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 |
|---|---|---|---|---|---|---|---|---|
| LW | LAMB WESTON HLDGS INC | $540.86万 | 0.01% | 125,256 | 25,256 | 25.3% | $109.06万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $537.59万 | 0.01% | 328,000 | 328,000 | — | $537.59万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $536.80万 | 0.01% | 100,000 | 10,000 | 11.1% | $53.68万 | 加仓 |
| EROC | EROCK INC | $535.75万 | 0.01% | 369,484 | 369,484 | — | $535.75万 | 新建仓 |
| BOX | BOX INC | $530.80万 | 0.01% | 200,000 | 200,000 | — | $530.80万 | 新建仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $521.14万 | 0.01% | 2,300,843 | 2,300,843 | — | $521.14万 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $517.43万 | 0.01% | 162,000 | 162,000 | — | $517.43万 | 新建仓 |
| MESH | MESHFLOW ACQUISITION CORP | $500.50万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $493.86万 | 0.01% | 80,081 | -396,545 | -83.2% | -$2,445.49万 | 重新持有 |
| CCJ | CAMECO CORP | $488.93万 | 0.01% | 48,000 | 48,000 | — | $488.93万 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $486.04万 | 0.01% | 59,887 | -259,982 | -81.3% | -$2,110.01万 | 减仓 |
| — | DYNAMIX CORP | $485.55万 | 0.01% | 450,000 | -69,086 | -13.3% | -$74.54万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $485.48万 | 0.01% | 16,600 | -1,800 | -9.8% | -$52.64万 | 减仓 |
| — | AN2 THERAPEUTICS INC | $484.00万 | 0.01% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | NET POWER INC | $474.28万 | 0.01% | 2,840,000 | 1,300,000 | 84.4% | $217.10万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $470.83万 | 0.01% | 272,000 | 272,000 | — | $470.83万 | 新建仓 |
| — | REVOLUTION MEDICINES INC | $469.00万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| BLRK | BLUEROCK ACQUISITION CORP | $449.10万 | 0.01% | 450,000 | 0 | 0.0% | — | 不变 |
| MMED | MINIMED GROUP INC | $448.50万 | 0.01% | 300,000 | 300,000 | — | $448.50万 | 新建仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $445.50万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| EQ | EQUILLIUM INC | $444.88万 | 0.01% | 1,390,253 | -3,939,163 | -73.9% | -$1,260.53万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $443.53万 | 0.01% | 9,668 | -55,100 | -85.1% | -$2,527.77万 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $433.40万 | 0.01% | 238,000 | 238,000 | — | $433.40万 | 新建仓 |
| OC | OWENS CORNING NEW | $433.17万 | 0.01% | 27,250 | 27,250 | — | $433.17万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $424.50万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| IVA | INVENTIVA SA | $423.36万 | 0.01% | 1,120,000 | 1,120,000 | — | $423.36万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $414.14万 | 0.01% | 94,038 | -443,800 | -82.5% | -$1,954.50万 | 减仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $408.33万 | 0.01% | 766,095 | 766,095 | — | $408.33万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $402.52万 | 0.01% | 75,000 | 75,000 | — | $402.52万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $399.84万 | 0.01% | 150,032 | -2,400 | -1.6% | -$6.40万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $384.55万 | 0.01% | 239,000 | -471,000 | -66.3% | -$757.84万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $384.05万 | 0.01% | 23,564 | -14,058 | -37.4% | -$229.12万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $382.05万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $381.30万 | 0.01% | 50,000 | -110,000 | -68.8% | -$838.86万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $376.59万 | 0.01% | 553,000 | -775,000 | -58.4% | -$527.77万 | 重新持有 |
| ABVX | ABIVAX SA | $353.14万 | 0.00% | 26,500 | -374,039 | -93.4% | -$4,984.44万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $342.94万 | 0.00% | 93,267 | -69,033 | -42.5% | -$253.83万 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $340.50万 | 0.00% | 1,500,000 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $333.15万 | 0.00% | 150,000 | -850,000 | -85.0% | -$1,887.85万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $320.74万 | 0.00% | 23,286 | 23,286 | — | $320.74万 | 新建仓 |
| MOG/A | MOOG INC | $320.13万 | 0.00% | 7,553 | 0 | 0.0% | — | 不变 |
| IVVD | INVIVYD INC | $319.43万 | 0.00% | 3,661,480 | 0 | 0.0% | — | 不变 |
| — | PMV PHARMACEUTICALS INC | $316.24万 | 0.00% | 2,360,000 | 500,000 | 26.9% | $67.00万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $310.16万 | 0.00% | 16,468 | -64,826 | -79.7% | -$1,220.93万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $309.95万 | 0.00% | 10,000 | 5,000 | 100.0% | $154.97万 | 加仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $304.80万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR | $304.29万 | 0.00% | 230,000 | -122,973 | -34.8% | -$162.69万 | 减仓 |
| NWS | NEWS CORP NEW | $301.18万 | 0.00% | 107,334 | -1,700 | -1.6% | -$4.77万 | 减仓 |
