Adage Capital Partners Gp, L.L.C. Top Holdings and 13F Report (2026) About Adage Capital Partners Gp, L.L.C.Investment ActivityAdage 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 $3,854,032,464Apple $3,311,059,561Microsoft $2,434,105,769Amazon.com $1,906,974,270Alphabet $1,499,797,936 Largest New Holdings this Quarter 874060205 - Takeda Pharmaceutical $118,990,704 Holding842587107 - Southern $114,559,588 Holding929089100 - Voya Financial $102,480,000 Holding025537101 - American Electric Power $95,623,646 Holding45073V108 - 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 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$3,854,032,464$27,781,920 â–¼-0.7%22,098,8105.9%Computer and TechnologyAAPLApple$3,311,059,561$45,707,579 â–¼-1.4%13,046,4545.1%Computer and TechnologyMSFTMicrosoft$2,434,105,769$19,063,755 â–¼-0.8%6,575,6433.8%Computer and TechnologyAMZNAmazon.com$1,906,974,270$19,056,705 â–²1.0%9,156,2602.9%Retail/WholesaleGOOGLAlphabet$1,499,797,936$10,984,792 â–¼-0.7%5,215,6002.3%Computer and TechnologyAVGOBroadcom$1,272,722,453$34,046,100 â–¼-2.6%4,112,0562.0%Computer and TechnologyMETAMeta Platforms$1,178,207,334$24,544,377 â–²2.1%2,059,3351.8%Computer and TechnologyGOOGAlphabet$1,177,422,607$21,399,756 â–¼-1.8%4,104,5201.8%Computer and TechnologyTSLATesla$897,590,375$21,673,025 â–¼-2.4%2,414,5001.4%Auto/Tires/TrucksLLYEli Lilly and Company$880,051,572$114,534,359 â–²15.0%956,8171.4%MedicalBRK.BBerkshire Hathaway$803,986,905$16,436,560 â–²2.1%1,677,7691.2%FinanceCOPConocoPhillips$794,531,364$134,389,200 â–¼-14.5%6,019,1771.2%EnergyJPMJPMorgan Chase & Co.$710,474,647$3,882,912 â–¼-0.5%2,415,2661.1%FinanceJNJJohnson & Johnson$602,057,676$61,622,102 â–²11.4%2,463,0080.9%MedicalRVMDRevolution Medicines$532,503,170$318,012,946 â–²148.3%5,475,6110.8%MedicalCVXChevron$517,408,485$149,092,140 â–²40.5%2,500,7660.8%EnergyWALMART INC$455,116,591$26,260,364 â–¼-5.5%3,662,0260.7%COMVVisa$450,047,450$5,530,992 â–¼-1.2%1,489,0400.7%Business ServicesPGProcter & Gamble$406,883,579$757,877 â–¼-0.2%2,816,9730.6%Consumer StaplesCOSTCostco Wholesale$396,257,293$8,071,083 â–²2.1%397,6770.6%Retail/WholesaleXOMExxonMobil$376,462,307$75,125,448 â–¼-16.6%2,218,9220.6%EnergyMUMicron Technology$373,516,918$1,756,768 â–¼-0.5%1,105,6030.6%Computer and TechnologyRPRXRoyalty Pharma$358,845,965$204,350,329 â–¼-36.3%7,480,6330.6%MedicalMAMastercard$356,562,373$8,469,237 â–¼-2.3%713,6100.5%Business ServicesCNTACentessa Pharmaceuticals$354,501,397$93,609,355 â–¼-20.9%8,925,0100.5%MedicalROIVRoivant Sciences$354,396,487$58,618,823 â–²19.8%12,794,0970.5%MedicalNFLXNetflix$349,258,145$38,786,910 â–¼-10.0%3,632,4300.5%Consumer DiscretionaryMRKMerck & Co., Inc.