ADAGE CAPITAL PARTNERS GP, L.L.C. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$54.0T

Holdings

836

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (836 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
13,609,179$3.0T5.60%
2
MSFTMICROSOFT CORP
6,772,243$2.5T4.71%
3
NVDANVIDIA CORPORATION
22,488,110$2.4T4.51%
4
HESHESS CORP
10,297,068$1.6T3.05%
5
AMZNAMAZON COM INC
8,511,360$1.6T3.00%
6
METAMETA PLATFORMS INC
2,132,035$1.2T2.28%
7
BRK/BBERKSHIRE HATHAWAY INC DEL
1,587,569$845.5B1.57%
8
GOOGLALPHABET INC
5,289,300$817.9B1.52%
9
AVGOBROADCOM INC
4,071,060$681.6B1.26%
10
GOOGALPHABET INC
4,236,120$661.8B1.23%
11
TSLATESLA INC
2,532,600$656.3B1.22%
12
JPMJPMORGAN CHASE & CO.
2,519,866$618.1B1.14%
13
LLYELI LILLY & CO
741,722$612.6B1.13%
14
VVISA INC
1,683,340$589.9B1.09%
15
XOMEXXON MOBIL CORP
4,055,165$482.3B0.89%
16
UNHUNITEDHEALTH GROUP INC
914,051$478.7B0.89%
17
HDHOME DEPOT INC
1,217,756$446.3B0.83%
18
PGPROCTER AND GAMBLE CO
2,427,206$413.6B0.77%
19
COPCONOCOPHILLIPS
3,867,454$406.2B0.75%
20
MAMASTERCARD INCORPORATED
721,710$395.6B0.73%
21
DOVDOVER CORP
2,148,626$377.5B0.70%
22
ABBVABBVIE INC
1,798,733$376.9B0.70%
23
COSTCOSTCO WHSL CORP NEW
382,277$361.5B0.67%
24
NFLXNETFLIX INC
382,633$356.8B0.66%
25
WMTWALMART INC
3,993,226$350.6B0.65%
26
HUBBHUBBELL INC
975,196$322.7B0.60%
27
SLNOSOLENO THERAPEUTICS INC
4,392,696$313.9B0.58%
28
BACBANK AMERICA CORP
6,738,273$281.2B0.52%
29
CSCOCISCO SYS INC
4,429,021$273.3B0.51%
30
IM8NINSMED INC
3,446,944$263.0B0.49%
31
BSXBOSTON SCIENTIFIC CORP
2,592,113$261.5B0.48%
32
MMM3M CO
1,707,198$250.7B0.46%
33
ORCLORACLE CORP
1,779,416$248.8B0.46%
34
VRTXVERTEX PHARMACEUTICALS INC
489,667$237.4B0.44%
35
WMWASTE MGMT INC DEL
999,667$231.4B0.43%
36
4I1PHILIP MORRIS INTL INC
1,417,954$225.1B0.42%
37
CRMSALESFORCE INC
832,739$223.5B0.41%
38
IBMINTERNATIONAL BUSINESS MACHS
893,190$222.1B0.41%
39
KOCOCA COLA CO
3,085,282$221.0B0.41%
40
JNJJOHNSON & JOHNSON
1,278,427$212.0B0.39%
41
DISDISNEY WALT CO
2,123,625$209.6B0.39%
42
INTUINTUIT
337,800$207.4B0.38%
43
MCDMCDONALDS CORP
653,502$204.1B0.38%
44
TAT&T INC
7,216,039$204.1B0.38%
45
WFCWELLS FARGO CO NEW
2,832,096$203.3B0.38%
46
LINLINDE PLC
434,235$202.2B0.37%
47
RTXRTX CORPORATION
1,522,749$201.7B0.37%
48
DHRDANAHER CORPORATION
981,426$201.2B0.37%
49
RPRXROYALTY PHARMA PLC
6,250,000$194.6B0.36%
50
ISRGINTUITIVE SURGICAL INC
