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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $64.59万 | 0.00% | 2,343 | -343,328 | -99.3% | -$9,464.86万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $64.21万 | 0.00% | 31,274 | -273,776 | -89.7% | -$562.06万 | 减仓 |
| — | LIFEZONE METALS LIMITED | $63.16万 | 0.00% | 1,540,413 | 674,597 | 77.9% | $27.66万 | 加仓 |
| — | TRAWS PHARMA INC | $61.56万 | 0.00% | 730,000 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $58.29万 | 0.00% | 10,000 | -150,000 | -93.8% | -$874.35万 | 重新持有 |
| — | COLUMBUS CIRCLE CAP CORP II | $52.80万 | 0.00% | 400,000 | -200,000 | -33.3% | -$26.40万 | 减仓 |
| — | PALLADYNE AI CORP | $50.67万 | 0.00% | 83,333 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $49.83万 | 0.00% | 30,000 | -620,912 | -95.4% | -$1,031.33万 | 重新持有 |
| — | NEXTCURE INC | $44.35万 | 0.00% | 277,202 | 277,202 | — | $44.35万 | 新建仓 |
| — | M EVO GBL ACQUISITION CORP I | $43.04万 | 0.00% | 1,160,000 | -55,000 | -4.5% | -$2.04万 | 减仓 |
| — | INFINITE EAGLE ACQUISITION C | $42.92万 | 0.00% | 2,200,000 | -50,000 | -2.2% | -$9,755 | 减仓 |
| — | CHURCHILL CAP CORP XII | $42.50万 | 0.00% | 250,000 | 250,000 | — | $42.50万 | 新建仓 |
| BORR | BORR DRILLING LTD | $41.30万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| CBK | COMMERCIAL BANCGROUP INC | $41.02万 | 0.00% | 12,703 | -23,122 | -64.5% | -$74.66万 | 减仓 |
| — | RRE VENTURES ACQUISITION COR | $40.50万 | 0.00% | 750,000 | 750,000 | — | $40.50万 | 新建仓 |
| — | IMAGENEBIO INC | $39.33万 | 0.00% | 66,666 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $37.88万 | 0.00% | 8,000 | -298,000 | -97.4% | -$1,411.03万 | 减仓 |
| — | CRANE HBR ACQUISITION CORP I | $37.40万 | 0.00% | 1,663,577 | -414,844 | -20.0% | -$9.33万 | 减仓 |
| — | IRENIC ACQUISITION CORP | $36.30万 | 0.00% | 660,000 | 660,000 | — | $36.30万 | 新建仓 |
| — | OTG ACQUISITION CORP. I | $36.00万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $35.85万 | 0.00% | 25,000 | 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 |
| — | ARMADA ACQUISITION CORP III | $33.41万 | 0.00% | 1,012,500 | 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 |
| — | HENNESSY CAP INVTS CORP VIII | $30.43万 | 0.00% | 1,890,000 | 0 | 0.0% | — | 不变 |
| — | TRG LATIN AMER ACQUIS CORP | $29.85万 | 0.00% | 1,700,000 | 1,700,000 | — | $29.85万 | 新建仓 |
| — | CH4 NATURAL SOLUTIONS CORP | $29.70万 | 0.00% | 900,000 | 900,000 | — | $29.70万 | 新建仓 |
| — | ACTIVATE ENERGY ACQUISIT COR | $29.68万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | ABONY ACQUISITION CORP I | $28.80万 | 0.00% | 600,000 | 600,000 | — | $28.80万 | 新建仓 |
| — | NEWHOLD INVTS CORP IV | $28.25万 | 0.00% | 495,604 | 495,604 | — | $28.25万 | 新建仓 |
| — | SILVERBOX CORP V | $27.98万 | 0.00% | 582,933 | 0 | 0.0% | — | 不变 |
| — | OCEANHAWK ACQUISITION CORP | $27.95万 | 0.00% | 1,075,000 | 1,075,000 | — | $27.95万 | 新建仓 |
