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 |
|---|---|---|---|---|---|---|---|---|
| — | LXP INDUSTRIAL TRUST | $2,882.58万 | 0.04% | 535,000 | -5,000 | -0.9% | -$26.94万 | 减仓 |
| CXII | CHURCHILL CAP CORP XII | $2,875.50万 | 0.04% | 2,700,000 | 2,700,000 | — | $2,875.50万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $2,866.62万 | 0.04% | 164,900 | 53,000 | 47.4% | $921.35万 | 加仓 |
| CABA | CABALETTA BIO INC | $2,853.35万 | 0.04% | 9,174,758 | 345,000 | 3.9% | $107.29万 | 加仓 |
| GHXIU | GORES HOLDINGS XI INC | $2,850.12万 | 0.04% | 2,808,000 | 2,808,000 | — | $2,850.12万 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $2,837.46万 | 0.04% | 2,120,672 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2,825.47万 | 0.04% | 287,346 | -2,100 | -0.7% | -$20.65万 | 减仓 |
| KR | KROGER CO | $2,807.04万 | 0.04% | 505,500 | 258,900 | 105.0% | $1,437.67万 | 加仓 |
| BIIB | BIOGEN INC | $2,800.12万 | 0.04% | 129,599 | -203,858 | -61.1% | -$4,404.56万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,781.91万 | 0.04% | 21,776 | 14,852 | 214.5% | $1,897.36万 | 加仓 |
| CGON | CG ONCOLOGY INC | $2,774.20万 | 0.04% | 390,458 | -9,400 | -2.4% | -$66.79万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $2,771.45万 | 0.04% | 81,901 | -13,600 | -14.2% | -$460.21万 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $2,761.50万 | 0.04% | 1,750,000 | 650,000 | 59.1% | $1,025.70万 | 加仓 |
| TECH | BIO-TECHNE CORP | $2,751.82万 | 0.04% | 389,500 | 321,900 | 476.2% | $2,274.22万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $2,737.50万 | 0.04% | 246,755 | -100,000 | -28.8% | -$1,109.40万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $2,736.00万 | 0.04% | 188,300 | 118,200 | 168.6% | $1,717.45万 | 加仓 |
| CRAN | CRANE HBR ACQUISITION CORP I | $2,735.10万 | 0.04% | 2,700,000 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND | $2,734.07万 | 0.04% | 1,368,401 | -102,741 | -7.0% | -$205.28万 | 减仓 |
| KBON | KARBON CAP PARTNERS CORP | $2,727.00万 | 0.04% | 2,700,000 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2,722.23万 | 0.04% | 175,900 | -800 | -0.5% | -$12.38万 | 减仓 |
| BFS | SAUL CTRS INC | $2,704.04万 | 0.04% | 723,198 | -11,603 | -1.6% | -$43.38万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $2,657.15万 | 0.04% | 115,800 | -87,200 | -43.0% | -$2,000.89万 | 减仓 |
| UDR | UDR INC | $2,650.58万 | 0.04% | 663,973 | 145,200 | 28.0% | $579.64万 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $2,639.32万 | 0.04% | 575,016 | -265,092 | -31.6% | -$1,216.77万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $2,639.09万 | 0.04% | 161,600 | -1,000 | -0.6% | -$16.33万 | 减仓 |
| TPR | TAPESTRY INC | $2,636.30万 | 0.04% | 180,100 | 50,700 | 39.2% | $742.15万 | 加仓 |
| W | WAYFAIR INC | $2,633.97万 | 0.04% | 285,000 | -48,000 | -14.4% | -$443.62万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,626.76万 | 0.04% | 1,481,535 | -161,700 | -9.8% | -$286.69万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $2,614.86万 | 0.04% | 32,900 | 32,900 | — | $2,614.86万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $2,608.62万 | 0.04% | 102,500 | -12,500 | -10.9% | -$318.12万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $2,595.06万 | 0.04% | 70,025 | -127,000 | -64.5% | -$4,706.49万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $2,563.45万 | 0.04% | 148,804 | 128,900 | 647.6% | $2,220.56万 | 重新持有 |