| WWD | WOODWARD INC | $294.15万 | 0.00% | 6,914 | -20,074 | -74.4% | -$854.03万 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $286.80万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| ATRC | ATRICURE INC | $279.80万 | 0.00% | 100,000 | -50,000 | -33.3% | -$139.90万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $277.23万 | 0.00% | 281,171 | 3,900 | 1.4% | $3.85万 | 加仓 |
| — | LEONABIO INC | $275.70万 | 0.00% | 300,000 | 300,000 | — | $275.70万 | 新建仓 |
| AMCR | AMCOR PLC | $269.19万 | 0.00% | 62,098 | -300,100 | -82.9% | -$1,300.93万 | 减仓 |
| EVTL | VERTICAL AEROSPACE LTD | $261.00万 | 0.00% | 1,500,000 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $259.84万 | 0.00% | 1,186,500 | -7,300,000 | -86.0% | -$1,598.70万 | 减仓 |
| FULT | FULTON FINL CORP PA | $257.92万 | 0.00% | 106,624 | 106,624 | — | $257.92万 | 新建仓 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $257.81万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $254.40万 | 0.00% | 100,000 | 100,000 | — | $254.40万 | 新建仓 |
| MAC | MACERICH CO | $251.90万 | 0.00% | 100,000 | -5,000 | -4.8% | -$12.60万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $246.00万 | 0.00% | 34,006 | 34,006 | — | $246.00万 | 新建仓 |
| FWRD | FORWARD AIR CORP | $239.22万 | 0.00% | 177,069 | -100,000 | -36.1% | -$135.10万 | 减仓 |
| — | ADICET BIO INC | $237.06万 | 0.00% | 274,375 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $236.00万 | 0.00% | 14,160 | -339,501 | -96.0% | -$5,658.46万 | 减仓 |
| SRZN | SURROZEN INC | $230.05万 | 0.00% | 88,653 | 0 | 0.0% | — | 不变 |
| — | SCYNEXIS INC | $221.20万 | 0.00% | 543,478 | 543,478 | — | $221.20万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $216.19万 | 0.00% | 164,275 | 25,000 | 18.0% | $32.90万 | 加仓 |
| IMUX | IMMUNIC INC | $214.96万 | 0.00% | 139,860 | 139,860 | — | $214.96万 | 新建仓 |
| RYN | RAYONIER INC | $212.80万 | 0.00% | 100,000 | 100,000 | — | $212.80万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $207.18万 | 0.00% | 18,765 | 18,765 | — | $207.18万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $202.95万 | 0.00% | 24,300 | -18,000 | -42.6% | -$150.34万 | 减仓 |
| — | NOVABRIDGE BIOSCIENCES | $195.00万 | 0.00% | 1,000,000 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $193.50万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $193.46万 | 0.00% | 77,946 | -12,200 | -13.5% | -$30.28万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $191.80万 | 0.00% | 223,802 | -753,134 | -77.1% | -$645.44万 | 减仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $191.40万 | 0.00% | 300,000 | -1,200,000 | -80.0% | -$765.60万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $184.50万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $183.19万 | 0.00% | 69,000 | -463,500 | -87.0% | -$1,230.59万 | 减仓 |
| PODD | INSULET CORP | $178.13万 | 0.00% | 11,700 | 8,200 | 234.3% | $124.84万 | 重新持有 |
| — | NATIONAL STORAGE AFFILIATES | $177.88万 | 0.00% | 40,000 | -160,000 | -80.0% | -$711.52万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $173.84万 | 0.00% | 564,412 | 564,412 | — | $173.84万 | 新建仓 |
| — | AARDVARK THERAPEUTICS INC | $172.80万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $165.92万 | 0.00% | 39,750 | -171,266 | -81.2% | -$714.86万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $155.14万 | 0.00% | 18,079 | 18,079 | — | $155.14万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $152.57万 | 0.00% | 25,148 | -205,052 | -89.1% | -$1,244.05万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $151.78万 | 0.00% | 325,000 | 325,000 | — | $151.78万 | 新建仓 |
| HACQ | HCM IV ACQUISITION CORP | $150.45万 | 0.00% | 150,000 | 150,000 | — | $150.45万 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $147.30万 | 0.00% | 60,000 | -690,000 | -92.0% | -$1,693.95万 | 减仓 |
| — | KLX ENERGY SERVICES HOLDINGS | $141.90万 | 0.00% | 550,000 | 450,000 | 450.0% | $116.10万 | 加仓 |
| RNA | ATRIUM THERAPEUTICS INC | $134.50万 | 0.00% | 100,000 | -83,580 | -45.5% | -$112.42万 | 减仓 |
| RMD | RESMED INC | $132.58万 | 0.00% | 6,803 | 6,803 | — | $132.58万 | 新建仓 |
| DMRA | DAMORA THERAPEUTICS INC | $125.96万 | 0.00% | 48,426 | 48,426 | — | $125.96万 | 新建仓 |
| — | SATELLOS BIOSCIENCE INC | $116.62万 | 0.00% | 150,000 | -230,354 | -60.6% | -$179.10万 | 减仓 |
| — | PASITHEA THERAPEUTICS CORP | $108.23万 | 0.00% | 2,100,000 | -1,050,000 | -33.3% | -$54.12万 | 减仓 |
| — | XILIO THERAPEUTICS INC | $106.86万 | 0.00% | 111,541 | 111,541 | — | $106.86万 | 新建仓 |
| AHCO | ADAPTHEALTH CORP | $104.20万 | 0.00% | 100,000 | 100,000 | — | $104.20万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $82.00万 | 0.00% | 1,258,501 | 0 | 0.0% | — | 不变 |
| — | SMART SAND INC | $75.15万 | 0.00% | 150,000 | 150,000 | — | $75.15万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $75.11万 | 0.00% | 63,653 | 63,653 | — | $75.11万 | 新建仓 |
| — | GENERAL CATALYST GBL RESIL M | $71.05万 | 0.00% | 725,000 | 725,000 | — | $71.05万 | 新建仓 |