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Holders — by stockHoldings — by fund

ADAGE CAPITAL PARTNERS GP, L.L.C.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1165408

$71.32B

disclosed book value

1,002

positions

6.2%

largest position share

Positions, as of 2026-06-30

top 100 of 1,002 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION21.9M$4.39B6.2%
2AAPLAPPLE INC13.0M$3.76B5.3%
3MSFTMICROSOFT CORP6.6M$2.45B3.4%
4AMZNAMAZON COM INC8.8M$2.09B2.9%
5GOOGLALPHABET INC5.2M$1.86B2.6%
6AVGOBROADCOM INC4.2M$1.59B2.2%
7GOOGALPHABET INC4.2M$1.49B2.1%
8MUMICRON TECHNOLOGY INC1.0M$1.19B1.7%
9METAMETA PLATFORMS INC2.1M$1.16B1.6%
10TSLATESLA INC2.5M$1.04B1.5%
11LLYELI LILLY & CO726,199$871.0M1.2%
12AMDADVANCED MICRO DEVICES INC1.4M$838.9M1.2%
13BRK/BBERKSHIRE HATHAWAY INC DEL1.6M$808.2M1.1%
14JPMJPMORGAN CHASE & CO2.4M$782.2M1.1%
15COPCONOCOPHILLIPS6.8M$711.3M1%
16JNJJOHNSON & JOHNSON2.6M$651.8M0.9%
17INTCINTEL CORP4.1M$567.4M0.8%
18LRCXLAM RESEARCH CORP1.2M$513.8M0.7%
19VVISA INC1.5M$503.0M0.7%
20UNHUNITEDHEALTH GROUP INC1.1M$461.4M0.6%
21WMTWALMART INC3.6M$413.3M0.6%
22AMATAPPLIED MATLS INC567,726$410.5M0.6%
23CSCOCISCO SYS INC3.5M$406.7M0.6%
24ABBVABBVIE INC1.6M$402.3M0.6%
25EXMOCEXXON MOBIL CORP2.9M$393.3M0.6%
26CATCATERPILLAR INC367,704$391.6M0.5%
27COSTCOSTCO WHOLESALE CORPORATION395,677$370.1M0.5%
28BACBANK OF AMER CORP6.5M$370.0M0.5%
29ROIVANT SCIENCES LTD10.3M$366.3M0.5%
30MAMASTERCARD INCORPORATED709,610$364.5M0.5%
31DVNDEVON ENERGY CORP NEW8.4M$349.1M0.5%
32PRAXPRAXIS PRECISION MEDICINES I1.0M$340.0M0.5%
33GEGE AEROSPACE881,663$329.5M0.5%
34PGPROCTER & GAMBLE CO2.1M$310.9M0.4%
35HDHOME DEPOT INC837,256$295.3M0.4%
36CVXCHEVRON CORPORATION1.7M$285.9M0.4%
37KOCOCA COLA CO3.5M$280.7M0.4%
38KLACKLA CORP914,840$276.0M0.4%
39GEVGE VERNOVA INC234,699$275.7M0.4%
40DOVDOVER CORP1.2M$274.6M0.4%
41RTXRTX CORPORATION1.4M$272.1M0.4%
42ORCLORACLE CORP1.8M$270.6M0.4%
43PANWPALO ALTO NETWORKS INC768,300$262.0M0.4%
44SNDKSANDISK CORP115,099$261.7M0.4%
45MRKMERCK & CO INC2.0M$260.9M0.4%
46NFLXNETFLIX INC.3.6M$257.2M0.4%
47IBMINTERNATIONAL BUSINESS MACHS898,190$252.6M0.4%
48PMPHILIP MORRIS INTL INC1.4M$251.5M0.4%
49APHAMPHENOL CORP1.4M$250.9M0.4%
