ADAGE CAPITAL PARTNERS GP, L.L.C.

SEC CIK
0001165408

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
1,002
+48 vs. Q1 2026
Total value
$71.32B
+$6.52B (+10.1%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

ADAGE CAPITAL PARTNERS GP, L.L.C. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock21,940,610$4.39B6.16%−158,200−0.7%ReducedView
AAPLAPPLE INC COMStock12,992,154$3.76B5.27%−54,300−0.4%ReducedView
MSFTMICROSOFT CORP COMStock6,579,943$2.45B3.44%+4,300+0.1%AddedView
AMZNAMAZON COM INC COMStock8,755,160$2.09B2.93%−401,100−4.4%ReducedView
GOOGLALPHABET INC CAP STK CL AStock5,207,900$1.86B2.61%−7,700−0.1%ReducedView
AVGOBROADCOM INC COMStock4,196,656$1.59B2.22%+84,600+2.1%AddedView
GOOGALPHABET INC CAP STK CL CStock4,215,120$1.49B2.09%+110,600+2.7%AddedView
MUMICRON TECHNOLOGY INC COMStock1,034,103$1.19B1.67%−71,500−6.5%ReducedView
METAMETA PLATFORMS INC CL AStock2,058,535$1.16B1.63%−8000.0%ReducedView
TSLATESLA INC COMStock2,477,311$1.04B1.46%+62,811+2.6%AddedView
LLYELI LILLY & CO COMStock726,199$871.02M1.22%−230,618−24.1%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock1,444,194$838.95M1.18%+118,600+8.9%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock1,615,069$808.16M1.13%−62,700−3.7%ReducedView
JPMJPMORGAN CHASE & CO COMStock2,389,766$782.24M1.10%−25,500−1.1%ReducedView
COPCONOCOPHILLIPS COMStock6,842,477$711.34M1.00%+823,300+13.7%AddedView
JNJJOHNSON & JOHNSON COMStock2,566,595$651.84M0.91%+103,587+4.2%AddedView
INTCINTEL CORP COMStock4,063,385$567.37M0.80%−99,969−2.4%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock1,185,720$513.81M0.72%+27,600+2.4%AddedView
VVISA INC COM CL AStock1,466,020$502.98M0.71%−23,020−1.5%ReducedView
UNHUNITEDHEALTH GROUP INC COMStock1,110,167$461.42M0.65%+153,661+16.1%AddedView
WMTWALMART INC COMStock3,648,826$413.27M0.58%−13,200−0.4%ReducedView
AMATAPPLIED MATLS INC COMStock567,726$410.47M0.58%−98,300−14.8%ReducedView
CSCOCISCO SYS INC COMStock3,462,621$406.72M0.57%−421,900−10.9%ReducedView
ABBVABBVIE INC COMStock1,598,568$402.26M0.56%+128,297+8.7%AddedView
XOMEXXON MOBIL CORPCOM2,876,822$393.32M0.55%+657,900+29.6%AddedView
CATCATERPILLAR INC COMStock367,704$391.57M0.55%−19,100−4.9%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock395,677$370.14M0.52%−2,000−0.5%ReducedView
BACBANK OF AMER CORP COMStock6,492,673$369.95M0.52%+93,300+1.5%AddedView
ROIVROIVANT SCIENCES LTDSHS10,349,328$366.26M0.51%−2,444,769−19.1%ReducedView
MAMASTERCARD INCORPORATED CL AStock709,610$364.46M0.51%−4,000−0.6%ReducedView
DVNDEVON ENERGY CORP NEW COMStock8,448,385$349.09M0.49%+7,607,191+904.3%AddedView
PRAXPRAXIS PRECISION MEDICINES ICOM NEW1,015,480$339.97M0.48%+199,741+24.5%AddedView
GEGE AEROSPACE COM NEWStock881,663$329.5M0.46%−153,100−14.8%ReducedView
PGPROCTER & GAMBLE CO COMStock2,120,273$310.92M0.44%−696,700−24.7%ReducedView
