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 |
|---|---|---|---|---|---|---|---|---|
| TECH | BIO-TECHNE CORP | $353.28万 | 0.01% | 67,600 | -305,636 | -81.9% | -$1,597.25万 | 减仓 |
| — | AN2 THERAPEUTICS INC | $342.00万 | 0.01% | 1,000,000 | 1,000,000 | — | $342.00万 | 新建仓 |
| URI | UNITED RENTALS INC | $336.67万 | 0.01% | 4,621 | -45,550 | -90.8% | -$3,318.59万 | 减仓 |
| — | CYBIN INC | $336.00万 | 0.01% | 700,000 | 0 | 0.0% | — | 不变 |
| EVTL | VERTICAL AEROSPACE LTD | $331.50万 | 0.01% | 1,500,000 | 489,899 | 48.5% | $108.27万 | 加仓 |
| — | ATARA BIOTHERAPEUTICS INC | $331.10万 | 0.01% | 700,000 | 700,000 | — | $331.10万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $329.52万 | 0.01% | 60,000 | 60,000 | — | $329.52万 | 新建仓 |
| PGEN | PRECIGEN INC | $327.40万 | 0.01% | 846,000 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $319.80万 | 0.00% | 300,000 | 300,000 | — | $319.80万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $311.75万 | 0.00% | 42,300 | 42,300 | — | $311.75万 | 新建仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $311.62万 | 0.00% | 25,000 | 25,000 | — | $311.62万 | 新建仓 |
| NWS | NEWS CORP NEW | $310.86万 | 0.00% | 109,034 | -2,400 | -2.2% | -$6.84万 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $306.80万 | 0.00% | 400,000 | -1,300,000 | -76.5% | -$997.10万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $296.70万 | 0.00% | 300,000 | -1,000,000 | -76.9% | -$989.00万 | 减仓 |
| CNC | CENTENE CORP DEL | $294.79万 | 0.00% | 90,039 | -126,673 | -58.5% | -$414.73万 | 重新持有 |
| CLDT | CHATHAM LODGING TR | $277.79万 | 0.00% | 352,973 | -471,749 | -57.2% | -$371.27万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $263.22万 | 0.00% | 29,201 | -86,829 | -74.8% | -$782.68万 | 减仓 |
| — | CONTEXT THERAPEUTICS INC | $262.00万 | 0.00% | 1,000,000 | 1,000,000 | — | $262.00万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $260.32万 | 0.00% | 45,000 | -178,703 | -79.9% | -$1,033.80万 | 减仓 |
| KRRO | KORRO BIO INC | $258.55万 | 0.00% | 228,400 | 228,400 | — | $258.55万 | 新建仓 |
| SRZN | SURROZEN INC | $258.25万 | 0.00% | 88,653 | 0 | 0.0% | — | 不变 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $252.50万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $250.10万 | 0.00% | 277,271 | -3,300 | -1.2% | -$2.98万 | 减仓 |
| — | NOVABRIDGE BIOSCIENCES | $246.00万 | 0.00% | 1,000,000 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $245.58万 | 0.00% | 106,402 | -100,000 | -48.4% | -$230.80万 | 减仓 |
| RNA | ATRIUM THERAPEUTICS INC | $245.45万 | 0.00% | 183,580 | 183,580 | — | $245.45万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $243.69万 | 0.00% | 30,000 | 30,000 | — | $243.69万 | 新建仓 |
| — | NET POWER INC | $240.24万 | 0.00% | 1,540,000 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $235.14万 | 0.00% | 307,368 | -1,500,000 | -83.0% | -$1,147.50万 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $230.64万 | 0.00% | 1,860,000 | 1,860,000 | — | $230.64万 | 新建仓 |
| MOG/A | MOOG INC | $221.03万 | 0.00% | 7,553 | 0 | 0.0% | — | 不变 |
| MRX | MAREX GROUP PLC | $214.46万 | 0.00% | 48,107 | -1,257,348 | -96.3% | -$5,605.26万 | 减仓 |
