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 $71.32 billion in total holdings as of June 30, 2026.
Adage Capital Partners Gp, L.L.C. owns shares of 1,002 different stocks, but just 226 companies or ETFs make up 80% of its holdings.
Approximately 12.30% of the portfolio was purchased this quarter.
About 15.58% of the portfolio was sold this quarter.
This quarter, Adage Capital Partners Gp, L.L.C. has purchased 954 new stocks and bought additional shares in 291 stocks.
Adage Capital Partners Gp, L.L.C. sold shares of 389 stocks and completely divested from 130 stocks this quarter.

Largest Holdings

NVIDIA: $4,390,096,655
Apple: $3,759,409,681
Microsoft: $2,454,450,338
Amazon.com: $2,086,704,834
Alphabet: $1,861,147,223

Largest New Holdings this Quarter

573874104 - Marvell Technology: $222,166,362 Holding
00773J202 - SPYRE THERAPEUTICS INC: $152,905,794 Holding
25746U109 - Dominion Energy: $108,158,453 Holding
863667101 - Stryker: $96,812,985 Holding
444859102 - Humana: $83,463,866 Holding

Largest Purchases this Quarter

Devon Energy: 7,607,191 shares (about $314.33M)
KLA: 819,886 shares (about $247.37M)
Marvell Technology: 745,800 shares (about $222.17M)
SPYRE THERAPEUTICS INC: 1,722,300 shares (about $152.91M)
United Airlines: 983,533 shares (about $133.75M)

Largest Sales this Quarter

Revolution Medicines: 4,878,385 shares (about $913.62M)
Royalty Pharma: 4,980,633 shares (about $279.26M)
Eli Lilly and Company: 230,618 shares (about $276.61M)
RB Global: 2,075,872 shares (about $241.74M)
CSX: 4,977,107 shares (about $236.56M)