HDHOME DEPOT INC COMStock837,256$295.28M0.41%−116,600−12.2%ReducedView
CVXCHEVRON CORPORATION COMStock1,724,613$285.87M0.40%−776,153−31.0%ReducedView
KOCOCA COLA CO COMStock3,453,382$280.66M0.39%−348,800−9.2%ReducedView
KLACKLA CORPCOM NEW914,840$276.02M0.39%+819,886+863.5%AddedView
GEVGE VERNOVA INC COMStock234,699$275.74M0.39%+10,200+4.5%AddedView
DOVDOVER CORPCOM1,224,468$274.62M0.39%+502,822+69.7%AddedView
RTXRTX CORPORATION COMStock1,434,057$272.08M0.38%+21,600+1.5%AddedView
ORCLORACLE CORP COMStock1,846,649$270.63M0.38%−72,467−3.8%ReducedView
PANWPALO ALTO NETWORKS INC COMStock768,300$262.01M0.37%−70,600−8.4%ReducedView
SNDKSANDISK CORPCOM115,099$261.7M0.37%+2,900+2.6%AddedView
MRKMERCK & CO INC COMStock2,030,023$260.86M0.37%−657,416−24.5%ReducedView
NFLXNETFLIX INC. COMStock3,602,330$257.21M0.36%−30,100−0.8%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock898,190$252.58M0.35%−39,200−4.2%ReducedView
PMPHILIP MORRIS INTL INC COMStock1,389,954$251.46M0.35%−4,600−0.3%ReducedView
APHAMPHENOL CORP NEWCL A1,423,120$250.92M0.35%−361,768−20.3%ReducedView
NSCNORFOLK SOUTHN CORP COMStock766,536$241.14M0.34%−87,500−10.2%ReducedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock2,047,700$238.91M0.33%+1,300+0.1%AddedView
JCIJOHNSON CTLS INTL PLC SHSStock1,631,713$238.41M0.33%+116,037+7.7%AddedView
LINLINDE PLC SHSStock452,335$234.73M0.33%−1,000−0.2%ReducedView
OVVOVINTIV INCCOM4,372,109$230.19M0.32%−535,000−10.9%ReducedView
VNOMVIPER ENERGY INCCL A5,426,609$230.09M0.32%+421,919+8.4%AddedView
WFCWELLS FARGO & CO COMStock2,729,296$225.55M0.32%−40,200−1.5%ReducedView
MRVLMARVELL TECHNOLOGY INCCOM745,800$222.17M0.31%+745,800NewView
GSGOLDMAN SACHS GROUP INC COMStock216,089$218.55M0.31%+761+0.4%AddedView
TXNTEXAS INSTRS INC COMStock721,644$215.1M0.30%−71,400−9.0%ReducedView
ABTABBOTT LABORATORIES COMStock2,332,115$211.62M0.30%+624,351+36.6%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock406,154$203.63M0.29%−139,678−25.6%ReducedView
WDCWESTERN DIGITAL CORPCOM307,437$196.37M0.28%+13,700+4.7%AddedView
VRTXVERTEX PHARMACEUTICALS INC COMStock393,964$195.69M0.27%+141,974+56.3%AddedView
MSMORGAN STANLEY COM NEWStock929,034$194.21M0.27%−43,700−4.5%ReducedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS200,000$193M0.27%+14,600+7.9%AddedView
ANETARISTA NETWORKS INC COM SHSStock1,105,900$187.87M0.26%+180,800+19.5%AddedView
AJGGALLAGHER ARTHUR J & COCOM799,003$183.43M0.26%+458,240+134.5%AddedView
TNGXTANGO THERAPEUTICS INCCOM5,600,000$175.06M0.25%−7,209,485−56.3%ReducedView
CRWDCROWDSTRIKE HLDGS INC CL AStock224,400$171.25M0.24%+18,600+9.0%AddedView
AMGNAMGEN INC COMStock471,833$170.86M0.24%+129,333+37.8%AddedView
CVSCVS HEALTH CORP COMStock1,639,209$169.58M0.24%+42,579+2.7%AddedView