$323,272,037$49,439 â–¼0.0%2,687,4390.5%MedicalABBVAbbVie$319,769,240$8,361,186 â–¼-2.5%1,470,2710.5%MedicalHDHome Depot$313,713,700$35,454,342 â–¼-10.2%953,8560.5%Retail/WholesaleBACBank of America$311,969,434$5,162,625 â–¼-1.6%6,399,3730.5%FinanceBSXBoston Scientific$306,423,122$175,755,032 â–²134.5%4,883,2370.5%MedicalCSCOCisco Systems$301,399,984$1,800,088 â–¼-0.6%3,884,5210.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$299,347,392$2,662,296 â–¼-0.9%2,046,4000.5%CL AGEGE Aerospace$293,634,697$42,111,468 â–²16.7%1,034,7630.5%AerospaceUNHUnitedHealth Group$291,291,759$57,406,751 â–²24.5%1,076,5060.4%MedicalOVVOvintiv$291,285,990$32,944,800 â–¼-10.2%4,907,1090.4%EnergyCSXCSX$290,861,130$133,528,466 â–²84.9%7,085,5330.4%TransportationKOCocaCola$289,155,941$28,678,455 â–²11.0%3,802,1820.4%Consumer StaplesCTRACoterra Energy$288,833,652$250,270,594 â–²649.0%8,219,5120.4%EnergyORCLOracle$282,321,155$7,208,390 â–²2.6%1,919,1160.4%Computer and TechnologyCATCaterpillar$274,035,162$1,718,724 â–²0.6%386,8040.4%IndustrialsRTXRTX$272,462,955$52,003,525 â–²23.6%1,412,4570.4%AerospaceAMDAdvanced Micro Devices$269,665,587$12,043,056 â–¼-4.3%1,325,5940.4%Computer and TechnologyTMOThermo Fisher Scientific$268,292,803$9,012,694 â–¼-3.3%545,8320.4%MedicalTNGXTango Therapeutics$267,974,426$46,056,656 â–²20.8%12,809,4850.4%MedicalPRAXIS PRECISION MEDICINES I$262,822,948$48,191,247 â–¼-15.5%815,7390.4%COM NEWLAM RESEARCH CORP$247,443,919$28,523,610 â–¼-10.3%1,158,1200.4%COM NEWNSCNorfolk Southern$245,108,332$16,055,641 â–²7.0%854,0360.4%TransportationVIPER ENERGY INC$235,170,383$33,214,834 â–¼-12.4%5,004,6900.4%CL APMPhilip Morris International$230,575,560$2,050,216 â–¼-0.9%1,394,5540.4%Consumer StaplesAMATApplied Materials$227,641,027$8,305,497 â–²3.8%666,0260.4%Computer and TechnologyIBMInternational Business Machines$227,213,962$12,967,865 â–²6.1%937,3900.4%Computer and TechnologyAPHAmphenol$225,520,599$87,468,062 â–²63.4%1,784,8880.3%Computer and TechnologyLINDE PLC$224,745,360$5,255,056 â–¼-2.3%453,3350.3%SHSWFCWells Fargo & Company$220,479,577$5,755,803 â–²2.7%2,769,4960.3%FinanceRBARB Global$216,634,898$165,487,325 â–²323.5%2,260,1450.3%Business ServicesCRMSalesforce$203,365,578$5,600,100 â–²2.8%1,089,4390.3%Computer and TechnologyJCIJohnson Controls International$198,477,772$5,184,965 â–¼-2.5%1,515,6760.3%ConstructionVZVerizon Communications$197,174,154$5,421,600 â–¼-2.7%3,927,7720.3%Computer and TechnologyGE VERNOVA INC$195,965,177$4,713,660 â–¼-2.3%224,4990.3%COMCBChubb$194,216,146$75,289,830 â–²63.3%595,8830.3%FinanceLOWLowe's Companies$191,978,681$80,240,688 â–²71.8%812,5050.3%Retail/WholesaleMTDRMatador Resources$191,814,290$20,849,400 