ADAGE CAPITAL PARTNERS GP, L.L.C. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$63.1B
Holdings
872
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (872 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 22,508,110 | $4.2T | 6651.38% | |
| 2 | MSFTMICROSOFT CORP | 6,780,343 | $3.5T | 5562.20% | |
| 3 | AAPLAPPLE INC | 13,366,654 | $3.4T | 5390.63% | |
| 4 | AMZNAMAZON COM INC | 9,326,360 | $2.0T | 3243.34% | |
| 5 | METAMETA PLATFORMS INC | 1,996,335 | $1.5T | 2322.00% | |
| 6 | AVGOBROADCOM INC | 4,204,756 | $1.4T | 2197.07% | |
| 7 | GOOGLALPHABET INC | 5,289,700 | $1.3T | 2036.68% | |
| 8 | TSLATESLA INC | 2,452,500 | $1.1T | 1727.44% | |
| 9 | GOOGALPHABET INC | 4,321,520 | $1.1T | 1666.99% | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,645,469 | $827.2B | 1310.21% | |
| 11 | JPMJPMORGAN CHASE & CO. | 2,438,466 | $769.2B | 1218.22% | |
| 12 | LLYELI LILLY & CO | 806,866 | $615.6B | 975.06% | |
| 13 | PGPROCTER AND GAMBLE CO | 3,785,073 | $581.6B | 921.12% | |
| 14 | COPCONOCOPHILLIPS | 5,932,377 | $561.1B | 888.75% | |
| 15 | VVISA INC | 1,532,540 | $523.2B | 828.62% | |
| 16 | CVXCHEVRON CORP NEW | 3,284,841 | $510.1B | 807.91% | |
| 17 | HDHOME DEPOT INC | 1,160,756 | $470.3B | 744.92% | |
| 18 | NFLXNETFLIX INC | 370,133 | $443.8B | 702.84% | |
| 19 | ORCLORACLE CORP | 1,567,016 | $440.7B | 698.00% | |
| 20 | ABBVABBVIE INC | 1,844,792 | $427.1B | 676.52% | |
| 21 | MAMASTERCARD INCORPORATED | 746,610 | $424.7B | 672.62% | |
| 22 | RPRXROYALTY PHARMA PLC | 11,965,633 | $422.1B | 668.61% | |
| 23 | JNJJOHNSON & JOHNSON | 2,263,657 | $419.7B | 664.77% | |
| 24 | WMTWALMART INC | 3,973,526 | $409.5B | 648.59% | |
| 25 | BACBANK AMERICA CORP | 7,316,673 | $377.5B | 597.84% | |
| 26 | PLTRPALANTIR TECHNOLOGIES INC | 2,068,100 | $377.3B | 597.52% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 390,277 | $361.3B | 572.16% | |
| 28 | DOVDOVER CORP | 2,098,002 | $350.0B | 554.35% | |
| 29 | ABTABBOTT LABS | 2,296,987 | $307.7B | 487.28% | |
| 30 | JCIJOHNSON CTLS INTL PLC | 2,552,642 | $280.7B | 444.52% | |
| 31 | CSCOCISCO SYS INC | 4,101,021 | $280.6B | 444.41% | |
| 32 | TMOTHERMO FISHER SCIENTIFIC INC | 538,880 | $261.4B | 413.96% | |
| 33 | CRMSALESFORCE INC | 1,094,339 | $259.4B | 410.78% | |
| 34 | IBMINTERNATIONAL BUSINESS MACHS | 917,142 | $258.8B | 409.86% | |
| 35 | UNHUNITEDHEALTH GROUP INC | 721,251 | $249.0B | 394.45% | |
| 36 | GEGE AEROSPACE | 817,730 | $246.0B | 389.60% | |
| 37 | CNTACENTESSA PHARMACEUTICALS PLC | 10,035,000 | $243.3B | 385.42% | |
| 38 | WFCWELLS FARGO CO NEW | 2,790,896 | $233.9B | 370.51% | |
| 39 | XOMEXXON MOBIL CORP | 2,051,952 | $231.4B | 366.43% | |
| 40 | AONAON PLC | 646,069 | $230.4B | 364.87% | |
| 41 | 4I1PHILIP MORRIS INTL INC | 1,415,454 | $229.6B | 363.63% | |
| 42 | HUBBHUBBELL INC | 522,872 | $225.0B | 356.36% | |
| 43 | AMDADVANCED MICRO DEVICES INC | 1,386,594 | $224.3B | 355.31% | |
| 44 | DISDISNEY WALT CO | 1,934,925 | $221.5B | 350.89% | |
| 45 | KOCOCA COLA CO | 3,180,182 | $210.9B | 334.04% | |
| 46 | MDTMEDTRONIC PLC | 2,180,517 | $207.7B | 328.92% | |
| 47 | MUMICRON TECHNOLOGY INC | 1,177,603 | $197.0B | 312.07% | |
| 48 | TAT&T INC | 6,952,239 | $196.3B | 310.95% | |
| 49 | OVVOVINTIV INC | 4,812,109 | $194.3B | 307.76% | |
