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 |
|---|---|---|---|---|---|---|---|---|
| BXP | BXP INC | $1,097.72万 | 0.02% | 165,543 | -54,400 | -24.7% | -$360.73万 | 减仓 |
| MRNA | MODERNA INC | $1,097.48万 | 0.02% | 156,716 | 156,716 | — | $1,097.48万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,089.00万 | 0.02% | 450,000 | 200,000 | 80.0% | $484.00万 | 加仓 |
| SUI | SUN CMNTYS INC | $1,079.19万 | 0.02% | 90,000 | 90,000 | — | $1,079.19万 | 新建仓 |
| NMRK | NEWMARK GROUP INC | $1,077.05万 | 0.02% | 712,803 | -152,197 | -17.6% | -$229.97万 | 减仓 |
| HPQ | HP INC | $1,075.36万 | 0.02% | 490,136 | 71,100 | 17.0% | $155.99万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,073.53万 | 0.02% | 199,616 | -500,384 | -71.5% | -$2,691.07万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,069.14万 | 0.01% | 18,539 | 18,539 | — | $1,069.14万 | 新建仓 |
| SJM | SMUCKER J M CO | $1,069.05万 | 0.01% | 95,027 | -200 | -0.2% | -$2.25万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1,068.60万 | 0.01% | 130,000 | -20,000 | -13.3% | -$164.40万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,066.29万 | 0.01% | 105,490 | -159,314 | -60.2% | -$1,610.35万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $1,065.30万 | 0.01% | 93,300 | -1,900 | -2.0% | -$21.69万 | 减仓 |
| OHAC | OCEANHAWK ACQUISITION CORP | $1,064.25万 | 0.01% | 1,075,000 | 1,075,000 | — | $1,064.25万 | 新建仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $1,062.21万 | 0.01% | 967,400 | -32,600 | -3.3% | -$35.79万 | 减仓 |
| IVZ | INVESCO LTD | $1,042.32万 | 0.01% | 394,969 | 38,800 | 10.9% | $102.39万 | 加仓 |
| CSGP | COSTAR GROUP INC | $1,030.56万 | 0.01% | 363,900 | -14,200 | -3.8% | -$40.21万 | 减仓 |
| CLX | CLOROX CO DEL | $1,028.39万 | 0.01% | 107,753 | 72,900 | 209.2% | $695.76万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,025.16万 | 0.01% | 60,000 | 60,000 | — | $1,025.16万 | 新建仓 |
| — | WILLOW LANE ACQUISITION CRP | $1,023.00万 | 0.01% | 1,000,000 | 1,000,000 | — | $1,023.00万 | 新建仓 |
| MBVI | M3-BRIGADE ACQUISITION VI CO | $1,013.00万 | 0.01% | 1,000,000 | 0 | 0.0% | — | 不变 |
| PTRN | PATTERN GROUP INC | $1,007.60万 | 0.01% | 400,000 | 400,000 | — | $1,007.60万 | 新建仓 |
| BDCI | BTC DEV CORP | $1,007.00万 | 0.01% | 1,000,000 | 0 | 0.0% | — | 不变 |
| AEVA | AEVA TECHNOLOGIES INC | $1,005.20万 | 0.01% | 350,000 | -150,000 | -30.0% | -$430.80万 | 减仓 |
| GDDY | GODADDY INC | $1,001.58万 | 0.01% | 118,000 | -2,600 | -2.2% | -$22.07万 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $997.64万 | 0.01% | 803,897 | 103,897 | 14.8% | $128.94万 | 加仓 |
| TECK | TECK RESOURCES LTD | $992.48万 | 0.01% | 166,916 | -450,000 | -72.9% | -$2,675.70万 | 减仓 |
| AA | ALCOA CORP | $990.66万 | 0.01% | 190,000 | 10,000 | 5.6% | $52.14万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $987.47万 | 0.01% | 729,835 | 128,198 | 21.3% | $173.45万 | 加仓 |
| — | ATARA BIOTHERAPEUTICS INC | $975.80万 | 0.01% | 850,000 | 150,000 | 21.4% | $172.20万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $966.57万 | 0.01% | 646,969 | -198,458 | -23.5% | -$296.50万 | 减仓 |
| SM | SM ENERGY COMPANY | $965.70万 | 0.01% | 370,000 | 70,000 | 23.3% | $182.70万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $961.97万 | 0.01% | 50,777 | 43,277 | 577.0% | $819.88万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $940.95万 | 0.01% | 79,600 | 26,200 | 49.1% | $309.71万 | 加仓 |
