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Adage Capital Partners Gp, L.L.C. Top Holdings and 13F Report (2026)

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

Investment Activity

  • Adage Capital Partners Gp, L.L.C. has $64.84 billion in total holdings as of March 31, 2026.
  • Adage Capital Partners Gp, L.L.C. owns shares of 954 different stocks, but just 219 companies or ETFs make up 80% of its holdings.
  • Approximately 13.81% of the portfolio was purchased this quarter.
  • About 13.56% of the portfolio was sold this quarter.
  • This quarter, Adage Capital Partners Gp, L.L.C. has purchased 905 new stocks and bought additional shares in 278 stocks.
  • Adage Capital Partners Gp, L.L.C. sold shares of 388 stocks and completely divested from 163 stocks this quarter.

Largest Holdings

NVIDIA
$3,854,032,464
Apple
$3,311,059,561
Microsoft
$2,434,105,769
Amazon.com
$1,906,974,270
Alphabet
$1,499,797,936

Largest New Holdings this Quarter

874060205 - Takeda Pharmaceutical
$118,990,704 Holding
842587107 - Southern
$114,559,588 Holding
929089100 - Voya Financial
$102,480,000 Holding
025537101 - American Electric Power
$95,623,646 Holding
45073V108 - ITT
$83,632,762 Holding

Largest Purchases this Quarter

Revolution Medicines
3,270,056 shares (about $318.01M)
Coterra Energy
7,122,100 shares (about $250.27M)
Boston Scientific
2,800,877 shares (about $175.76M)
RB Global
1,726,524 shares (about $165.49M)
Chevron
720,600 shares (about $149.09M)

Largest Sales this Quarter

Royalty Pharma
4,259,961 shares (about $204.35M)
Devon Energy
3,615,098 shares (about $181.91M)
Terns Pharmaceuticals
3,425,183 shares (about $180.58M)
Dover
834,452 shares (about $173.94M)
Boeing
735,553 shares (about $146.40M)