386,487$191.4B0.35%
51
ABTABBOTT LABS
1,417,664$188.1B0.35%
52
NSCNORFOLK SOUTHN CORP
789,950$187.1B0.35%
53
PEPPEPSICO INC
1,235,679$185.3B0.34%
54
BACVERIZON COMMUNICATIONS INC
4,025,697$182.6B0.34%
55
MRKMERCK & CO INC
2,026,500$181.9B0.34%
56
SCHWSCHWAB CHARLES CORP
2,184,039$171.0B0.32%
57
ACNACCENTURE PLC IRELAND
540,422$168.6B0.31%
58
DFSEURDISCOVER FINL SVCS
955,670$163.1B0.30%
59
ADBEADOBE INC
421,978$161.8B0.30%
60
LOWLOWES COS INC
688,305$160.5B0.30%
61
GEGE AEROSPACE
797,483$159.6B0.30%
62
PLTRPALANTIR TECHNOLOGIES INC
1,869,300$157.8B0.29%
63
FYBRFRONTIER COMMUNICATIONS PARE
4,378,238$157.0B0.29%
64
BKNGBOOKING HOLDINGS INC
33,700$155.3B0.29%
65
MDTMEDTRONIC PLC
1,726,158$155.1B0.29%
66
QCOMQUALCOMM INC
988,621$151.9B0.28%
67
CBCHUBB LIMITED
489,883$147.9B0.27%
68
GILDGILEAD SCIENCES INC
1,320,152$147.9B0.27%
69
GSGOLDMAN SACHS GROUP INC
269,509$147.2B0.27%
70
MCKMCKESSON CORP
218,130$146.8B0.27%
71
BABOEING CO
838,222$143.0B0.26%
72
PGRPROGRESSIVE CORP
501,180$141.8B0.26%
73
SPGIS&P GLOBAL INC
276,220$140.3B0.26%
74
AMDADVANCED MICRO DEVICES INC
1,347,794$138.5B0.26%
75
DUKDUKE ENERGY CORP NEW
1,132,613$138.1B0.26%
76
ROSTROSS STORES INC
1,080,532$138.1B0.26%
77
EQIXEQUINIX INC
168,768$137.6B0.25%
78
NOWSERVICENOW INC
168,900$134.5B0.25%
79
AKXANSYS INC
424,276$134.3B0.25%
80
WCCWESCO INTL INC
855,035$132.8B0.25%
81
RCLROYAL CARIBBEAN GROUP
645,200$132.5B0.25%
82
ADPAUTOMATIC DATA PROCESSING IN
421,076$128.7B0.24%
83
LBRDKLIBERTY BROADBAND CORP
1,491,606$126.9B0.23%
84
DWDMORGAN STANLEY
1,078,434$125.8B0.23%
85
TXNTEXAS INSTRS INC
694,544$124.8B0.23%
86
VMCVULCAN MATLS CO
533,498$124.5B0.23%
87
AXPAMERICAN EXPRESS CO
462,588$124.5B0.23%
88
SB9SITIO ROYALTIES CORP
6,259,058$124.4B0.23%
89
SOSOUTHERN CO
1,349,200$124.1B0.23%
90
TRVCCITIGROUP INC
1,716,786$121.9B0.23%
91
ICEINTERCONTINENTAL EXCHANGE IN
693,959$119.7B0.22%
92
CMCSACOMCAST CORP NEW
3,239,459$119.5B0.22%
93
BMYBRISTOL-MYERS SQUIBB CO
1,952,268$119.1B0.22%
94
TMOTHERMO FISHER SCIENTIFIC INC
233,452$116.2B0.22%
95
AMATAPPLIED MATLS INC
798,126$115.8B0.21%
96
SWXSOUTHWEST GAS HLDGS INC
1,550,000$111.3B0.21%
97
AZOAUTOZONE INC
28,648$109.2B0.20%
98
FISVFISERV INC
483,831$106.8B0.20%
99
TMUST-MOBILE US INC
397,334$106.0B0.20%
100
HIGHARTFORD INSURANCE GROUP INC
852,432$105.5B0.20%
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