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 |
|---|---|---|---|---|---|---|---|---|
| ACLS | AXCELIS TECHNOLOGIES INC | $961.97万 | 0.01% | 50,777 | 43,277 | 577.0% | $819.88万 | 加仓 |
| SM | SM ENERGY COMPANY | $965.70万 | 0.01% | 370,000 | 70,000 | 23.3% | $182.70万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $966.57万 | 0.01% | 646,969 | -198,458 | -23.5% | -$296.50万 | 减仓 |
| — | ATARA BIOTHERAPEUTICS INC | $975.80万 | 0.01% | 850,000 | 150,000 | 21.4% | $172.20万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $987.47万 | 0.01% | 729,835 | 128,198 | 21.3% | $173.45万 | 加仓 |
| AA | ALCOA CORP | $990.66万 | 0.01% | 190,000 | 10,000 | 5.6% | $52.14万 | 加仓 |
| TECK | TECK RESOURCES LTD | $992.48万 | 0.01% | 166,916 | -450,000 | -72.9% | -$2,675.70万 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $997.64万 | 0.01% | 803,897 | 103,897 | 14.8% | $128.94万 | 加仓 |
| GDDY | GODADDY INC | $1,001.58万 | 0.01% | 118,000 | -2,600 | -2.2% | -$22.07万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $1,005.20万 | 0.01% | 350,000 | -150,000 | -30.0% | -$430.80万 | 减仓 |
| BDCI | BTC DEV CORP | $1,007.00万 | 0.01% | 1,000,000 | 0 | 0.0% | — | 不变 |
| PTRN | PATTERN GROUP INC | $1,007.60万 | 0.01% | 400,000 | 400,000 | — | $1,007.60万 | 新建仓 |
| MBVI | M3-BRIGADE ACQUISITION VI CO | $1,013.00万 | 0.01% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | WILLOW LANE ACQUISITION CRP | $1,023.00万 | 0.01% | 1,000,000 | 1,000,000 | — | $1,023.00万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,025.16万 | 0.01% | 60,000 | 60,000 | — | $1,025.16万 | 新建仓 |
| CLX | CLOROX CO DEL | $1,028.39万 | 0.01% | 107,753 | 72,900 | 209.2% | $695.76万 | 加仓 |
| CSGP | COSTAR GROUP INC | $1,030.56万 | 0.01% | 363,900 | -14,200 | -3.8% | -$40.21万 | 减仓 |
| IVZ | INVESCO LTD | $1,042.32万 | 0.01% | 394,969 | 38,800 | 10.9% | $102.39万 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $1,062.21万 | 0.01% | 967,400 | -32,600 | -3.3% | -$35.79万 | 减仓 |
| OHAC | OCEANHAWK ACQUISITION CORP | $1,064.25万 | 0.01% | 1,075,000 | 1,075,000 | — | $1,064.25万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $1,065.30万 | 0.01% | 93,300 | -1,900 | -2.0% | -$21.69万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,066.29万 | 0.01% | 105,490 | -159,314 | -60.2% | -$1,610.35万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1,068.60万 | 0.01% | 130,000 | -20,000 | -13.3% | -$164.40万 | 减仓 |
| SJM | SMUCKER J M CO | $1,069.05万 | 0.01% | 95,027 | -200 | -0.2% | -$2.25万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,069.14万 | 0.01% | 18,539 | 18,539 | — | $1,069.14万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,073.53万 | 0.02% | 199,616 | -500,384 | -71.5% | -$2,691.07万 | 减仓 |
| HPQ | HP INC | $1,075.36万 | 0.02% | 490,136 | 71,100 | 17.0% | $155.99万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $1,077.05万 | 0.02% | 712,803 | -152,197 | -17.6% | -$229.97万 | 减仓 |
| SUI | SUN CMNTYS INC | $1,079.19万 | 0.02% | 90,000 | 90,000 | — | $1,079.19万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,089.00万 | 0.02% | 450,000 | 200,000 | 80.0% | $484.00万 | 加仓 |
| MRNA | MODERNA INC | $1,097.48万 | 0.02% | 156,716 | 156,716 | — | $1,097.48万 | 新建仓 |
| BXP | BXP INC | $1,097.72万 | 0.02% | 165,543 | -54,400 | -24.7% | -$360.73万 | 减仓 |
| — | BLEICHROEDER ACQUISITI CORP | $1,102.79万 | 0.02% | 1,068,599 | -1,181,401 | -52.5% | -$1,219.21万 | 减仓 |