| 50 | NEENEXTERA ENERGY INC | 2,572,613 | $194.2B | 307.59% | |
| 51 | GSGOLDMAN SACHS GROUP INC | 243,309 | $193.8B | 306.88% | |
| 52 | VRTXVERTEX PHARMACEUTICALS INC | 482,495 | $189.0B | 299.29% | |
| 53 | MCDMCDONALDS CORP | 616,402 | $187.3B | 296.68% | |
| 54 | LRCXLAM RESEARCH CORP | 1,397,320 | $187.1B | 296.34% | |
| 55 | LINLINDE PLC | 390,435 | $185.5B | 293.73% | |
| 56 | IM8NINSMED INC | 1,252,503 | $180.4B | 285.68% | |
| 57 | VNOMVIPER ENERGY INC | 4,686,701 | $179.1B | 283.70% | |
| 58 | APPAPPLOVIN CORP | 246,200 | $176.9B | 280.19% | |
| 59 | UBERUBER TECHNOLOGIES INC | 1,797,235 | $176.1B | 278.87% | |
| 60 | BABOEING CO | 805,236 | $173.8B | 275.26% | |
| 61 | NOWSERVICENOW INC | 179,100 | $164.8B | 261.05% | |
| 62 | BACVERIZON COMMUNICATIONS INC | 3,731,372 | $164.0B | 259.74% | |
| 63 | PEPPEPSICO INC | 1,164,979 | $163.6B | 259.13% | |
| 64 | LBRDKLIBERTY BROADBAND CORP | 2,538,267 | $161.3B | 255.44% | |
| 65 | DVNDEVON ENERGY CORP NEW | 4,597,892 | $161.2B | 255.32% | |
| 66 | FERGFERGUSON ENTERPRISES INC | 712,091 | $159.9B | 253.29% | |
| 67 | INTUINTUIT | 233,700 | $159.6B | 252.77% | |
| 68 | SCHWSCHWAB CHARLES CORP | 1,663,639 | $158.8B | 251.56% | |
| 69 | NSCNORFOLK SOUTHN CORP | 522,857 | $157.1B | 248.77% | |
| 70 | QCOMQUALCOMM INC | 943,721 | $157.0B | 248.66% | |
| 71 | TRVCCITIGROUP INC | 1,543,986 | $156.7B | 248.21% | |
| 72 | CATCATERPILLAR INC | 327,324 | $156.2B | 247.37% | |
| 73 | DWDMORGAN STANLEY | 964,234 | $153.3B | 242.76% | |
| 74 | GILDGILEAD SCIENCES INC | 1,355,248 | $150.4B | 238.26% | |
| 75 | ROSTROSS STORES INC | 982,786 | $149.8B | 237.20% | |
| 76 | GEVGE VERNOVA INC | 240,499 | $147.9B | 234.22% | |
| 77 | SRESEMPRA | 1,643,370 | $147.9B | 234.20% | |
| 78 | LOWLOWES COS INC | 563,105 | $141.5B | 224.13% | |
| 79 | CVSCVS HEALTH CORP | 1,871,399 | $141.1B | 223.45% | |
| 80 | BLKBLACKROCK INC | 120,980 | $141.0B | 223.39% | |
| 81 | BKNGBOOKING HOLDINGS INC | 25,900 | $139.8B | 221.48% | |
| 82 | ISRGINTUITIVE SURGICAL INC | 310,983 | $139.1B | 220.28% | |
| 83 | AXPAMERICAN EXPRESS CO | 418,088 | $138.9B | 219.95% | |
| 84 | CYBRCYBERARK SOFTWARE LTD | 287,232 | $138.8B | 219.80% | |
| 85 | TXNTEXAS INSTRS INC | 754,144 | $138.6B | 219.45% | |
| 86 | AMATAPPLIED MATLS INC | 669,726 | $137.1B | 217.17% | |
| 87 | SPGIS&P GLOBAL INC | 280,720 | $136.6B | 216.40% | |
| 88 | ACNACCENTURE PLC IRELAND | 546,422 | $134.7B | 213.42% | |
| 89 | INTCINTEL CORP | 4,015,285 | $134.7B | 213.36% | |
| 90 | APHAMPHENOL CORP NEW | 1,087,720 | $134.6B | 213.19% | |
| 91 | RTXRTX CORPORATION | 801,035 | $134.0B | 212.29% | |
| 92 | MTDRMATADOR RES CO | 2,980,997 | $133.9B | 212.13% | |
| 93 | ETNBGBP89BIO INC | 9,097,587 | $133.7B | 211.81% | |
| 94 | BSXBOSTON SCIENTIFIC CORP | 1,347,416 | $131.5B | 208.35% | |
| 95 | ANETARISTA NETWORKS INC | 897,200 | $130.7B | 207.06% | |
| 96 | ADBEADOBE INC | 365,778 | $129.0B | 204.36% | |
| 97 | PRAXPRAXIS PRECISION MEDICINES I | 2,374,085 | $125.8B | 199.29% | |
| 98 | GDGENERAL DYNAMICS CORP | 359,215 | $122.5B | 194.01% | |
| 99 | WMWASTE MGMT INC DEL | 552,892 | $122.1B | 193.38% | |
| 100 | VENVENTAS INC | 1,719,700 | $120.4B | 190.63% |
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