 | -800 | -1.3% | -$16.13万 | 减仓 |
| AA | ALCOA CORP | $1,193.94万 | 0.02% | 180,000 | 180,000 | — | $1,193.94万 | 新建仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $1,199.22万 | 0.02% | 2,664,941 | -1,675,000 | -38.6% | -$753.75万 | 减仓 |
| BLZR | TRAILBLAZER ACQUISITION CORP | $1,206.00万 | 0.02% | 1,200,000 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $1,214.40万 | 0.02% | 400,000 | -630,000 | -61.2% | -$1,912.68万 | 减仓 |
| ADAC | AMERICAN DRIVE ACQUISITION C | $1,237.50万 | 0.02% | 1,250,000 | 1,250,000 | — | $1,237.50万 | 新建仓 |
| LPCV | LAUNCHPAD CADENZA ACQU CORP | $1,237.50万 | 0.02% | 1,250,000 | 1,250,000 | — | $1,237.50万 | 新建仓 |
| LEN | LENNAR CORP | $1,237.62万 | 0.02% | 142,517 | -52,300 | -26.8% | -$454.17万 | 减仓 |
| VIA | VIA TRANSN INC | $1,239.63万 | 0.02% | 826,423 | 476,423 | 136.1% | $714.63万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,248.96万 | 0.02% | 68,500 | 2,500 | 3.8% | $45.58万 | 加仓 |
| NDSN | NORDSON CORP | $1,255.80万 | 0.02% | 47,200 | 29,000 | 159.3% | $771.57万 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $1,260.00万 | 0.02% | 1,000,000 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,260.00万 | 0.02% | 700,000 | 700,000 | — | $1,260.00万 | 新建仓 |
| NTST | NETSTREIT CORP | $1,261.61万 | 0.02% | 670,000 | 0 | 0.0% | — | 不变 |
| SLDB | SOLID BIOSCIENCES INC | $1,264.68万 | 0.02% | 1,756,506 | 356,506 | 25.5% | $256.68万 | 加仓 |
| IEX | IDEX CORP | $1,265.93万 | 0.02% | 66,786 | -206,690 | -75.6% | -$3,917.81万 | 减仓 |
| BHVN | BIOHAVEN LTD | $1,267.13万 | 0.02% | 1,497,793 | 1,347,793 | 898.5% | $1,140.23万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $1,267.14万 | 0.02% | 126,600 | 35,000 | 38.2% | $350.31万 | 加仓 |
| SKY | CHAMPION HOMES INC | $1,268.66万 | 0.02% | 170,587 | -162,413 | -48.8% | -$1,207.87万 | 减仓 |
| GIS | GENERAL MILLS INC | $1,269.56万 | 0.02% | 341,096 | -140,500 | -29.2% | -$522.94万 | 减仓 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $1,273.75万 | 0.02% | 1,250,000 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $1,275.02万 | 0.02% | 854,000 | 304,000 | 55.3% | $453.87万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $1,288.08万 | 0.02% | 215,111 | 67,011 | 45.2% | $401.26万 | 加仓 |
| AVBH | AVIDBANK HLDGS INC | $1,288.30万 | 0.02% | 452,035 | 231,720 | 105.2% | $660.40万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $1,293.76万 | 0.02% | 160,000 | -100,000 | -38.5% | -$808.60万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $1,296.63万 | 0.02% | 865,000 | -400,000 | -31.6% | -$599.60万 | 减仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $1,304.33万 | 0.02% | 3,405,553 | 3,405,553 | — | $1,304.33万 | 新建仓 |