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 |
|---|---|---|---|---|---|---|---|---|
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -106,402 | -100.0% | -$245.58万 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$243.69万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -307,368 | -100.0% | -$235.14万 | 清仓 |
| MRX | MAREX GROUP PLC | $0 | 0.00% | 0 | -48,107 | -100.0% | -$214.46万 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$195.00万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$191.56万 | 清仓 |
| PSNL | PERSONALIS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$191.10万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -10,469 | -100.0% | -$164.73万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -1,398,600 | -100.0% | -$155.24万 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -47,135 | -100.0% | -$154.27万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -10,468 | -100.0% | -$152.27万 | 清仓 |
| — | HCM IV ACQUISITION CORP | $0 | 0.00% | 0 | -150,000 | -100.0% | -$150.45万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -30,000 | -100.0% | -$144.78万 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -804,958 | -100.0% | -$140.06万 | 清仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$135.00万 | 清仓 |
| ESRT | EMPIRE ST RLTY TR INC | $0 | 0.00% | 0 | -230,000 | -100.0% | -$119.60万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$105.30万 | 清仓 |
| IRTC | IRHYTHM HOLDINGS INC | $0 | 0.00% | 0 | -8,289 | -100.0% | -$97.83万 | 清仓 |
| APC | ARKO PETE CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$89.45万 | 清仓 |
| — | SCHMID GROUP N.V. | $0 | 0.00% | 0 | -125,000 | -100.0% | -$66.25万 | 清仓 |
| BANC | BANC OF CALIFORNIA INC | $0 | 0.00% | 0 | -32,907 | -100.0% | -$57.85万 | 清仓 |
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | -24,000 | -100.0% | -$57.67万 | 清仓 |
| — | BLEICHROEDER ACQUISITI CORP | $0 | 0.00% | 0 | -524,442 | -100.0% | -$49.88万 | 清仓 |
| KOS | KOSMOS ENERGY LTD | $0 | 0.00% | 0 | -150,000 | -100.0% | -$41.70万 | 清仓 |
| WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | -33,400 | -100.0% | -$30.89万 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -15,701 | -100.0% | -$29.63万 | 清仓 |
| — | SAFEGUARD ACQUISITION CORP | $0 | 0.00% | 0 | -568,457 | -100.0% | -$22.74万 | 清仓 |
| — | CHURCHILL CAP CORP XI | $0 | 0.00% | 0 | -225,000 | -100.0% | -$16.88万 | 清仓 |
| — | RICE ACQUISITION CORP 3 | $0 | 0.00% | 0 | -127,935 | -100.0% | -$10.23万 | 清仓 |
| — | LANVIN GROUP HOLDINGS LIMITE | $0 | 0.00% | 0 | -64,733 | -100.0% | -$712 | 清仓 |
| — | KIDZ AI INC | $2,224 | 0.00% | 176,533 | 0 | 0.0% | — | 不变 |
| — | HCM IV ACQUISITION CORP | $6,750 | 0.00% | 12,500 | 12,500 | — | $6,750 | 新建仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $7,994 | 0.00% | 28,551 | 0 | 0.0% | — | 不变 |
| — | PALLADYNE AI CORP | $8,000 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | BOREALIS FOODS INC | $1.11万 | 0.00% | 235,753 | 0 | 0.0% | — | 不变 |
