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 |
|---|---|---|---|---|---|---|---|---|
| — | HCM IV ACQUISITION CORP | $6,750 | 0.00% | 12,500 | 12,500 | — | $6,750 | 新建仓 |
| — | KIDZ AI INC | $2,224 | 0.00% | 176,533 | 0 | 0.0% | — | 不变 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -8,925,010 | -100.0% | -$3.55亿 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -8,219,512 | -100.0% | -$2.89亿 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -1,186,900 | -100.0% | -$1.15亿 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,124,817 | -100.0% | -$1.12亿 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$1.02亿 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -185,331 | -100.0% | -$9,701.52万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -858,013 | -100.0% | -$6,485.72万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -296,469 | -100.0% | -$6,129.50万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -116,200 | -100.0% | -$5,499.05万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -781,911 | -100.0% | -$5,198.14万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -886,700 | -100.0% | -$4,492.02万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -480,000 | -100.0% | -$4,464.00万 | 清仓 |
| THG | HANOVER INS GROUP INC | $0 | 0.00% | 0 | -215,370 | -100.0% | -$3,733.44万 | 清仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $0 | 0.00% | 0 | -565,000 | -100.0% | -$3,677.59万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -776,297 | -100.0% | -$3,606.68万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -2,100,000 | -100.0% | -$3,397.80万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -434,311 | -100.0% | -$3,361.57万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $0 | 0.00% | 0 | -120,000 | -100.0% | -$3,247.08万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -278,344 | -100.0% | -$3,150.30万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -230,113 | -100.0% | -$3,013.10万 | 清仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $0 | 0.00% | 0 | -282,436 | -100.0% | -$2,976.88万 | 清仓 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | -157,500 | -100.0% | -$2,703.01万 | 清仓 |
| KMPR | KEMPER CORP | $0 | 0.00% | 0 | -800,000 | -100.0% | -$2,444.80万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -1,650,000 | -100.0% | -$2,385.90万 | 清仓 |
| — | AVERIN CAP ACQUISITION CORP | $0 | 0.00% | 0 | -2,250,000 | -100.0% | -$2,250.00万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -130,314 | -100.0% | -$2,233.97万 | 清仓 |
| OCS | OCULIS HOLDING AG | $0 | 0.00% | 0 | -833,209 | -100.0% | -$2,215.50万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -935,000 | -100.0% | -$2,211.28万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -827,300 | -100.0% | -$2,141.05万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -230,000 | -100.0% | -$2,034.81万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -149,832 | -100.0% | -$2,026.18万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -970,018 | -100.0% | -$1,897.36万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -294,100 | -100.0% | -$1,871.65万 | 清仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $0 | 0.00% | 0 | -1,050,174 | -100.0% | -$1,850.41万 | 清仓 |
| — | METALS ACQUISITION CORP II | $0 | 0.00% | 0 | -1,800,000 | -100.0% | -$1,816.20万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -160,691 | -100.0% | -$1,812.43万 | 清仓 |
| — | SPARTACUS ACQUISITION CORP I | $0 | 0.00% | 0 | -1,800,000 | -100.0% | -$1,806.30万 | 清仓 |
| — | KPET ULTRA PACELINE CORP | $0 | 0.00% | 0 | -1,800,000 | -100.0% | -$1,800.00万 | 清仓 |
| — | CAMBRIDGE ACQUISITION CORP | $0 | 0.00% | 0 | -1,800,000 | -100.0% | -$1,792.80万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -51,000 | -100.0% | -$1,791.53万 | 清仓 |
| — | TRG LATIN AMER ACQUIS CORP | $0 | 0.00% | 0 | -1,800,000 | -100.0% | -$1,791.00万 | 清仓 |
| — | ABONY ACQUISITION CORP I | $0 | 0.00% | 0 | -1,800,000 | -100.0% | -$1,789.20万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -123,150 | -100.0% | -$1,783.09万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -1,160,000 | -100.0% | -$1,755.66万 | 清仓 |
| KNTK | KINETIK HOLDINGS INC | $0 | 0.00% | 0 | -362,500 | -100.0% | -$1,754.86万 | 清仓 |
