Filed: 5/15/2026ACC: 0001172661-26-002029
📋 What this filing means
ADAGE CAPITAL PARTNERS GP, L.L.C. filed this quarterly 13F‑HR report disclosing 954 equity positions with a total reported market value of $64.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
954
Positions
$64.84B
Total AUM (reported)
949.99M
Total Shares
Allocation by class
COM$48.01B74.0%
CL A$3.34B5.2%
COM NEW$2.35B3.6%
CAP STK CL A$1.50B2.3%
SHS$1.38B2.1%
CAP STK CL C$1.18B1.8%
COM CL A$912.91M1.4%
Portfolio Concentration
Top 3$9.60B14.8%
4–10$8.81B13.6%
11–25$7.49B11.5%
Rest$38.94B60.1%
Top 3 weight
14.8%
Top 10 weight
28.4%
Voting Authority Distribution
Total shares with voting rights: 949.99M
Sole
Full voting authority
949.99M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole954
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings954
Rows:
NVIDIA CORPORATION
SOLEShares22.10M
TypeSH
Market value$3.85B
5.94%
Sole
22.10M
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.05M
TypeSH
Market value$3.31B
5.11%
Sole
13.05M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.58M
TypeSH
Market value$2.43B
3.75%
Sole
6.58M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.16M
TypeSH
Market value$1.91B
2.94%
Sole
9.16M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.22M
TypeSH
Market value$1.50B
2.31%
Sole
5.22M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares4.11M
TypeSH
Market value$1.27B
1.96%
Sole
4.11M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.06M
TypeSH
Market value$1.18B
1.82%
Sole
2.06M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.10M
TypeSH
Market value$1.18B
1.82%
Sole
4.10M
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.41M
TypeSH
Market value$897.59M
1.38%
Sole
2.41M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares956.82K
TypeSH
Market value$880.05M
1.36%
Sole
956.82K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.68M
TypeSH
Market value$803.99M
1.24%
Sole
1.68M
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares6.02M
TypeSH
Market value$794.53M
1.23%
Sole
6.02M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares2.42M
TypeSH
Market value$710.47M
1.10%
Sole
2.42M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.46M
TypeSH
Market value$602.06M
0.93%
Sole
2.46M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares5.48M
TypeSH
Market value$532.50M
0.82%
Sole
5.48M
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares2.50M
TypeSH
Market value$517.41M
0.80%
Sole
2.50M
Shared
0.00
None
0.00
WALMART INC
SOLEShares3.66M
TypeSH
Market value$455.12M
0.70%
Sole
3.66M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.49M
TypeSH
Market value$450.05M
0.69%
Sole
1.49M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares2.82M
TypeSH
Market value$406.88M
0.63%
Sole
2.82M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares397.68K
TypeSH
Market value$396.26M
0.61%
Sole
397.68K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares2.22M
TypeSH
Market value$376.46M
0.58%
Sole
2.22M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares1.11M
TypeSH
Market value$373.52M
0.58%
Sole
1.11M
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
SOLEShares7.48M
TypeSH
Market value$358.85M
0.55%
Sole
7.48M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares713.61K
TypeSH
Market value$356.56M
0.55%
Sole
713.61K
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares8.93M
TypeSH
Market value$354.50M
0.55%
Sole
8.93M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 22.10M | SH | $3.85B 5.94% | 22.10M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.05M | SH | $3.31B 5.11% | 13.05M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.58M | SH | $2.43B 3.75% | 6.58M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.16M | SH | $1.91B 2.94% | 9.16M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.22M | SH | $1.50B 2.31% | 5.22M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.11M | SH | $1.27B 1.96% | 4.11M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.06M | SH | $1.18B 1.82% | 2.06M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.10M | SH | $1.18B 1.82% | 4.10M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.41M | SH | $897.59M 1.38% | 2.41M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 956.82K | SH | $880.05M 1.36% | 956.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.68M | SH | $803.99M 1.24% | 1.68M | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 6.02M | SH | $794.53M 1.23% | 6.02M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.42M | SH | $710.47M 1.10% | 2.42M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.46M | SH | $602.06M 0.93% | 2.46M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 5.48M | SH | $532.50M 0.82% | 5.48M | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 2.50M | SH | $517.41M 0.80% | 2.50M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 3.66M | SH | $455.12M 0.70% | 3.66M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.49M | SH | $450.05M 0.69% | 1.49M | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 2.82M | SH | $406.88M 0.63% | 2.82M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 397.68K | SH | $396.26M 0.61% | 397.68K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.22M | SH | $376.46M 0.58% | 2.22M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.11M | SH | $373.52M 0.58% | 1.11M | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 7.48M | SH | $358.85M 0.55% | 7.48M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 713.61K | SH | $356.56M 0.55% | 713.61K | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 8.93M | SH | $354.50M 0.55% | 8.93M | 0.00 | 0.00 |
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