ADAGE CAPITAL PARTNERS GP, L.L.C. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$66.1B
Holdings
905
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (905 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 22,258,110 | $4.2T | 6282.26% | |
| 2 | AAPLAPPLE INC | 13,226,554 | $3.6T | 5440.79% | |
| 3 | MSFTMICROSOFT CORP | 6,627,143 | $3.2T | 4850.55% | |
| 4 | AMZNAMAZON COM INC | 9,064,760 | $2.1T | 3166.10% | |
| 5 | GOOGLALPHABET INC | 5,253,800 | $1.6T | 2488.08% | |
| 6 | AVGOBROADCOM INC | 4,222,056 | $1.5T | 2211.12% | |
| 7 | METAMETA PLATFORMS INC | 2,016,435 | $1.3T | 2014.38% | |
| 8 | GOOGALPHABET INC | 4,179,120 | $1.3T | 1984.11% | |
| 9 | TSLATESLA INC | 2,472,800 | $1.1T | 1682.94% | |
| 10 | LLYELI LILLY & CO | 832,292 | $894.0B | 1353.01% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,643,469 | $826.0B | 1250.09% | |
| 12 | JPMJPMORGAN CHASE & CO. | 2,428,466 | $782.0B | 1183.50% | |
| 13 | COPCONOCOPHILLIPS | 7,037,277 | $658.0B | 995.84% | |
| 14 | VVISA INC | 1,507,340 | $528.0B | 799.09% | |
| 15 | JNJJOHNSON & JOHNSON | 2,210,913 | $457.0B | 691.64% | |
| 16 | RPRXROYALTY PHARMA PLC | 11,740,594 | $453.0B | 685.58% | |
| 17 | WMTWALMART INC | 3,873,326 | $431.0B | 652.29% | |
| 18 | MAMASTERCARD INCORPORATED | 730,560 | $417.0B | 631.10% | |
| 19 | PGPROCTER AND GAMBLE CO | 2,822,220 | $404.0B | 611.43% | |
| 20 | NFLXNETFLIX INC | 4,035,830 | $378.0B | 572.08% | |
| 21 | PLTRPALANTIR TECHNOLOGIES INC | 2,064,600 | $366.0B | 553.92% | |
| 22 | HDHOME DEPOT INC | 1,061,656 | $365.0B | 552.40% | |
| 23 | ORCLORACLE CORP | 1,870,116 | $364.0B | 550.89% | |
| 24 | BACBANK AMERICA CORP | 6,505,273 | $357.0B | 540.30% | |
| 25 | ABBVABBVIE INC | 1,508,715 | $344.0B | 520.62% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 389,577 | $335.0B | 507.00% | |
| 27 | BABOEING CO | 1,534,944 | $333.0B | 503.97% | |
| 28 | TMOTHERMO FISHER SCIENTIFIC INC | 564,168 | $326.0B | 493.38% | |
| 29 | XOMEXXON MOBIL CORP | 2,661,722 | $320.0B | 484.30% | |
| 30 | MUMICRON TECHNOLOGY INC | 1,110,803 | $317.0B | 479.76% | |
| 31 | DOVDOVER CORP | 1,556,098 | $303.0B | 458.57% | |
| 32 | CSCOCISCO SYS INC | 3,907,721 | $301.0B | 455.54% | |
| 33 | AMDADVANCED MICRO DEVICES INC | 1,384,794 | $296.0B | 447.98% | |
| 34 | UNHUNITEDHEALTH GROUP INC | 864,352 | $285.0B | 431.33% | |
| 35 | PRAXPRAXIS PRECISION MEDICINES I | 965,313 | $284.0B | 429.81% | |
| 36 | CNTACENTESSA PHARMACEUTICALS PLC | 11,281,741 | $282.0B | 426.79% | |
| 37 | MRKMERCK & CO INC | 2,687,850 | $282.0B | 426.79% | |
| 38 | CRMSALESFORCE INC | 1,059,439 | $280.0B | 423.76% | |
| 39 | GEGE AEROSPACE | 886,363 | $273.0B | 413.17% | |
| 40 | CVXCHEVRON CORP NEW | 1,780,166 | $271.0B | 410.14% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 883,890 | $261.0B | 395.01% | |