| IPFX | INFLECTION PT ACQUISIT CORP | $1,102.95万 | 0.02% | 1,066,678 | 1,066,678 | — | $1,102.95万 | 新建仓 |
| PNR | PENTAIR PLC | $1,103.92万 | 0.02% | 144,002 | 38,000 | 35.8% | $291.31万 | 加仓 |
| CDW | CDW CORP | $1,109.65万 | 0.02% | 78,900 | 7,700 | 10.8% | $108.29万 | 加仓 |
| — | AMPERCAP ACQUISITION CO | $1,112.62万 | 0.02% | 1,125,000 | 1,125,000 | — | $1,112.62万 | 新建仓 |
| — | BLUE WTR ACQUISITION CORP IV | $1,113.75万 | 0.02% | 1,125,000 | 1,125,000 | — | $1,113.75万 | 新建仓 |
| MET | METLIFE INC | $1,114.53万 | 0.02% | 131,726 | -467,900 | -78.0% | -$3,958.90万 | 重新持有 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1,116.51万 | 0.02% | 42,411 | -1,500 | -3.4% | -$39.49万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,120.50万 | 0.02% | 750,000 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $1,122.55万 | 0.02% | 40,107 | 100 | 0.2% | $2.80万 | 加仓 |
| — | LEAPFROG ACQUISITION CORP | $1,124.44万 | 0.02% | 1,125,000 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $1,126.45万 | 0.02% | 672,505 | -911,089 | -57.5% | -$1,526.07万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,129.35万 | 0.02% | 56,100 | -3,000 | -5.1% | -$60.39万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $1,139.21万 | 0.02% | 1,051,903 | 707,588 | 205.5% | $766.32万 | 加仓 |
| MKC | MCCORMICK & CO INC | $1,141.16万 | 0.02% | 226,330 | 100 | 0.0% | $5,042 | 加仓 |
| KIM | KIMCO REALTY CORP | $1,143.44万 | 0.02% | 451,063 | -150,400 | -25.0% | -$381.26万 | 减仓 |
| REI | RING ENERGY INC | $1,150.20万 | 0.02% | 10,650,000 | 10,650,000 | — | $1,150.20万 | 新建仓 |
| APTV | APTIV PLC | $1,157.63万 | 0.02% | 188,600 | -176,200 | -48.3% | -$1,081.52万 | 减仓 |
| — | TOPBUILD COR | $1,169.95万 | 0.02% | 33,000 | -92,000 | -73.6% | -$3,261.68万 | 减仓 |
| REG | REGENCY CTRS CORP | $1,171.38万 | 0.02% | 146,900 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $1,172.00万 | 0.02% | 4,000,000 | -750,000 | -15.8% | -$219.75万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,189.35万 | 0.02% | 150,000 | 100,000 | 200.0% | $792.90万 | 加仓 |
| IAG | IAMGOLD CORP | $1,203.84万 | 0.02% | 760,000 | -290,000 | -27.6% | -$459.36万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,211.48万 | 0.02% | 230,100 | 400 | 0.2% | $2.11万 | 加仓 |
| QGEN | QIAGEN NV | $1,212.10万 | 0.02% | 310,000 | 25,000 | 8.8% | $97.75万 | 加仓 |
| BLZR | TRAILBLAZER ACQUISITION CORP | $1,214.40万 | 0.02% | 1,200,000 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1,221.85万 | 0.02% | 466,000 | 100,000 | 27.3% | $262.20万 | 加仓 |
| GEN | GEN DIGITAL INC | $1,222.64万 | 0.02% | 491,217 | 199,500 | 68.4% | $496.56万 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $1,226.89万 | 0.02% | 259,220 | 220,120 | 563.0% | $1,041.83万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $1,227.27万 | 0.02% | 265,700 | -4,000 | -1.5% | -$18.48万 | 减仓 |
| — | NUVALENT INC | $1,235.00万 | 0.02% | 100,000 | -648,896 | -86.6% | -$8,013.87万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,243.21万 | 0.02% | 42,458 | -9,900 | -18.9% | -$289.88万 | 减仓 |
| COO | COOPER COS INC | $1,246.75万 | 0.02% | 173,860 | 149,000 | 599.4% | $1,068.48万 | 加仓 |
| LPCV | LAUNCHPAD CADENZA ACQU CORP | $1,250.00万 | 0.02% | 1,250,000 | 0 | 0.0% | — | 不变 |
