Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ADAGE CAPITAL PARTNERS GP, L.L.C. (CIK 1165408) reported $64.84B across 803 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($3.85B, 5.94%), AAPL ($3.31B, 5.11%), MSFT ($2.43B, 3.75%), AMZN ($1.91B, 2.94%), GOOGL ($1.50B, 2.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $3.85B | 5.94% | 22.1M | Trimmed |
| 2 | AAPL | APPLE INC | $3.31B | 5.11% | 13.0M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $2.43B | 3.75% | 6.6M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $1.91B | 2.94% | 9.2M | Added |
| 5 | GOOGL | ALPHABET INC | $1.50B | 2.31% | 5.2M | Trimmed |
| 6 | AVGO | BROADCOM INC | $1.27B | 1.96% | 4.1M | Trimmed |
| 7 | META | META PLATFORMS INC | $1.18B | 1.82% | 2.1M | Added |
| 8 | GOOG | ALPHABET INC | $1.18B | 1.82% | 4.1M | Trimmed |
| 9 | TSLA | TESLA INC | $897.6M | 1.38% | 2.4M | Trimmed |
| 10 | LLY | ELI LILLY & CO | $880.1M | 1.36% | 956,817 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $804.0M | 1.24% | 1.7M | Added |
| 12 | COP | CONOCOPHILLIPS | $794.5M | 1.23% | 6.0M | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $710.5M | 1.10% | 2.4M | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $602.1M | 0.93% | 2.5M | Added |
| 15 | RVMD | REVOLUTION MEDICINES INC | $532.5M | 0.82% | 5.5M | Added |
| 16 | CVX | CHEVRON CORPORATION | $517.4M | 0.80% | 2.5M | Added |
| 17 | WMT | WALMART INC | $455.1M | 0.70% | 3.7M | Trimmed |
| 18 | V | VISA INC | $450.0M | 0.69% | 1.5M | Trimmed |
| 19 | PG | PROCTER & GAMBLE CO | $406.9M | 0.63% | 2.8M | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $396.3M | 0.61% | 397,677 | Added |
| 21 | MU | MICRON TECHNOLOGY INC | $373.5M | 0.58% | 1.1M | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $376.5M | 0.58% | 2.2M | Trimmed |
| 23 | RPRX | ROYALTY PHARMA PLC | $358.8M | 0.55% | 7.5M | Trimmed |
| 24 | ROIV | ROIVANT SCIENCES LTD | $354.4M | 0.55% | 12.8M | Added |
| 25 | MA | MASTERCARD INCORPORATED | $356.6M | 0.55% | 713,610 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31