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 |
|---|---|---|---|---|---|---|---|---|
| FRMI | FERMI INC | $1,314.00万 | 0.02% | 2,250,000 | 1,430,000 | 174.4% | $835.12万 | 加仓 |
| PHM | PULTE GROUP INC | $1,318.41万 | 0.02% | 112,100 | -53,900 | -32.5% | -$633.92万 | 减仓 |
| SSRM | SSR MINING IN | $1,323.00万 | 0.02% | 450,000 | 450,000 | — | $1,323.00万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $1,324.80万 | 0.02% | 460,000 | 160,000 | 53.3% | $460.80万 | 加仓 |
| IRAB | IRIS ACQUISITION CORP II | $1,325.70万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,325.70万 | 新建仓 |
| TWLV | TWELVE SEAS INVT CO III | $1,332.45万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,332.45万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $1,334.24万 | 0.02% | 104,827 | -3,100 | -2.9% | -$39.46万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,335.59万 | 0.02% | 82,200 | 800 | 1.0% | $13.00万 | 加仓 |
| IGAC | INVEST GREEN ACQUISITION COR | $1,336.50万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $1,337.05万 | 0.02% | 605,000 | -50,000 | -7.6% | -$110.50万 | 减仓 |
| TDWD | TAILWIND 2.0 ACQUISITION COR | $1,339.20万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,342.72万 | 0.02% | 160,000 | 83,000 | 107.8% | $696.54万 | 重新持有 |
| NVGS | NAVIGATOR HLDGS LTD | $1,343.43万 | 0.02% | 695,000 | 403,422 | 138.4% | $779.81万 | 加仓 |
| DYOR | INSIGHT DIGITAL PARTNERS II | $1,343.92万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| — | PALOMA ACQUISITION CORP I | $1,347.30万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,347.30万 | 新建仓 |
| LATA | GALATA ACQUISITION CORP II | $1,348.65万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,350.05万 | 0.02% | 81,294 | 65,480 | 414.1% | $1,087.43万 | 加仓 |
| KIM | KIMCO REALTY CORP | $1,351.49万 | 0.02% | 601,463 | 90,100 | 17.6% | $202.45万 | 加仓 |
| — | SUMA ACQUISITION CORP | $1,352.70万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,352.70万 | 新建仓 |
| IR | INGERSOLL RAND INC | $1,353.16万 | 0.02% | 168,892 | 134,300 | 388.2% | $1,076.01万 | 加仓 |
| TXT | TEXTRON INC | $1,360.91万 | 0.02% | 155,426 | 86,300 | 124.8% | $755.64万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $1,365.00万 | 0.02% | 200,000 | -50,000 | -20.0% | -$341.25万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $1,365.83万 | 0.02% | 600,100 | 150,207 | 33.4% | $341.87万 | 加仓 |
| OVID | OVID THERAPEUTICS INC | $1,368.36万 | 0.02% | 6,163,781 | 2,671,781 | 76.5% | $593.14万 | 加仓 |
| TRMB | TRIMBLE INC | $1,384.32万 | 0.02% | 212,222 | -406,600 | -65.7% | -$2,652.25万 | 减仓 |
| CBLL | CERIBELL INC | $1,387.12万 | 0.02% | 756,751 | 256,751 | 51.4% | $470.62万 | 加仓 |
| RKT | ROCKET COS INC | $1,389.23万 | 0.02% | 974,900 | 974,900 | — | $1,389.23万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $1,399.85万 | 0.02% | 622,432 | -25,000 | -3.9% | -$56.23万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,406.01万 | 0.02% | 120,100 | 120,100 | — | $1,406.01万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $1,427.16万 | 0.02% | 87,368 | -18,118 | -17.2% | -$295.96万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1,428.51万 | 0.02% | 212,260 | 8,600 | 4.2% | $57.88万 | 加仓 |
| FN | FABRINET | $1,434.18万 | 0.02% | 27,500 | 27,500 | — | $1,434.18万 | 新建仓 |
