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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -29,201 | -100.0% | -$263.22万 | 清仓 |
| — | CONTEXT THERAPEUTICS INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$262.00万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -106,402 | -100.0% | -$245.58万 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$243.69万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -307,368 | -100.0% | -$235.14万 | 清仓 |
| MRX | MAREX GROUP PLC | $0 | 0.00% | 0 | -48,107 | -100.0% | -$214.46万 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$195.00万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$191.56万 | 清仓 |
| PSNL | PERSONALIS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$191.10万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -10,469 | -100.0% | -$164.73万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -1,398,600 | -100.0% | -$155.24万 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -47,135 | -100.0% | -$154.27万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -10,468 | -100.0% | -$152.27万 | 清仓 |
| — | HCM IV ACQUISITION CORP | $0 | 0.00% | 0 | -150,000 | -100.0% | -$150.45万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -30,000 | -100.0% | -$144.78万 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -804,958 | -100.0% | -$140.06万 | 清仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$135.00万 | 清仓 |
| ESRT | EMPIRE ST RLTY TR INC | $0 | 0.00% | 0 | -230,000 | -100.0% | -$119.60万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$105.30万 | 清仓 |
| IRTC | IRHYTHM HOLDINGS INC | $0 | 0.00% | 0 | -8,289 | -100.0% | -$97.83万 | 清仓 |
| APC | ARKO PETE CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$89.45万 | 清仓 |
| — | SCHMID GROUP N.V. | $0 | 0.00% | 0 | -125,000 | -100.0% | -$66.25万 | 清仓 |
| BANC | BANC OF CALIFORNIA INC | $0 | 0.00% | 0 | -32,907 | -100.0% | -$57.85万 | 清仓 |
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | -24,000 | -100.0% | -$57.67万 | 清仓 |
| — | BLEICHROEDER ACQUISITI CORP | $0 | 0.00% | 0 | -524,442 | -100.0% | -$49.88万 | 清仓 |
| KOS | KOSMOS ENERGY LTD | $0 | 0.00% | 0 | -150,000 | -100.0% | -$41.70万 | 清仓 |
| WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | -33,400 | -100.0% | -$30.89万 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -15,701 | -100.0% | -$29.63万 | 清仓 |
| — | SAFEGUARD ACQUISITION CORP | $0 | 0.00% | 0 | -568,457 | -100.0% | -$22.74万 | 清仓 |
| — | CHURCHILL CAP CORP XI | $0 | 0.00% | 0 | -225,000 | -100.0% | -$16.88万 | 清仓 |
| — | RICE ACQUISITION CORP 3 | $0 | 0.00% | 0 | -127,935 | -100.0% | -$10.23万 | 清仓 |
| — | LANVIN GROUP HOLDINGS LIMITE | $0 | 0.00% | 0 | -64,733 | -100.0% | -$712 | 清仓 |