Adage Capital Partners Gp, L.L.C. Top Holdings and 13F Report (2025)

About Adage Capital Partners Gp, L.L.C.

Investment Activity

Adage Capital Partners Gp, L.L.C. has $53.99 billion in total holdings as of March 31, 2025.
Adage Capital Partners Gp, L.L.C. owns shares of 836 different stocks, but just 206 companies or ETFs make up 80% of its holdings.
Approximately 12.87% of the portfolio was purchased this quarter.
About 14.58% of the portfolio was sold this quarter.
This quarter, Adage Capital Partners Gp, L.L.C. has purchased 869 new stocks and bought additional shares in 314 stocks.
Adage Capital Partners Gp, L.L.C. sold shares of 358 stocks and completely divested from 151 stocks this quarter.

Largest Holdings

Apple: $3,023,006,931
Microsoft: $2,542,232,300
NVIDIA: $2,437,261,362
Hess: $1,644,750,672
Amazon.com: $1,619,371,354

Largest New Holdings this Quarter

25278X109 - Diamondback Energy: $77,622,220 Holding
893641100 - TransDigm Group: $61,993,525 Holding
25809K105 - DOORDASH INC: $56,585,592 Holding
962166104 - Weyerhaeuser: $53,061,216 Holding
874060205 - Takeda Pharmaceutical: $51,049,052 Holding

Largest Purchases this Quarter

Hubbell: 628,886 shares (about $208.10M)
Norfolk Southern: 611,198 shares (about $144.76M)
Insmed: 1,799,382 shares (about $137.27M)
Vertex Pharmaceuticals: 280,428 shares (about $135.96M)
Soleno Therapeutics: 1,616,720 shares (about $115.51M)

