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 |
|---|---|---|---|---|---|---|---|---|
| — | SILVERBOX CORP V | $27.98万 | 0.00% | 582,933 | 0 | 0.0% | — | 不变 |
| — | NEWHOLD INVTS CORP IV | $28.25万 | 0.00% | 495,604 | 495,604 | — | $28.25万 | 新建仓 |
| — | ABONY ACQUISITION CORP I | $28.80万 | 0.00% | 600,000 | 600,000 | — | $28.80万 | 新建仓 |
| — | ACTIVATE ENERGY ACQUISIT COR | $29.68万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | CH4 NATURAL SOLUTIONS CORP | $29.70万 | 0.00% | 900,000 | 900,000 | — | $29.70万 | 新建仓 |
| — | TRG LATIN AMER ACQUIS CORP | $29.85万 | 0.00% | 1,700,000 | 1,700,000 | — | $29.85万 | 新建仓 |
| — | HENNESSY CAP INVTS CORP VIII | $30.43万 | 0.00% | 1,890,000 | 0 | 0.0% | — | 不变 |
| — | APEX TREAS CORP | $31.50万 | 0.00% | 1,050,000 | 0 | 0.0% | — | 不变 |
| — | HIGHVIEW MERGER CORP | $31.50万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | ARMADA ACQUISITION CORP III | $33.41万 | 0.00% | 1,012,500 | 0 | 0.0% | — | 不变 |
| — | SUMA ACQUISITION CORP | $33.60万 | 0.00% | 1,200,000 | 1,200,000 | — | $33.60万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $35.85万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | OTG ACQUISITION CORP. I | $36.00万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | IRENIC ACQUISITION CORP | $36.30万 | 0.00% | 660,000 | 660,000 | — | $36.30万 | 新建仓 |
| — | CRANE HBR ACQUISITION CORP I | $37.40万 | 0.00% | 1,663,577 | -414,844 | -20.0% | -$9.33万 | 减仓 |
| CART | MAPLEBEAR INC | $37.88万 | 0.00% | 8,000 | -298,000 | -97.4% | -$1,411.03万 | 减仓 |
| — | IMAGENEBIO INC | $39.33万 | 0.00% | 66,666 | 0 | 0.0% | — | 不变 |
| — | RRE VENTURES ACQUISITION COR | $40.50万 | 0.00% | 750,000 | 750,000 | — | $40.50万 | 新建仓 |
| CBK | COMMERCIAL BANCGROUP INC | $41.02万 | 0.00% | 12,703 | -23,122 | -64.5% | -$74.66万 | 减仓 |
| BORR | BORR DRILLING LTD | $41.30万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAP CORP XII | $42.50万 | 0.00% | 250,000 | 250,000 | — | $42.50万 | 新建仓 |
| — | INFINITE EAGLE ACQUISITION C | $42.92万 | 0.00% | 2,200,000 | -50,000 | -2.2% | -$9,755 | 减仓 |
| — | M EVO GBL ACQUISITION CORP I | $43.04万 | 0.00% | 1,160,000 | -55,000 | -4.5% | -$2.04万 | 减仓 |
| — | NEXTCURE INC | $44.35万 | 0.00% | 277,202 | 277,202 | — | $44.35万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $49.83万 | 0.00% | 30,000 | -620,912 | -95.4% | -$1,031.33万 | 重新持有 |
| — | PALLADYNE AI CORP | $50.67万 | 0.00% | 83,333 | 0 | 0.0% | — | 不变 |
| — | COLUMBUS CIRCLE CAP CORP II | $52.80万 | 0.00% | 400,000 | -200,000 | -33.3% | -$26.40万 | 减仓 |
| FUL | FULLER H B CO | $58.29万 | 0.00% | 10,000 | -150,000 | -93.8% | -$874.35万 | 重新持有 |
| — | TRAWS PHARMA INC | $61.56万 | 0.00% | 730,000 | 0 | 0.0% | — | 不变 |
| — | LIFEZONE METALS LIMITED | $63.16万 | 0.00% | 1,540,413 | 674,597 | 77.9% | $27.66万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $64.21万 | 0.00% | 31,274 | -273,776 | -89.7% | -$562.06万 | 减仓 |
| CI | THE CIGNA GROUP | $64.59万 | 0.00% | 2,343 | -343,328 | -99.3% | -$9,464.86万 | 减仓 |
| — | GENERAL CATALYST GBL RESIL M | $71.05万 | 0.00% | 725,000 | 725,000 | — | $71.05万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $75.11万 | 0.00% | 63,653 | 63,653 | — | $75.11万 | 新建仓 |
| — | SMART SAND INC | $75.15万 | 0.00% | 150,000 | 150,000 | — | $75.15万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $82.00万 | 0.00% | 1,258,501 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP | $104.20万 | 0.00% | 100,000 | 100,000 | — | $104.20万 | 新建仓 |
| — | XILIO THERAPEUTICS INC | $106.86万 | 0.00% | 111,541 | 111,541 | — | $106.86万 | 新建仓 |
| — | PASITHEA THERAPEUTICS CORP | $108.23万 | 0.00% | 2,100,000 | -1,050,000 | -33.3% | -$54.12万 | 减仓 |
| — | SATELLOS BIOSCIENCE INC | $116.62万 | 0.00% | 150,000 | -230,354 | -60.6% | -$179.10万 | 减仓 |
| DMRA | DAMORA THERAPEUTICS INC | $125.96万 | 0.00% | 48,426 | 48,426 | — | $125.96万 | 新建仓 |
| RMD | RESMED INC | $132.58万 | 0.00% | 6,803 | 6,803 | — | $132.58万 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC | $134.50万 | 0.00% | 100,000 | -83,580 | -45.5% | -$112.42万 | 减仓 |
| — | KLX ENERGY SERVICES HOLDINGS | $141.90万 | 0.00% | 550,000 | 450,000 | 450.0% | $116.10万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $147.30万 | 0.00% | 60,000 | -690,000 | -92.0% | -$1,693.95万 | 减仓 |
| HACQ | HCM IV ACQUISITION CORP | $150.45万 | 0.00% | 150,000 | 150,000 | — | $150.45万 | 新建仓 |
| CCCC | C4 THERAPEUTICS INC | $151.78万 | 0.00% | 325,000 | 325,000 | — | $151.78万 | 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 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $155.14万 | 0.00% | 18,079 | 18,079 | — | $155.14万 | 新建仓 |
