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 |
|---|---|---|---|---|---|---|---|---|
| ALSN | ALLISON TRANSMISSION HLDGS I | $936.48万 | 0.01% | 80,000 | 80,000 | — | $936.48万 | 新建仓 |
| SM | SM ENERGY COMPANY | $935.40万 | 0.01% | 300,000 | 300,000 | — | $935.40万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $932.10万 | 0.01% | 190,030 | 190,030 | — | $932.10万 | 新建仓 |
| PNR | PENTAIR PLC | $923.38万 | 0.01% | 106,002 | -91,700 | -46.4% | -$798.80万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $919.22万 | 0.01% | 70,100 | -166,500 | -70.4% | -$2,183.31万 | 减仓 |
| SJM | SMUCKER J M CO | $918.37万 | 0.01% | 95,227 | -1,100 | -1.1% | -$10.61万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $918.09万 | 0.01% | 43,911 | -135,092 | -75.5% | -$2,824.50万 | 减仓 |
| SOLV | SOLVENTUM CORP | $914.34万 | 0.01% | 140,022 | -152,600 | -52.1% | -$996.48万 | 重新持有 |
| TMP | TOMPKINS FINL CORP | $895.39万 | 0.01% | 113,570 | 53,570 | 89.3% | $422.35万 | 加仓 |
| TTD | THE TRADE DESK INC | $891.26万 | 0.01% | 392,800 | -4,700 | -1.2% | -$10.66万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $885.53万 | 0.01% | 388,900 | -13,800 | -3.4% | -$31.42万 | 减仓 |
| GKOS | GLAUKOS CORP | $881.50万 | 0.01% | 81,878 | -168,122 | -67.2% | -$1,810.00万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $877.41万 | 0.01% | 41,407 | 25,800 | 165.3% | $546.70万 | 加仓 |
| BIOA | BIOAGE LABS INC | $874.50万 | 0.01% | 500,000 | -550,000 | -52.4% | -$961.95万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $873.25万 | 0.01% | 6,924 | 666 | 10.6% | $84.00万 | 加仓 |
| VEL | VELOCITY FINL INC | $873.23万 | 0.01% | 482,715 | 32,669 | 7.3% | $59.10万 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC | $865.48万 | 0.01% | 385,000 | 385,000 | — | $865.48万 | 新建仓 |
| IVZ | INVESCO LTD | $865.13万 | 0.01% | 356,169 | -5,700 | -1.6% | -$13.85万 | 减仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $864.71万 | 0.01% | 1,960,784 | -220,895 | -10.1% | -$97.41万 | 减仓 |
| TENX | TENAX THERAPEUTICS INC | $863.66万 | 0.01% | 540,126 | 456,793 | 548.2% | $730.41万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $862.30万 | 0.01% | 366,000 | 366,000 | — | $862.30万 | 新建仓 |
| CDW | CDW CORP | $861.66万 | 0.01% | 71,200 | -6,300 | -8.1% | -$76.24万 | 减仓 |
| IPSC | CENTURY THERAPEUTICS INC | $856.44万 | 0.01% | 3,789,538 | 1,950,838 | 106.1% | $440.89万 | 加仓 |
| NERV | MINERVA NEUROSCIENCES INC | $854.95万 | 0.01% | 1,419,000 | -1,419,000 | -50.0% | -$854.95万 | 减仓 |
| FLOC | FLOWCO HLDGS INC | $824.00万 | 0.01% | 400,000 | 290,000 | 263.6% | $597.40万 | 加仓 |
| HQY | HEALTHEQUITY INC | $810.63万 | 0.01% | 97,000 | 97,000 | — | $810.63万 | 新建仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $807.07万 | 0.01% | 1,266,985 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $804.97万 | 0.01% | 419,036 | -74,800 | -15.1% | -$143.69万 | 减仓 |
| PTC | PTC INC | $800.79万 | 0.01% | 56,200 | -16,900 | -23.1% | -$240.81万 | 减仓 |
| SYM | SYMBOTIC INC | $800.34万 | 0.01% | 150,440 | 150,440 | — | $800.34万 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPO | $799.40万 | 0.01% | 700,000 | 450,000 | 180.0% | $513.90万 | 加仓 |
