Adage Capital Partners Gp, L.L.C. Top Holdings and 13F Report (2025) About Adage Capital Partners Gp, L.L.C.Investment ActivityAdage Capital Partners Gp, L.L.C. has $59.35 billion in total holdings as of June 30, 2025.Adage Capital Partners Gp, L.L.C. owns shares of 843 different stocks, but just 205 companies or ETFs make up 80% of its holdings.Approximately 12.38% of the portfolio was purchased this quarter.About 12.04% of the portfolio was sold this quarter.This quarter, Adage Capital Partners Gp, L.L.C. has purchased 836 new stocks and bought additional shares in 325 stocks.Adage Capital Partners Gp, L.L.C. sold shares of 322 stocks and completely divested from 130 stocks this quarter.Largest Holdings NVIDIA $3,560,811,798Microsoft $3,424,042,606Apple $2,751,407,459Amazon.com $1,986,962,576Meta Platforms $1,482,479,598 Largest New Holdings this Quarter 14040H105 - Capital One Financial $120,385,565 Holding776696106 - Roper Technologies $83,667,851 Holding115236101 - Brown & Brown $75,025,729 Holding759351604 - Reinsurance Group of America $69,426,000 Holding19260Q107 - Coinbase Global $67,854,864 Holding Largest Purchases this Quarter Capital One Financial 565,828 shares (about $120.39M)CSX 3,677,262 shares (about $119.99M)Amazon.com 545,400 shares (about $119.66M)Johnson Controls International 1,083,911 shares (about $114.48M)Ionis Pharmaceuticals 2,724,400 shares (about $107.64M) Largest Sales this Quarter 3M 1,109,786 shares (about $168.95M)WESCO International 775,035 shares (about $143.54M)Vertex Pharmaceuticals 311,475 shares (about $138.67M)Royal Caribbean Cruises 416,400 shares (about $130.39M)Meta Platforms 123,500 shares (about $91.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAdage Capital Partners Gp, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$3,560,811,798$7,915,299 ▲0.2%22,538,2106.0%Computer and TechnologyMSFTMicrosoft$3,424,042,606$55,461,215 ▲1.6%6,883,7435.8%Computer and TechnologyAAPLApple$2,751,407,459$40,787,796 ▼-1.5%13,410,3794.6%Computer and TechnologyAMZNAmazon.com$1,986,962,576$119,655,306 ▲6.4%9,056,7603.3%Retail/WholesaleMETAMeta Platforms$1,482,479,598$91,154,115 ▼-5.8%2,008,5352.5%Computer and TechnologyHESHess$1,352,669,371$73,886,430 ▼-5.2%9,763,7462.3%EnergyAVGOBroadcom$1,163,837,301$41,649,612 ▲3.7%4,222,1562.0%Computer and TechnologyGOOGLAlphabet$937,631,715$5,498,376 ▲0.6%5,320,5001.6%Computer and TechnologyBRK.BBerkshire Hathaway$807,244,328$36,050,935 ▲4.7%1,661,7831.4%FinanceTSLATesla$799,645,518$4,860,198 ▼-0.6%2,517,3001.3%Auto/Tires/TrucksGOOGAlphabet$768,084,509$16,639,182 ▲2.2%4,329,9201.3%Computer and TechnologyJPMJPMorgan Chase & Co.