ADAGE CAPITAL PARTNERS GP, L.L.C.
Q2 2026 13F filing
Updated 27 days ago1,002 disclosed positions worth $71.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $4.4B | 21.94M | 6.16% | Trimmed(-0.7%) |
| 2 | A AAPL APPLE INC | $3.8B | 12.99M | 5.27% | Trimmed(-0.4%) |
| 3 | M MSFT MICROSOFT CORP | $2.5B | 6.58M | 3.44% | Added(+0.1%) |
| 4 | A AMZN AMAZON COM INC | $2.1B | 8.76M | 2.93% | Trimmed(-4.4%) |
| 5 | G GOOGN ALPHABET INC | $1.9B | 5.21M | 2.61% | Trimmed(-0.1%) |
| 6 | A AVGO BROADCOM INC | $1.6B | 4.20M | 2.22% | Added(+2.1%) |
| 7 | G GOOGN ALPHABET INC | $1.5B | 4.22M | 2.09% | Added(+2.7%) |
| 8 | M MU MICRON TECHNOLOGY INC | $1.2B | 1.03M | 1.67% | Trimmed(-6.5%) |
| 9 | M META META PLATFORMS INC | $1.2B | 2.06M | 1.63% | Trimmed(-0.0%) |
| 10 | T TSLA TESLA INC | $1B | 2.48M | 1.46% | Added(+2.6%) |
| 11 | L LLY ELI LILLY & CO | $871M | 726.2K | 1.22% | Trimmed(-24.1%) |
| 12 | A AMD ADVANCED MICRO DEVICES INC | $838.9M | 1.44M | 1.18% | Added(+8.9%) |
| 13 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $808.2M | 1.62M | 1.13% | Trimmed(-3.7%) |
| 14 | J JPM-PM JPMORGAN CHASE & CO | $782.2M | 2.39M | 1.10% | Trimmed(-1.1%) |
| 15 | C COP CONOCOPHILLIPS | $711.3M | 6.84M | 1.00% | Added(+13.7%) |
| 16 | J JNJ JOHNSON & JOHNSON | $651.8M | 2.57M | 0.91% | Added(+4.2%) |
| 17 | I INTC INTEL CORP | $567.4M | 4.06M | 0.80% | Trimmed(-2.4%) |
| 18 | L LRCX LAM RESEARCH CORP | $513.8M | 1.19M | 0.72% | Added(+2.4%) |
| 19 | V V VISA INC | $503M | 1.47M | 0.71% | Trimmed(-1.6%) |
| 20 | U UNH UNITEDHEALTH GROUP INC | $461.4M | 1.11M | 0.65% | Added(+825.1%) |
| 21 | W WMT WALMART INC | $413.3M | 3.65M | 0.58% | Trimmed(-0.4%) |
| 22 | A AMAT APPLIED MATLS INC | $410.5M | 567.7K | 0.58% | Trimmed(-14.8%) |
| 23 | C CSCO CISCO SYS INC | $406.7M | 3.46M | 0.57% | Trimmed(-10.9%) |
| 24 | A ABBV ABBVIE INC | $402.3M | 1.60M | 0.56% | Added(+8.7%) |
| 25 | X XOM EXXON MOBIL CORP | $393.3M | 2.88M | 0.55% | Added(+29.6%) |
| 26 | C CAT CATERPILLAR INC | $391.6M | 367.7K | 0.55% | Trimmed(-4.9%) |
| 27 | C COST COSTCO WHOLESALE CORPORATION | $370.1M | 395.7K | 0.52% | Trimmed(-0.5%) |
| 28 | B BAC-PS BANK OF AMER CORP | $370M | 6.49M | 0.52% | Added(+1.5%) |
| 29 | R ROIV ROIVANT SCIENCES LTD | $366.3M | 10.35M | 0.51% | Trimmed(-19.1%) |
| 30 | M MA MASTERCARD INCORPORATED | $364.5M | 709.6K | 0.51% | Trimmed(-0.6%) |
| 31 | D DVN DEVON ENERGY CORP NEW | $349.1M | 8.45M | 0.49% | Added(+904.3%) |
| 32 | P PRAX PRAXIS PRECISION MEDICINES I | $340M | 1.02M | 0.48% | Added(+24.5%) |
| 33 | G GE GE AEROSPACE | $329.5M | 881.7K | 0.46% | Trimmed(-14.8%) |
| 34 | P PG PROCTER & GAMBLE CO | $310.9M | 2.12M | 0.44% | Trimmed(-24.7%) |
| 35 | H HD HOME DEPOT INC | $295.3M | 837.3K | 0.41% | Trimmed(-12.2%) |
| 36 | C CVX CHEVRON CORPORATION | $285.9M | 1.72M | 0.40% | Trimmed(-31.0%) |
| 37 | K KO COCA COLA CO | $280.7M | 3.45M | 0.39% | Trimmed(-9.2%) |
| 38 | K KLAC KLA CORP | $276M | 914.8K | 0.39% | Added(+863.5%) |
| 39 | G GEV GE VERNOVA INC | $275.7M | 234.7K | 0.39% | Added(+4.5%) |
| 40 | D DOV DOVER CORP | $274.6M | 1.22M | 0.39% | Added(+69.7%) |
| 41 | R RTX RTX CORPORATION | $272.1M | 1.43M | 0.38% | Added(+1.5%) |
| 42 | O ORCL-PD ORACLE CORP | $270.6M | 1.85M | 0.38% | Trimmed(-3.8%) |
| 43 | P PANW PALO ALTO NETWORKS INC | $262M | 768.3K | 0.37% | Trimmed(-8.4%) |
| 44 | S SNDK SANDISK CORP | $261.7M | 115.1K | 0.37% | Added(+2.6%) |
| 45 | M MRK MERCK & CO INC | $260.9M | 2.03M | 0.37% | Trimmed(-24.5%) |
| 46 | N NFLX NETFLIX INC. | $257.2M | 3.60M | 0.36% | Trimmed(-0.8%) |
| 47 | I IBM INTERNATIONAL BUSINESS MACHS | $252.6M | 898.2K | 0.35% | Trimmed(-4.2%) |
| 48 | P PM PHILIP MORRIS INTL INC | $251.5M | 1.39M | 0.35% | Trimmed(-0.3%) |
| 49 | A APH AMPHENOL CORP | $250.9M | 1.42M | 0.35% | Trimmed(-20.3%) |
| 50 | N NSC NORFOLK SOUTHN CORP | $241.1M | 766.5K | 0.34% | Trimmed(-10.3%) |