50NSCNORFOLK SOUTHN CORP766,536$241.1M0.3%
51PLTRPALANTIR TECHNOLOGIES INC2.0M$238.9M0.3%
52JOHNSON CONTROLS INTERNATION1.6M$238.4M0.3%
53LINDE PLC452,335$234.7M0.3%
54OVVOVINTIV INC4.4M$230.2M0.3%
55VNOMVIPER ENERGY INC5.4M$230.1M0.3%
56WFCWELLS FARGO & CO2.7M$225.5M0.3%
57MRVLMARVELL TECHNOLOGY INC745,800$222.2M0.3%
58GSGOLDMAN SACHS GROUP INC216,089$218.5M0.3%
59TXNTEXAS INSTRS INC721,644$215.1M0.3%
60ABTABBOTT LABORATORIES2.3M$211.6M0.3%
61TMOTHERMO FISHER SCIENTIFIC INC406,154$203.6M0.3%
62WDCWESTERN DIGITAL CORP307,437$196.4M0.3%
63VRTXVERTEX PHARMACEUTICALS INC393,964$195.7M0.3%
64MSMORGAN STANLEY929,034$194.2M0.3%
65SEAGATE TECHNOLOGY HLDNGS PL200,000$193.0M0.3%
66ANETARISTA NETWORKS INC1.1M$187.9M0.3%
67AJGGALLAGHER ARTHUR J & CO799,003$183.4M0.3%
68TNGXTANGO THERAPEUTICS INC5.6M$175.1M0.2%
69CRWDCROWDSTRIKE HLDGS INC224,400$171.2M0.2%
70AMGNAMGEN INC471,833$170.9M0.2%
71CVSCVS HEALTH CORP1.6M$169.6M0.2%
72QCOMQUALCOMM INC910,021$168.2M0.2%
73BBIOBRIDGEBIO PHARMA INC2.3M$167.7M0.2%
74UALUNITED AIRLS HLDGS INC1.2M$162.9M0.2%
75CCITIGROUP INC1.1M$159.0M0.2%
76ADIANALOG DEVICES INC399,037$158.5M0.2%
77MTDRMATADOR RES CO3.2M$158.4M0.2%
78VZVERIZON COMMUNICATIONS INC3.7M$157.7M0.2%
79SYRESPYRE THERAPEUTICS INC1.7M$152.9M0.2%
80WBDWARNER BROS DISCOVERY INC5.7M$152.9M0.2%
81CHUBB LIMITED441,483$150.4M0.2%
82XELXCEL ENERGY INC1.9M$149.3M0.2%
83ASML HLDG NV75,000$149.2M0.2%
84BABOEING CO683,059$147.9M0.2%
85TVTXTRAVERE THERAPEUTICS INC2.6M$146.0M0.2%
86EQIXEQUINIX INC139,968$145.9M0.2%
87DISDISNEY WALT CO1.5M$142.8M0.2%
88ARANTERO RESOURCES CORP4.1M$142.8M0.2%
89GLWCORNING INC558,421$142.6M0.2%
90TRVTRAVELERS COMPANIES INC428,104$141.3M0.2%
91ROYALTY PHARMA PLC2.5M$140.2M0.2%
92MMM3M CO863,485$139.8M0.2%
93TJXTJX COS INC NEW922,248$139.7M0.2%
94SWKSTANLEY BLACK & DECKER INC1.5M$138.2M0.2%
95CRMSALESFORCE INC879,139$137.7M0.2%
96AEPAMERICAN ELEC PWR CO INC1.0M$137.2M0.2%
97GILDGILEAD SCIENCES INC1.1M$135.4M0.2%
98WELLWELLTOWER INC589,606$133.8M0.2%
99MPWRMONOLITHIC PWR SYS INC96,352$133.2M0.2%
100EATON CORP PLC309,098$131.7M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
ADAGE CAPITAL PARTNERS GP, L.L.C. — 13F Holdings & Portfolio | EvidInvest | EvidInvest