| PALI | PALISADE BIO INC | $940.50万 | 0.01% | 4,500,000 | 0 | 0.0% | — | 不变 |
| VEL | VELOCITY FINL INC | $933.16万 | 0.01% | 505,505 | 22,790 | 4.7% | $42.07万 | 加仓 |
| IPSC | CENTURY THERAPEUTICS INC | $928.44万 | 0.01% | 3,789,538 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $918.21万 | 0.01% | 433,320 | 146,800 | 51.2% | $311.07万 | 重新持有 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $909.39万 | 0.01% | 126,975 | -149,029 | -54.0% | -$1,067.35万 | 减仓 |
| WHK | WHITEHAWK MINERALS CORP | $908.78万 | 0.01% | 326,666 | 326,666 | — | $908.78万 | 新建仓 |
| SIND | SINDA LTD | $900.00万 | 0.01% | 750,000 | 750,000 | — | $900.00万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $899.10万 | 0.01% | 300,000 | -200,000 | -40.0% | -$599.40万 | 减仓 |
| — | WEST ENCLAVE MERGER CORP | $892.80万 | 0.01% | 900,000 | 900,000 | — | $892.80万 | 新建仓 |
| BBY | BEST BUY INC | $892.35万 | 0.01% | 117,600 | -258,300 | -68.7% | -$1,959.98万 | 减仓 |
| — | FOREFRONT TECHNOLOGY HOLDING | $891.00万 | 0.01% | 900,000 | 900,000 | — | $891.00万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $884.80万 | 0.01% | 31,600 | -74,400 | -70.2% | -$2,083.20万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $860.98万 | 0.01% | 106,084 | -801,666 | -88.3% | -$6,506.32万 | 重新持有 |
| BLDR | BUILDERS FIRSTSOURCE INC | $858.11万 | 0.01% | 95,900 | 30,200 | 46.0% | $270.23万 | 加仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $856.86万 | 0.01% | 1,960,784 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $840.69万 | 0.01% | 117,415 | 23,800 | 25.4% | $170.41万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $834.57万 | 0.01% | 96,942 | 40,048 | 70.4% | $344.77万 | 加仓 |
| WY | WEYERHAEUSER CO | $820.18万 | 0.01% | 342,600 | -108,200 | -24.0% | -$259.03万 | 重新持有 |
| GIS | GENERAL MILLS INC | $812.91万 | 0.01% | 233,596 | -107,500 | -31.5% | -$374.10万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $806.38万 | 0.01% | 27,239 | -500 | -1.8% | -$14.80万 | 减仓 |
| — | NOUVEAU MONDE GRAPHITE INC | $795.00万 | 0.01% | 5,300,000 | 5,300,000 | — | $795.00万 | 新建仓 |
| CRC | CALIFORNIA RES CORP | $793.05万 | 0.01% | 150,000 | 150,000 | — | $793.05万 | 新建仓 |
| NERV | MINERVA NEUROSCIENCES INC | $787.54万 | 0.01% | 1,419,000 | 0 | 0.0% | — | 不变 |
| TENX | TENAX THERAPEUTICS INC | $785.88万 | 0.01% | 540,126 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $773.50万 | 0.01% | 172,081 | 21,641 | 14.4% | $97.28万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $769.97万 | 0.01% | 185,000 | -265,000 | -58.9% | -$1,102.93万 | 减仓 |
| OKE | ONEOK INC NEW | $752.03万 | 0.01% | 86,500 | -327,200 | -79.1% | -$2,844.68万 | 减仓 |
| KRC | KILROY REALTY CORP | $749.40万 | 0.01% | 200,000 | 200,000 | — | $749.40万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $740.03万 | 0.01% | 248,000 | -930,000 | -78.9% | -$2,775.12万 | 减仓 |
| BIOA | BIOAGE LABS INC | $735.30万 | 0.01% | 300,000 | -200,000 | -40.0% | -$490.20万 | 减仓 |
| NKE | NIKE INC | $735.05万 | 0.01% | 179,061 | -833,300 | -82.3% | -$3,420.70万 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $732.00万 | 0.01% | 2,000,000 | 1,600,000 | 400.0% | $585.60万 | 加仓 |