| PALI | PALISADE BIO INC | $787.50万 | 0.01% | 4,500,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $773.91万 | 0.01% | 166,792 | -19,800 | -10.6% | -$91.87万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $764.67万 | 0.01% | 75,300 | -900 | -1.2% | -$9.14万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $757.30万 | 0.01% | 100,638 | -386,500 | -79.3% | -$2,908.41万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $754.80万 | 0.01% | 200,000 | 200,000 | — | $754.80万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $735.48万 | 0.01% | 305,050 | -800,404 | -72.4% | -$1,929.77万 | 减仓 |
| LKQ | LKQ CORP | $734.28万 | 0.01% | 250,010 | 15,810 | 6.8% | $46.43万 | 重新持有 |
| NP | NEPTUNE INS HLDGS INC | $725.70万 | 0.01% | 300,000 | -14,981 | -4.8% | -$36.24万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $725.00万 | 0.01% | 1,000,000 | -8,786,061 | -89.8% | -$6,369.89万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $721.58万 | 0.01% | 93,615 | 93,615 | — | $721.58万 | 新建仓 |
| CE | CELANESE CORP DEL | $710.32万 | 0.01% | 108,000 | 108,000 | — | $710.32万 | 新建仓 |
| SUNC | SUNOCOCORP LLC | $687.59万 | 0.01% | 111,532 | -15,000 | -11.9% | -$92.48万 | 减仓 |
| — | CANTALOUPE INC | $676.34万 | 0.01% | 625,661 | -180,298 | -22.4% | -$194.90万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $671.00万 | 0.01% | 426,845 | 104,000 | 32.2% | $163.49万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $665.68万 | 0.01% | 227,427 | 227,427 | — | $665.68万 | 新建仓 |
| VMC | VULCAN MATLS CO | $661.91万 | 0.01% | 24,308 | 12,010 | 97.7% | $327.03万 | 加仓 |
| AEVA | AEVA TECHNOLOGIES INC | $658.00万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $657.25万 | 0.01% | 67,300 | -13,800 | -17.0% | -$134.77万 | 减仓 |
| NVMI | NOVA LTD | $651.42万 | 0.01% | 15,000 | -50,000 | -76.9% | -$2,171.40万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $650.36万 | 0.01% | 151,036 | -1,800 | -1.2% | -$7.75万 | 减仓 |
| IT | GARTNER INC | $647.61万 | 0.01% | 40,900 | -24,200 | -37.2% | -$383.18万 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $637.00万 | 0.01% | 200,000 | 50,000 | 33.3% | $159.25万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $633.61万 | 0.01% | 171,200 | -14,000 | -7.6% | -$51.81万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $629.98万 | 0.01% | 18,400 | -20,400 | -52.6% | -$698.46万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $629.15万 | 0.01% | 976,936 | 270,062 | 38.2% | $173.92万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $614.08万 | 0.01% | 54,687 | -316,975 | -85.3% | -$3,559.31万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $613.30万 | 0.01% | 53,400 | 8,500 | 18.9% | $97.62万 | 加仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $609.00万 | 0.01% | 1,500,000 | 1,300,000 | 650.0% | $527.80万 | 重新持有 |
| SION | SIONNA THERAPEUTICS INC | $601.35万 | 0.01% | 150,000 | 150,000 | — | $601.35万 | 新建仓 |
| — | LIFEZONE METALS LIMITED | $600.87万 | 0.01% | 1,788,295 | -358,943 | -16.7% | -$120.60万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $594.99万 | 0.01% | 90,000 | 10,000 | 12.5% | $66.11万 | 加仓 |
| ITHA | ITHAX ACQUISITION CORP III | $594.00万 | 0.01% | 600,000 | 600,000 | — | $594.00万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $562.24万 | 0.01% | 141,089 | -330,300 | -70.1% | -$1,316.25万 | 减仓 |
| GEN | GEN DIGITAL INC | $549.30万 | 0.01% | 291,717 | -14,900 | -4.9% | -$28.06万 | 减仓 |