QCOMQUALCOMM INC COMStock910,021$168.16M0.24%−45,800−4.8%ReducedView
BBIOBRIDGEBIO PHARMA INCCOM2,252,000$167.73M0.24%+1,653,000+276.0%AddedView
UALUNITED AIRLS HLDGS INCCOM1,198,242$162.95M0.23%+983,533+458.1%AddedView
CCITIGROUP INC COM NEWStock1,136,086$159.01M0.22%+240,600+26.9%AddedView
ADIANALOG DEVICES INC COMStock399,037$158.49M0.22%+71,300+21.8%AddedView
MTDRMATADOR RES COCOM3,181,013$158.35M0.22%+145,016+4.8%AddedView
VZVERIZON COMMUNICATIONS INC COMStock3,723,872$157.67M0.22%−203,900−5.2%ReducedView
SYRESPYRE THERAPEUTICS INCCOM NEW1,722,300$152.91M0.21%+1,722,300NewView
WBDWARNER BROS DISCOVERY INC COM SER AStock5,733,448$152.85M0.21%−683,039−10.6%ReducedView
CBCHUBB LIMITED COMStock441,483$150.43M0.21%−154,400−25.9%ReducedView
XELXCEL ENERGY INC COMStock1,859,342$149.31M0.21%+285,400+18.1%AddedView
ASMLASML HLDG NV N Y REGISTRY SHSADR75,000$149.21M0.21%+20,000+36.4%AddedView
BABOEING CO COMStock683,059$147.86M0.21%−116,332−14.6%ReducedView
TVTXTRAVERE THERAPEUTICS INCCOM2,569,356$145.97M0.20%+1,592,356+163.0%AddedView
EQIXEQUINIX INCCOM139,968$145.9M0.20%−18,100−11.5%ReducedView
DISDISNEY WALT CO COMStock1,483,725$142.81M0.20%−253,300−14.6%ReducedView
ARANTERO RESOURCES CORPCOM4,063,110$142.78M0.20%+445,000+12.3%AddedView
GLWCORNING INCCOM558,421$142.64M0.20%+84,000+17.7%AddedView
TRVTRAVELERS COMPANIES INC COMStock428,104$141.33M0.20%+92,800+27.7%AddedView
RPRXROYALTY PHARMA PLCSHS CLASS A2,500,000$140.18M0.20%−4,980,633−66.6%ReducedView
MMM3M CO COMStock863,485$139.81M0.20%+583,516+208.4%AddedView
TJXTJX COS INC NEW COMStock922,248$139.72M0.20%+6,400+0.7%AddedView
SWKSTANLEY BLACK & DECKER INCCOM1,467,874$138.16M0.19%−832,547−36.2%ReducedView
CRMSALESFORCE INC COMStock879,139$137.73M0.19%−210,300−19.3%ReducedView
AEPAMERICAN ELEC PWR CO INC COMStock1,002,906$137.21M0.19%+273,400+37.5%AddedView
GILDGILEAD SCIENCES INC COMStock1,071,977$135.43M0.19%+155,464+17.0%AddedView
WELLWELLTOWER INC COMREIT589,606$133.82M0.19%−35,500−5.7%ReducedView
MPWRMONOLITHIC PWR SYS INCCOM96,352$133.19M0.19%+22,700+30.8%AddedView
ETNEATON CORP PLC SHSStock309,098$131.71M0.18%−13,800−4.3%ReducedView

Sold out since Q1 2026 (130)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 130 by value.

ADAGE CAPITAL PARTNERS GP, L.L.C. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS8,925,010$354.5M0.55%
COTERRA ENERGY INC COM127097103Stock8,219,512$288.83M0.45%
SOSOUTHERN CO COMStock1,186,900$114.56M0.18%
TERNS PHARMACEUTICALS INC880881107COM2,124,817$112.02M0.17%
VOYAVOYA FINANCIAL INCCOM1,500,000$102.48M0.16%
MDGLMADRIGAL PHARMACEUTICALS INCCOM185,331$97.02M0.15%
HONHoneywell TechnologiesCOM408,451$92.32M0.14%
HOLOGIC INC436440101COM858,013$64.86M0.10%
CHART INDS INC16115Q308COM296,469$61.29M0.09%
HCAHCA HEALTHCARE INCCOM116,200$54.99M0.08%
DALDELTA AIR LINES INCCOM NEW781,911$51.98M0.08%
