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 $57.19 billion in total holdings as of December 31, 2024.
Adage Capital Partners Gp, L.L.C. owns shares of 869 different stocks, but just 202 companies or ETFs make up 80% of its holdings.
Approximately 12.70% of the portfolio was purchased this quarter.
About 13.03% of the portfolio was sold this quarter.
This quarter, Adage Capital Partners Gp, L.L.C. has purchased 864 new stocks and bought additional shares in 293 stocks.
Adage Capital Partners Gp, L.L.C. sold shares of 382 stocks and completely divested from 143 stocks this quarter.

Largest Holdings

Apple: $3,485,640,805
NVIDIA: $3,096,661,598
Microsoft: $2,984,786,075
Amazon.com: $1,955,721,440
Hess: $1,521,499,395

Largest New Holdings this Quarter

375558103 - Gilead Sciences: $158,334,188 Holding
09290D101 - BLACKROCK INC: $135,294,018 Holding
040413205 - ARISTA NETWORKS INC: $101,223,374 Holding
512807306 - LAM RESEARCH CORP: $99,758,298 Holding
80706P103 - Scholar Rock: $68,930,238 Holding

Largest Purchases this Quarter

ConocoPhillips: 2,324,080 shares (about $230.48M)
Bristol-Myers Squibb: 3,275,061 shares (about $185.24M)
WESCO International: 943,882 shares (about $170.80M)
Gilead Sciences: 1,714,130 shares (about $158.33M)
Delta Air Lines: 2,449,874 shares (about $148.22M)

Largest Sales this Quarter

3M: 1,193,700 shares (about $154.09M)
Marsh & McLennan Companies: 539,400 shares (about $114.57M)
Johnson & Johnson: 684,347 shares (about $98.97M)
Reinsurance Group of America: 430,000 shares (about $91.86M)
Regeneron Pharmaceuticals: 125,290 shares (about $89.25M)