| — | DYNAMIX CORP | $543.48万 | 0.01% | 519,086 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $540.91万 | 0.01% | 65,700 | -256,100 | -79.6% | -$2,108.47万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $538.86万 | 0.01% | 37,622 | -83,378 | -68.9% | -$1,194.22万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $528.15万 | 0.01% | 365,000 | -845,948 | -69.9% | -$1,224.09万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $526.01万 | 0.01% | 162,300 | 62,300 | 62.3% | $201.91万 | 加仓 |
| CDE | COEUR MNG INC | $516.17万 | 0.01% | 275,000 | 275,000 | — | $516.17万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $514.44万 | 0.01% | 56,894 | 56,894 | — | $514.44万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $503.39万 | 0.01% | 35,192 | -139,808 | -79.9% | -$1,999.81万 | 重新持有 |
| OKUR | ONKURE THERAPEUTICS INC | $498.80万 | 0.01% | 1,204,819 | 1,204,819 | — | $498.80万 | 新建仓 |
| STRO | SUTRO BIOPHARMA INC | $498.20万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| MESH | MESHFLOW ACQUISITION CORP | $494.50万 | 0.01% | 500,000 | 500,000 | — | $494.50万 | 新建仓 |
| IVVD | INVIVYD INC | $475.99万 | 0.01% | 3,661,480 | 0 | 0.0% | — | 不变 |
| RAPP | RAPPORT THERAPEUTICS INC | $469.35万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP | $462.98万 | 0.01% | 277,069 | 140,244 | 102.5% | $234.35万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $450.23万 | 0.01% | 76,766 | 38,619 | 101.2% | $226.50万 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $446.77万 | 0.01% | 161,000 | 0 | 0.0% | — | 不变 |
| BLRK | BLUEROCK ACQUISITION CORP | $445.50万 | 0.01% | 450,000 | 450,000 | — | $445.50万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $436.25万 | 0.01% | 344,315 | -204,685 | -37.3% | -$259.34万 | 减仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $431.50万 | 0.01% | 500,000 | -1,166,666 | -70.0% | -$1,006.83万 | 减仓 |
| ATRC | ATRICURE INC | $427.95万 | 0.01% | 150,000 | 39,790 | 36.1% | $113.52万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $426.86万 | 0.01% | 284,008 | -243,189 | -46.1% | -$365.51万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $422.60万 | 0.01% | 100,000 | -125,800 | -55.7% | -$531.63万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $411.25万 | 0.01% | 250,000 | 250,000 | — | $411.25万 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $410.02万 | 0.01% | 275,000 | 65,000 | 31.0% | $96.92万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $408.16万 | 0.01% | 47,383 | 47,383 | — | $408.16万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $403.03万 | 0.01% | 152,432 | -6,500 | -4.1% | -$17.19万 | 减仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $401.00万 | 0.01% | 2,000,000 | 2,000,000 | — | $401.00万 | 新建仓 |
| EPAM | EPAM SYS INC | $396.72万 | 0.01% | 29,300 | -600 | -2.0% | -$8.12万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $379.00万 | 0.01% | 25,267 | -102,000 | -80.1% | -$1,530.00万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $378.58万 | 0.01% | 21,153 | 21,153 | — | $378.58万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $375.45万 | 0.01% | 50,000 | -90,000 | -64.3% | -$675.81万 | 减仓 |
| ANL | ADLAI NORTYE LTD | $372.62万 | 0.01% | 538,461 | 538,461 | — | $372.62万 | 新建仓 |
| CLX | CLOROX CO DEL | $361.18万 | 0.01% | 34,853 | -75,300 | -68.4% | -$780.33万 | 减仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $359.93万 | 0.01% | 418,528 | -628,260 | -60.0% | -$540.30万 | 减仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $358.00万 | 0.01% | 400,000 | -1,000,000 | -71.4% | -$895.00万 | 减仓 |