Filed: 8/14/2026ACC: 0001172661-26-003503
📋 What this filing means
ADAGE CAPITAL PARTNERS GP, L.L.C. filed this quarterly 13F‑HR report disclosing 1002 equity positions with a total reported market value of $71.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1002
Positions
$71.32B
Total AUM (reported)
984.56M
Total Shares
Allocation by class
COM$52.30B73.3%
CL A$3.34B4.7%
COM NEW$3.25B4.6%
CAP STK CL A$1.86B2.6%
SHS$1.53B2.1%
CAP STK CL C$1.49B2.1%
COM CL A$1.14B1.6%
Portfolio Concentration
Top 3$10.60B14.9%
4–10$10.42B14.6%
11–25$8.74B12.2%
Rest$41.56B58.3%
Top 3 weight
14.9%
Top 10 weight
29.5%
Voting Authority Distribution
Total shares with voting rights: 984.56M
Sole
Full voting authority
984.56M
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)
Sole1002
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1002
Rows:
NVIDIA CORPORATION
SOLEShares21.94M
TypeSH
Market value$4.39B
6.16%
Sole
21.94M
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.99M
TypeSH
Market value$3.76B
5.27%
Sole
12.99M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.58M
TypeSH
Market value$2.45B
3.44%
Sole
6.58M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.76M
TypeSH
Market value$2.09B
2.93%
Sole
8.76M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.21M
TypeSH
Market value$1.86B
2.61%
Sole
5.21M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares4.20M
TypeSH
Market value$1.59B
2.22%
Sole
4.20M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.22M
TypeSH
Market value$1.49B
2.09%
Sole
4.22M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares1.03M
TypeSH
Market value$1.19B
1.67%
Sole
1.03M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.06M
TypeSH
Market value$1.16B
1.63%
Sole
2.06M
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.48M
TypeSH
Market value$1.04B
1.46%
Sole
2.48M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares726.20K
TypeSH
Market value$871.02M
1.22%
Sole
726.20K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares1.44M
TypeSH
Market value$838.95M
1.18%
Sole
1.44M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.62M
TypeSH
Market value$808.16M
1.13%
Sole
1.62M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares2.39M
TypeSH
Market value$782.24M
1.10%
Sole
2.39M
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares6.84M
TypeSH
Market value$711.34M
1.00%
Sole
6.84M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.57M
TypeSH
Market value$651.84M
0.91%
Sole
2.57M
Shared
0.00
None
0.00
INTEL CORP
SOLEShares4.06M
TypeSH
Market value$567.37M
0.80%
Sole
4.06M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares1.19M
TypeSH
Market value$513.81M
0.72%
Sole
1.19M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.47M
TypeSH
Market value$502.98M
0.71%
Sole
1.47M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.11M
TypeSH
Market value$461.42M
0.65%
Sole
1.11M
Shared
0.00
None
0.00
WALMART INC
SOLEShares3.65M
TypeSH
Market value$413.27M
0.58%
Sole
3.65M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares567.73K
TypeSH
Market value$410.47M
0.58%
Sole
567.73K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares3.46M
TypeSH
Market value$406.72M
0.57%
Sole
3.46M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares1.60M
TypeSH
Market value$402.26M
0.56%
Sole
1.60M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares2.88M
TypeSH
Market value$393.32M
0.55%
Sole
2.88M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 21.94M | SH | $4.39B 6.16% | 21.94M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.99M | SH | $3.76B 5.27% | 12.99M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.58M | SH | $2.45B 3.44% | 6.58M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.76M | SH | $2.09B 2.93% | 8.76M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.21M | SH | $1.86B 2.61% | 5.21M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.20M | SH | $1.59B 2.22% | 4.20M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.22M | SH | $1.49B 2.09% | 4.22M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.03M | SH | $1.19B 1.67% | 1.03M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.06M | SH | $1.16B 1.63% | 2.06M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.48M | SH | $1.04B 1.46% | 2.48M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 726.20K | SH | $871.02M 1.22% | 726.20K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.44M | SH | $838.95M 1.18% | 1.44M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.62M | SH | $808.16M 1.13% | 1.62M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.39M | SH | $782.24M 1.10% | 2.39M | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 6.84M | SH | $711.34M 1.00% | 6.84M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.57M | SH | $651.84M 0.91% | 2.57M | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 4.06M | SH | $567.37M 0.80% | 4.06M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 1.19M | SH | $513.81M 0.72% | 1.19M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.47M | SH | $502.98M 0.71% | 1.47M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.11M | SH | $461.42M 0.65% | 1.11M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 3.65M | SH | $413.27M 0.58% | 3.65M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 567.73K | SH | $410.47M 0.58% | 567.73K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 3.46M | SH | $406.72M 0.57% | 3.46M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 1.60M | SH | $402.26M 0.56% | 1.60M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.88M | SH | $393.32M 0.55% | 2.88M | 0.00 | 0.00 |
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