| FLEX | FLEX LTD | $2,555.84万 | 0.04% | 157,700 | 157,700 | — | $2,555.84万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $2,536.30万 | 0.04% | 1,300,000 | 150,000 | 13.0% | $292.65万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $2,532.67万 | 0.04% | 661,098 | 93,299 | 16.4% | $357.43万 | 加仓 |
| IOT | SAMSARA INC | $2,522.33万 | 0.04% | 777,777 | 202,777 | 35.3% | $657.61万 | 加仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $2,498.17万 | 0.04% | 6,405,553 | 3,000,000 | 88.1% | $1,170.00万 | 加仓 |
| GL | GLOBE LIFE INC | $2,487.23万 | 0.03% | 139,200 | 68,200 | 96.1% | $1,218.60万 | 加仓 |
| IRD | OPUS GENETICS INC | $2,478.24万 | 0.03% | 6,029,775 | 0 | 0.0% | — | 不变 |
| KRAQ | KRAKACQUISITION CORPORATION | $2,475.00万 | 0.03% | 2,475,000 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $2,473.35万 | 0.03% | 825,000 | -43,750 | -5.0% | -$131.16万 | 减仓 |
| FICO | FAIR ISAAC CORP | $2,473.19万 | 0.03% | 20,700 | -500 | -2.4% | -$59.74万 | 减仓 |
| EIX | EDISON INTL | $2,448.69万 | 0.03% | 328,904 | 12,200 | 3.9% | $90.83万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2,423.91万 | 0.03% | 215,000 | 135,000 | 168.8% | $1,521.99万 | 加仓 |
| MEVO | M EVO GBL ACQUISITION CORP I | $2,410.56万 | 0.03% | 2,430,000 | 0 | 0.0% | — | 不变 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $2,406.03万 | 0.03% | 345,000 | 305,270 | 768.4% | $2,128.95万 | 加仓 |
| FORM | FORMFACTOR INC | $2,398.95万 | 0.03% | 150,000 | 150,000 | — | $2,398.95万 | 新建仓 |
| NTR | NUTRIEN LTD | $2,392.10万 | 0.03% | 380,000 | 160,000 | 72.7% | $1,007.20万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $2,364.26万 | 0.03% | 1,055,000 | -1,655,000 | -61.1% | -$3,708.86万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,354.40万 | 0.03% | 150,000 | -400,000 | -72.7% | -$6,278.40万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $2,351.70万 | 0.03% | 335,000 | -160,743 | -32.4% | -$1,128.42万 | 减仓 |
| TRMB | TRIMBLE INC | $2,342.62万 | 0.03% | 457,722 | 245,500 | 115.7% | $1,256.47万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $2,335.64万 | 0.03% | 123,782 | 36,414 | 41.7% | $687.10万 | 加仓 |
| PHM | PULTE GROUP INC | $2,329.83万 | 0.03% | 169,800 | 57,700 | 51.5% | $791.70万 | 加仓 |
| FISV | FISERV INC | $2,329.78万 | 0.03% | 474,981 | -6,600 | -1.4% | -$32.37万 | 减仓 |
| HSY | HERSHEY CO | $2,317.43万 | 0.03% | 132,085 | 28,300 | 27.3% | $496.52万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $2,293.40万 | 0.03% | 200,000 | -135,000 | -40.3% | -$1,548.05万 | 减仓 |
| SHOP | SHOPIFY INC | $2,283.60万 | 0.03% | 200,000 | 200,000 | — | $2,283.60万 | 新建仓 |
| IEAG | INFINITE EAGLE ACQUISITION C | $2,277.00万 | 0.03% | 2,250,000 | 0 | 0.0% | — | 不变 |
| FVAV | FORTRESS VALUE ACQU CORP V | $2,274.75万 | 0.03% | 2,250,000 | 0 | 0.0% | — | 不变 |
| OIM | ONEIM ACQUISITION CORP | $2,265.75万 | 0.03% | 2,250,000 | 0 | 0.0% | — | 不变 |
| APXT | APEX TREAS CORP | $2,261.25万 | 0.03% | 2,250,000 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $2,260.50万 | 0.03% | 95,800 | -300 | -0.3% | -$7.08万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $2,253.09万 | 0.03% | 106,303 | 106,303 | — | $2,253.09万 | 新建仓 |
| SAFT | SAFETY INS GROUP INC | $2,245.80万 | 0.03% | 300,000 | 0 | 0.0% | — | 不变 |