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
NVDA NVIDIA	$4,390,096,655	$31,654,238 â–¼	-0.7%	21,940,610	6.2%	Technology
AAPL Apple	$3,759,409,681	$15,712,248 â–¼	-0.4%	12,992,154	5.3%	Technology
MSFT Microsoft	$2,454,450,338	$1,603,986 â–²	0.1%	6,579,943	3.4%	Technology
AMZN Amazon.com	$2,086,704,834	$95,598,174 â–¼	-4.4%	8,755,160	2.9%	Consumer Discretionary
GOOGL Alphabet	$1,861,147,223	$2,751,749 â–¼	-0.1%	5,207,900	2.6%	Communication Services
AVGO Broadcom	$1,585,286,804	$31,957,650 â–²	2.1%	4,196,656	2.2%	Technology
GOOG Alphabet	$1,489,328,350	$39,078,298 â–²	2.7%	4,215,120	2.1%	Communication Services
MU Micron Technology	$1,193,654,752	$82,531,735 â–¼	-6.5%	1,034,103	1.7%	Technology
META Meta Platforms	$1,159,552,180	$450,632 â–¼	0.0%	2,058,535	1.6%	Communication Services
TSLA Tesla	$1,041,957,007	$26,418,307 â–²	2.6%	2,477,311	1.5%	Consumer Discretionary
LLY Eli Lilly and Company	$871,024,867	$276,610,148 â–¼	-24.1%	726,199	1.2%	Healthcare
AMD Advanced Micro Devices	$838,946,737	$68,895,926 â–²	8.9%	1,444,194	1.2%	Technology
BRK.B Berkshire Hathaway	$808,164,377	$31,374,453 â–¼	-3.7%	1,615,069	1.1%	Finance
JPM JPMorgan Chase & Co.	$782,242,105	$8,346,915 â–¼	-1.1%	2,389,766	1.1%	Finance
COP ConocoPhillips	$711,343,909	$85,590,268 â–²	13.7%	6,842,477	1.0%	Energy
JNJ Johnson & Johnson	$651,838,132	$26,307,990 â–²	4.2%	2,566,595	0.9%	Healthcare
INTC Intel	$567,370,448	$13,958,671 â–¼	-2.4%	4,063,385	0.8%	Technology
LAM RESEARCH CORP	$513,808,048	$11,959,908 â–²	2.4%	1,185,720	0.7%	COM NEW
V Visa	$502,976,802	$7,897,932 â–¼	-1.5%	1,466,020	0.7%	Finance
UNH UnitedHealth Group	$461,418,710	$13,990,521 â–²	3.1%	1,110,167	0.6%	Healthcare
WALMART INC	$413,266,033	$1,495,032 â–¼	-0.4%	3,648,826	0.6%	COM
AMAT Applied Materials	$410,465,898	$71,070,900 â–¼	-14.8%	567,726	0.6%	Technology
CSCO Cisco Systems	$406,719,463	$49,556,374 â–¼	-10.9%	3,462,621	0.6%	Technology
ABBV AbbVie	$402,263,652	$32,284,657 â–²	8.7%	1,598,568	0.6%	Healthcare
XOM ExxonMobil	$393,319,104	$89,948,088 â–²	29.6%	2,876,822	0.6%	Energy
CAT Caterpillar	$391,567,990	$20,339,590 â–¼	-4.9%	367,704	0.5%	Industrials
COST Costco Wholesale	$370,143,963	$1,870,940 â–¼	-0.5%	395,677	0.5%	Consumer Staples
BAC Bank of America	$369,952,508	$5,316,234 â–²	1.5%	6,492,673	0.5%	Finance
ROIV Roivant Sciences	$366,262,718	$86,520,375 â–¼	-19.1%	10,349,328	0.5%	Healthcare
MA Mastercard	$364,455,696	$2,054,400 â–¼	-0.6%	709,610	0.5%	Finance
DVN Devon Energy	$349,087,268	$314,329,132 â–²	904.3%	8,448,385	0.5%	Energy
PRAXIS PRECISION MEDICINES I	$339,972,549	$66,871,289 â–²	24.5%	1,015,480	0.5%	COM NEW
GE GE Aerospace	$329,503,913	$57,218,063 â–¼	-14.8%	881,663	0.5%	Industrials
PG Procter & Gamble	$310,916,831	$102,164,087 â–¼	-24.7%	2,120,273	0.4%	Consumer Staples
HD Home Depot	$295,283,446	$41,122,488 â–¼	-12.2%	837,256	0.4%	Consumer Discretionary
CVX Chevron	$285,871,851	$128,655,121 â–¼	-31.0%	1,724,613	0.4%	Energy
KO CocaCola	$280,656,355	$28,346,976 â–¼	-9.2%	3,453,382	0.4%	Consumer Staples
KLAC KLA	$276,016,376	$247,367,805 â–²	863.5%	914,840	0.4%	Technology
GE VERNOVA INC	$275,738,467	$11,983,572 â–²	4.5%	234,699	0.4%	COM
DOV Dover	$274,623,683	$112,772,918 â–²	69.7%	1,224,468	0.4%	Industrials
RTX RTX	$272,083,635	$4,098,168 â–²	1.5%	1,434,057	0.4%	Industrials
ORCL Oracle	$270,626,411	$10,620,039 â–¼	-3.8%	1,846,649	0.4%	Technology
PANW Palo Alto Networks	$262,005,666	$24,076,012 â–¼	-8.4%	768,300	0.4%	Technology
SANDISK CORP	$261,704,049	$6,593,817 â–²	2.6%	115,099	0.4%	COM
MRK Merck & Co., Inc.	$260,857,956	$84,477,956 â–¼	-24.5%	2,030,023	0.4%	Healthcare
NFLX Netflix	$257,206,362	$2,149,140 â–¼	-0.8%	3,602,330	0.4%	Communication Services
IBM International Business Machines	$252,580,010	$11,023,432 â–¼	-4.2%	898,190	0.4%	Technology
PM Philip Morris International	$251,456,580	$832,186 â–¼	-0.3%	1,389,954	0.4%	Consumer Staples
APH Amphenol	$250,924,518	$63,786,934 â–¼	-20.3%	1,423,120	0.4%	Technology
NSC Norfolk Southern	$241,144,560	$27,526,625 â–¼	-10.2%	766,536	0.3%	Industrials
PALANTIR TECHNOLOGIES INC	$238,905,159	$151,671 â–²	0.1%	2,047,700	0.3%	CL A
JCI Johnson Controls International	$238,409,586	$16,954,166 â–²	7.7%	1,631,713	0.3%	Industrials
LINDE PLC	$234,734,725	$518,940 â–¼	-0.2%	452,335	0.3%	SHS
OVV Ovintiv	$230,191,539	$28,167,750 â–¼	-10.9%	4,372,109	0.3%	Energy
VIPER ENERGY INC	$230,088,222	$17,889,366 â–²	8.4%	5,426,609	0.3%	CL A
WFC Wells Fargo & Company	$225,549,021	$3,322,128 â–¼	-1.5%	2,729,296	0.3%	Finance
MRVL Marvell Technology	$222,166,362	$222,166,362 â–²	New Holding	745,800	0.3%	Technology
GS The Goldman Sachs Group	$218,545,932	$769,653 â–²	0.4%	216,089	0.3%	Finance
TXN Texas Instruments	$215,100,427	$21,282,198 â–¼	-9.0%	721,644	0.3%	Technology
ABT Abbott Laboratories	$211,616,115	$56,653,610 â–²	36.6%	2,332,115	0.3%	Healthcare
TMO Thermo Fisher Scientific	$203,629,369	$70,028,962 â–¼	-25.6%	406,154	0.3%	Healthcare
WDC Western Digital	$196,366,161	$8,750,464 â–²	4.7%	307,437	0.3%	Technology
VRTX Vertex Pharmaceuticals	$195,693,738	$70,522,745 â–²	56.3%	393,964	0.3%	Healthcare
MS Morgan Stanley	$194,205,267	$9,135,048 â–¼	-4.5%	929,034	0.3%	Finance
STX Seagate Technology	$193,000,000	$14,089,000 â–²	7.9%	200,000	0.3%	Technology
ARISTA NETWORKS INC	$187,870,292	$30,714,304 â–²	19.5%	1,105,900	0.3%	COM SHS
AJG Arthur J. Gallagher & Co.	$183,427,119	$105,198,157 â–²	134.5%	799,003	0.3%	Finance
TNGX Tango Therapeutics	$175,056,000	$225,368,501 â–¼	-56.3%	5,600,000	0.2%	Healthcare
CRWD CrowdStrike	$171,248,616	$14,194,404 â–²	9.0%	224,400	0.2%	Technology
AMGN Amgen	$170,860,166	$46,834,066 â–²	37.8%	471,833	0.2%	Healthcare
CVS CVS Health	$169,576,171	$4,404,798 â–²	2.7%	1,639,209	0.2%	Healthcare
QCOM Qualcomm	$168,162,781	$8,463,382 â–¼	-4.8%	910,021	0.2%	Technology
BBIO BridgeBio Pharma	$167,728,960	$123,115,440 â–²	276.0%	2,252,000	0.2%	Healthcare
UAL United Airlines	$162,948,930	$133,750,653 â–²	458.1%	1,198,242	0.2%	Industrials
C Citigroup	$159,006,597	$33,674,376 â–²	26.9%	1,136,086	0.2%	Finance
ADI Analog Devices	$158,485,525	$28,318,221 â–²	21.8%	399,037	0.2%	Technology
MTDR Matador Resources	$158,350,827	$7,218,896 â–²	4.8%	3,181,013	0.2%	Energy
VZ Verizon Communications	$157,668,740	$8,633,126 â–¼	-5.2%	3,723,872	0.2%	Communication Services
SPYRE THERAPEUTICS INC	$152,905,794	$152,905,794 â–²	New Holding	1,722,300	0.2%	COM NEW
WBD Warner Bros. Discovery	$152,853,724	$18,209,820 â–¼	-10.6%	5,733,448	0.2%	Communication Services
CB Chubb	$150,430,917	$52,610,256 â–¼	-25.9%	441,483	0.2%	Finance
XEL Xcel Energy	$149,305,163	$22,917,620 â–²	18.1%	1,859,342	0.2%	Utilities
ASML ASML	$149,208,000	$39,788,800 â–²	36.4%	75,000	0.2%	Technology
BA Boeing	$147,861,782	$25,182,388 â–¼	-14.6%	683,059	0.2%	Industrials
TVTX Travere Therapeutics	$145,965,114	$90,461,744 â–²	163.0%	2,569,356	0.2%	Healthcare
EQIX Equinix	$145,901,244	$18,867,259 â–¼	-11.5%	139,968	0.2%	Real Estate
DIS Walt Disney	$142,808,531	$24,380,125 â–¼	-14.6%	1,483,725	0.2%	Communication Services
AR Antero Resources	$142,777,685	$15,637,300 â–²	12.3%	4,063,110	0.2%	Energy
GLW Corning	$142,637,476	$21,456,120 â–²	17.7%	558,421	0.2%	Technology
TRV Travelers Companies	$141,325,692	$30,635,136 â–²	27.7%	428,104	0.2%	Finance
RPRX Royalty Pharma	$140,175,000	$279,264,092 â–¼	-66.6%	2,500,000	0.2%	Healthcare
MMM 3M	$139,806,856	$94,477,075 â–²	208.4%	863,485	0.2%	Industrials
TJX TJX Companies	$139,720,572	$969,600 â–²	0.7%	922,248	0.2%	Consumer Discretionary
SWK Stanley Black & Decker	$138,156,301	$78,359,324 â–¼	-36.2%	1,467,874	0.2%	Consumer Discretionary
CRM Salesforce	$137,725,916	$32,945,598 â–¼	-19.3%	879,139	0.2%	Technology
AEP American Electric Power	$137,207,570	$37,403,854 â–²	37.5%	1,002,906	0.2%	Utilities
GILD Gilead Sciences	$135,433,574	$19,641,322 â–²	17.0%	1,071,977	0.2%	Healthcare
WELL Welltower	$133,822,874	$8,057,435 â–¼	-5.7%	589,606	0.2%	Real Estate
MPWR Monolithic Power Systems	$133,193,151	$31,379,572 â–²	30.8%	96,352	0.2%	Technology
ETN Eaton	$131,712,840	$5,880,456 â–¼	-4.3%	309,098	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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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

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 (2026)

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