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BOSTON, MA · CIK 0001165408
New positions
212
Added to
278
Trimmed
388
Exited
163
ADAGE CAPITAL PARTNERS GP, L.L.C. (BOSTON, MA) reported a portfolio value of $64.79B across 954 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 28.4% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $3.85B | 5.95% | -0.7% |
| 2 | AAPLAPPLE INC | $3.31B | 5.11% | -1.4% |
| 3 | MSFTMICROSOFT CORP | $2.43B | 3.76% | -0.8% |
| 4 | AMZNAMAZON COM INC | $1.91B | 2.94% | +1.0% |
| 5 | GOOGLALPHABET INC | $1.50B | 2.31% | -0.7% |
| 6 | AVGOBROADCOM INC | $1.27B | 1.96% | -2.6% |
| 7 | METAMETA PLATFORMS INC | $1.18B | 1.82% | +2.1% |
| 8 | GOOGALPHABET INC | $1.18B | 1.82% | -1.8% |
| 9 | TSLATESLA INC | $897.59M | 1.39% | -2.4% |
| 10 | LLYELI LILLY & CO | $880.05M | 1.36% | +15.0% |
| Stock | Value | Shares |
|---|---|---|
| TAKTAKEDA PHARMACEUTICAL CO LTD | $118.99M | 6,424,984 |
| SOSOUTHERN CO | $114.56M | 1,186,900 |
| VOYAVOYA FINANCIAL INC | $102.48M | 1,500,000 |
| AEPAMERICAN ELEC PWR CO INC | $95.62M | 729,506 |
| ITTITT INC | $83.63M | 438,948 |
| VRTVERTIV HOLDINGS CO | $73.34M | 292,700 |
| MANEVERADERMICS INC | $69.47M | 1,100,000 |
| ARGXARGENX SE | $65.72M | 90,000 |
| MRSHMARSH & MCLENNAN COS INC | $61.34M | 353,661 |
| WCNWASTE CONNECTIONS INC | $50.36M | 310,000 |
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