مقارنة المحفظة
Adage Capital Partners
Q1 2026 ⇄ Q2 2026
+147تمت الإضافة
−111محذوف
200تمت إعادة الحجم
95دون تغيير
تمت الإضافة (Q2 2026)
محذوف (كان محتفظًا به في Q1 2026)
مراكز أُعيد حجمها
| الورقة المالية | Q1 2026 الأسهم | Q2 2026 الأسهم | التغيير |
|---|---|---|---|
| ACAD ACADIA PHARMACEUTICALS… | 10.00K | 510.00K | +5000.0% |
| HLT HILTON WORLDWIDE HLDGS… | 5.90K | 255.90K | +4237.3% |
| CMS CMS ENERGY CORP | 8.46K | 275.36K | +3154.5% |
| RF REGIONS FINANCIAL CORP… | 14.40K | 460.50K | +3097.9% |
| BKNG BOOKING HOLDINGS INC | 26.90K | 660.60K | +2355.8% |
| LITE LUMENTUM HLDGS INC | 2.70K | 65.30K | +2315.8% |
| CPRT COPART INC | 47.80K | 789.90K | +1552.5% |
| CG CARLYLE GROUP INC | 9.90K | 140.10K | +1315.0% |
| DSGX DESCARTES SYS GROUP INC | 20.00K | 280.00K | +1300.0% |
| FDS FACTSET RESH SYS INC | 2.10K | 27.50K | +1209.5% |
| URI UNITED RENTALS INC | 4.62K | 53.89K | +1066.2% |
| SION SIONNA THERAPEUTICS INC | 150.00K | 1.60M | +966.7% |
| STWD STARWOOD PPTY TR INC | 40.00K | 425.00K | +962.5% |
| DVN DEVON ENERGY CORP NEW | 841.19K | 8.45M | +904.3% |
| KLAC KLA CORP | 94.95K | 914.84K | +863.5% |
| SPOT SPOTIFY TECHNOLOGY S A | 20.00K | 179.00K | +795.0% |
| LNT ALLIANT ENERGY CORP | 26.31K | 230.21K | +775.0% |
| BTSG BRIGHTSPRING HEALTH… | 39.73K | 345.00K | +768.4% |
| AIG AMERICAN INTL GROUP INC | 100.64K | 862.54K | +757.1% |
| COO COOPER COS INC | 24.86K | 173.86K | +599.4% |
| FR FIRST INDL RLTY TR INC | 45.00K | 309.93K | +588.7% |
| ACLS AXCELIS TECHNOLOGIES INC | 7.50K | 50.78K | +577.0% |
| PGC PEAPACK-GLADSTONE FINL… | 39.10K | 259.22K | +563.0% |
| PFE PFIZER INC | 598.21K | 3.80M | +535.4% |
| POOL POOL CORP | 49.20K | 300.58K | +510.9% |
| IEX IDEX CORP | 66.79K | 393.91K | +489.8% |
| CVNA CARVANA CO | 110.70K | 638.40K | +476.7% |
| TECH BIO-TECHNE CORP | 67.60K | 389.50K | +476.2% |
| UAL UNITED AIRLS HLDGS INC | 214.71K | 1.20M | +458.1% |
| KLXE KLX ENERGY SERVICES… | 100.00K | 550.00K | +450.0% |
| VMC VULCAN MATLS CO | 24.31K | 130.51K | +436.9% |
| FULC FULCRUM THERAPEUTICS INC | 400.00K | 2.00M | +400.0% |
| DLTR DOLLAR TREE INC | 105.04K | 499.44K | +375.5% |
| VLTO VERALTO CORP | 221.57K | 1.01M | +354.0% |
| LPLA LPL FINL HLDGS INC | 64.00K | 289.00K | +351.6% |
| HELP CYBIN INC | 700.00K | 3.06M | +337.1% |
| STZ CONSTELLATION BRANDS INC | 25.27K | 109.27K | +332.4% |
| ANRO ALTO NEUROSCIENCE INC | 385.00K | 1.60M | +315.6% |