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	$3,485,640,805	$71,369,700 ▼	-2.0%	13,919,179	6.1%	Computer and Technology
NVDA NVIDIA	$3,096,661,598	$41,428,465 ▼	-1.3%	23,059,510	5.4%	Computer and Technology
MSFT Microsoft	$2,984,786,075	$39,094,125 ▲	1.3%	7,081,343	5.2%	Computer and Technology
AMZN Amazon.com	$1,955,721,440	$67,308,852 ▼	-3.3%	8,914,360	3.4%	Retail/Wholesale
HES Hess	$1,521,499,395	$92,956,167 ▲	6.5%	11,438,985	2.7%	Energy
META Meta Platforms	$1,222,682,475	$2,283,489 ▲	0.2%	2,088,235	2.1%	Computer and Technology
TSLA Tesla	$1,043,876,728	$1,422,728 ▼	-0.1%	2,584,877	1.8%	Auto/Tires/Trucks
GOOGL Alphabet	$1,030,359,900	$15,087,210 ▼	-1.4%	5,443,000	1.8%	Computer and Technology
AVGO Broadcom	$985,171,622	$3,941,280 ▲	0.4%	4,249,360	1.7%	Computer and Technology
GOOG Alphabet	$833,121,677	$22,414,788 ▼	-2.6%	4,374,720	1.5%	Computer and Technology
BRK.B Berkshire Hathaway	$830,623,361	$40,387,248 ▲	5.1%	1,832,473	1.5%	Finance
JPM JPMorgan Chase & Co.	$626,425,993	$28,189,896 ▼	-4.3%	2,613,266	1.1%	Finance
LLY Eli Lilly and Company	$565,528,600	$74,754,304 ▼	-11.7%	732,550	1.0%	Medical
V Visa	$545,402,870	$38,304,048 ▲	7.6%	1,725,740	1.0%	Business Services
XOM Exxon Mobil	$483,813,824	$78,160,362 ▼	-13.9%	4,497,665	0.8%	Energy
UNH UnitedHealth Group	$461,153,105	$1,087,599 ▲	0.2%	911,622	0.8%	Medical
BMY Bristol-Myers Squibb	$439,427,479	$185,237,450 ▲	72.9%	7,769,227	0.8%	Medical
RPRX Royalty Pharma	$432,861,869	$129,313,430 ▲	42.6%	16,968,321	0.8%	Finance
COP ConocoPhillips	$428,233,811	$230,479,013 ▲	116.5%	4,318,179	0.7%	Energy
DOV Dover	$409,529,862	$98,319,659 ▲	31.6%	2,182,995	0.7%	Industrials
HD Home Depot	$396,456,274	$38,743,404 ▼	-8.9%	1,019,194	0.7%	Retail/Wholesale
MA Mastercard	$393,037,114	$48,075,841 ▼	-10.9%	746,410	0.7%	Business Services
PG Procter & Gamble	$380,343,027	$7,996,905 ▲	2.1%	2,268,673	0.7%	Consumer Staples
MCD McDonald's	$373,187,862	$12,627,319 ▼	-3.3%	1,287,343	0.7%	Retail/Wholesale
WMT Walmart	$359,351,404	$20,952,165 ▼	-5.5%	3,977,326	0.6%	Retail/Wholesale
COST Costco Wholesale	$354,775,163	$10,992,491 ▲	3.2%	387,195	0.6%	Retail/Wholesale
NFLX Netflix	$347,287,686	$8,824,068 ▼	-2.5%	389,633	0.6%	Consumer Discretionary
ABBV AbbVie	$307,308,161	$12,720,121 ▲	4.3%	1,729,365	0.5%	Medical
CRM Salesforce	$288,807,293	$6,519,435 ▼	-2.2%	863,839	0.5%	Computer and Technology
BAC Bank of America	$269,996,848	$215,355 ▲	0.1%	6,143,273	0.5%	Finance
WCC WESCO International	$247,149,015	$170,804,886 ▲	223.7%	1,365,766	0.4%	Computer and Technology
KO Coca-Cola	$245,832,489	$5,665,660 ▼	-2.3%	3,948,482	0.4%	Consumer Staples
ORCL Oracle	$241,247,394	$15,647,496 ▼	-6.1%	1,447,716	0.4%	Computer and Technology
CSCO Cisco Systems	$240,874,203	$2,296,960 ▼	-0.9%	4,068,821	0.4%	Computer and Technology
BSX Boston Scientific	$234,051,627	$1,502,184 ▲	0.6%	2,620,372	0.4%	Medical
ADBE Adobe	$220,818,305	$16,275,288 ▲	8.0%	496,578	0.4%	Computer and Technology
ISRG Intuitive Surgical	$214,852,307	$4,675,718 ▼	-2.1%	411,626	0.4%	Medical
WFC Wells Fargo & Company	$214,231,719	$112,384 ▲	0.1%	3,049,996	0.4%	Finance
IBM International Business Machines	$205,428,937	$31,611,554 ▼	-13.3%	934,490	0.4%	Computer and Technology
DIS Walt Disney	$205,231,969	$14,876,360 ▲	7.8%	1,843,125	0.4%	Consumer Discretionary
TMO Thermo Fisher Scientific	$203,053,572	$16,954,816 ▲	9.1%	390,315	0.4%	Medical
NOW ServiceNow	$198,878,512	$5,724,648 ▲	3.0%	187,600	0.3%	Computer and Technology
ACN Accenture	$197,959,972	$9,744,583 ▼	-4.7%	562,722	0.3%	Computer and Technology
WM Waste Management	$192,283,875	$54,979,300 ▼	-22.2%	952,891	0.3%	Business Services
PEP PepsiCo	$189,737,276	$35,277,920 ▲	22.8%	1,247,779	0.3%	Consumer Staples
MMM 3M	$188,997,054	$154,094,733 ▼	-44.9%	1,464,072	0.3%	Multi-Sector Conglomerates
UNP Union Pacific	$187,455,037	$28,897,229 ▲	18.2%	822,027	0.3%	Transportation
LINDE PLC	$186,406,537	$1,214,143 ▼	-0.6%	445,235	0.3%	SHS
T AT&T	$185,772,210	$31,875,723 ▲	20.7%	8,158,639	0.3%	Computer and Technology
DAL Delta Air Lines	$184,784,243	$148,217,377 ▲	405.3%	3,054,285	0.3%	Transportation