Largest Sales this Quarter

Bristol-Myers Squibb: 5,816,959 shares (about $354.78M)
Royalty Pharma: 10,718,321 shares (about $333.66M)
McDonald's: 633,841 shares (about $197.99M)
Union Pacific: 794,872 shares (about $187.78M)
Hess: 1,141,917 shares (about $182.40M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$3,023,006,931	$68,860,300 ▼	-2.2%	13,609,179	5.6%	Computer and Technology
MSFT Microsoft	$2,542,232,300	$116,033,049 ▼	-4.4%	6,772,243	4.7%	Computer and Technology
NVDA NVIDIA	$2,437,261,362	$61,928,332 ▼	-2.5%	22,488,110	4.5%	Computer and Technology
HES Hess	$1,644,750,672	$182,398,402 ▼	-10.0%	10,297,068	3.0%	Energy
AMZN Amazon.com	$1,619,371,354	$76,674,780 ▼	-4.5%	8,511,360	3.0%	Retail/Wholesale
META Meta Platforms	$1,228,819,693	$25,244,568 ▲	2.1%	2,132,035	2.3%	Computer and Technology
BRK.B Berkshire Hathaway	$845,507,498	$130,430,972 ▼	-13.4%	1,587,569	1.6%	Finance
GOOGL Alphabet	$817,937,352	$23,768,168 ▼	-2.8%	5,289,300	1.5%	Computer and Technology
AVGO Broadcom	$681,617,576	$29,852,769 ▼	-4.2%	4,071,060	1.3%	Computer and Technology
GOOG Alphabet	$661,809,028	$21,653,478 ▼	-3.2%	4,236,120	1.2%	Computer and Technology
TSLA Tesla	$656,348,616	$13,548,107 ▼	-2.0%	2,532,600	1.2%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$618,123,130	$22,911,020 ▼	-3.6%	2,519,866	1.1%	Finance
LLY Eli Lilly and Company	$612,595,617	$7,575,247 ▲	1.3%	741,722	1.1%	Medical
V Visa	$589,943,336	$14,859,504 ▼	-2.5%	1,683,340	1.1%	Business Services
XOM Exxon Mobil	$482,280,773	$52,626,525 ▼	-9.8%	4,055,165	0.9%	Energy
UNH UnitedHealth Group	$478,734,211	$1,272,189 ▲	0.3%	914,051	0.9%	Medical
HD Home Depot	$446,295,396	$72,770,987 ▲	19.5%	1,217,756	0.8%	Retail/Wholesale
PG Procter & Gamble	$413,644,445	$27,017,194 ▲	7.0%	2,427,206	0.8%	Consumer Staples
COP ConocoPhillips	$406,160,019	$47,335,139 ▼	-10.4%	3,867,454	0.8%	Energy
MA Mastercard	$395,583,685	$13,538,564 ▼	-3.3%	721,710	0.7%	Business Services
DOV Dover	$377,470,616	$6,037,946 ▼	-1.6%	2,148,626	0.7%	Industrials
ABBV AbbVie	$376,870,538	$14,533,983 ▲	4.0%	1,798,733	0.7%	Medical
COST Costco Wholesale	$361,549,941	$4,651,346 ▼	-1.3%	382,277	0.7%	Retail/Wholesale
NFLX Netflix	$356,816,751	$6,527,710 ▼	-1.8%	382,633	0.7%	Consumer Discretionary
WMT Walmart	$350,565,311	$1,395,861 ▲	0.4%	3,993,226	0.6%	Retail/Wholesale
HUBB Hubbell	$322,702,108	$208,104,666 ▲	181.6%	975,196	0.6%	Industrials
SLNO Soleno Therapeutics	$313,858,129	$115,514,644 ▲	58.2%	4,392,696	0.6%	Medical
BAC Bank of America	$281,188,132	$24,829,350 ▲	9.7%	6,738,273	0.5%	Finance
CSCO Cisco Systems	$273,314,886	$22,227,942 ▲	8.9%	4,429,021	0.5%	Computer and Technology
INSM Insmed	$262,967,358	$137,274,853 ▲	109.2%	3,446,944	0.5%	Medical
BSX Boston Scientific	$261,492,359	$2,850,768 ▼	-1.1%	2,592,113	0.5%	Medical
MMM 3M	$250,719,098	$35,705,484 ▲	16.6%	1,707,198	0.5%	Multi-Sector Conglomerates
ORCL Oracle	$248,780,151	$46,374,977 ▲	22.9%	1,779,416	0.5%	Computer and Technology
VRTX Vertex Pharmaceuticals	$237,400,355	$135,957,103 ▲	134.0%	489,667	0.4%	Medical
WM Waste Management	$231,432,907	$10,829,112 ▲	4.9%	999,667	0.4%	Business Services
PM Philip Morris International	$225,071,840	$5,682,534 ▼	-2.5%	1,417,954	0.4%	Consumer Staples
CRM Salesforce	$223,473,838	$8,345,996 ▼	-3.6%	832,739	0.4%	Computer and Technology
IBM International Business Machines	$222,100,625	$10,269,658 ▼	-4.4%	893,190	0.4%	Computer and Technology
KO Coca-Cola	$220,967,897	$61,822,384 ▼	-21.9%	3,085,282	0.4%	Consumer Staples
JNJ Johnson & Johnson	$212,014,334	$56,986,770 ▲	36.8%	1,278,427	0.4%	Medical
DIS Walt Disney	$209,601,788	$27,685,350 ▲	15.2%	2,123,625	0.4%	Consumer Discretionary
INTU Intuit	$207,405,822	$57,530,863 ▲	38.4%	337,800	0.4%	Computer and Technology
MCD McDonald's	$204,134,420	$197,992,913 ▼	-49.2%	653,502	0.4%	Retail/Wholesale
T AT&T	$204,069,583	$26,656,728 ▼	-11.6%	7,216,039	0.4%	Computer and Technology
WFC Wells Fargo & Company	$203,316,172	$15,643,041 ▼	-7.1%	2,832,096	0.4%	Finance
LINDE PLC	$202,197,185	$5,122,040 ▼	-2.5%	434,235	0.4%	SHS
RTX RTX	$201,703,333	$53,360,187 ▲	36.0%	1,522,749	0.4%	Aerospace
DHR Danaher	$201,192,330	$111,550,955 ▲	124.4%	981,426	0.4%	Medical
RPRX Royalty Pharma	$194,562,500	$333,661,333 ▼	-63.2%	6,250,000	0.4%	Finance
ISRG Intuitive Surgical	$191,415,416	$12,450,592 ▼	-6.1%	386,487	0.4%	Medical
ABT Abbott Laboratories	$188,053,130	$35,424,183 ▲	23.2%	1,417,664	0.3%	Medical
