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 |
|---|---|---|---|---|---|---|---|---|
| KOD | KODIAK SCIENCES INC | $1,948.00万 | 0.03% | 500,000 | -75,000 | -13.0% | -$292.20万 | 减仓 |
| CPAY | CORPAY INC | $1,941.56万 | 0.03% | 58,258 | -4,200 | -6.7% | -$139.97万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $1,940.59万 | 0.03% | 270,503 | 270,503 | — | $1,940.59万 | 新建仓 |
| INVH | INVITATION HOMES INC | $1,939.78万 | 0.03% | 642,100 | -398,435 | -38.3% | -$1,203.67万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $1,938.72万 | 0.03% | 280,000 | 260,000 | 1,300.0% | $1,800.24万 | 加仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $1,936.94万 | 0.03% | 209,195 | -100,000 | -32.3% | -$925.90万 | 减仓 |
| CCI | CROWN CASTLE INC | $1,923.24万 | 0.03% | 253,960 | -136,200 | -34.9% | -$1,031.44万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $1,900.16万 | 0.03% | 309,926 | 264,926 | 588.7% | $1,624.26万 | 加仓 |
| OTTR | OTTER TAIL CORP | $1,894.49万 | 0.03% | 210,546 | -131,454 | -38.4% | -$1,182.82万 | 减仓 |
| EVOX | EVOLUTION GLOBAL ACQUISITION | $1,893.78万 | 0.03% | 1,890,000 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $1,893.49万 | 0.03% | 821,469 | -14,600 | -1.7% | -$33.65万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1,877.11万 | 0.03% | 462,000 | 462,000 | — | $1,877.11万 | 新建仓 |
| HCIC | HENNESSY CAP INVTS CORP VIII | $1,876.77万 | 0.03% | 1,890,000 | 0 | 0.0% | — | 不变 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,863.95万 | 0.03% | 550,000 | -556,631 | -50.3% | -$1,886.42万 | 减仓 |
| OMC | OMNICOM GROUP INC | $1,849.76万 | 0.03% | 253,983 | -27,900 | -9.9% | -$203.20万 | 减仓 |
| — | SKYWATER TECHNOLOGY INC | $1,848.35万 | 0.03% | 530,829 | 530,829 | — | $1,848.35万 | 新建仓 |
| STE | STERIS PLC | $1,840.09万 | 0.03% | 87,386 | -100 | -0.1% | -$2.11万 | 减仓 |
| VRSN | VERISIGN INC | $1,837.39万 | 0.03% | 73,040 | -600 | -0.8% | -$15.09万 | 减仓 |
| SAAQ | SPACE ASSET ACQUISITION CORP | $1,836.00万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| SVIV | SPRING VY ACQUISITION CORP I | $1,832.40万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| VIA | VIA TRANSN INC | $1,832.32万 | 0.03% | 1,010,101 | 183,678 | 22.2% | $333.19万 | 加仓 |
| HVMC | HIGHVIEW MERGER CORP | $1,828.80万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $1,827.10万 | 0.03% | 119,912 | 119,912 | — | $1,827.10万 | 新建仓 |
| OTGA | OTG ACQUISITION CORP. I | $1,827.00万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| MTAL | METALS ACQUISITION CORP II | $1,827.00万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,827.00万 | 新建仓 |
| IPXG | COLUMBUS CIRCLE CAP CORP II | $1,825.20万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $1,825.10万 | 0.03% | 100,000 | -50,000 | -33.3% | -$912.55万 | 减仓 |
| DSAC | DAEDALUS SPL ACQUISITION COR | $1,816.20万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $1,811.41万 | 0.03% | 1,235,612 | -1,349,700 | -52.2% | -$1,978.66万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,810.80万 | 0.03% | 300,000 | -170,000 | -36.2% | -$1,026.12万 | 减仓 |
| SAC | SAFEGUARD ACQUISITION CORP | $1,810.80万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| YICCU | YORKVILLE INTL CAP CORP | $1,807.20万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,807.20万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,803.38万 | 0.03% | 185,000 | 25,000 | 15.6% | $243.70万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,802.26万 | 0.03% | 227,500 | -1,000 | -0.4% | -$7.92万 | 减仓 |