| — | BAIRD MED INVT HLDGS LTD | $1.51万 | 0.00% | 375,000 | 0 | 0.0% | — | 不变 |
| — | CLEANSPARK INC | $1.55万 | 0.00% | 51,718 | 0 | 0.0% | — | 不变 |
| — | ASPIRE BIOPHARMA HLDGS INC | $2.10万 | 0.00% | 1,050,000 | 0 | 0.0% | — | 不变 |
| — | BLUEROCK ACQUISITION CORP | $2.25万 | 0.00% | 50,000 | -100,000 | -66.7% | -$4.50万 | 减仓 |
| — | ZEO ENERGY CORP | $2.93万 | 0.00% | 760,000 | 0 | 0.0% | — | 不变 |
| — | MESHFLOW ACQUISITION CORP | $3.33万 | 0.00% | 111,110 | 0 | 0.0% | — | 不变 |
| — | COMTECH TELECOMMUNICATIONS C | $3.88万 | 0.00% | 18,499 | 0 | 0.0% | — | 不变 |
| — | BLUE GOLD LTD | $4.32万 | 0.00% | 450,003 | 0 | 0.0% | — | 不变 |
| — | ENSYSCE BIOSCIENCES INC | $4.34万 | 0.00% | 149,711 | 0 | 0.0% | — | 不变 |
| — | VIKING ACQUISITION CORP I | $4.50万 | 0.00% | 50,000 | -442,884 | -89.9% | -$39.86万 | 减仓 |
| — | PRESIDIO PRODTN CO | $4.96万 | 0.00% | 35,938 | 35,938 | — | $4.96万 | 新建仓 |
| — | M3-BRIGADE ACQUISITION VI CO | $5.91万 | 0.00% | 147,766 | -70,795 | -32.4% | -$2.83万 | 减仓 |
| — | ONEIM ACQUISITION CORP | $6.37万 | 0.00% | 75,000 | -300,000 | -80.0% | -$25.50万 | 减仓 |
| — | ITHAX ACQUISITION CORP III | $7.20万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | WILLOW LANE ACQUISITION CRP | $7.42万 | 0.00% | 83,334 | 83,334 | — | $7.42万 | 新建仓 |
| — | TRAILBLAZER ACQUISITION CORP | $7.72万 | 0.00% | 192,883 | 0 | 0.0% | — | 不变 |
| — | BAIN CAP GSS INVT CORP | $7.91万 | 0.00% | 116,393 | -229,014 | -66.3% | -$15.57万 | 减仓 |
| — | AVERIN CAP ACQUISITION CORP | $8.06万 | 0.00% | 125,000 | 125,000 | — | $8.06万 | 新建仓 |
| — | GALATA ACQUISITION CORP II | $10.35万 | 0.00% | 294,482 | -4,168 | -1.4% | -$1,465 | 减仓 |
| — | TAILWIND 2.0 ACQUISITION COR | $12.51万 | 0.00% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | EQV VENTURES AC CORP. II | $12.59万 | 0.00% | 316,667 | 0 | 0.0% | — | 不变 |
| — | SPRING VY ACQUISITION CORP I | $14.64万 | 0.00% | 150,000 | -300,000 | -66.7% | -$29.28万 | 减仓 |
| — | ARCHIMEDES TECH SPAC PTNRS I | $15.00万 | 0.00% | 200,000 | -175,000 | -46.7% | -$13.12万 | 减仓 |
| — | SPACE ASSET ACQUISITION CORP | $15.75万 | 0.00% | 175,000 | -425,000 | -70.8% | -$38.25万 | 减仓 |
| — | TALON CAP CORP | $15.97万 | 0.00% | 225,000 | 0 | 0.0% | — | 不变 |
| — | LAUNCHPAD CADENZA ACQU CORP | $16.07万 | 0.00% | 411,866 | 0 | 0.0% | — | 不变 |
| — | WEST ENCLAVE MERGER CORP | $16.20万 | 0.00% | 900,000 | 900,000 | — | $16.20万 | 新建仓 |
| — | DYNAMIX CORP III | $16.25万 | 0.00% | 590,625 | 0 | 0.0% | — | 不变 |
| — | TWELVE SEAS INVT CO III | $16.46万 | 0.00% | 1,150,000 | 0 | 0.0% | — | 不变 |
| — | IRIS ACQUISITION CORP II | $16.88万 | 0.00% | 675,000 | 0 | 0.0% | — | 不变 |
| — | AMPERCAP ACQUISITION CO | $16.88万 | 0.00% | 1,125,000 | 1,125,000 | — | $16.88万 | 新建仓 |
| — | SOREN ACQUISITION CORP | $16.99万 | 0.00% | 590,000 | -70,000 | -10.6% | -$2.02万 | 减仓 |
| — | INSIGHT DIGITAL PARTNERS II | $17.96万 | 0.00% | 586,197 | 0 | 0.0% | — | 不变 |