| — | SATELLOS BIOSCIENCE INC | $214.14万 | 0.00% | 380,354 | 380,354 | — | $214.14万 | 新建仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $210.00万 | 0.00% | 1,500,000 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $204.18万 | 0.00% | 90,146 | -173,000 | -65.7% | -$391.85万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $203.40万 | 0.00% | 450,000 | 450,000 | — | $203.40万 | 新建仓 |
| MAC | MACERICH CO | $198.45万 | 0.00% | 105,000 | 105,000 | — | $198.45万 | 新建仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $195.00万 | 0.00% | 1,000,000 | 1,000,000 | — | $195.00万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $192.45万 | 0.00% | 50,000 | -50,000 | -50.0% | -$192.45万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $191.56万 | 0.00% | 15,000 | -305,694 | -95.3% | -$3,904.02万 | 减仓 |
| PSNL | PERSONALIS INC | $191.10万 | 0.00% | 300,000 | 300,000 | — | $191.10万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $189.96万 | 0.00% | 2,703 | 2,703 | — | $189.96万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $188.79万 | 0.00% | 26,308 | -54,800 | -67.6% | -$393.24万 | 减仓 |
| — | ADICET BIO INC | $186.85万 | 0.00% | 274,375 | 0 | 0.0% | — | 不变 |
| ZVRA | ZEVRA THERAPEUTICS INC | $186.40万 | 0.00% | 200,000 | -75,000 | -27.3% | -$69.90万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $179.41万 | 0.00% | 5,900 | -25,900 | -81.4% | -$787.57万 | 减仓 |
| COO | COOPER COS INC | $177.75万 | 0.00% | 24,860 | -154,600 | -86.1% | -$1,105.39万 | 减仓 |
| — | PROMIS NEUROSCIENCES INC | $176.88万 | 0.00% | 139,275 | 139,275 | — | $176.88万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $169.29万 | 0.00% | 39,730 | -780,788 | -95.2% | -$3,326.94万 | 重新持有 |
| CMPS | COMPASS PATHWAYS PLC | $165.90万 | 0.00% | 300,000 | 300,000 | — | $165.90万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $164.73万 | 0.00% | 10,469 | -40,431 | -79.4% | -$636.18万 | 减仓 |
| CPRT | COPART INC | $158.70万 | 0.00% | 47,800 | -6,100 | -11.3% | -$20.25万 | 减仓 |
| — | PASITHEA THERAPEUTICS CORP | $155.78万 | 0.00% | 2,100,000 | 0 | 0.0% | — | 不变 |
| — | IMMUNIC INC | $155.24万 | 0.00% | 1,398,600 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $154.27万 | 0.00% | 47,135 | -2,865 | -5.7% | -$9.38万 | 重新持有 |
| ATI | ATI INC | $152.27万 | 0.00% | 10,468 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $152.16万 | 0.00% | 5,000 | 5,000 | — | $152.16万 | 新建仓 |
| — | HCM IV ACQUISITION CORP | $150.45万 | 0.00% | 150,000 | 150,000 | — | $150.45万 | 新建仓 |
| MP | MP MATERIALS CORP | $144.78万 | 0.00% | 30,000 | 30,000 | — | $144.78万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $144.73万 | 0.00% | 1,258,501 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $143.12万 | 0.00% | 20,000 | 20,000 | — | $143.12万 | 新建仓 |
| — | INOVIO PHARMACEUTICALS INC | $140.06万 | 0.00% | 804,958 | -1,748,613 | -68.5% | -$304.26万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $137.67万 | 0.00% | 39,100 | -31,467 | -44.6% | -$110.80万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $135.00万 | 0.00% | 300,000 | -1,600,000 | -84.2% | -$720.00万 | 重新持有 |
| — | TRAWS PHARMA INC | $133.59万 | 0.00% | 730,000 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $119.60万 | 0.00% | 230,000 | -555,191 | -70.7% | -$288.70万 | 减仓 |