| ARCI | ARCHIMEDES TECH SPAC PTNRS I | $1,801.80万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| ISNRU | SNOW ROTHSCHILD ACQUISITION | $1,801.80万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,801.80万 | 新建仓 |
| TMTS | SPARTACUS ACQUISITION CORP I | $1,801.80万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,801.80万 | 新建仓 |
| GPAC | GENERAL PURP ACQUISITION COR | $1,800.00万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| AEAQ | ACTIVATE ENERGY ACQUISIT COR | $1,800.00万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| XCBE | X3 ACQUISITION CORP LTD | $1,798.20万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| SHOTU | RMG ML SPORTS HOLDINGS | $1,798.20万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,798.20万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $1,797.91万 | 0.03% | 471,892 | 151,200 | 47.1% | $576.07万 | 加仓 |
| NWSA | NEWS CORP NEW | $1,796.89万 | 0.03% | 723,676 | -344,844 | -32.3% | -$856.25万 | 减仓 |
| KPET | KPET ULTRA PACELINE CORP | $1,796.40万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,796.40万 | 新建仓 |
| ACGC | ACP HOLDINGS ACQUISITION COR | $1,789.20万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,789.20万 | 新建仓 |
| FGII | FG IMPERII ACQUISITION CORP | $1,787.40万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| LEGO | LEGATO MERGER CORP IV | $1,785.60万 | 0.03% | 1,800,000 | 0 | 0.0% | — | 不变 |
| CAQ | CAMBRIDGE ACQUISITION CORP | $1,783.80万 | 0.03% | 1,800,000 | 1,800,000 | — | $1,783.80万 | 新建仓 |
| AACO | ABONY ACQUISITION CORP I | $1,782.00万 | 0.02% | 1,800,000 | 1,800,000 | — | $1,782.00万 | 新建仓 |
| TRGS | TRG LATIN AMER ACQUIS CORP | $1,780.20万 | 0.02% | 1,800,000 | 1,800,000 | — | $1,780.20万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $1,773.69万 | 0.02% | 66,500 | 66,500 | — | $1,773.69万 | 新建仓 |
| — | CH4 NATURAL SOLUTIONS CORP | $1,773.00万 | 0.02% | 1,800,000 | 1,800,000 | — | $1,773.00万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,768.42万 | 0.02% | 585,959 | 585,959 | — | $1,768.42万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,764.00万 | 0.02% | 149,100 | -220,900 | -59.7% | -$2,613.47万 | 减仓 |
| SBXE | SILVERBOX CORP V | $1,760.50万 | 0.02% | 1,750,000 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1,757.61万 | 0.02% | 642,400 | -400 | -0.1% | -$1.09万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $1,756.26万 | 0.02% | 230,208 | 203,900 | 775.0% | $1,555.55万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $1,750.59万 | 0.02% | 86,436 | -113,564 | -56.8% | -$2,300.01万 | 减仓 |
| CBLL | CERIBELL INC | $1,750.50万 | 0.02% | 900,000 | 143,249 | 18.9% | $278.62万 | 加仓 |
| DCOM | DIME COML BANCSHARES INC | $1,747.98万 | 0.02% | 430,007 | -215,073 | -33.3% | -$874.27万 | 减仓 |
| LADR | LADDER CAP CORP | $1,741.25万 | 0.02% | 1,750,000 | 650,000 | 59.1% | $646.75万 | 加仓 |
| ALOV | ALDABRA 4 LQDTY OPP VEH INC | $1,739.50万 | 0.02% | 1,750,000 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $1,732.80万 | 0.02% | 600,000 | 600,000 | — | $1,732.80万 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $1,711.00万 | 0.02% | 500,000 | -37,865 | -7.0% | -$129.57万 | 减仓 |
| MNRO | MONRO INC | $1,702.79万 | 0.02% | 995,201 | -553,069 | -35.7% | -$946.30万 | 减仓 |