| — | CAMBRIDGE ACQUISITION CORP | $18.00万 | 0.00% | 600,000 | 600,000 | — | $18.00万 | 新建仓 |
| — | DAEDALUS SPL ACQUISITION COR | $18.20万 | 0.00% | 350,000 | -100,000 | -22.2% | -$5.20万 | 减仓 |
| — | EVOLUTION GLOBAL ACQUISITION | $18.37万 | 0.00% | 465,000 | 0 | 0.0% | — | 不变 |
| — | KPET ULTRA PACELINE CORP | $18.90万 | 0.00% | 300,000 | 300,000 | — | $18.90万 | 新建仓 |
| — | MOUNTAIN LAKE ACQUISIT CORP | $18.91万 | 0.00% | 700,000 | -350,000 | -33.3% | -$9.45万 | 减仓 |
| — | BLUE WTR ACQUISITION CORP IV | $19.12万 | 0.00% | 562,500 | 562,500 | — | $19.12万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $20.03万 | 0.00% | 2,261 | 2,261 | — | $20.03万 | 新建仓 |
| — | LEAPFROG ACQUISITION CORP | $20.25万 | 0.00% | 562,367 | 0 | 0.0% | — | 不变 |
| — | ENERGY TRANSITION SPL OPPORT | $20.25万 | 0.00% | 675,000 | 675,000 | — | $20.25万 | 新建仓 |
| — | INVEST GREEN ACQUISITION COR | $20.71万 | 0.00% | 1,150,000 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $20.81万 | 0.00% | 1,922 | -137,200 | -98.6% | -$1,485.33万 | 减仓 |
| — | QDRO ACQUISITION CORP | $21.00万 | 0.00% | 750,000 | 750,000 | — | $21.00万 | 新建仓 |
| — | KRAKACQUISITION CORPORATION | $21.36万 | 0.00% | 456,250 | -157,900 | -25.7% | -$7.39万 | 减仓 |
| — | FG IMPERII ACQUISITION CORP | $22.48万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | GENERAL PURP ACQUISITION COR | $23.40万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | PALOMA ACQUISITION CORP I | $23.62万 | 0.00% | 675,000 | 675,000 | — | $23.62万 | 新建仓 |
| — | AMERICAN DRIVE ACQUISITION C | $23.80万 | 0.00% | 377,778 | 0 | 0.0% | — | 不变 |
| TBN | TAMBORAN RES CORP | $23.89万 | 0.00% | 7,348 | 7,348 | — | $23.89万 | 新建仓 |
| — | MUZERO ACQUISITION CORP | $23.94万 | 0.00% | 787,500 | 0 | 0.0% | — | 不变 |
| — | KARBON CAP PARTNERS CORP | $24.30万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| — | X3 ACQUISITION CORP LTD | $24.34万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | FOREFRONT TECHNOLOGY HOLDING | $24.52万 | 0.00% | 450,000 | 450,000 | — | $24.52万 | 新建仓 |
| — | INFLECTION PT ACQUISIT CORP | $24.55万 | 0.00% | 130,600 | 130,600 | — | $24.55万 | 新建仓 |
| — | VINE HILL CAP INVTS CORP II | $24.68万 | 0.00% | 525,000 | 0 | 0.0% | — | 不变 |
| — | LEGATO MERGER CORP IV | $24.95万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| — | OPAL FUELS INC | $25.30万 | 0.00% | 115,000 | 0 | 0.0% | — | 不变 |
| — | ALDABRA 4 LQDTY OPP VEH INC | $25.87万 | 0.00% | 538,889 | -44,444 | -7.6% | -$2.13万 | 减仓 |
| — | HALL CHADWICK ACQUISITION CO | $26.19万 | 0.00% | 903,230 | -76,770 | -7.8% | -$2.23万 | 减仓 |
| — | ACP HOLDINGS ACQUISITION COR | $27.00万 | 0.00% | 900,000 | 900,000 | — | $27.00万 | 新建仓 |
| — | SPARTACUS ACQUISITION CORP I | $27.00万 | 0.00% | 500,000 | 500,000 | — | $27.00万 | 新建仓 |
| — | METALS ACQUISITION CORP II | $27.41万 | 0.00% | 249,183 | 249,183 | — | $27.41万 | 新建仓 |
| — | OCEANHAWK ACQUISITION CORP | $27.95万 | 0.00% | 1,075,000 | 1,075,000 | — | $27.95万 | 新建仓 |