FEFIRSTENERGY CORPCOM886,700$44.92M0.07%
SHELSHELL PLC SPON ADSADR480,000$44.64M0.07%
THGHANOVER INS GROUP INCCOM215,370$37.33M0.06%
SUNBSUNBELT RENTALS HOLDINGS INCSHS565,000$36.78M0.06%
FITBFIFTH THIRD BANCORPCOM776,297$36.07M0.06%
ERASERASCA INCCOM2,100,000$33.98M0.05%
QRVOQORVO INC COMStock434,311$33.62M0.05%
EDCONSOLIDATED EDISON INC COMStock278,344$31.5M0.05%
DUKDUKE ENERGY CORP NEW COM NEWStock230,113$30.13M0.05%
PTGXPROTAGONIST THERAPEUTICS INCCOM282,436$29.77M0.05%
SSDSIMPSON MFG INCCOM157,500$27.03M0.04%
KMPRKEMPER CORPCOM800,000$24.45M0.04%
AMICUS THERAPEUTICS INC03152W109COM1,650,000$23.86M0.04%
ACAAUAVERIN CAP ACQUISITION CORPUNIT 01/30/20312,250,000$22.5M0.03%
ALGNALIGN TECHNOLOGY INCCOM130,314$22.34M0.03%
OCSOCULIS HOLDING AGORDINARY SHARES833,209$22.16M0.03%
CLEARWATER ANALYTICS HLDGS I185123106CL A935,000$22.11M0.03%
CCLCARNIVAL CORPUNIT 99/99/9999827,300$21.41M0.03%
SHAKSHAKE SHACK INCCL A230,000$20.35M0.03%
HIGHARTFORD INSURANCE GROUP INC COMStock149,832$20.26M0.03%
VRDNVIRIDIAN THERAPEUTICS INCCOM970,018$18.97M0.03%
EQTEQT CORP COMStock294,100$18.72M0.03%
ALHCALIGNMENT HEALTHCARE INCCOM1,050,174$18.5M0.03%
METALS ACQUISITION CORP IIG60420125UNIT 99/99/99991,800,000$18.16M0.03%
UMBFUMB FINL CORPCOM160,691$18.12M0.03%
TMTSUSPARTACUS ACQUISITION CORP IUNIT 01/30/20311,800,000$18.06M0.03%
KPET ULTRA PACELINE CORPG53157122COM1,800,000$18M0.03%
CAQUUCAMBRIDGE ACQUISITION CORPUNIT 01/30/20311,800,000$17.93M0.03%
SAIASAIA INCCOM51,000$17.92M0.03%
TRGSUTRG LATIN AMER ACQUIS CORPUNIT 02/20/20311,800,000$17.91M0.03%
AACOUABONY ACQUISITION CORP IUNIT 01/29/20311,800,000$17.89M0.03%
RJFRAYMOND JAMES FINL INCCOM123,150$17.83M0.03%
USARUSA RARE EARTH INC COMStock1,160,000$17.56M0.03%
KNTKKINETIK HOLDINGS INCCOM NEW CL A362,500$17.55M0.03%
WSCWILLSCOT HLDGS CORPCOM CL A998,888$17.34M0.03%
TKRTIMKEN COCOM168,169$16.91M0.03%
SILA REALTY TRUST INC146280508COMMON STOCK690,860$16.36M0.03%
RHPRYMAN HOSPITALITY PPTYS INCCOM176,312$16.27M0.03%
DGDOLLAR GEN CORP NEWCOM132,200$15.7M0.02%
IPFXUINFLECTION PT ACQUISIT CORPUNIT 03/03/20311,500,000$15.18M0.02%
QADRUQDRO ACQUISITION CORPUNIT 01/28/20311,500,000$14.87M0.02%
DDDUPONT DE NEMOURS INCCOM320,101$14.66M0.02%
KMIKINDER MORGAN INC DEL COMStock433,854$14.55M0.02%
FNFABRINETSHS27,500$14.34M0.02%
FHNFIRST HORIZON CORPORATIONCOM600,100$13.66M0.02%
SUMAUSUMA ACQUISITION CORPUNIT 03/05/20311,350,000$13.53M0.02%
PALOUPALOMA ACQUISITION CORP IUNIT 02/12/20311,350,000$13.47M0.02%
NVGSNAVIGATOR HLDGS LTDSHS695,000$13.43M0.02%
ONBOLD NATL BANCORP IND COMStock605,000$13.37M0.02%
SSRMSSR MINING IN COMStock450,000$13.23M0.02%
LENLENNAR CORPCL A142,517$12.38M0.02%
EPRTESSENTIAL PPTYS RLTY TR INCCOM400,000$12.14M0.02%
ABUSARBUTUS BIOPHARMA CORPCOM2,664,941$11.99M0.02%
SLVMSYLVAMO CORPCOMMON STOCK270,000$11.4M0.02%