| ROL | ROLLINS INC | $165.92万 | 0.00% | 39,750 | -171,266 | -81.2% | -$714.86万 | 减仓 |
| — | AARDVARK THERAPEUTICS INC | $172.80万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $173.84万 | 0.00% | 564,412 | 564,412 | — | $173.84万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $177.88万 | 0.00% | 40,000 | -160,000 | -80.0% | -$711.52万 | 减仓 |
| PODD | INSULET CORP | $178.13万 | 0.00% | 11,700 | 8,200 | 234.3% | $124.84万 | 重新持有 |
| VICI | VICI PPTYS INC | $183.19万 | 0.00% | 69,000 | -463,500 | -87.0% | -$1,230.59万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $184.50万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $191.40万 | 0.00% | 300,000 | -1,200,000 | -80.0% | -$765.60万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $191.80万 | 0.00% | 223,802 | -753,134 | -77.1% | -$645.44万 | 减仓 |
| HRL | HORMEL FOODS CORP | $193.46万 | 0.00% | 77,946 | -12,200 | -13.5% | -$30.28万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $193.50万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | NOVABRIDGE BIOSCIENCES | $195.00万 | 0.00% | 1,000,000 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $202.95万 | 0.00% | 24,300 | -18,000 | -42.6% | -$150.34万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $207.18万 | 0.00% | 18,765 | 18,765 | — | $207.18万 | 新建仓 |
| RYN | RAYONIER INC | $212.80万 | 0.00% | 100,000 | 100,000 | — | $212.80万 | 新建仓 |
| IMUX | IMMUNIC INC | $214.96万 | 0.00% | 139,860 | 139,860 | — | $214.96万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $216.19万 | 0.00% | 164,275 | 25,000 | 18.0% | $32.90万 | 加仓 |
| — | SCYNEXIS INC | $221.20万 | 0.00% | 543,478 | 543,478 | — | $221.20万 | 新建仓 |
| SRZN | SURROZEN INC | $230.05万 | 0.00% | 88,653 | 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 |
| — | ADICET BIO INC | $237.06万 | 0.00% | 274,375 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP | $239.22万 | 0.00% | 177,069 | -100,000 | -36.1% | -$135.10万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $246.00万 | 0.00% | 34,006 | 34,006 | — | $246.00万 | 新建仓 |
| MAC | MACERICH CO | $251.90万 | 0.00% | 100,000 | -5,000 | -4.8% | -$12.60万 | 减仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $254.40万 | 0.00% | 100,000 | 100,000 | — | $254.40万 | 新建仓 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $257.81万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $257.92万 | 0.00% | 106,624 | 106,624 | — | $257.92万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $259.84万 | 0.00% | 1,186,500 | -7,300,000 | -86.0% | -$1,598.70万 | 减仓 |
| EVTL | VERTICAL AEROSPACE LTD | $261.00万 | 0.00% | 1,500,000 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $269.19万 | 0.00% | 62,098 | -300,100 | -82.9% | -$1,300.93万 | 减仓 |
| — | LEONABIO INC | $275.70万 | 0.00% | 300,000 | 300,000 | — | $275.70万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $277.23万 | 0.00% | 281,171 | 3,900 | 1.4% | $3.85万 | 加仓 |
| ATRC | ATRICURE INC | $279.80万 | 0.00% | 100,000 | -50,000 | -33.3% | -$139.90万 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $286.80万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $294.15万 | 0.00% | 6,914 | -20,074 | -74.4% | -$854.03万 | 减仓 |
| NWS | NEWS CORP NEW | $301.18万 | 0.00% | 107,334 | -1,700 | -1.6% | -$4.77万 | 减仓 |
| CLDT | CHATHAM LODGING TR | $304.29万 | 0.00% | 230,000 | -122,973 | -34.8% | -$162.69万 | 减仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $304.80万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $309.95万 | 0.00% | 10,000 | 5,000 | 100.0% | $154.97万 | 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 |
| — | PMV PHARMACEUTICALS INC | $316.24万 | 0.00% | 2,360,000 | 500,000 | 26.9% | $67.00万 | 加仓 |
| IVVD | INVIVYD INC | $319.43万 | 0.00% | 3,661,480 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $320.13万 | 0.00% | 7,553 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $320.74万 | 0.00% | 23,286 | 23,286 | — | $320.74万 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC | $333.15万 | 0.00% | 150,000 | -850,000 | -85.0% | -$1,887.85万 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $340.50万 | 0.00% | 1,500,000 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $342.94万 | 0.00% | 93,267 | -69,033 | -42.5% | -$253.83万 | 减仓 |
| ABVX | ABIVAX SA | $353.14万 | 0.00% | 26,500 | -374,039 | -93.4% | -$4,984.44万 | 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 |
| NHI | NATIONAL HEALTH INVS INC | $381.30万 | 0.01% | 50,000 | -110,000 | -68.8% | -$838.86万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $382.05万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |