Portfolio diff
Adage Capital Partners
Q1 2026 ⇄ Q2 2026
+130Added
−107Removed
200Resized
86Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| KOS KOSMOS ENERGY LTD | 150.00K | 41.39M | +27494.7% |
| 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% |
| KRSP RICE ACQUISITION CORP 3 | 127.94K | 1.50M | +1072.5% |
| 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% |
| BCSS BAIN CAP GSS INVT CORP | 345.41K | 3.00M | +768.5% |
| 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% |
| BLZR TRAILBLAZER ACQUISITION… | 192.88K | 1.20M | +522.1% |
| POOL POOL CORP | 49.20K | 300.58K | +510.9% |
| OIM ONEIM ACQUISITION CORP | 375.00K | 2.25M | +500.0% |
| 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% |
| MBVI M3-BRIGADE ACQUISITION… | 218.56K | 1.00M | +357.5% |
| VLTO VERALTO CORP | 221.57K | 1.01M | +354.0% |
| LATA GALATA ACQUISITION CORP… | 298.65K | 1.35M | +352.0% |
| 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% |
| CCXI CHURCHILL CAP CORP XI | 225.00K | 785.52K | +249.1% |
| RARE ULTRAGENYX… | 480.00K | 1.58M | +229.2% |
| HLNE HAMILTON LANE INC | 186.84K | 613.93K | +228.6% |
| SAC SAFEGUARD ACQUISITION… | 568.46K | 1.80M | +216.6% |
| 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% |
| BLRK BLUEROCK ACQUISITION… | 150.00K | 450.00K | +200.0% |
| VHCP VINE HILL CAP INVTS… | 525.00K | 1.57M | +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% |
| APXT APEX TREAS CORP | 1.05M | 2.25M | +114.3% |
| 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% |
| OTGA OTG ACQUISITION CORP. I | 900.00K | 1.80M | +100.0% |
| AEAQ ACTIVATE ENERGY… | 900.00K | 1.80M | +100.0% |
| FRPT FRESHPET INC | 325.00K | 650.00K | +100.0% |
| MEVO M EVO GBL ACQUISITION… | 1.22M | 2.43M | +100.0% |
| NVMI NOVA LTD | 15.00K | 30.00K | +100.0% |
| JLL JONES LANG LASALLE INC | 5.00K | 10.00K | +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% |
| HACQ HCM IV ACQUISITION CORP | 150.00K | 12.50K | -91.7% |
| DRI DARDEN RESTAURANTS INC | 103.10K | 197.10K | +91.2% |
| RVMD REVOLUTION MEDICINES INC | 5.48M | 500.00K | -90.9% |
| IMUX IMMUNIC INC | 1.40M | 139.86K | -90.0% |
| VACI VIKING ACQUISITION CORP… | 492.88K | 50.00K | -89.9% |
| WAY WAYSTAR HLDG CORP | 305.05K | 31.27K | -89.7% |
| BAH BOOZ ALLEN HAMILTON… | 230.20K | 25.15K | -89.1% |
| TLNC TALON CAP CORP | 2.02M | 225.00K | -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% |
| KPET KPET ULTRA PACELINE CORP | 1.80M | 300.00K | -83.3% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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