$723,431,557$7,102,795 ▼-1.0%2,495,3661.2%FinanceLLYEli Lilly and Company$656,216,149$78,021,599 ▲13.5%841,8101.1%MedicalVVisa$580,804,992$16,864,875 ▼-2.8%1,635,8401.0%Business ServicesHDHome Depot$528,499,828$82,021,768 ▲18.4%1,441,4680.9%Retail/WholesaleNFLXNetflix$527,259,672$14,864,343 ▲2.9%393,7330.9%Consumer DiscretionaryPGProcter & Gamble$466,707,705$80,005,246 ▲20.7%2,929,3730.8%Consumer StaplesWMTWalmart$446,788,696$56,331,058 ▲14.4%4,569,3260.8%Retail/WholesaleDOVDover$435,405,601$41,712,859 ▲10.6%2,376,2790.7%IndustrialsCOPConocoPhillips$409,676,920$62,611,598 ▲18.0%4,565,1540.7%EnergyMAMastercard$407,580,701$2,022,984 ▲0.5%725,3100.7%Business ServicesHUBBHubbell$394,412,972$3,866,826 ▼-1.0%965,7280.7%IndustrialsXOMExxon Mobil$377,280,812$59,865,975 ▼-13.7%3,499,8220.6%EnergyORCLOracle$359,584,259$29,449,461 ▼-7.6%1,644,7160.6%Computer and TechnologyBACBank of America$349,064,166$30,209,088 ▲9.5%7,376,6730.6%FinanceCOSTCostco Wholesale$344,377,357$34,053,936 ▼-9.0%347,8770.6%Retail/WholesaleABBVAbbVie$300,489,266$33,391,553 ▼-10.0%1,618,8410.5%MedicalSLNOSoleno Therapeutics$299,594,264$68,425,807 ▼-18.6%3,575,9640.5%MedicalCSCOCisco Systems$298,384,023$8,901,454 ▼-2.9%4,300,7210.5%Computer and TechnologyIBMInternational Business Machines$289,235,188$25,940,640 ▲9.9%981,1900.5%Computer and TechnologyINSMInsmed$287,775,249$59,125,195 ▼-17.0%2,859,4520.5%MedicalCRMSalesforce$280,526,838$53,447,240 ▲23.5%1,028,7390.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$265,578,624$10,755,648 ▲4.2%1,948,2000.4%CL APMPhilip Morris International$259,654,365$1,402,401 ▲0.5%1,425,6540.4%Consumer StaplesKOCocaCola$251,012,652$32,728,950 ▲15.0%3,547,8820.4%Consumer StaplesUNHUnitedHealth Group$240,220,644$44,935,847 ▼-15.8%770,0120.4%MedicalDISWalt Disney$238,288,315$25,062,421 ▼-9.5%1,921,5250.4%Consumer DiscretionaryWFCWells Fargo & Company$236,395,021$9,487,490 ▲4.2%2,950,5120.4%FinanceTAT&T$221,837,805$13,005,636 ▲6.2%7,665,4390.4%Computer and TechnologyBSXBoston Scientific$220,766,755$57,652,103 ▼-20.7%2,055,3650.4%MedicalINTUIntuit$217,464,643$48,596,771 ▼-18.3%276,1000.4%Computer and TechnologyABTAbbott Laboratories$217,305,217$24,488,736 ▲12.7%1,597,7150.4%MedicalRPRXRoyalty Pharma$216,180,000$9,007,500 ▼-4.0%6,000,0000.4%MedicalGEGE Aerospace$211,093,261$5,829,111 ▲2.8%820,1300.4%AerospaceJNJJohnson & Johnson$204,161,068$8,881,343 ▲4.5%1,336,5700.3%MedicalISRGIntuitive Surgical$200,835,641$9,185,259 ▼-4.4%369,5840.3%MedicalDHRDanaher$198,111,878$4,240,986 ▲2.2%1,002,8950.3%MedicalAMDAdvanced Micro Devices$198,091,549$6,839,580 ▲3.6%1,395,9940.3%Computer and TechnologyNOWServiceNow$188,241,448$14,598,736 ▲8.4%183,1000.3%Computer and TechnologyBABoeing$187,481,996$11,849,341 ▲6.7%894,7740.3%AerospaceLINDE PLC$185,389,439$18,344,938 ▼-9.0%395,1350.3%SHSNSCNorfolk Southern$178,187,116$24,016,385 ▼-11.9%696,1250.3%TransportationJCIJohnson Controls International$178,113,449$114,482,680 ▲179.9%1,686,3610.3%ConstructionCSXCSX$175,133,890$119,989,059 ▲217.6%5,367,2660.3%TransportationSCHWCharles Schwab$174,664,290$24,607,428 ▼-12.3%1,914,3390.3%FinanceSPGIS&P Global$172,961,666$27,313,622 ▲18.8%328,0200.3%FinanceGSThe Goldman Sachs Group$171,848,070$18,896,925 ▼-9.9%242,8090.3%FinanceRTXRTX$164,791,893$57,559,916 ▼-25.9%1,128,5570.3%AerospaceWMWaste Management$163,989,802$64,754,000 ▼-28.3%716,6760.3%Business ServicesARGXargenex$163,774,628$87,355,141 ▲114.3%297,1130.3%MedicalGILDGilead Sciences$161,119,832$14,754,580 ▲10.1%1,453,2320.3%MedicalCMGChipotle Mexican Grill$160,871,659$63,089,242 ▲64.5%2,865,0340.3%Retail/WholesalePEPPepsiCo$159,871,260$3,287,796 ▼-2.0%1,210,7790.3%Consumer StaplesAJGArthur J. Gallagher & Co.