Sector Allocation Over Time

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,854,032,464$27,781,920 â–¼-0.7%22,098,8105.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$3,311,059,561$45,707,579 â–¼-1.4%13,046,4545.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,434,105,769$19,063,755 â–¼-0.8%6,575,6433.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,906,974,270$19,056,705 â–²1.0%9,156,2602.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,499,797,936$10,984,792 â–¼-0.7%5,215,6002.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,272,722,453$34,046,100 â–¼-2.6%4,112,0562.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,178,207,334$24,544,377 â–²2.1%2,059,3351.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,177,422,607$21,399,756 â–¼-1.8%4,104,5201.8%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$897,590,375$21,673,025 â–¼-2.4%2,414,5001.4%Auto/Tires/Trucks
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$880,051,572$114,534,359 â–²15.0%956,8171.4%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$803,986,905$16,436,560 â–²2.1%1,677,7691.2%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$794,531,364$134,389,200 â–¼-14.5%6,019,1771.2%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$710,474,647$3,882,912 â–¼-0.5%2,415,2661.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$602,057,676$61,622,102 â–²11.4%2,463,0080.9%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$532,503,170$318,012,946 â–²148.3%5,475,6110.8%Medical
Chevron Corporation stock logo
CVX
Chevron
$517,408,485$149,092,140 â–²40.5%2,500,7660.8%Energy
WALMART INC
$455,116,591$26,260,364 â–¼-5.5%3,662,0260.7%COM
Visa Inc. stock logo
V
Visa
$450,047,450$5,530,992 â–¼-1.2%1,489,0400.7%Business Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$406,883,579$757,877 â–¼-0.2%2,816,9730.6%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$396,257,293$8,071,083 â–²2.1%397,6770.6%Retail/Wholesale
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$376,462,307$75,125,448 â–¼-16.6%2,218,9220.6%Energy
Micron Technology, Inc. stock logo
MU
Micron Technology
$373,516,918$1,756,768 â–¼-0.5%1,105,6030.6%Computer and Technology
Royalty Pharma PLC stock logo
RPRX
Royalty Pharma
$358,845,965$204,350,329 â–¼-36.3%7,480,6330.6%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$356,562,373$8,469,237 â–¼-2.3%713,6100.5%Business Services
Centessa Pharmaceuticals PLC Sponsored ADR stock logo
CNTA
Centessa Pharmaceuticals
$354,501,397$93,609,355 â–¼-20.9%8,925,0100.5%Medical
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$354,396,487$58,618,823 â–²19.8%12,794,0970.5%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$349,258,145$38,786,910 â–¼-10.0%3,632,4300.5%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$323,272,037$49,439 â–¼0.0%2,687,4390.5%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$319,769,240$8,361,186 â–¼-2.5%1,470,2710.5%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$313,713,700$35,454,342 â–¼-10.2%953,8560.5%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$311,969,434$5,162,625 â–¼-1.6%6,399,3730.5%Finance
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$306,423,122$175,755,032 â–²134.5%4,883,2370.5%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$301,399,984$1,800,088 â–¼-0.6%3,884,5210.5%Computer and Technology
PALANTIR TECHNOLOGIES INC
$299,347,392$2,662,296 â–¼-0.9%2,046,4000.5%CL A
GE Aerospace stock logo
GE
GE Aerospace
$293,634,697$42,111,468 â–²16.7%1,034,7630.5%Aerospace
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$291,291,759$57,406,751 â–²24.5%1,076,5060.4%Medical
Ovintiv Inc. stock logo
OVV
Ovintiv
$291,285,990$32,944,800 â–¼-10.2%4,907,1090.4%Energy
CSX Corporation stock logo
CSX
CSX
$290,861,130$133,528,466 â–²84.9%7,085,5330.4%Transportation
CocaCola Company (The) stock logo
KO
CocaCola
$289,155,941$28,678,455 â–²11.0%3,802,1820.4%Consumer Staples
Coterra Energy Inc. stock logo
CTRA
Coterra Energy
$288,833,652$250,270,594 â–²649.0%8,219,5120.4%Energy
Oracle Corporation stock logo
ORCL
Oracle
$282,321,155$7,208,390 â–²2.6%1,919,1160.4%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$274,035,162$1,718,724 â–²0.6%386,8040.4%Industrials
RTX Corporation stock logo
RTX
RTX
$272,462,955$52,003,525 â–²23.6%1,412,4570.4%Aerospace
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$269,665,587$12,043,056 â–¼-4.3%1,325,5940.4%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$268,292,803$9,012,694 â–¼-3.3%545,8320.4%Medical
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$267,974,426$46,056,656 â–²20.8%12,809,4850.4%Medical
PRAXIS PRECISION MEDICINES I
$262,822,948$48,191,247 â–¼-15.5%815,7390.4%COM NEW
LAM RESEARCH CORP
$247,443,919$28,523,610 â–¼-10.3%1,158,1200.4%COM NEW
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$245,108,332$16,055,641 â–²7.0%854,0360.4%Transportation
VIPER ENERGY INC
$235,170,383$33,214,834 â–¼-12.4%5,004,6900.4%CL A
Philip Morris International Inc. stock logo
PM
Philip Morris International