NSC Norfolk Southern	$187,099,658	$144,762,247 ▲	341.9%	789,950	0.3%	Transportation
PEP PepsiCo	$185,277,711	$1,814,274 ▼	-1.0%	1,235,679	0.3%	Consumer Staples
VZ Verizon Communications	$182,605,616	$11,801,538 ▼	-6.1%	4,025,697	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$181,898,640	$47,657,085 ▲	35.5%	2,026,500	0.3%	Medical
SCHW Charles Schwab	$170,966,573	$61,551,564 ▲	56.3%	2,184,039	0.3%	Finance
ACN Accenture	$168,633,281	$6,958,492 ▼	-4.0%	540,422	0.3%	Computer and Technology
DFS Discover Financial Services	$163,132,869	$78,758,590 ▲	93.3%	955,670	0.3%	Finance
ADBE Adobe	$161,841,222	$28,611,338 ▼	-15.0%	421,978	0.3%	Computer and Technology
LOW Lowe's Companies	$160,533,375	$10,355,412 ▲	6.9%	688,305	0.3%	Retail/Wholesale
GE GE Aerospace	$159,616,222	$30,185,622 ▼	-15.9%	797,483	0.3%	Industrials
PALANTIR TECHNOLOGIES INC	$157,768,920	$3,983,680 ▼	-2.5%	1,869,300	0.3%	CL A
FYBR Frontier Communications Parent	$157,003,615	$44,054,871 ▲	39.0%	4,378,238	0.3%	Computer and Technology
BKNG Booking	$155,252,867	$12,899,348 ▲	9.1%	33,700	0.3%	Retail/Wholesale
MDT Medtronic	$155,112,558	$6,323,538 ▲	4.3%	1,726,158	0.3%	Medical
QCOM QUALCOMM	$151,862,072	$7,695,861 ▼	-4.8%	988,621	0.3%	Computer and Technology
CB Chubb	$147,939,767	$69,336,904 ▲	88.2%	489,883	0.3%	Finance
GILD Gilead Sciences	$147,923,032	$44,145,235 ▼	-23.0%	1,320,152	0.3%	Medical
GS The Goldman Sachs Group	$147,230,072	$8,740,640 ▼	-5.6%	269,509	0.3%	Finance
MCK McKesson	$146,799,309	$18,192,939 ▲	14.1%	218,130	0.3%	Medical
BA Boeing	$142,958,762	$38,021,564 ▲	36.2%	838,222	0.3%	Aerospace
PGR Progressive	$141,838,952	$13,161,380 ▼	-8.5%	501,180	0.3%	Finance
SPGI S&P Global	$140,347,382	$914,580 ▼	-0.6%	276,220	0.3%	Business Services
AMD Advanced Micro Devices	$138,472,356	$6,421,250 ▼	-4.4%	1,347,794	0.3%	Computer and Technology
DUK Duke Energy	$138,144,808	$108,053,223 ▲	359.1%	1,132,613	0.3%	Utilities
ROST Ross Stores	$138,081,184	$89,522,773 ▲	184.4%	1,080,532	0.3%	Retail/Wholesale
EQIX Equinix	$137,604,989	$1,304,560 ▲	1.0%	168,768	0.3%	Finance
NOW ServiceNow	$134,468,046	$14,887,818 ▼	-10.0%	168,900	0.2%	Computer and Technology
ANSS ANSYS	$134,308,811	$41,354,765 ▲	44.5%	424,276	0.2%	Computer and Technology
WCC WESCO International	$132,786,936	$79,316,525 ▼	-37.4%	855,035	0.2%	Computer and Technology
RCL Royal Caribbean Cruises	$132,549,888	$85,072,704 ▲	179.2%	645,200	0.2%	Consumer Discretionary
ADP Automatic Data Processing	$128,651,350	$19,828,897 ▼	-13.4%	421,076	0.2%	Business Services
LBRDK Liberty Broadband	$126,861,090	$22,152,973 ▲	21.2%	1,491,606	0.2%	Consumer Discretionary
MS Morgan Stanley	$125,820,895	$8,126,066 ▼	-6.1%	1,078,434	0.2%	Finance
TXN Texas Instruments	$124,809,557	$7,960,710 ▼	-6.0%	694,544	0.2%	Computer and Technology
VMC Vulcan Materials	$124,465,083	$47,849,830 ▲	62.5%	533,498	0.2%	Construction
AXP American Express	$124,459,301	$6,914,585 ▼	-5.3%	462,588	0.2%	Finance
STR Sitio Royalties	$124,367,482	$86,196 ▼	-0.1%	6,259,058	0.2%	Energy
SO Southern	$124,058,940	$69,008,475 ▲	125.4%	1,349,200	0.2%	Utilities
C Citigroup	$121,874,638	$21,829,425 ▼	-15.2%	1,716,786	0.2%	Finance
ICE Intercontinental Exchange	$119,707,928	$28,893,750 ▲	31.8%	693,959	0.2%	Finance
CMCSA Comcast	$119,536,037	$8,464,860 ▼	-6.6%	3,239,459	0.2%	Consumer Discretionary
BMY Bristol-Myers Squibb	$119,068,825	$354,776,328 ▼	-74.9%	1,952,268	0.2%	Medical
TMO Thermo Fisher Scientific	$116,165,715	$78,055,029 ▼	-40.2%	233,452	0.2%	Medical
AMAT Applied Materials	$115,824,045	$3,947,264 ▼	-3.3%	798,126	0.2%	Computer and Technology
SWX Southwest Gas	$111,290,000	$46,670,000 ▲	72.2%	1,550,000	0.2%	Utilities
AZO AutoZone	$109,228,521	$35,798,191 ▼	-24.7%	28,648	0.2%	Retail/Wholesale
FI Fiserv	$106,844,400	$5,542,833 ▼	-4.9%	483,831	0.2%	Business Services
TMUS T-Mobile US	$105,972,951	$15,575,864 ▼	-12.8%	397,334	0.2%	Computer and Technology
HIG The Hartford Financial Services Group	$105,471,411	$47,215,368 ▲	81.0%	852,432	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Adage Capital Partners Gp, L.L.C. Top Holdings and 13F Report (2025)

About Adage Capital Partners Gp, L.L.C.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Adage Capital Partners Gp, L.L.C. Top Holdings and 13F Report (2025)

About Adage Capital Partners Gp, L.L.C.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAdage Capital Partners Gp, L.L.C.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools