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 |
|---|---|---|---|---|---|---|---|---|
| — | MAMMOTH ENERGY SVCS INC | $1,486.88万 | 0.02% | 4,575,000 | 0 | 0.0% | — | 不变 |
| QADR | QDRO ACQUISITION CORP | $1,486.50万 | 0.02% | 1,500,000 | 1,500,000 | — | $1,486.50万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $1,486.33万 | 0.02% | 1,521,322 | -285,000 | -15.8% | -$278.45万 | 减仓 |
| FSBC | FIVE STAR BANCORP | $1,485.93万 | 0.02% | 305,181 | -203,146 | -40.0% | -$989.12万 | 减仓 |
| XYL | XYLEM INC | $1,479.32万 | 0.02% | 125,143 | -93,050 | -42.6% | -$1,099.94万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1,477.45万 | 0.02% | 467,400 | -6,000 | -1.3% | -$18.97万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,468.39万 | 0.02% | 229,400 | 164,533 | 253.6% | $1,053.18万 | 重新持有 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $1,466.75万 | 0.02% | 729,000 | 729,000 | — | $1,466.75万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,462.47万 | 0.02% | 96,852 | 96,852 | — | $1,462.47万 | 新建仓 |
| NSTR | VIKING ACQUISITION CORP I | $1,456.35万 | 0.02% | 1,425,000 | -375,000 | -20.8% | -$383.25万 | 减仓 |
| CE | CELANESE CORP DEL | $1,449.00万 | 0.02% | 315,000 | 207,000 | 191.7% | $952.20万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $1,448.62万 | 0.02% | 106,799 | -213,302 | -66.6% | -$2,893.23万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $1,446.48万 | 0.02% | 90,000 | -27,200 | -23.2% | -$437.16万 | 减仓 |
| KHC | KRAFT HEINZ CO | $1,443.02万 | 0.02% | 610,932 | -11,500 | -1.8% | -$27.16万 | 减仓 |
| TSN | TYSON FOODS INC | $1,439.58万 | 0.02% | 251,455 | -200 | -0.1% | -$1.15万 | 减仓 |
| PTACU | PATRIOT ACQUISITION CORP | $1,438.56万 | 0.02% | 1,440,000 | 1,440,000 | — | $1,438.56万 | 新建仓 |
| NDSN | NORDSON CORP | $1,423.98万 | 0.02% | 47,200 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1,422.05万 | 0.02% | 155,026 | -400 | -0.3% | -$3.67万 | 减仓 |
| — | WEBSTER FINL CORP | $1,421.41万 | 0.02% | 186,000 | -375,000 | -66.8% | -$2,865.75万 | 减仓 |
| ALB | ALBEMARLE CORP | $1,418.88万 | 0.02% | 105,079 | -100 | -0.1% | -$1.35万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $1,418.85万 | 0.02% | 450,000 | -10,000 | -2.2% | -$31.53万 | 减仓 |
| IQV | IQVIA HLDGS INC | $1,412.36万 | 0.02% | 73,096 | 15,244 | 26.3% | $294.54万 | 加仓 |
| AN | AUTONATION INC | $1,393.42万 | 0.02% | 75,000 | -100,000 | -57.1% | -$1,857.90万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,390.71万 | 0.02% | 460,500 | 446,100 | 3,097.9% | $1,347.22万 | 加仓 |
| RL | RALPH LAUREN CORP | $1,381.89万 | 0.02% | 34,426 | -163,100 | -82.6% | -$6,547.00万 | 减仓 |
| NTST | NETSTREIT CORP | $1,373.45万 | 0.02% | 650,000 | -20,000 | -3.0% | -$42.26万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,372.62万 | 0.02% | 90,704 | -150,411 | -62.4% | -$2,276.17万 | 减仓 |
| AGLT | CHURCHILL CAP CORP XI | $1,370.74万 | 0.02% | 785,523 | -1,914,477 | -70.9% | -$3,340.76万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,368.80万 | 0.02% | 56,406 | 36,659 | 185.6% | $889.60万 | 重新持有 |
| SF | STIFEL FINL CORP | $1,367.49万 | 0.02% | 196,000 | -50,000 | -20.3% | -$348.85万 | 减仓 |
| LATA | GALATA ACQUISITION CORP II | $1,364.85万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| IDACU | IRON DOME ACQUISITION I CORP | $1,363.50万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,363.50万 | 新建仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $1,356.94万 | 0.02% | 1,266,985 | 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 |
| 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 |
| 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 |
| TVIVU | TEXAS VENTURES ACQUISITION I | $1,350.00万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,350.00万 | 新建仓 |
| TWLV | TWELVE SEAS INVT CO III | $1,348.65万 | 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 |
| IRAB | IRIS ACQUISITION CORP II | $1,340.55万 | 0.02% | 1,350,000 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1,339.85万 | 0.02% | 843,736 | 10,300 | 1.2% | $16.36万 | 加仓 |
| — | PALOMA ACQUISITION CORP I | $1,337.85万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,337.85万 | 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 |
| SUMA | SUMA ACQUISITION CORP | $1,335.15万 | 0.02% | 1,350,000 | 1,350,000 | — | $1,335.15万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,334.47万 | 0.02% | 46,107 | 4,700 | 11.4% | $136.03万 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $1,333.58万 | 0.02% | 655,000 | -26,781 | -3.9% | -$54.53万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $1,325.86万 | 0.02% | 105,227 | 400 | 0.4% | $5.04万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $1,323.06万 | 0.02% | 90,757 | 90,757 | — | $1,323.06万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,314.91万 | 0.02% | 614,443 | -5,700 | -0.9% | -$12.20万 | 减仓 |
| LII | LENNOX INTL INC | $1,314.52万 | 0.02% | 22,943 | 22,943 | — | $1,314.52万 | 新建仓 |
| TMP | TOMPKINS FINL CORP | $1,312.39万 | 0.02% | 138,848 | 25,278 | 22.3% | $238.93万 | 加仓 |
| WDAY | WORKDAY INC | $1,305.00万 | 0.02% | 106,600 | -14,200 | -11.8% | -$173.84万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1,304.58万 | 0.02% | 272,867 | 101,667 | 59.4% | $486.07万 | 加仓 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $1,300.00万 | 0.02% | 1,250,000 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $1,291.43万 | 0.02% | 121,000 | 200 | 0.2% | $2.13万 | 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 |
| LDOS | LEIDOS HOLDINGS INC | $1,286.96万 | 0.02% | 124,984 | 10,884 | 9.5% | $112.07万 | 加仓 |
| CNC | CENTENE CORP DEL | $1,271.69万 | 0.02% | 198,114 | 108,075 | 120.0% | $693.73万 | 加仓 |
| AFL | AFLAC INC | $1,269.51万 | 0.02% | 108,274 | -249,900 | -69.8% | -$2,930.08万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,265.88万 | 0.02% | 431,600 | 42,700 | 11.0% | $125.24万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,261.31万 | 0.02% | 92,100 | 9,900 | 12.0% | $135.58万 | 加仓 |
| EG | EVEREST GROUP LTD | $1,260.34万 | 0.02% | 35,281 | -1,000 | -2.8% | -$35.72万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1,256.02万 | 0.02% | 126,500 | -100 | -0.1% | -$9,929 | 减仓 |
| ADAC | AMERICAN DRIVE ACQUISITION C | $1,252.50万 | 0.02% | 1,250,000 | 0 | 0.0% | — | 不变 |