MWHSOLV ENERGY INCCOM SHS CL A379,183$11.39M0.02%
BLUE WTR ACQUISITION CORP IVG1368A120UNIT 99/99/99991,125,000$11.16M0.02%
SYYSYSCO CORP COMStock154,024$10.99M0.02%
SELECT MED HLDGS CORP81619Q105COM658,467$10.73M0.02%
MDUMDU RES GROUP INC COMStock500,000$10.36M0.02%
IMVTIMMUNOVANT INCCOM413,000$10.26M0.02%
BBARRICK MNG CORP COM SHSStock250,000$10.2M0.02%
WLIIUWILLOW LANE ACQUISITION CRPUNIT 01/27/20311,000,000$10.1M0.02%
MMSIMERIT MED SYS INCCOM140,000$9.65M0.01%
GKOSGLAUKOS CORPCOM81,878$8.81M0.01%
FLOCFLOWCO HLDGS INCCOM CL A400,000$8.24M0.01%
WVEWAVE LIFE SCIENCES LTDSHS1,000,000$7.25M0.01%
SUNCSUNOCOCORP LLCCOM SHS LLC111,532$6.88M0.01%
Cantaloupe Inc138103106COM625,661$6.76M0.01%
CAGCONAGRA BRANDS INC COMStock426,845$6.71M0.01%
FPSFORGENT POWER SOLUTIONS INCCOM SHS CL A227,427$6.66M0.01%
CPTCAMDEN PPTY TR SH BEN INTREIT67,300$6.57M0.01%
SIMOSILICON MOTION TECHNOLOGY COSPONSORED ADR54,687$6.14M0.01%
KRPKIMBELL RTY PARTNERS LPUNIT365,000$5.28M0.01%
CDECOEUR MNG INCCOM NEW275,000$5.16M0.01%
PRIMPRIMORIS SVCS CORP COMStock35,192$5.03M0.01%
STROSUTRO BIOPHARMA INCCOM SHS200,000$4.98M0.01%
ASMBASSEMBLY BIOSCIENCES INCCOM NEW161,000$4.47M0.01%
PENNPENN ENTERTAINMENT INCCOM284,008$4.27M0.01%
OLMAOLEMA PHARMACEUTICALS INCCOM275,000$4.1M0.01%
PNFPPINNACLE FINL PARTNERS INCCOM47,383$4.08M0.01%
ALXOALX ONCOLOGY HLDGS INCCOM2,000,000$4.01M0.01%
EPAMEPAM SYS INCCOM29,300$3.97M0.01%
UHSUNIVERSAL HLTH SVCS INCCL B21,153$3.79M0.01%
NJRNEW JERSEY RES CORP COMStock60,000$3.3M0.01%
PGENPRECIGEN INCCOM846,000$3.27M0.01%
TRIPTRIPADVISOR INCCOM300,000$3.2M0.00%
HOSHORNBECK OFFSHORE SERVICES INC COMStock300,000$2.97M0.00%
TROWPRICE T ROWE GROUP INC COMStock29,201$2.63M0.00%
CNTXCONTEXT THERAPEUTICS INCCOM1,000,000$2.62M0.00%

13F filings by quarter

ADAGE CAPITAL PARTNERS GP, L.L.C. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 20261,002$71.32Bvs. Q1 2026SEC
Q1 2026May 15, 2026954$64.79Bvs. Q4 2025SEC
Q4 2025Feb 17, 2026904$66.07Bvs. Q3 2025SEC
Q3 2025Nov 14, 2025872$63.14Bvs. Q2 2025SEC
Q2 2025Aug 14, 2025843$59.35Bvs. Q1 2025SEC
Q1 2025May 15, 2025836$53.97Bvs. Q4 2024SEC
Q4 2024Feb 14, 2025869$57.19Bvs. Q3 2024SEC
Q3 2024Nov 14, 2024864$56.64Bvs. Q2 2024SEC
Q2 2024Aug 14, 2024860$54.01Bvs. Q1 2024SEC
Q1 2024May 15, 2024861$52.94Bvs. Q4 2023SEC
Q4 2023Feb 14, 2024842$48.3Bvs. Q3 2023SEC
Q3 2023Nov 14, 2023859$44.1Bvs. Q2 2023SEC
Q2 2023Aug 14, 2023862$45.99Bvs. Q1 2023SEC
Q1 2023May 15, 2023913$44.59Bvs. Q4 2022SEC
Q4 2022Feb 14, 2023973$41.8Bvs. Q3 2022SEC
Q3 2022Nov 14, 20221,047$40.32Bvs. Q2 2022SEC
Q2 2022Aug 15, 20221,075$43.63Bvs. Q1 2022SEC
Q1 2022May 16, 20221,080$52.66Bvs. Q4 2021SEC
Q4 2021Feb 14, 20221,018$55.55Bvs. Q3 2021SEC
Q3 2021Nov 15, 20211,015$50.77Bvs. Q2 2021SEC
Q2 2021Aug 16, 20211,010$51.07Bvs. Q1 2021SEC
Q1 2021May 17, 2021951$48.97B–SEC