| NINE | NINE ENERGY SERVICE INC | $1,690.55万 | 0.02% | 1,299,427 | -55,722 | -4.1% | -$72.49万 | 减仓 |
| FAST | FASTENAL CO | $1,687.74万 | 0.02% | 351,392 | 184,600 | 110.7% | $886.63万 | 加仓 |
| EFX | EQUIFAX INC | $1,684.02万 | 0.02% | 106,100 | -1,300 | -1.2% | -$20.63万 | 减仓 |
| — | PROQR THRAPEUTICS N V | $1,676.96万 | 0.02% | 9,015,897 | 2,762,430 | 44.2% | $513.81万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,667.87万 | 0.02% | 428,978 | 30,200 | 7.6% | $117.42万 | 加仓 |
| TREX | TREX INC | $1,666.33万 | 0.02% | 333,000 | 333,000 | — | $1,666.33万 | 新建仓 |
| OVID | OVID THERAPEUTICS INC | $1,658.06万 | 0.02% | 6,163,781 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1,653.63万 | 0.02% | 150,645 | 44,045 | 41.3% | $483.48万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1,634.84万 | 0.02% | 365,000 | 365,000 | — | $1,634.84万 | 新建仓 |
| AVBH | AVIDBANK HLDGS INC | $1,628.84万 | 0.02% | 493,139 | 41,104 | 9.1% | $135.77万 | 加仓 |
| NVMI | NOVA LTD | $1,628.82万 | 0.02% | 30,000 | 15,000 | 100.0% | $814.41万 | 加仓 |
| HCAC | HALL CHADWICK ACQUISITION CO | $1,626.48万 | 0.02% | 1,620,000 | 0 | 0.0% | — | 不变 |
| ZURA | ZURA BIO LTD | $1,622.50万 | 0.02% | 2,750,000 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $1,589.17万 | 0.02% | 236,766 | 160,000 | 208.4% | $1,073.92万 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $1,577.33万 | 0.02% | 594,771 | -629,004 | -51.4% | -$1,668.12万 | 减仓 |
| KRSP | RICE ACQUISITION CORP 3 | $1,575.00万 | 0.02% | 1,500,000 | 0 | 0.0% | — | 不变 |
| — | NEWHOLD INVTS CORP IV | $1,575.00万 | 0.02% | 1,575,000 | 1,575,000 | — | $1,575.00万 | 新建仓 |
| DNMX | DYNAMIX CORP III | $1,573.42万 | 0.02% | 1,575,000 | 0 | 0.0% | — | 不变 |
| VHCP | VINE HILL CAP INVTS CORP II | $1,571.85万 | 0.02% | 1,575,000 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $1,569.95万 | 0.02% | 88,463 | 88,463 | — | $1,569.95万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1,565.10万 | 0.02% | 300,000 | 300,000 | — | $1,565.10万 | 新建仓 |
| MUZE | MUZERO ACQUISITION CORP | $1,563.97万 | 0.02% | 1,575,000 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $1,562.41万 | 0.02% | 8,000 | 8,000 | — | $1,562.41万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $1,555.80万 | 0.02% | 200,000 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $1,553.93万 | 0.02% | 160,100 | -35,100 | -18.0% | -$340.68万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $1,535.95万 | 0.02% | 25,000 | -17,035 | -40.5% | -$1,046.60万 | 减仓 |
| EVAC | EQV VENTURES AC CORP. II | $1,527.00万 | 0.02% | 1,500,000 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $1,522.10万 | 0.02% | 1,550,000 | -3,075,050 | -66.5% | -$3,019.70万 | 重新持有 |
| STZ | CONSTELLATION BRANDS INC | $1,519.79万 | 0.02% | 109,267 | 84,000 | 332.4% | $1,168.36万 | 加仓 |
| HBT | HBT FINL INC. | $1,513.77万 | 0.02% | 473,202 | 27,422 | 6.2% | $87.72万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $1,505.00万 | 0.02% | 1,506,506 | -250,000 | -14.2% | -$249.75万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1,503.15万 | 0.02% | 207,160 | -5,100 | -2.4% | -$37.01万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $1,503.08万 | 0.02% | 190,384 | -30,200 | -13.7% | -$238.43万 | 减仓 |
| BHVN | BIOHAVEN LTD | $1,488.00万 | 0.02% | 1,000,000 | -497,793 | -33.2% | -$740.72万 | 减仓 |
| — | FORTE BIOSCIENCES INC | $1,487.50万 | 0.02% | 700,000 | -250,000 | -26.3% | -$531.25万 | 减仓 |