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 |
|---|---|---|---|---|---|---|---|---|
| — | ARCHIMEDES TECH SPAC PTNRS I | $20.06万 | 0.00% | 375,000 | 375,000 | — | $20.06万 | 新建仓 |
| — | IRIS ACQUISITION CORP II | $20.79万 | 0.00% | 675,000 | 675,000 | — | $20.79万 | 新建仓 |
| — | VINE HILL CAP INVTS CORP II | $21.00万 | 0.00% | 525,000 | 525,000 | — | $21.00万 | 新建仓 |
| — | SOREN ACQUISITION CORP | $21.12万 | 0.00% | 660,000 | 660,000 | — | $21.12万 | 新建仓 |
| — | BAIN CAP GSS INVT CORP | $21.42万 | 0.00% | 345,407 | -119,183 | -25.7% | -$7.39万 | 减仓 |
| — | COLUMBUS CIRCLE CAP CORP II | $21.60万 | 0.00% | 600,000 | 600,000 | — | $21.60万 | 新建仓 |
| — | GENERAL PURP ACQUISITION COR | $21.61万 | 0.00% | 900,000 | 900,000 | — | $21.61万 | 新建仓 |
| — | X3 ACQUISITION CORP LTD | $21.62万 | 0.00% | 900,000 | 900,000 | — | $21.62万 | 新建仓 |
| — | INVEST GREEN ACQUISITION COR | $21.85万 | 0.00% | 1,150,000 | -200,000 | -14.8% | -$3.80万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $22.26万 | 0.00% | 10,000 | 844 | 9.2% | $1.88万 | 加仓 |
| — | OTG ACQUISITION CORP. I | $22.51万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | HIGHVIEW MERGER CORP | $22.51万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | SAFEGUARD ACQUISITION CORP | $22.74万 | 0.00% | 568,457 | 568,457 | — | $22.74万 | 新建仓 |
| — | KARBON CAP PARTNERS CORP | $23.14万 | 0.00% | 450,000 | 450,000 | — | $23.14万 | 新建仓 |
| — | HALL CHADWICK ACQUISITION CO | $23.52万 | 0.00% | 980,000 | 980,000 | — | $23.52万 | 新建仓 |
| — | ONEIM ACQUISITION CORP | $24.38万 | 0.00% | 375,000 | 375,000 | — | $24.38万 | 新建仓 |
| — | SILVERBOX CORP V | $24.72万 | 0.00% | 582,933 | 582,933 | — | $24.72万 | 新建仓 |
| — | APEX TREAS CORP | $25.20万 | 0.00% | 1,050,000 | -75,000 | -6.7% | -$1.80万 | 减仓 |
| — | KLX ENERGY SERVICES HOLDINGS | $26.00万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | ALDABRA 4 LQDTY OPP VEH INC | $26.25万 | 0.00% | 583,333 | 583,333 | — | $26.25万 | 新建仓 |
| — | OPAL FUELS INC | $28.98万 | 0.00% | 115,000 | 0 | 0.0% | — | 不变 |
| — | VERIS RESIDENTIAL INC | $29.63万 | 0.00% | 15,701 | 0 | 0.0% | — | 不变 |
| — | ACTIVATE ENERGY ACQUISIT COR | $29.70万 | 0.00% | 900,000 | 900,000 | — | $29.70万 | 新建仓 |
| — | ARMADA ACQUISITION CORP III | $30.38万 | 0.00% | 1,012,500 | 1,012,500 | — | $30.38万 | 新建仓 |
| WLTH | WEALTHFRONT CORP | $30.89万 | 0.00% | 33,400 | -858,200 | -96.3% | -$793.84万 | 减仓 |
| — | SPRING VY ACQUISITION CORP I | $32.85万 | 0.00% | 450,000 | 450,000 | — | $32.85万 | 新建仓 |
| — | HENNESSY CAP INVTS CORP VIII | $33.09万 | 0.00% | 1,890,000 | 1,890,000 | — | $33.09万 | 新建仓 |
| — | IMAGENEBIO INC | $33.33万 | 0.00% | 66,666 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $36.02万 | 0.00% | 25,000 | -25,000 | -50.0% | -$36.02万 | 减仓 |
| — | KRAKACQUISITION CORPORATION | $36.85万 | 0.00% | 614,150 | 614,150 | — | $36.85万 | 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 |
| RF | REGIONS FINANCIAL CORP NEW | $37.61万 | 0.00% | 14,400 | 14,400 | — | $37.61万 | 新建仓 |
| — | INFINITE EAGLE ACQUISITION C | $40.50万 | 0.00% | 2,250,000 | 2,250,000 | — | $40.50万 | 新建仓 |