| LPCV | LAUNCHPAD CADENZA ACQU CORP | $1,250.00万 | 0.02% | 1,250,000 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $1,246.75万 | 0.02% | 173,860 | 149,000 | 599.4% | $1,068.48万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1,243.21万 | 0.02% | 42,458 | -9,900 | -18.9% | -$289.88万 | 减仓 |
| — | NUVALENT INC | $1,235.00万 | 0.02% | 100,000 | -648,896 | -86.6% | -$8,013.87万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $1,227.27万 | 0.02% | 265,700 | -4,000 | -1.5% | -$18.48万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $1,226.89万 | 0.02% | 259,220 | 220,120 | 563.0% | $1,041.83万 | 加仓 |
| GEN | GEN DIGITAL INC | $1,222.64万 | 0.02% | 491,217 | 199,500 | 68.4% | $496.56万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1,221.85万 | 0.02% | 466,000 | 100,000 | 27.3% | $262.20万 | 加仓 |
| BLZR | TRAILBLAZER ACQUISITION CORP | $1,214.40万 | 0.02% | 1,200,000 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $1,212.10万 | 0.02% | 310,000 | 25,000 | 8.8% | $97.75万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,211.48万 | 0.02% | 230,100 | 400 | 0.2% | $2.11万 | 加仓 |
| IAG | IAMGOLD CORP | $1,203.84万 | 0.02% | 760,000 | -290,000 | -27.6% | -$459.36万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,189.35万 | 0.02% | 150,000 | 100,000 | 200.0% | $792.90万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $1,172.00万 | 0.02% | 4,000,000 | -750,000 | -15.8% | -$219.75万 | 减仓 |
| REG | REGENCY CTRS CORP | $1,171.38万 | 0.02% | 146,900 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $1,169.95万 | 0.02% | 33,000 | -92,000 | -73.6% | -$3,261.68万 | 减仓 |
| APTV | APTIV PLC | $1,157.63万 | 0.02% | 188,600 | -176,200 | -48.3% | -$1,081.52万 | 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 |
| KIM | KIMCO REALTY CORP | $1,143.44万 | 0.02% | 451,063 | -150,400 | -25.0% | -$381.26万 | 减仓 |
| MKC | MCCORMICK & CO INC | $1,141.16万 | 0.02% | 226,330 | 100 | 0.0% | $5,042 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $1,139.21万 | 0.02% | 1,051,903 | 707,588 | 205.5% | $766.32万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,129.35万 | 0.02% | 56,100 | -3,000 | -5.1% | -$60.39万 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $1,126.45万 | 0.02% | 672,505 | -911,089 | -57.5% | -$1,526.07万 | 减仓 |
| — | LEAPFROG ACQUISITION CORP | $1,124.44万 | 0.02% | 1,125,000 | 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 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,120.50万 | 0.02% | 750,000 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1,116.51万 | 0.02% | 42,411 | -1,500 | -3.4% | -$39.49万 | 减仓 |
| MET | METLIFE INC | $1,114.53万 | 0.02% | 131,726 | -467,900 | -78.0% | -$3,958.90万 | 重新持有 |
| — | BLUE WTR ACQUISITION CORP IV | $1,113.75万 | 0.02% | 1,125,000 | 1,125,000 | — | $1,113.75万 | 新建仓 |
| — | AMPERCAP ACQUISITION CO | $1,112.62万 | 0.02% | 1,125,000 | 1,125,000 | — | $1,112.62万 | 新建仓 |
| CDW | CDW CORP | $1,109.65万 | 0.02% | 78,900 | 7,700 | 10.8% | $108.29万 | 加仓 |
| PNR | PENTAIR PLC | $1,103.92万 | 0.02% | 144,002 | 38,000 | 35.8% | $291.31万 | 加仓 |
| IPFX | INFLECTION PT ACQUISIT CORP | $1,102.95万 | 0.02% | 1,066,678 | 1,066,678 | — | $1,102.95万 | 新建仓 |
| — | BLEICHROEDER ACQUISITI CORP | $1,102.79万 | 0.02% | 1,068,599 | -1,181,401 | -52.5% | -$1,219.21万 | 减仓 |