| EQH EQUITABLE HLDGS INC | 300.00K | 1.15M | +283.3% |
| BBIO BRIDGEBIO PHARMA INC | 599.00K | 2.25M | +276.0% |
| RARE ULTRAGENYX… | 480.00K | 1.58M | +229.2% |
| HLNE HAMILTON LANE INC | 186.84K | 613.93K | +228.6% |
| MTD METTLER TOLEDO… | 6.92K | 21.78K | +214.5% |
| CLX CLOROX CO DEL | 34.85K | 107.75K | +209.2% |
| CBU COMMUNITY FINANCIAL… | 76.77K | 236.77K | +208.4% |
| MMM 3M CO | 279.97K | 863.49K | +208.4% |
| TGT TARGET CORP | 77.68K | 237.78K | +206.1% |
| ORIC ORIC PHARMACEUTICALS INC | 344.31K | 1.05M | +205.5% |
| IONS IONIS PHARMACEUTICALS… | 50.00K | 150.00K | +200.0% |
| PNW PINNACLE WEST CAP CORP | 346.78K | 1.02M | +194.4% |
| CE CELANESE CORP DEL | 108.00K | 315.00K | +191.7% |
| AVY AVERY DENNISON CORP | 69.00K | 193.20K | +180.0% |
| ALSN ALLISON TRANSMISSION… | 80.00K | 215.00K | +168.8% |
| EXR EXTRA SPACE STORAGE INC | 70.10K | 188.30K | +168.6% |
| TVTX TRAVERE THERAPEUTICS INC | 977.00K | 2.57M | +163.0% |
| ABNB AIRBNB INC | 130.50K | 342.50K | +162.5% |
| L LOEWS CORP | 150.70K | 395.40K | +162.4% |
| THC TENET HEALTHCARE CORP | 92.37K | 238.85K | +158.6% |
| BWA BORGWARNER INC | 500.00K | 1.27M | +155.0% |
| PCVX VAXCYTE INC | 350.00K | 880.00K | +151.4% |
| RKT ROCKET COS INC | 974.90K | 2.42M | +148.7% |
| SRRK SCHOLAR ROCK HLDG CORP | 700.00K | 1.73M | +147.3% |
| KDP KEURIG DR PEPPER INC | 1.22M | 2.97M | +144.2% |
| OLED UNIVERSAL DISPLAY CORP | 190.13K | 459.63K | +141.7% |
| KRRO KORRO BIO INC | 228.40K | 540.97K | +136.9% |
| AJG GALLAGHER ARTHUR J & CO | 340.76K | 799.00K | +134.5% |
| CNC CENTENE CORP DEL | 90.04K | 198.11K | +120.0% |
| CMC COMMERCIAL METALS CO | 250.00K | 543.53K | +117.4% |
| TRMB TRIMBLE INC | 212.22K | 457.72K | +115.7% |
| WSM WILLIAMS SONOMA INC | 68.50K | 146.90K | +114.5% |
| PCAR PACCAR INC | 197.95K | 419.10K | +111.7% |
| FAST FASTENAL CO | 166.79K | 351.39K | +110.7% |
| KR KROGER CO | 246.60K | 505.50K | +105.0% |
| RPM RPM INTL INC | 320.00K | 653.00K | +104.1% |
| RSG REPUBLIC SVCS INC | 153.32K | 310.49K | +102.5% |
| AHR AMERICAN HEALTHCARE… | 400.00K | 810.00K | +102.5% |
| AVTX AVALO THERAPEUTICS INC | 854.00K | 1.73M | +102.5% |
| JLL JONES LANG LASALLE INC | 5.00K | 10.00K | +100.0% |
| FRPT FRESHPET INC | 325.00K | 650.00K | +100.0% |
| NVMI NOVA LTD | 15.00K | 30.00K | +100.0% |
| CI THE CIGNA GROUP | 345.67K | 2.34K | -99.3% |
| CF CF INDUSTRIES HOLD | 139.12K | 1.92K | -98.6% |