| ACAA | AVERIN CAP ACQUISITION CORP | $2,241.00万 | 0.03% | 2,250,000 | 2,250,000 | — | $2,241.00万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $2,240.56万 | 0.03% | 280,000 | -120,000 | -30.0% | -$960.24万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $2,239.74万 | 0.03% | 435,577 | -47,800 | -9.9% | -$245.79万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,233.15万 | 0.03% | 103,100 | -31,700 | -23.5% | -$686.62万 | 减仓 |
| CPRT | COPART INC | $2,226.73万 | 0.03% | 789,900 | 742,100 | 1,552.5% | $2,091.98万 | 加仓 |
| RREV | RRE VENTURES ACQUISITION COR | $2,220.75万 | 0.03% | 2,250,000 | 2,250,000 | — | $2,220.75万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $2,215.07万 | 0.03% | 234,300 | -78,700 | -25.1% | -$744.03万 | 减仓 |
| SKY | CHAMPION HOMES INC | $2,203.00万 | 0.03% | 250,000 | 79,413 | 46.6% | $699.79万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $2,200.42万 | 0.03% | 84,188 | -36,000 | -30.0% | -$940.93万 | 减仓 |
| IDA | IDACORP INC | $2,193.85万 | 0.03% | 145,000 | -35,000 | -19.4% | -$529.55万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $2,185.30万 | 0.03% | 1,300,000 | -300,000 | -18.8% | -$504.30万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $2,175.71万 | 0.03% | 917,633 | -53,000 | -5.5% | -$125.66万 | 减仓 |
| ECL | ECOLAB INC | $2,169.03万 | 0.03% | 77,852 | -35,473 | -31.3% | -$988.31万 | 减仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $2,153.56万 | 0.03% | 4,071,000 | 200,000 | 5.2% | $105.80万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $2,150.84万 | 0.03% | 215,299 | 21,499 | 11.1% | $214.78万 | 加仓 |
| RBA | RB GLOBAL INC | $2,145.86万 | 0.03% | 184,273 | -2,075,872 | -91.8% | -$2.42亿 | 减仓 |
| TCBX | THIRD COAST BANCSHARES INC | $2,132.61万 | 0.03% | 527,875 | 32,962 | 6.7% | $133.17万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,126.55万 | 0.03% | 86,368 | -125,424 | -59.2% | -$3,088.19万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,118.35万 | 0.03% | 59,007 | -5,200 | -8.1% | -$186.68万 | 减仓 |
| KRNY | KEARNY FINL CORP MD | $2,113.06万 | 0.03% | 2,233,683 | 57,686 | 2.7% | $54.57万 | 加仓 |
| CMS | CMS ENERGY CORP | $2,106.51万 | 0.03% | 275,361 | 266,900 | 3,154.5% | $2,041.79万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $2,098.22万 | 0.03% | 82,000 | 35,200 | 75.2% | $900.70万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2,096.91万 | 0.03% | 116,800 | 32,400 | 38.4% | $581.68万 | 加仓 |
| FFIV | F5 INC | $2,092.28万 | 0.03% | 50,300 | -100 | -0.2% | -$4.16万 | 减仓 |
| TLNC | TALON CAP CORP | $2,087.78万 | 0.03% | 2,025,000 | 0 | 0.0% | — | 不变 |
| MLAA | MOUNTAIN LAKE ACQUISIT CORP | $2,085.30万 | 0.03% | 2,100,000 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $2,058.58万 | 0.03% | 596,000 | 596,000 | — | $2,058.58万 | 新建仓 |
| AACI | ARMADA ACQUISITION CORP III | $2,022.97万 | 0.03% | 2,025,000 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $2,022.66万 | 0.03% | 3,060,000 | 2,360,000 | 337.1% | $1,559.96万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $2,015.82万 | 0.03% | 181,100 | -192,700 | -51.6% | -$2,144.94万 | 减仓 |
| ANNX | ANNEXON INC | $1,998.50万 | 0.03% | 3,500,000 | -800,000 | -18.6% | -$456.80万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,994.47万 | 0.03% | 196,500 | 76,400 | 63.6% | $775.46万 | 加仓 |
| IACQ | IRENIC ACQUISITION CORP | $1,978.02万 | 0.03% | 1,980,000 | 1,980,000 | — | $1,978.02万 | 新建仓 |
| SORN | SOREN ACQUISITION CORP | $1,964.16万 | 0.03% | 1,980,000 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,960.00万 | 0.03% | 250,000 | -83,000 | -24.9% | -$650.72万 | 减仓 |