13F value (AUM)
$71.3B
Adage Capital Partners Gp
ADAGE CAPITAL PARTNERS GP, L.L.C.
$71.3B
13F long value · 2026-Q2Positions1002
CategoryAsset Manager
Quarters tracked9
▲ #144 of 581 by 13F value
Size rank 8/10
91 NEW78 ADD78 2×+140 TRIM31 NEAR EXIT71 EXIT
Snapshot
Adage Capital Partners Gp's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
1002 (231 unmapped)
Top 100 weight
64.2%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
New positions
91
Exits / near-exits
102
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 64.2% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.2% | $4.4B | 21.9M | +16.9% |
| AAPL | APPLE INC | 5.3% | $3.8B | 13.0M | +15.3% |
| MSFT | MICROSOFT CORP | 3.4% | $2.5B | 6.6M | +38.7% |
| AMZN | AMAZON COM INC | 2.9% | $2.1B | 8.8M | +5.5% |
| GOOGL | ALPHABET INC | 2.6% | $1.9B | 5.2M | -3.9% |
| AVGO | BROADCOM INC | 2.2% | $1.6B | 4.2M | -6.1% |
| GOOG | ALPHABET INC | 2.1% | $1.5B | 4.2M | -1.4% |
| MU | MICRON TECHNOLOGY INC | 1.7% | $1.2B | 1.0M | -54.6% |
| META | META PLATFORMS INC | 1.6% | $1.2B | 2.1M | +29.3% |
| TSLA | TESLA INC | 1.5% | $1.0B | 2.5M | -11.9% |
| LLY | ELI LILLY & CO | 1.2% | $871.0M | 726.2K | -27.6% |
| AMD | ADVANCED MICRO DEVICES INC | 1.2% | $838.9M | 1.4M | +9.1% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.1% | $808.2M | 1.6M | -5.5% |
| JPM | JPMORGAN CHASE & CO | 1.1% | $782.2M | 2.4M | +1.5% |
| COP | CONOCOPHILLIPS | 1.0% | $711.3M | 6.8M | +17.0% |
Quarterly changes — 2026-Q2
What Adage Capital Partners Gp opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEAR EXIT | RVMD | REVOLUTION MEDICINES INC | 5.5M | 597.2K | -89.1% | -$420.7M |
| EXIT | CNTA | CENTESSA PHARMACEUTICALS PLC | 8.9M | 0 | -100.0% | -$354.5M |
| 2×+ | DVN | DEVON ENERGY CORP NEW | 841.2K | 8.4M | +904.3% | +$306.8M |
| EXIT | CTRA | COTERRA ENERGY INC | 8.2M | 0 | -100.0% | -$288.8M |
| TRIM | CVX | CHEVRON CORPORATION | 2.5M | 1.7M | -31.0% | -$231.5M |
| NEW | MRVL | MARVELL TECHNOLOGY INC | — | 745.8K | — | +$222.2M |
| TRIM | BSX | BOSTON SCIENTIFIC CORP | 4.6M | 1.7M | -64.0% | -$219.5M |
| TRIM | — | ROYALTY PHARMA PLC | 7.5M | 2.5M | -66.6% | -$218.7M |
| NEAR EXIT | RBA | RB GLOBAL INC | 2.3M | 184.3K | -91.8% | -$195.2M |
| TRIM | CSX | CSX CORP | 7.1M | 2.1M | -70.2% | -$190.6M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.