| ADAC | AMERICAN DRIVE ACQUISITION C | $1,252.50万 | 0.02% | 1,250,000 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $1,256.02万 | 0.02% | 126,500 | -100 | -0.1% | -$9,929 | 减仓 |
| EG | EVEREST GROUP LTD | $1,260.34万 | 0.02% | 35,281 | -1,000 | -2.8% | -$35.72万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,261.31万 | 0.02% | 92,100 | 9,900 | 12.0% | $135.58万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,265.88万 | 0.02% | 431,600 | 42,700 | 11.0% | $125.24万 | 加仓 |
| AFL | AFLAC INC | $1,269.51万 | 0.02% | 108,274 | -249,900 | -69.8% | -$2,930.08万 | 减仓 |
| CNC | CENTENE CORP DEL | $1,271.69万 | 0.02% | 198,114 | 108,075 | 120.0% | $693.73万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,286.96万 | 0.02% | 124,984 | 10,884 | 9.5% | $112.07万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,290.30万 | 0.02% | 510,000 | 500,000 | 5,000.0% | $1,265.00万 | 加仓 |
| BG | BUNGE GLOBAL SA | $1,291.43万 | 0.02% | 121,000 | 200 | 0.2% | $2.13万 | 加仓 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $1,300.00万 | 0.02% | 1,250,000 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $1,304.58万 | 0.02% | 272,867 | 101,667 | 59.4% | $486.07万 | 加仓 |
| WDAY | WORKDAY INC | $1,305.00万 | 0.02% | 106,600 | -14,200 | -11.8% | -$173.84万 | 减仓 |
| TMP | TOMPKINS FINL CORP | $1,312.39万 | 0.02% | 138,848 | 25,278 | 22.3% | $238.93万 | 加仓 |
| LII | LENNOX INTL INC | $1,314.52万 | 0.02% | 22,943 | 22,943 | — | $1,314.52万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,314.91万 | 0.02% | 614,443 | -5,700 | -0.9% | -$12.20万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1,323.06万 | 0.02% | 90,757 | 90,757 | — | $1,323.06万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $1,325.86万 | 0.02% | 105,227 | 400 | 0.4% | $5.04万 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $1,333.58万 | 0.02% | 655,000 | -26,781 | -3.9% | -$54.53万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,334.47万 | 0.02% | 46,107 | 4,700 | 11.4% | $136.03万 | 加仓 |
| SUMA | SUMA ACQUISITION CORP | $1,335.15万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,335.15万 | 新建仓 |
| — | ENERGY TRANSITION SPL OPPORT | $1,336.50万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,336.50万 | 新建仓 |
| — | PALOMA ACQUISITION CORP I | $1,337.85万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,337.85万 | 新建仓 |
| VTRS | VIATRIS INC | $1,339.85万 | 0.02% | 843,736 | 10,300 | 1.2% | $16.36万 | 加仓 |
| IRAB | IRIS ACQUISITION CORP II | $1,340.55万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $1,344.74万 | 0.02% | 160,624 | 28,806 | 21.9% | $241.16万 | 加仓 |
| TWLV | TWELVE SEAS INVT CO III | $1,348.65万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| TVIVU | TEXAS VENTURES ACQUISITION I | $1,350.00万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,350.00万 | 新建仓 |
| IGAC | INVEST GREEN ACQUISITION COR | $1,351.35万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| LTGRU | LONG TABLE GROWTH CORP | $1,351.35万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,351.35万 | 新建仓 |
| DYOR | INSIGHT DIGITAL PARTNERS II | $1,355.40万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| TDWD | TAILWIND 2.0 ACQUISITION COR | $1,355.40万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| ODTX | ODYSSEY THERAPEUTICS INC | $1,356.47万 | 0.02% | 725,000 | 725,000 | — | $1,356.47万 | 新建仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $1,356.94万 | 0.02% | 1,266,985 | 0 | 0.0% | — | 不变 |