| WSC | WILLSCOT HLDGS CORP | $0 | 0.00% | 0 | -998,888 | -100.0% | -$1,734.07万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -168,169 | -100.0% | -$1,691.28万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -690,860 | -100.0% | -$1,635.96万 | 清仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $0 | 0.00% | 0 | -176,312 | -100.0% | -$1,626.83万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -132,200 | -100.0% | -$1,569.61万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP 看跌期权 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$1,568.75万 | 清仓 |
| — | INFLECTION PT ACQUISIT CORP | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$1,518.00万 | 清仓 |
| — | QDRO ACQUISITION CORP | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$1,486.50万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -433,854 | -100.0% | -$1,454.71万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -27,500 | -100.0% | -$1,434.18万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -600,100 | -100.0% | -$1,365.83万 | 清仓 |
| — | SUMA ACQUISITION CORP | $0 | 0.00% | 0 | -1,350,000 | -100.0% | -$1,352.70万 | 清仓 |
| — | PALOMA ACQUISITION CORP I | $0 | 0.00% | 0 | -1,350,000 | -100.0% | -$1,347.30万 | 清仓 |
| NVGS | NAVIGATOR HLDGS LTD | $0 | 0.00% | 0 | -695,000 | -100.0% | -$1,343.43万 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -605,000 | -100.0% | -$1,337.05万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -450,000 | -100.0% | -$1,323.00万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -142,517 | -100.0% | -$1,237.62万 | 清仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$1,214.40万 | 清仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $0 | 0.00% | 0 | -2,664,941 | -100.0% | -$1,199.22万 | 清仓 |
| SLVM | SYLVAMO CORP | $0 | 0.00% | 0 | -270,000 | -100.0% | -$1,140.48万 | 清仓 |
| MWH | SOLV ENERGY INC | $0 | 0.00% | 0 | -379,183 | -100.0% | -$1,138.69万 | 清仓 |
| — | BLUE WTR ACQUISITION CORP IV | $0 | 0.00% | 0 | -1,125,000 | -100.0% | -$1,116.00万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -154,024 | -100.0% | -$1,098.65万 | 清仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -658,467 | -100.0% | -$1,072.64万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,036.00万 | 清仓 |
| IMVT | IMMUNOVANT INC | $0 | 0.00% | 0 | -413,000 | -100.0% | -$1,025.89万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -250,000 | -100.0% | -$1,019.75万 | 清仓 |
| — | WILLOW LANE ACQUISITION CRP | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1,010.00万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -140,000 | -100.0% | -$965.02万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -81,878 | -100.0% | -$881.50万 | 清仓 |
| FLOC | FLOWCO HLDGS INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$824.00万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$725.00万 | 清仓 |
| SUNC | SUNOCOCORP LLC | $0 | 0.00% | 0 | -111,532 | -100.0% | -$687.59万 | 清仓 |
| — | CANTALOUPE INC | $0 | 0.00% | 0 | -625,661 | -100.0% | -$676.34万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -426,845 | -100.0% | -$671.00万 | 清仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -227,427 | -100.0% | -$665.68万 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -67,300 | -100.0% | -$657.25万 | 清仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | -54,687 | -100.0% | -$614.08万 | 清仓 |
| KRP | KIMBELL RTY PARTNERS LP | $0 | 0.00% | 0 | -365,000 | -100.0% | -$528.15万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -275,000 | -100.0% | -$516.17万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -35,192 | -100.0% | -$503.39万 | 清仓 |
| STRO | SUTRO BIOPHARMA INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$498.20万 | 清仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $0 | 0.00% | 0 | -161,000 | -100.0% | -$446.77万 | 清仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -284,008 | -100.0% | -$426.86万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -275,000 | -100.0% | -$410.02万 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -47,383 | -100.0% | -$408.16万 | 清仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$401.00万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -29,300 | -100.0% | -$396.72万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -21,153 | -100.0% | -$378.58万 | 清仓 |
| NJR | NEW JERSEY RES CORP | $0 | 0.00% | 0 | -60,000 | -100.0% | -$329.52万 | 清仓 |
| PGEN | PRECIGEN INC | $0 | 0.00% | 0 | -846,000 | -100.0% | -$327.40万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$319.80万 | 清仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $0 | 0.00% | 0 | -300,000 | -100.0% | -$296.70万 | 清仓 |