| — | AARDVARK THERAPEUTICS INC | $113.10万 | 0.00% | 300,000 | -50,000 | -14.3% | -$18.85万 | 重新持有 |
| PK | PARK HOTELS & RESORTS INC | $105.30万 | 0.00% | 100,000 | 100,000 | — | $105.30万 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $97.83万 | 0.00% | 8,289 | -116,711 | -93.4% | -$1,377.42万 | 减仓 |
| CBK | COMMERCIAL BANCGROUP INC | $93.22万 | 0.00% | 35,825 | 35,825 | — | $93.22万 | 新建仓 |
| — | REVOLUTION MEDICINES INC | $89.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| APC | ARKO PETE CORP | $89.45万 | 0.00% | 50,000 | 50,000 | — | $89.45万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $69.81万 | 0.00% | 7,500 | 7,500 | — | $69.81万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $68.88万 | 0.00% | 40,000 | -1,085,000 | -96.4% | -$1,868.37万 | 减仓 |
| — | SCHMID GROUP N.V. | $66.25万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $65.64万 | 0.00% | 8,461 | -264,000 | -96.9% | -$2,048.11万 | 重新持有 |
| BANC | BANC OF CALIFORNIA INC | $57.85万 | 0.00% | 32,907 | 32,907 | — | $57.85万 | 新建仓 |
| BORR | BORR DRILLING LTD | $57.70万 | 0.00% | 100,000 | -1,387,900 | -93.3% | -$800.82万 | 减仓 |
| SEPN | SEPTERNA INC | $57.67万 | 0.00% | 24,000 | 24,000 | — | $57.67万 | 新建仓 |
| — | PALLADYNE AI CORP | $50.58万 | 0.00% | 83,333 | 0 | 0.0% | — | 不变 |
| — | BLEICHROEDER ACQUISITI CORP | $49.88万 | 0.00% | 524,442 | 524,442 | — | $49.88万 | 新建仓 |
| CG | CARLYLE GROUP INC | $47.91万 | 0.00% | 9,901 | 9,901 | — | $47.91万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $45.57万 | 0.00% | 2,100 | -21,700 | -91.2% | -$470.87万 | 减仓 |
| — | LIFEZONE METALS LIMITED | $43.29万 | 0.00% | 865,816 | 143,814 | 19.9% | $7.19万 | 加仓 |
| — | SPACE ASSET ACQUISITION CORP | $42.00万 | 0.00% | 600,000 | 600,000 | — | $42.00万 | 新建仓 |
| KOS | KOSMOS ENERGY LTD | $41.70万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | M EVO GBL ACQUISITION CORP I | $41.31万 | 0.00% | 1,215,000 | 1,215,000 | — | $41.31万 | 新建仓 |
| — | INFINITE EAGLE ACQUISITION C | $40.50万 | 0.00% | 2,250,000 | 2,250,000 | — | $40.50万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $37.61万 | 0.00% | 14,400 | 14,400 | — | $37.61万 | 新建仓 |
| — | CRANE HBR ACQUISITION CORP I | $37.41万 | 0.00% | 2,078,421 | 2,078,421 | — | $37.41万 | 新建仓 |
| — | KRAKACQUISITION CORPORATION | $36.85万 | 0.00% | 614,150 | 614,150 | — | $36.85万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $36.02万 | 0.00% | 25,000 | -25,000 | -50.0% | -$36.02万 | 减仓 |
| — | IMAGENEBIO INC | $33.33万 | 0.00% | 66,666 | 0 | 0.0% | — | 不变 |
| — | HENNESSY CAP INVTS CORP VIII | $33.09万 | 0.00% | 1,890,000 | 1,890,000 | — | $33.09万 | 新建仓 |
| — | SPRING VY ACQUISITION CORP I | $32.85万 | 0.00% | 450,000 | 450,000 | — | $32.85万 | 新建仓 |
| WLTH | WEALTHFRONT CORP | $30.89万 | 0.00% | 33,400 | -858,200 | -96.3% | -$793.84万 | 减仓 |
| — | ARMADA ACQUISITION CORP III | $30.38万 | 0.00% | 1,012,500 | 1,012,500 | — | $30.38万 | 新建仓 |
| — | ACTIVATE ENERGY ACQUISIT COR | $29.70万 | 0.00% | 900,000 | 900,000 | — | $29.70万 | 新建仓 |
| — | VERIS RESIDENTIAL INC | $29.63万 | 0.00% | 15,701 | 0 | 0.0% | — | 不变 |
| — | OPAL FUELS INC | $28.98万 | 0.00% | 115,000 | 0 | 0.0% | — | 不变 |