| BALL | BALL CORP | $731.93万 | 0.01% | 117,297 | 117,297 | — | $731.93万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $725.26万 | 0.01% | 74,700 | -600 | -0.8% | -$5.83万 | 减仓 |
| HRI | HERC HLDGS INC | $722.35万 | 0.01% | 50,394 | 50,394 | — | $722.35万 | 新建仓 |
| PTC | PTC INC | $714.61万 | 0.01% | 62,900 | 6,700 | 11.9% | $76.12万 | 加仓 |
| KRRO | KORRO BIO INC | $713.00万 | 0.01% | 540,968 | 312,568 | 136.9% | $411.96万 | 加仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $705.30万 | 0.01% | 625,270 | 206,742 | 49.4% | $233.20万 | 加仓 |
| BP | BP PLC | $702.05万 | 0.01% | 190,000 | -200,000 | -51.3% | -$739.00万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $696.15万 | 0.01% | 425,000 | 385,000 | 962.5% | $630.63万 | 加仓 |
| SOLV | SOLVENTUM CORP | $692.21万 | 0.01% | 89,722 | -50,300 | -35.9% | -$388.06万 | 减仓 |
| TTD | THE TRADE DESK INC | $688.12万 | 0.01% | 380,600 | -12,200 | -3.1% | -$22.06万 | 减仓 |
| FRMI | FERMI INC | $687.00万 | 0.01% | 750,000 | -1,500,000 | -66.7% | -$1,374.00万 | 减仓 |
| HQY | HEALTHEQUITY INC | $686.43万 | 0.01% | 76,000 | -21,000 | -21.6% | -$189.67万 | 减仓 |
| IT | GARTNER INC | $683.10万 | 0.01% | 52,700 | 11,800 | 28.9% | $152.95万 | 加仓 |
| ARTNA | ARTESIAN RES CORP | $679.80万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $679.60万 | 0.01% | 230,140 | 230,140 | — | $679.60万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $671.56万 | 0.01% | 99,050 | 99,050 | — | $671.56万 | 新建仓 |
| LKQ | LKQ CORP | $640.12万 | 0.01% | 243,113 | -6,897 | -2.8% | -$18.16万 | 减仓 |
| — | LIFEZONE METALS LIMITED | $637.19万 | 0.01% | 1,642,238 | -146,057 | -8.2% | -$56.67万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $632.72万 | 0.01% | 27,500 | 25,400 | 1,209.5% | $584.40万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $629.56万 | 0.01% | 189,340 | 189,340 | — | $629.56万 | 新建仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $625.05万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| ANL | ADLAI NORTYE LTD | $619.23万 | 0.01% | 538,461 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $614.76万 | 0.01% | 288,347 | -175,700 | -37.9% | -$374.59万 | 重新持有 |
| EVR | EVERCORE INC | $614.59万 | 0.01% | 18,000 | -71,900 | -80.0% | -$2,454.95万 | 减仓 |
| ITHA | ITHAX ACQUISITION CORP III | $598.80万 | 0.01% | 600,000 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $589.96万 | 0.01% | 140,100 | 130,199 | 1,315.0% | $548.27万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $583.54万 | 0.01% | 98,074 | -112,980 | -53.5% | -$672.23万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $572.56万 | 0.01% | 220,214 | 220,214 | — | $572.56万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $570.40万 | 0.01% | 90,111 | -125,000 | -58.1% | -$791.25万 | 减仓 |
| — | FIRST CAROLINA FINL SVCS INC | $562.70万 | 0.01% | 425,000 | 425,000 | — | $562.70万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $556.88万 | 0.01% | 142,936 | -8,100 | -5.4% | -$31.56万 | 减仓 |
| IR | INGERSOLL RAND INC | $552.55万 | 0.01% | 67,392 | -101,500 | -60.1% | -$832.20万 | 减仓 |
| NP | NEPTUNE INS HLDGS INC | $551.25万 | 0.01% | 175,000 | -125,000 | -41.7% | -$393.75万 | 减仓 |
| OKUR | ONKURE THERAPEUTICS INC | $549.40万 | 0.01% | 1,204,819 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $543.04万 | 0.01% | 117,389 | -23,700 | -16.8% | -$109.64万 | 减仓 |