| CART MAPLEBEAR INC | 306.00K | 8.00K | -97.4% |
| GL GLOBE LIFE INC | 71.00K | 139.20K | +96.1% |
| MRSH MARSH & MCLENNAN COS INC | 353.66K | 14.16K | -96.0% |
| ABVX ABIVAX SA | 400.54K | 26.50K | -93.4% |
| FCPT FOUR CORNERS PPTY TR INC | 750.00K | 60.00K | -92.0% |
| RBA RB GLOBAL INC | 2.26M | 184.27K | -91.8% |
| DRI DARDEN RESTAURANTS INC | 103.10K | 197.10K | +91.2% |
| IMUX IMMUNIC INC | 1.40M | 139.86K | -90.0% |
| WAY WAYSTAR HLDG CORP | 305.05K | 31.27K | -89.7% |
| BAH BOOZ ALLEN HAMILTON… | 230.20K | 25.15K | -89.1% |
| SUMA SUMA ACQUISITION CORP | 1.35M | 2.55M | +88.9% |
| SABS SAB BIOTHERAPEUTICS INC | 3.41M | 6.41M | +88.1% |
| VICI VICI PPTYS INC | 532.50K | 69.00K | -87.0% |
| ORKA ORUKA THERAPEUTICS INC | 190.03K | 355.00K | +86.8% |
| NUVL NUVALENT INC | 748.90K | 100.00K | -86.6% |
| CMPX COMPASS THERAPEUTICS INC | 8.49M | 1.19M | -86.0% |
| AMP AMERIPRISE FINL INC | 64.77K | 9.67K | -85.1% |
| DYN DYNE THERAPEUTICS INC | 1.00M | 150.00K | -85.0% |
| NPWR NET POWER INC | 1.54M | 2.84M | +84.4% |
| AMCR AMCOR PLC | 362.20K | 62.10K | -82.9% |
| RL RALPH LAUREN CORP | 197.53K | 34.43K | -82.6% |
| CNP CENTERPOINT ENERGY INC | 537.84K | 94.04K | -82.5% |
| NKE NIKE INC | 1.01M | 179.06K | -82.3% |
| RVMD REVOLUTION MEDICINES INC | 5.98M | 1.10M | -81.6% |
| HCC WARRIOR MET COAL INC | 319.87K | 59.89K | -81.3% |
| ROL ROLLINS INC | 211.02K | 39.75K | -81.2% |
| NRG NRG ENERGY INC | 440.25K | 794.55K | +80.5% |
| ALAB ASTERA LABS INC | 453.74K | 88.74K | -80.4% |
| GLUE MONTE ROSA THERAPEUTICS… | 250.00K | 450.00K | +80.0% |
| NSA NATIONAL STORAGE… | 200.00K | 40.00K | -80.0% |
| NUAI NEW ERA ENERGY &… | 1.50M | 300.00K | -80.0% |
| EVR EVERCORE INC | 89.90K | 18.00K | -80.0% |
| CHRW C H ROBINSON WORLDWIDE… | 81.29K | 16.47K | -79.7% |
| OKE ONEOK INC NEW | 413.70K | 86.50K | -79.1% |
| MAZE MAZE THERAPEUTICS INC | 1.18M | 248.00K | -78.9% |
| AEE AMEREN CORP | 377.59K | 668.69K | +77.1% |
| AVAH AVEANNA HEALTHCARE… | 976.94K | 223.80K | -77.1% |
| EXPE EXPEDIA GROUP INC | 46.80K | 82.00K | +75.2% |
مقارنة خام لأعداد الأسهم بين الربعين المحدَّدين (كما أُبلغ عنها؛ لا تُعدَّل عمليات التجزئة بين الأرباع البعيدة هنا؛ أما تبويبات التغيير الربعي في صفحة المدير فمعدَّلة للتجزئة). المراكز في الأسهم العادية ذات التيكرات المعيَّنة فحسب.
المصدر: كلا اللقطتين مستقاتان من جداول معلومات تقارير 13F المُحلَّلة للمدير (أحدث النسخ المقبولة).
← العودة إلى سجل المدير