PCG PG&E	$177,939,168	$37,894,004 ▲	27.1%	8,817,600	0.3%	Utilities
SHW Sherwin-Williams	$177,071,577	$52,723,143 ▲	42.4%	520,906	0.3%	Basic Materials
PM Philip Morris International	$174,959,295	$1,420,130 ▼	-0.8%	1,453,754	0.3%	Consumer Staples
VZ Verizon Communications	$171,392,021	$566,578 ▲	0.3%	4,285,872	0.3%	Computer and Technology
AMD Advanced Micro Devices	$170,349,412	$5,230,207 ▼	-3.0%	1,410,294	0.3%	Computer and Technology
JANX Janux Therapeutics	$163,926,095	$52,830,595 ▲	47.6%	3,061,750	0.3%	Medical
GS The Goldman Sachs Group	$163,488,164	$6,985,964 ▼	-4.1%	285,509	0.3%	Finance
QCOM QUALCOMM	$159,568,320	$24,456,304 ▲	18.1%	1,038,721	0.3%	Computer and Technology
LOW Lowe's Companies	$158,915,754	$27,837,806 ▲	21.2%	643,905	0.3%	Retail/Wholesale
GILD Gilead Sciences	$158,334,188	$158,334,188 ▲	New Holding	1,714,130	0.3%	Medical
GE GE Aerospace	$158,166,623	$34,259,833 ▲	27.6%	948,298	0.3%	Industrials
EQIX Equinix	$157,621,036	$8,203,143 ▲	5.5%	167,168	0.3%	Finance
BKNG Booking	$153,524,178	$3,974,736 ▲	2.7%	30,900	0.3%	Retail/Wholesale
INTU Intuit	$153,416,850	$879,900 ▼	-0.6%	244,100	0.3%	Computer and Technology
ETN Eaton	$150,834,251	$1,906,261 ▲	1.3%	454,498	0.3%	Industrials
MRK Merck & Co., Inc.	$148,778,408	$268,596 ▲	0.2%	1,495,561	0.3%	Medical
PH Parker-Hannifin	$147,812,736	$1,769,435 ▲	1.2%	232,399	0.3%	Industrials
HUBB Hubbell	$145,065,796	$13,259,125 ▼	-8.4%	346,310	0.3%	Industrials
PALANTIR TECHNOLOGIES INC	$144,944,895	$4,409,229 ▲	3.1%	1,916,500	0.3%	CL A
AXP American Express	$144,918,996	$6,262,269 ▼	-4.1%	488,288	0.3%	Finance
MS Morgan Stanley	$144,337,120	$3,287,578 ▼	-2.2%	1,148,084	0.3%	Finance
C Citigroup	$142,489,492	$15,908,140 ▲	12.6%	2,024,286	0.2%	Finance
ADP Automatic Data Processing	$142,259,754	$18,032,168 ▲	14.5%	485,976	0.2%	Business Services
TXN Texas Instruments	$138,540,638	$6,525,348 ▼	-4.5%	738,844	0.2%	Computer and Technology
SPGI S&P Global	$138,462,301	$8,117,889 ▼	-5.5%	278,020	0.2%	Business Services
BLACKROCK INC	$135,294,018	$135,294,018 ▲	New Holding	131,980	0.2%	COM
JNJ Johnson & Johnson	$135,191,065	$98,970,263 ▼	-42.3%	934,802	0.2%	Medical
AMAT Applied Materials	$134,222,767	$7,302,087 ▲	5.8%	825,326	0.2%	Computer and Technology
SDRL Seadrill	$133,497,549	$12,472,861 ▲	10.3%	3,429,169	0.2%	Energy
MDT Medtronic	$132,264,266	$8,939,371 ▲	7.2%	1,655,787	0.2%	Medical
PGR Progressive	$131,230,803	$1,054,284 ▼	-0.8%	547,685	0.2%	Finance
CMCSA Comcast	$130,186,278	$2,908,575 ▲	2.3%	3,468,859	0.2%	Consumer Discretionary
ABT Abbott Laboratories	$130,145,950	$38,395,190 ▼	-22.8%	1,150,614	0.2%	Medical
RTX RTX	$129,595,869	$73,937,789 ▼	-36.3%	1,119,909	0.2%	Aerospace
TJX TJX Companies	$128,547,639	$14,038,122 ▲	12.3%	1,064,048	0.2%	Retail/Wholesale
EQT EQT	$125,167,209	$3,578,136 ▲	2.9%	2,714,535	0.2%	Energy
SLNO Soleno Therapeutics	$124,780,121	$24,550,341 ▼	-16.4%	2,775,976	0.2%	Medical
AZO AutoZone	$121,794,474	$80,760,844 ▲	196.8%	38,037	0.2%	Retail/Wholesale
STR Sitio Royalties	$120,131,935	$52,280,978 ▲	77.1%	6,263,396	0.2%	Energy
ROK Rockwell Automation	$119,143,850	$88,564,320 ▲	289.6%	416,893	0.2%	Computer and Technology
WVE Wave Life Sciences	$119,025,426	$1,005,025 ▼	-0.8%	9,622,104	0.2%	Medical
AJG Arthur J. Gallagher & Co.	$115,925,192	$88,532,815 ▲	323.2%	408,403	0.2%	Finance
SRE Sempra	$115,287,764	$2,631,600 ▲	2.3%	1,314,270	0.2%	Utilities
INSM Insmed	$113,747,680	$42,459,600 ▲	59.6%	1,647,562	0.2%	Medical
FYBR Frontier Communications Parent	$109,295,076	$90,210,076 ▲	472.7%	3,149,714	0.2%	Computer and Technology
MCK McKesson	$108,908,091	$80,810,388 ▲	287.6%	191,097	0.2%	Medical
BA Boeing	$108,905,799	$12,629,127 ▼	-10.4%	615,287	0.2%	Aerospace
FI Fiserv	$104,544,606	$49,054,296 ▼	-31.9%	508,931	0.2%	Business Services
BX Blackstone	$104,441,691	$8,631,345 ▼	-7.6%	605,740	0.2%	Finance
MU Micron Technology	$104,425,980	$8,895,712 ▲	9.3%	1,240,803	0.2%	Computer and Technology

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

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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