| — | METALS ACQUISITION CORP II | $27.41万 | 0.00% | 249,183 | 249,183 | — | $27.41万 | 新建仓 |
| — | SPARTACUS ACQUISITION CORP I | $27.00万 | 0.00% | 500,000 | 500,000 | — | $27.00万 | 新建仓 |
| — | ACP HOLDINGS ACQUISITION COR | $27.00万 | 0.00% | 900,000 | 900,000 | — | $27.00万 | 新建仓 |
| — | HALL CHADWICK ACQUISITION CO | $26.19万 | 0.00% | 903,230 | -76,770 | -7.8% | -$2.23万 | 减仓 |
| — | ALDABRA 4 LQDTY OPP VEH INC | $25.87万 | 0.00% | 538,889 | -44,444 | -7.6% | -$2.13万 | 减仓 |
| — | OPAL FUELS INC | $25.30万 | 0.00% | 115,000 | 0 | 0.0% | — | 不变 |
| — | LEGATO MERGER CORP IV | $24.95万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| — | VINE HILL CAP INVTS CORP II | $24.68万 | 0.00% | 525,000 | 0 | 0.0% | — | 不变 |
| — | INFLECTION PT ACQUISIT CORP | $24.55万 | 0.00% | 130,600 | 130,600 | — | $24.55万 | 新建仓 |
| — | FOREFRONT TECHNOLOGY HOLDING | $24.52万 | 0.00% | 450,000 | 450,000 | — | $24.52万 | 新建仓 |
| — | X3 ACQUISITION CORP LTD | $24.34万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | KARBON CAP PARTNERS CORP | $24.30万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| — | MUZERO ACQUISITION CORP | $23.94万 | 0.00% | 787,500 | 0 | 0.0% | — | 不变 |
| TBN | TAMBORAN RES CORP | $23.89万 | 0.00% | 7,348 | 7,348 | — | $23.89万 | 新建仓 |
| — | AMERICAN DRIVE ACQUISITION C | $23.80万 | 0.00% | 377,778 | 0 | 0.0% | — | 不变 |
| — | PALOMA ACQUISITION CORP I | $23.62万 | 0.00% | 675,000 | 675,000 | — | $23.62万 | 新建仓 |
| — | GENERAL PURP ACQUISITION COR | $23.40万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | FG IMPERII ACQUISITION CORP | $22.48万 | 0.00% | 900,000 | 0 | 0.0% | — | 不变 |
| — | KRAKACQUISITION CORPORATION | $21.36万 | 0.00% | 456,250 | -157,900 | -25.7% | -$7.39万 | 减仓 |
| — | QDRO ACQUISITION CORP | $21.00万 | 0.00% | 750,000 | 750,000 | — | $21.00万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $20.81万 | 0.00% | 1,922 | -137,200 | -98.6% | -$1,485.33万 | 减仓 |
| — | INVEST GREEN ACQUISITION COR | $20.71万 | 0.00% | 1,150,000 | 0 | 0.0% | — | 不变 |
| — | ENERGY TRANSITION SPL OPPORT | $20.25万 | 0.00% | 675,000 | 675,000 | — | $20.25万 | 新建仓 |
| — | LEAPFROG ACQUISITION CORP | $20.25万 | 0.00% | 562,367 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $20.03万 | 0.00% | 2,261 | 2,261 | — | $20.03万 | 新建仓 |
| — | BLUE WTR ACQUISITION CORP IV | $19.12万 | 0.00% | 562,500 | 562,500 | — | $19.12万 | 新建仓 |
| — | MOUNTAIN LAKE ACQUISIT CORP | $18.91万 | 0.00% | 700,000 | -350,000 | -33.3% | -$9.45万 | 减仓 |
| — | KPET ULTRA PACELINE CORP | $18.90万 | 0.00% | 300,000 | 300,000 | — | $18.90万 | 新建仓 |
| — | EVOLUTION GLOBAL ACQUISITION | $18.37万 | 0.00% | 465,000 | 0 | 0.0% | — | 不变 |
| — | DAEDALUS SPL ACQUISITION COR | $18.20万 | 0.00% | 350,000 | -100,000 | -22.2% | -$5.20万 | 减仓 |
| — | CAMBRIDGE ACQUISITION CORP | $18.00万 | 0.00% | 600,000 | 600,000 | — | $18.00万 | 新建仓 |
| — | INSIGHT DIGITAL PARTNERS II | $17.96万 | 0.00% | 586,197 | 0 | 0.0% | — | 不变 |
