ADAGE CAPITAL PARTNERS GP, L.L.C.

Est. AUM

$64.84B

13F long equity, this entity only

Positions

956

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$3.85B	22098810	5.94%	SOLE
2	APPLE INC	COM	$3.31B	13046454	5.11%	SOLE
3	MICROSOFT CORP	COM	$2.43B	6575643	3.75%	SOLE
4	AMAZON COM INC	COM	$1.91B	9156260	2.94%	SOLE
5	ALPHABET INC	CAP STK CL A	$1.50B	5215600	2.31%	SOLE
6	BROADCOM INC	COM	$1.27B	4112056	1.96%	SOLE
7	META PLATFORMS INC	CL A	$1.18B	2059335	1.82%	SOLE
8	ALPHABET INC	CAP STK CL C	$1.18B	4104520	1.82%	SOLE
9	TESLA INC	COM	$897.6M	2414500	1.38%	SOLE
10	ELI LILLY & CO	COM	$880.1M	956817	1.36%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$804.0M	1677769	1.24%	SOLE
12	CONOCOPHILLIPS	COM	$794.5M	6019177	1.23%	SOLE
13	JPMORGAN CHASE & CO	COM	$710.5M	2415266	1.10%	SOLE
14	JOHNSON & JOHNSON	COM	$602.1M	2463008	0.93%	SOLE
15	REVOLUTION MEDICINES INC	COM	$532.5M	5475611	0.82%	SOLE
16	CHEVRON CORPORATION	COM	$517.4M	2500766	0.80%	SOLE
17	WALMART INC	COM	$455.1M	3662026	0.70%	SOLE
18	VISA INC	COM CL A	$450.0M	1489040	0.69%	SOLE
19	PROCTER & GAMBLE CO	COM	$406.9M	2816973	0.63%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$396.3M	397677	0.61%	SOLE
21	EXXON MOBIL CORP	COM	$376.5M	2218922	0.58%	SOLE
22	MICRON TECHNOLOGY INC	COM	$373.5M	1105603	0.58%	SOLE
23	ROYALTY PHARMA PLC	SHS CLASS A	$358.8M	7480633	0.55%	SOLE
24	MASTERCARD INCORPORATED	CL A	$356.6M	713610	0.55%	SOLE
25	CENTESSA PHARMACEUTICALS PLC	SPONSORED ADS	$354.5M	8925010	0.55%	SOLE
26	ROIVANT SCIENCES LTD	SHS	$354.4M	12794097	0.55%	SOLE
27	NETFLIX INC.	COM	$349.3M	3632430	0.54%	SOLE
28	MERCK & CO INC	COM	$323.3M	2687439	0.50%	SOLE
29	ABBVIE INC	COM	$319.8M	1470271	0.49%	SOLE
30	HOME DEPOT INC	COM	$313.7M	953856	0.48%	SOLE
31	BANK AMERICA CORP	COM	$312.0M	6399373	0.48%	SOLE
32	CISCO SYS INC	COM	$301.4M	3884521	0.46%	SOLE
33	PALANTIR TECHNOLOGIES INC	CL A	$299.3M	2046400	0.46%	SOLE
34	GE AEROSPACE	COM NEW	$293.6M	1034763	0.45%	SOLE
35	OVINTIV INC	COM	$291.3M	4907109	0.45%	SOLE
36	CSX CORP	COM	$290.9M	7085533	0.45%	SOLE
37	BOSTON SCIENTIFIC CORP	COM	$290.7M	4633237	0.45%	SOLE
38	COCA COLA CO	COM	$289.2M	3802182	0.45%	SOLE
39	COTERRA ENERGY INC	COM	$288.8M	8219512	0.45%	SOLE
40	ORACLE CORP	COM	$282.3M	1919116	0.44%	SOLE
41	CATERPILLAR INC	COM	$274.0M	386804	0.42%	SOLE
42	RTX CORPORATION	COM	$272.5M	1412457	0.42%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$269.7M	1325594	0.42%	SOLE
44	THERMO FISHER SCIENTIFIC INC	COM	$268.3M	545832	0.41%	SOLE
45	TANGO THERAPEUTICS INC	COM	$268.0M	12809485	0.41%	SOLE
46	PRAXIS PRECISION MEDICINES I	COM NEW	$262.8M	815739	0.41%	SOLE
47	UNITEDHEALTH GROUP INC	COM	$258.8M	956506	0.40%	SOLE
48	LAM RESEARCH CORP	COM NEW	$247.4M	1158120	0.38%	SOLE
49	NORFOLK SOUTHN CORP	COM	$245.1M	854036	0.38%	SOLE
50	VIPER ENERGY INC	CL A	$235.2M	5004690	0.36%	SOLE

1–50 of 956

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.