| AMCR | AMCOR PLC | $1,439.74万 | 0.02% | 362,198 | 362,198 | — | $1,439.74万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $1,451.62万 | 0.02% | 3,871,000 | 500,000 | 14.8% | $187.50万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $1,453.14万 | 0.02% | 269,700 | -5,000 | -1.8% | -$26.94万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,454.71万 | 0.02% | 433,854 | -393,600 | -47.6% | -$1,319.74万 | 减仓 |
| VICI | VICI PPTYS INC | $1,454.79万 | 0.02% | 532,500 | -267,400 | -33.4% | -$730.54万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $1,457.51万 | 0.02% | 95,200 | -12,200 | -11.4% | -$186.78万 | 减仓 |
| FFIV | F5 INC | $1,458.22万 | 0.02% | 50,400 | -1,700 | -3.3% | -$49.19万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $1,466.06万 | 0.02% | 320,101 | -13,100 | -3.9% | -$60.00万 | 减仓 |
| — | QDRO ACQUISITION CORP | $1,486.50万 | 0.02% | 1,500,000 | 1,500,000 | — | $1,486.50万 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $1,489.89万 | 0.02% | 537,865 | -872,704 | -61.9% | -$2,417.39万 | 减仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $1,494.40万 | 0.02% | 1,605,156 | 370,000 | 30.0% | $344.47万 | 加仓 |
| EVAC | EQV VENTURES AC CORP. II | $1,513.50万 | 0.02% | 1,500,000 | 0 | 0.0% | — | 不变 |
| — | INFLECTION PT ACQUISIT CORP | $1,518.00万 | 0.02% | 1,500,000 | 1,500,000 | — | $1,518.00万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,519.87万 | 0.02% | 40,007 | -6,622 | -14.2% | -$251.57万 | 减仓 |
| CSGP | COSTAR GROUP INC | $1,525.26万 | 0.02% | 378,100 | -4,500 | -1.2% | -$18.15万 | 减仓 |
| JAN | JANUS LIVING INC | $1,532.05万 | 0.02% | 650,000 | 650,000 | — | $1,532.05万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $1,535.75万 | 0.02% | 250,000 | 250,000 | — | $1,535.75万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $1,536.58万 | 0.02% | 120,800 | -1,400 | -1.1% | -$17.81万 | 减仓 |
| KRSP | RICE ACQUISITION CORP 3 | $1,546.50万 | 0.02% | 1,500,000 | 0 | 0.0% | — | 不变 |
| MUZE | MUZERO ACQUISITION CORP | $1,552.95万 | 0.02% | 1,575,000 | 1,575,000 | — | $1,552.95万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,555.76万 | 0.02% | 70,057 | -132,443 | -65.4% | -$2,941.16万 | 减仓 |
| VHCP | VINE HILL CAP INVTS CORP II | $1,559.25万 | 0.02% | 1,575,000 | 1,575,000 | — | $1,559.25万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $1,561.79万 | 0.02% | 111,900 | -13,800 | -11.0% | -$192.61万 | 减仓 |
| DNMX | DYNAMIX CORP III | $1,562.40万 | 0.02% | 1,575,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP 看跌期权 | $1,568.75万 | 0.02% | 250,000 | 250,000 | — | $1,568.75万 | 新建仓 |
| WDAY | WORKDAY INC | $1,569.43万 | 0.02% | 120,800 | -30,100 | -19.9% | -$391.06万 | 减仓 |
| DG | DOLLAR GEN CORP | $1,569.61万 | 0.02% | 132,200 | -26,500 | -16.7% | -$314.63万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $1,583.13万 | 0.02% | 220,584 | 78,600 | 55.4% | $564.11万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $1,601.49万 | 0.02% | 84,400 | -26,400 | -23.8% | -$500.94万 | 减仓 |
| L | LOEWS CORP | $1,608.57万 | 0.02% | 150,700 | 7,700 | 5.4% | $82.19万 | 加仓 |
| HCAC | HALL CHADWICK ACQUISITION CO | $1,608.66万 | 0.02% | 1,620,000 | 1,620,000 | — | $1,608.66万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,609.28万 | 0.02% | 64,207 | -700 | -1.1% | -$17.54万 | 减仓 |
| TSN | TYSON FOODS INC | $1,612.35万 | 0.02% | 251,655 | -3,900 | -1.5% | -$24.99万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1,626.83万 | 0.03% | 176,312 | 101,312 | 135.1% | $934.81万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1,628.38万 | 0.03% | 117,200 | 13,000 | 12.5% | $180.62万 | 加仓 |
| — | SILA REALTY TRUST INC | $1,635.96万 | 0.03% | 690,860 | -80,711 | -10.5% | -$191.12万 | 减仓 |
| ZURA | ZURA BIO LTD | $1,636.25万 | 0.03% | 2,750,000 | 0 | 0.0% | — | 不变 |
| KRNY | KEARNY FINL CORP MD | $1,642.88万 | 0.03% | 2,175,997 | 563,010 | 34.9% | $425.07万 | 加仓 |
| ABNB | AIRBNB INC | $1,647.95万 | 0.03% | 130,500 | -182,500 | -58.3% | -$2,304.61万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,657.77万 | 0.03% | 228,500 | -2,700 | -1.2% | -$19.59万 | 减仓 |
| NTR | NUTRIEN LTD | $1,660.12万 | 0.03% | 220,000 | 220,000 | — | $1,660.12万 | 新建仓 |
| KEY | KEYCORP | $1,676.32万 | 0.03% | 836,069 | -3,600 | -0.4% | -$7.22万 | 减仓 |
| PFE | PFIZER INC | $1,679.78万 | 0.03% | 598,214 | -1,808,379 | -75.1% | -$5,077.93万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $1,683.90万 | 0.03% | 450,000 | -331,518 | -42.4% | -$1,240.54万 | 减仓 |
| TKR | TIMKEN CO | $1,691.28万 | 0.03% | 168,169 | -288,736 | -63.2% | -$2,903.82万 | 减仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $1,694.08万 | 0.03% | 309,195 | -330,272 | -51.6% | -$1,809.56万 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $1,696.20万 | 0.03% | 1,100,000 | 0 | 0.0% | — | 不变 |
| ALOV | ALDABRA 4 LQDTY OPP VEH INC | $1,720.25万 | 0.03% | 1,750,000 | 1,750,000 | — | $1,720.25万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $1,734.07万 | 0.03% | 998,888 | -209,372 | -17.3% | -$363.47万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,734.43万 | 0.03% | 115,000 | 77,500 | 206.7% | $1,168.86万 | 加仓 |
| SBXE | SILVERBOX CORP V | $1,736.00万 | 0.03% | 1,750,000 | 1,750,000 | — | $1,736.00万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,742.69万 | 0.03% | 190,126 | 5,126 | 2.8% | $46.98万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $1,743.17万 | 0.03% | 92,373 | -99,481 | -51.9% | -$1,877.31万 | 减仓 |
| UDR | UDR INC | $1,752.42万 | 0.03% | 518,773 | 61,800 | 13.5% | $208.76万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $1,754.86万 | 0.03% | 362,500 | 175,000 | 93.3% | $847.17万 | 重新持有 |
| USAR | USA RARE EARTH INC | $1,755.66万 | 0.03% | 1,160,000 | 1,160,000 | — | $1,755.66万 | 新建仓 |
| IPXG | COLUMBUS CIRCLE CAP CORP II | $1,769.40万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,769.40万 | 新建仓 |
| XCBE | X3 ACQUISITION CORP LTD | $1,771.20万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,771.20万 | 新建仓 |
| ARCI | ARCHIMEDES TECH SPAC PTNRS I | $1,773.00万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,773.00万 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $1,773.75万 | 0.03% | 750,000 | -190,000 | -20.2% | -$449.35万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,774.48万 | 0.03% | 114,100 | -101,300 | -47.0% | -$1,575.42万 | 减仓 |
| SVIV | SPRING VY ACQUISITION CORP I | $1,776.60万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,776.60万 | 新建仓 |
| AEAQ | ACTIVATE ENERGY ACQUISIT COR | $1,780.20万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,780.20万 | 新建仓 |
| FGII | FG IMPERII ACQUISITION CORP | $1,782.00万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,782.00万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $1,783.09万 | 0.03% | 123,150 | 11,000 | 9.8% | $159.27万 | 加仓 |
| DSAC | DAEDALUS SPL ACQUISITION COR | $1,783.80万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,783.80万 | 新建仓 |
| LEGO | LEGATO MERGER CORP IV | $1,783.80万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,783.80万 | 新建仓 |
| GPAC | GENERAL PURP ACQUISITION COR | $1,783.80万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,783.80万 | 新建仓 |