| — | SOREN ACQUISITION CORP | $16.99万 | 0.00% | 590,000 | -70,000 | -10.6% | -$2.02万 | 减仓 |
| — | 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 |
| — | TWELVE SEAS INVT CO III | $16.46万 | 0.00% | 1,150,000 | 0 | 0.0% | — | 不变 |
| — | DYNAMIX CORP III | $16.25万 | 0.00% | 590,625 | 0 | 0.0% | — | 不变 |
| — | WEST ENCLAVE MERGER CORP | $16.20万 | 0.00% | 900,000 | 900,000 | — | $16.20万 | 新建仓 |
| — | LAUNCHPAD CADENZA ACQU CORP | $16.07万 | 0.00% | 411,866 | 0 | 0.0% | — | 不变 |
| — | TALON CAP CORP | $15.97万 | 0.00% | 225,000 | 0 | 0.0% | — | 不变 |
| — | SPACE ASSET ACQUISITION CORP | $15.75万 | 0.00% | 175,000 | -425,000 | -70.8% | -$38.25万 | 减仓 |
| — | ARCHIMEDES TECH SPAC PTNRS I | $15.00万 | 0.00% | 200,000 | -175,000 | -46.7% | -$13.12万 | 减仓 |
| — | SPRING VY ACQUISITION CORP I | $14.64万 | 0.00% | 150,000 | -300,000 | -66.7% | -$29.28万 | 减仓 |
| — | EQV VENTURES AC CORP. II | $12.59万 | 0.00% | 316,667 | 0 | 0.0% | — | 不变 |
| — | TAILWIND 2.0 ACQUISITION COR | $12.51万 | 0.00% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | GALATA ACQUISITION CORP II | $10.35万 | 0.00% | 294,482 | -4,168 | -1.4% | -$1,465 | 减仓 |
| — | AVERIN CAP ACQUISITION CORP | $8.06万 | 0.00% | 125,000 | 125,000 | — | $8.06万 | 新建仓 |
| — | BAIN CAP GSS INVT CORP | $7.91万 | 0.00% | 116,393 | -229,014 | -66.3% | -$15.57万 | 减仓 |
| — | TRAILBLAZER ACQUISITION CORP | $7.72万 | 0.00% | 192,883 | 0 | 0.0% | — | 不变 |
| — | WILLOW LANE ACQUISITION CRP | $7.42万 | 0.00% | 83,334 | 83,334 | — | $7.42万 | 新建仓 |
| — | ITHAX ACQUISITION CORP III | $7.20万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | ONEIM ACQUISITION CORP | $6.37万 | 0.00% | 75,000 | -300,000 | -80.0% | -$25.50万 | 减仓 |
| — | M3-BRIGADE ACQUISITION VI CO | $5.91万 | 0.00% | 147,766 | -70,795 | -32.4% | -$2.83万 | 减仓 |
| — | PRESIDIO PRODTN CO | $4.96万 | 0.00% | 35,938 | 35,938 | — | $4.96万 | 新建仓 |
| — | VIKING ACQUISITION CORP I | $4.50万 | 0.00% | 50,000 | -442,884 | -89.9% | -$39.86万 | 减仓 |
| — | ENSYSCE BIOSCIENCES INC | $4.34万 | 0.00% | 149,711 | 0 | 0.0% | — | 不变 |
| — | BLUE GOLD LTD | $4.32万 | 0.00% | 450,003 | 0 | 0.0% | — | 不变 |
| — | COMTECH TELECOMMUNICATIONS C | $3.88万 | 0.00% | 18,499 | 0 | 0.0% | — | 不变 |
| — | MESHFLOW ACQUISITION CORP | $3.33万 | 0.00% | 111,110 | 0 | 0.0% | — | 不变 |
| — | ZEO ENERGY CORP | $2.93万 | 0.00% | 760,000 | 0 | 0.0% | — | 不变 |
| — | BLUEROCK ACQUISITION CORP | $2.25万 | 0.00% | 50,000 | -100,000 | -66.7% | -$4.50万 | 减仓 |
| — | ASPIRE BIOPHARMA HLDGS INC | $2.10万 | 0.00% | 1,050,000 | 0 | 0.0% | — | 不变 |
| — | CLEANSPARK INC | $1.55万 | 0.00% | 51,718 | 0 | 0.0% | — | 不变 |
| — | BAIRD MED INVT HLDGS LTD | $1.51万 | 0.00% | 375,000 | 0 | 0.0% | — | 不变 |
| — | BOREALIS FOODS INC | $1.11万 | 0.00% | 235,753 | 0 | 0.0% | — | 不变 |
| — | PALLADYNE AI CORP | $8,000 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | BRIDGER AEROSPACE GRP HLDGS | $7,994 | 0.00% | 28,551 | 0 | 0.0% | — | 不变 |