| — | M EVO GBL ACQUISITION CORP I | $41.31万 | 0.00% | 1,215,000 | 1,215,000 | — | $41.31万 | 新建仓 |
| KOS | KOSMOS ENERGY LTD | $41.70万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | SPACE ASSET ACQUISITION CORP | $42.00万 | 0.00% | 600,000 | 600,000 | — | $42.00万 | 新建仓 |
| — | LIFEZONE METALS LIMITED | $43.29万 | 0.00% | 865,816 | 143,814 | 19.9% | $7.19万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $45.57万 | 0.00% | 2,100 | -21,700 | -91.2% | -$470.87万 | 减仓 |
| CG | CARLYLE GROUP INC | $47.91万 | 0.00% | 9,901 | 9,901 | — | $47.91万 | 新建仓 |
| — | BLEICHROEDER ACQUISITI CORP | $49.88万 | 0.00% | 524,442 | 524,442 | — | $49.88万 | 新建仓 |
| — | PALLADYNE AI CORP | $50.58万 | 0.00% | 83,333 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $57.67万 | 0.00% | 24,000 | 24,000 | — | $57.67万 | 新建仓 |
| BORR | BORR DRILLING LTD | $57.70万 | 0.00% | 100,000 | -1,387,900 | -93.3% | -$800.82万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $57.85万 | 0.00% | 32,907 | 32,907 | — | $57.85万 | 新建仓 |
| CMS | CMS ENERGY CORP | $65.64万 | 0.00% | 8,461 | -264,000 | -96.9% | -$2,048.11万 | 重新持有 |
| — | SCHMID GROUP N.V. | $66.25万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $68.88万 | 0.00% | 40,000 | -1,085,000 | -96.4% | -$1,868.37万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $69.81万 | 0.00% | 7,500 | 7,500 | — | $69.81万 | 新建仓 |
| APC | ARKO PETE CORP | $89.45万 | 0.00% | 50,000 | 50,000 | — | $89.45万 | 新建仓 |
| — | REVOLUTION MEDICINES INC | $89.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| CBK | COMMERCIAL BANCGROUP INC | $93.22万 | 0.00% | 35,825 | 35,825 | — | $93.22万 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $97.83万 | 0.00% | 8,289 | -116,711 | -93.4% | -$1,377.42万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $105.30万 | 0.00% | 100,000 | 100,000 | — | $105.30万 | 新建仓 |
| — | AARDVARK THERAPEUTICS INC | $113.10万 | 0.00% | 300,000 | -50,000 | -14.3% | -$18.85万 | 重新持有 |
| ESRT | EMPIRE ST RLTY TR INC | $119.60万 | 0.00% | 230,000 | -555,191 | -70.7% | -$288.70万 | 减仓 |
| — | TRAWS PHARMA INC | $133.59万 | 0.00% | 730,000 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $135.00万 | 0.00% | 300,000 | -1,600,000 | -84.2% | -$720.00万 | 重新持有 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $137.67万 | 0.00% | 39,100 | -31,467 | -44.6% | -$110.80万 | 减仓 |
| — | INOVIO PHARMACEUTICALS INC | $140.06万 | 0.00% | 804,958 | -1,748,613 | -68.5% | -$304.26万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $143.12万 | 0.00% | 20,000 | 20,000 | — | $143.12万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $144.73万 | 0.00% | 1,258,501 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $144.78万 | 0.00% | 30,000 | 30,000 | — | $144.78万 | 新建仓 |
| — | HCM IV ACQUISITION CORP | $150.45万 | 0.00% | 150,000 | 150,000 | — | $150.45万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $152.16万 | 0.00% | 5,000 | 5,000 | — | $152.16万 | 新建仓 |
| ATI | ATI INC | $152.27万 | 0.00% | 10,468 | 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 |
| — | IMMUNIC INC | $155.24万 | 0.00% | 1,398,600 | 0 | 0.0% | — | 不变 |
| — | PASITHEA THERAPEUTICS CORP | $155.78万 | 0.00% | 2,100,000 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $158.70万 | 0.00% | 47,800 | -6,100 | -11.3% | -$20.25万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $164.73万 | 0.00% | 10,469 | -40,431 | -79.4% | -$636.18万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $165.90万 | 0.00% | 300,000 | 300,000 | — | $165.90万 | 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 |
| — | PROMIS NEUROSCIENCES INC | $176.88万 | 0.00% | 139,275 | 139,275 | — | $176.88万 | 新建仓 |
| COO | COOPER COS INC | $177.75万 | 0.00% | 24,860 | -154,600 | -86.1% | -$1,105.39万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $179.41万 | 0.00% | 5,900 | -25,900 | -81.4% | -$787.57万 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $186.40万 | 0.00% | 200,000 | -75,000 | -27.3% | -$69.90万 | 减仓 |
| — | ADICET BIO INC | $186.85万 | 0.00% | 274,375 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $188.79万 | 0.00% | 26,308 | -54,800 | -67.6% | -$393.24万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $189.96万 | 0.00% | 2,703 | 2,703 | — | $189.96万 | 新建仓 |
| PSNL | PERSONALIS INC | $191.10万 | 0.00% | 300,000 | 300,000 | — | $191.10万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $191.56万 | 0.00% | 15,000 | -305,694 | -95.3% | -$3,904.02万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $192.45万 | 0.00% | 50,000 | -50,000 | -50.0% | -$192.45万 | 减仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $195.00万 | 0.00% | 1,000,000 | 1,000,000 | — | $195.00万 | 新建仓 |
| MAC | MACERICH CO | $198.45万 | 0.00% | 105,000 | 105,000 | — | $198.45万 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $203.40万 | 0.00% | 450,000 | 450,000 | — | $203.40万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $204.18万 | 0.00% | 90,146 | -173,000 | -65.7% | -$391.85万 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $210.00万 | 0.00% | 1,500,000 | 0 | 0.0% | — | 不变 |
| — | SATELLOS BIOSCIENCE INC | $214.14万 | 0.00% | 380,354 | 380,354 | — | $214.14万 | 新建仓 |
| MRX | MAREX GROUP PLC | $214.46万 | 0.00% | 48,107 | -1,257,348 | -96.3% | -$5,605.26万 | 减仓 |
| MOG/A | MOOG INC | $221.03万 | 0.00% | 7,553 | 0 | 0.0% | — | 不变 |
| — | PMV PHARMACEUTICALS INC | $230.64万 | 0.00% | 1,860,000 | 1,860,000 | — | $230.64万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $235.14万 | 0.00% | 307,368 | -1,500,000 | -83.0% | -$1,147.50万 | 减仓 |
| — | NET POWER INC | $240.24万 | 0.00% | 1,540,000 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $243.69万 | 0.00% | 30,000 | 30,000 | — | $243.69万 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC | $245.45万 | 0.00% | 183,580 | 183,580 | — | $245.45万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $245.58万 | 0.00% | 106,402 | -100,000 | -48.4% | -$230.80万 | 减仓 |
| — | NOVABRIDGE BIOSCIENCES | $246.00万 | 0.00% | 1,000,000 | 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 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $252.50万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| SRZN | SURROZEN INC | $258.25万 | 0.00% | 88,653 | 0 | 0.0% | — | 不变 |