â–¼-9.8%3,035,9970.3%EnergyINTCIntel$183,728,812$4,117,329 â–²2.3%4,163,3540.3%Computer and TechnologyGSThe Goldman Sachs Group$182,165,335$2,166,580 â–¼-1.2%215,3280.3%FinanceTAT&T$177,460,517$8,294,039 â–¼-4.5%6,121,4390.3%Computer and TechnologyWBDWarner Bros. Discovery$176,196,733$68,460,636 â–²63.5%6,416,4870.3%Consumer DiscretionaryABTAbbott Laboratories$175,336,130$2,727,121 â–²1.6%1,707,7640.3%MedicalISRGIntuitive Surgical$175,110,739$18,141,339 â–²11.6%379,8580.3%MedicalEAElectronic Arts$172,353,329$65,114,039 â–²60.7%845,4080.3%Consumer DiscretionaryCHRDChord Energy$168,931,309$7,919,284 â–¼-4.5%1,188,1510.3%EnergyDISWalt Disney$167,414,470$21,656,586 â–¼-11.5%1,737,0250.3%Consumer DiscretionaryFERGUSON ENTERPRISES INC$164,760,868$42,717,370 â–¼-20.6%706,3400.3%COMMON STOCK NEWSWKStanley Black & Decker$163,467,916$109,047,681 â–²200.4%2,300,4210.3%IndustrialsMSMorgan Stanley$160,082,834$8,244,957 â–²5.4%972,7340.2%FinanceBABoeing$159,102,791$146,397,114 â–¼-47.9%799,3910.2%AerospaceMCDMcDonald's$157,881,942$10,442,544 â–¼-6.2%508,0020.2%Retail/WholesaleSCHWCharles Schwab$156,602,539$4,069,334 â–¼-2.5%1,666,3390.2%FinanceEQIXEquinix$154,944,576$22,153,424 â–¼-12.5%158,0680.2%FinanceTXNTexas Instruments$153,961,562$17,239,632 â–²12.6%793,0440.2%Computer and TechnologyARAntero Resources$153,552,588$7,639,200 â–²5.2%3,618,1100.2%EnergyDOVDover$150,427,109$173,941,520 â–¼-53.6%721,6460.2%IndustrialsSRESempra Energy$150,241,339$20,230,794 â–¼-11.9%1,546,1700.2%UtilitiesMSIMotorola Solutions$148,556,610$83,216,351 â–²127.4%342,3200.2%Computer and TechnologyINSMInsmed$147,168,000$98,112,000 â–²200.0%900,0000.2%MedicalTJXTJX Companies$146,260,926$18,094,010 â–²14.1%915,8480.2%Retail/WholesaleUNMUnum Group$146,060,000$54,772,500 â–²60.0%2,000,0000.2%FinanceBKHBlack Hills$143,666,692$33,165,972 â–²30.0%2,069,8270.2%UtilitiesPSXPhillips 66$142,282,762$7,687,996 â–²5.7%781,0010.2%EnergyKLACKLA$139,811,219$14,576,859 â–¼-9.4%94,9540.2%Computer and TechnologyUBERUber Technologies$138,227,881$7,459,141 â–²5.7%1,921,7000.2%Computer and TechnologyPEPPepsiCo$136,571,500$23,824,281 â–¼-14.9%879,4610.2%Consumer StaplesPANWPalo Alto Networks$134,492,448$94,608,680 â–²237.2%838,9000.2%Computer and TechnologyPHParker-Hannifin$130,765,916$984,764 â–¼-0.7%146,0680.2%IndustrialsSWXSouthwest Gas$128,177,500$15,076,802 â–¼-10.5%1,475,0000.2%UtilitiesGILDGilead Sciences$127,734,417$10,501,251 â–²9.0%916,5130.2%MedicalXELXcel Energy$125,033,952$66,709,819 â–²114.4%1,573,9420.2%UtilitiesAXSMAxsome Therapeutics$124,665,434$62,537,400 â–²100.7%737,5780.2%MedicalWELLWelltower$123,589,707$27,639,858 â–²28.8%625,1060.2%FinanceShowing largest 100 holdings. 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