$230,575,560$2,050,216 â–¼-0.9%1,394,5540.4%Consumer Staples
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$227,641,027$8,305,497 â–²3.8%666,0260.4%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$227,213,962$12,967,865 â–²6.1%937,3900.4%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$225,520,599$87,468,062 â–²63.4%1,784,8880.3%Computer and Technology
LINDE PLC
$224,745,360$5,255,056 â–¼-2.3%453,3350.3%SHS
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$220,479,577$5,755,803 â–²2.7%2,769,4960.3%Finance
RB Global, Inc. stock logo
RBA
RB Global
$216,634,898$165,487,325 â–²323.5%2,260,1450.3%Business Services
Salesforce Inc. stock logo
CRM
Salesforce
$203,365,578$5,600,100 â–²2.8%1,089,4390.3%Computer and Technology
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$198,477,772$5,184,965 â–¼-2.5%1,515,6760.3%Construction
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$197,174,154$5,421,600 â–¼-2.7%3,927,7720.3%Computer and Technology
GE VERNOVA INC
$195,965,177$4,713,660 â–¼-2.3%224,4990.3%COM
Chubb Limited stock logo
CB
Chubb
$194,216,146$75,289,830 â–²63.3%595,8830.3%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$191,978,681$80,240,688 â–²71.8%812,5050.3%Retail/Wholesale
Matador Resources Company stock logo
MTDR
Matador Resources
$191,814,290$20,849,400 â–¼-9.8%3,035,9970.3%Energy
Intel Corporation stock logo
INTC
Intel
$183,728,812$4,117,329 â–²2.3%4,163,3540.3%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$182,165,335$2,166,580 â–¼-1.2%215,3280.3%Finance
AT&T Inc. stock logo
T
AT&T
$177,460,517$8,294,039 â–¼-4.5%6,121,4390.3%Computer and Technology
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$176,196,733$68,460,636 â–²63.5%6,416,4870.3%Consumer Discretionary
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$175,336,130$2,727,121 â–²1.6%1,707,7640.3%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$175,110,739$18,141,339 â–²11.6%379,8580.3%Medical
Electronic Arts Inc. stock logo
EA
Electronic Arts
$172,353,329$65,114,039 â–²60.7%845,4080.3%Consumer Discretionary
Chord Energy Corporation stock logo
CHRD
Chord Energy
$168,931,309$7,919,284 â–¼-4.5%1,188,1510.3%Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$167,414,470$21,656,586 â–¼-11.5%1,737,0250.3%Consumer Discretionary
FERGUSON ENTERPRISES INC
$164,760,868$42,717,370 â–¼-20.6%706,3400.3%COMMON STOCK NEW
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$163,467,916$109,047,681 â–²200.4%2,300,4210.3%Industrials
Morgan Stanley stock logo
MS
Morgan Stanley
$160,082,834$8,244,957 â–²5.4%972,7340.2%Finance
The Boeing Company stock logo
BA
Boeing
$159,102,791$146,397,114 â–¼-47.9%799,3910.2%Aerospace
McDonald's Corporation stock logo
MCD
McDonald's
$157,881,942$10,442,544 â–¼-6.2%508,0020.2%Retail/Wholesale
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$156,602,539$4,069,334 â–¼-2.5%1,666,3390.2%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$154,944,576$22,153,424 â–¼-12.5%158,0680.2%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$153,961,562$17,239,632 â–²12.6%793,0440.2%Computer and Technology
Antero Resources Corporation stock logo
AR
Antero Resources
$153,552,588$7,639,200 â–²5.2%3,618,1100.2%Energy
Dover Corporation stock logo
DOV
Dover
$150,427,109$173,941,520 â–¼-53.6%721,6460.2%Industrials
Sempra Energy stock logo
SRE
Sempra Energy
$150,241,339$20,230,794 â–¼-11.9%1,546,1700.2%Utilities
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$148,556,610$83,216,351 â–²127.4%342,3200.2%Computer and Technology
Insmed, Inc. stock logo
INSM
Insmed
$147,168,000$98,112,000 â–²200.0%900,0000.2%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$146,260,926$18,094,010 â–²14.1%915,8480.2%Retail/Wholesale
Unum Group stock logo
UNM
Unum Group
$146,060,000$54,772,500 â–²60.0%2,000,0000.2%Finance
Black Hills Corporation stock logo
BKH
Black Hills
$143,666,692$33,165,972 â–²30.0%2,069,8270.2%Utilities
Phillips 66 stock logo
PSX
Phillips 66
$142,282,762$7,687,996 â–²5.7%781,0010.2%Energy
KLA Corporation stock logo
KLAC
KLA
$139,811,219$14,576,859 â–¼-9.4%94,9540.2%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$138,227,881$7,459,141 â–²5.7%1,921,7000.2%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$136,571,500$23,824,281 â–¼-14.9%879,4610.2%Consumer Staples
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$134,492,448$94,608,680 â–²237.2%838,9000.2%Computer and Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$130,765,916$984,764 â–¼-0.7%146,0680.2%Industrials
Southwest Gas Corporation stock logo
SWX
Southwest Gas
$128,177,500$15,076,802 â–¼-10.5%1,475,0000.2%Utilities
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$127,734,417$10,501,251 â–²9.0%916,5130.2%Medical
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$125,033,952$66,709,819 â–²114.4%1,573,9420.2%Utilities
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$124,665,434$62,537,400 â–²100.7%737,5780.2%Medical
Welltower Inc. stock logo
WELL
Welltower
$123,589,707$27,639,858 â–²28.8%625,1060.2%Finance

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