$158,332,312$66,424,900 ▲72.3%494,6030.3%FinanceVZVerizon Communications$157,878,037$16,313,872 ▼-9.4%3,648,6720.3%Computer and TechnologyBKNGBooking$157,756,790$37,340,598 ▼-19.1%27,2500.3%Retail/WholesaleMDTMedtronic$157,315,437$6,846,245 ▲4.5%1,804,6970.3%MedicalACNAccenture$156,445,602$5,081,130 ▼-3.1%523,4220.3%Computer and TechnologyUBERUber Technologies$155,241,870$21,253,740 ▲15.9%1,663,9000.3%Computer and TechnologyMSMorgan Stanley$152,894,233$986,020 ▲0.6%1,085,4340.3%FinanceTXNTexas Instruments$152,485,263$8,284,038 ▲5.7%734,4440.3%Computer and TechnologyQCOMQUALCOMM$152,080,718$5,367,062 ▼-3.4%954,9210.3%Computer and TechnologyNEENextEra Energy$151,718,312$97,896,084 ▲181.9%2,185,5130.3%UtilitiesIONSIonis Pharmaceuticals$150,138,000$107,641,044 ▲253.3%3,800,0000.3%MedicalMCDMcDonald's$148,831,982$42,101,697 ▼-22.1%509,4020.3%Retail/WholesaleAMATApplied Materials$147,577,487$1,464,560 ▲1.0%806,1260.2%Computer and TechnologyMUMicron Technology$145,866,745$1,552,950 ▲1.1%1,183,5030.2%Computer and TechnologyCCitigroup$145,698,712$434,112 ▼-0.3%1,711,6860.2%Financial ServicesDVNDevon Energy$145,311,007$66,279,316 ▲83.9%4,568,0920.2%EnergyOVVOvintiv$142,277,968$83,909,116 ▲143.8%3,739,2370.2%EnergyADBEAdobe$140,003,361$23,251,488 ▼-14.2%361,8780.2%Computer and TechnologyLAM RESEARCH CORP$137,046,933$399,094 ▼-0.3%1,407,9200.2%COM NEWPGRProgressive$136,601,631$2,856,736 ▲2.1%511,8850.2%FinanceTMOThermo Fisher Scientific$132,068,053$37,412,605 ▲39.5%325,7240.2%MedicalAXPAmerican Express$131,224,544$16,331,776 ▼-11.1%411,3880.2%FinanceEQIXEquinix$130,829,360$3,420,521 ▼-2.5%164,4680.2%FinanceBLACKROCK INC$130,505,715$17,942,175 ▲15.9%124,3800.2%COMGE VERNOVA INC$124,878,871$12,342,953 ▲11.0%235,9990.2%COMSTRSitio Royalties$124,676,209$9,634,723 ▲8.4%6,783,2540.2%EnergyFYBRFrontier Communications Parent$123,280,576$36,087,288 ▼-22.6%3,386,8290.2%Computer and TechnologyADPAutomatic Data Processing$122,365,718$7,494,120 ▼-5.8%396,7760.2%Computer and TechnologyTJXTJX Companies$122,038,746$31,440,554 ▲34.7%988,2480.2%Retail/WholesaleMTDRMatador Resources$121,994,844$71,818,600 ▲143.1%2,556,4720.2%EnergySWXSouthwest Gas$120,511,800$5,207,300 ▲4.5%1,620,0000.2%UtilitiesCOFCapital One Financial$120,385,565$120,385,565 ▲New Holding565,8280.2%FinanceKKellanova$120,375,256$34,315,207 ▲39.9%1,513,5830.2%Consumer DiscretionaryPFEPfizer$120,236,605$59,842,912 ▲99.1%4,960,2560.2%MedicalAWIArmstrong World Industries$119,718,280$65,625,760 ▲121.3%737,0000.2%ConstructionTMUST-Mobile US$119,543,143$24,874,344 ▲26.3%501,7340.2%Computer and TechnologyANSSANSYS$115,352,589$33,661,627 ▼-22.6%328,4340.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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