| 42 | WFCWELLS FARGO CO NEW | 2,697,196 | $251.0B | 379.87% | |
| 43 | KOCOCA COLA CO | 3,425,082 | $239.0B | 361.71% | |
| 44 | ROIVROIVANT SCIENCES LTD | 10,677,894 | $231.0B | 349.60% | |
| 45 | NSCNORFOLK SOUTHN CORP | 798,093 | $230.0B | 348.09% | |
| 46 | 4I1PHILIP MORRIS INTL INC | 1,406,954 | $225.0B | 340.52% | |
| 47 | TERNTERNS PHARMACEUTICALS INC | 5,550,000 | $224.0B | 339.01% | |
| 48 | DISDISNEY WALT CO | 1,961,725 | $223.0B | 337.50% | |
| 49 | LRCXLAM RESEARCH CORP | 1,291,620 | $221.0B | 334.47% | |
| 50 | CATCATERPILLAR INC | 384,378 | $220.0B | 332.95% | |
| 51 | VNOMVIPER ENERGY INC | 5,711,539 | $220.0B | 332.95% | |
| 52 | HUBBHUBBELL INC | 488,897 | $217.0B | 328.41% | |
| 53 | AONAON PLC | 606,569 | $214.0B | 323.87% | |
| 54 | OVVOVINTIV INC | 5,462,109 | $214.0B | 323.87% | |
| 55 | ABTABBOTT LABS | 1,681,202 | $210.0B | 317.82% | |
| 56 | RTXRTX CORPORATION | 1,142,869 | $209.0B | 316.31% | |
| 57 | WMWASTE MGMT INC DEL | 918,710 | $201.0B | 304.20% | |
| 58 | FERGFERGUSON ENTERPRISES INC | 889,472 | $198.0B | 299.66% | |
| 59 | BSXBOSTON SCIENTIFIC CORP | 2,082,360 | $198.0B | 299.66% | |
| 60 | LINLINDE PLC | 463,935 | $197.0B | 298.15% | |
| 61 | ISRGINTUITIVE SURGICAL INC | 340,505 | $192.0B | 290.58% | |
| 62 | GSGOLDMAN SACHS GROUP INC | 217,889 | $191.0B | 289.07% | |
| 63 | RNAAVIDITY BIOSCIENCES INC | 2,630,966 | $189.0B | 286.04% | |
| 64 | JCIJOHNSON CTLS INTL PLC | 1,555,271 | $186.0B | 281.50% | |
| 65 | RVMDREVOLUTION MEDICINES INC | 2,205,555 | $175.0B | 264.85% | |
| 66 | SCHWSCHWAB CHARLES CORP | 1,709,639 | $170.0B | 257.28% | |
| 67 | EWEDWARDS LIFESCIENCES CORP | 1,954,631 | $166.0B | 251.23% | |
| 68 | WVEWAVE LIFE SCIENCES LTD | 9,786,061 | $166.0B | 251.23% | |
| 69 | MCDMCDONALDS CORP | 541,602 | $165.0B | 249.72% | |
| 70 | DHRDANAHER CORPORATION | 722,084 | $165.0B | 249.72% | |
| 71 | AMATAPPLIED MATLS INC | 641,726 | $164.0B | 248.20% | |
| 72 | APPAPPLOVIN CORP | 244,400 | $164.0B | 248.20% | |
| 73 | BACVERIZON COMMUNICATIONS INC | 4,035,772 | $164.0B | 248.20% | |
| 74 | DVNDEVON ENERGY CORP NEW | 4,456,292 | $163.0B | 246.69% | |
| 75 | TRVCCITIGROUP INC | 1,399,186 | $163.0B | 246.69% | |
| 76 | DWDMORGAN STANLEY | 922,634 | $163.0B | 246.69% | |
| 77 | INTUINTUIT | 241,700 | $160.0B | 242.15% | |
| 78 | QCOMQUALCOMM INC | 938,521 | $160.0B | 242.15% | |
| 79 | TAT&T INC | 6,407,539 | $159.0B | 240.64% | |
| 80 | SRESEMPRA | 1,754,370 | $154.0B | 233.07% | |
| 81 | BKNGBOOKING HOLDINGS INC | 28,350 | $151.0B | 228.53% | |
| 82 | INTCINTEL CORP | 4,070,054 | $150.0B | 227.01% | |
| 83 | GEVGE VERNOVA INC | 229,899 | $150.0B | 227.01% | |
| 84 | PEPPEPSICO INC | 1,032,879 | $148.0B | 223.99% | |
| 85 | UBERUBER TECHNOLOGIES INC | 1,818,000 | $148.0B | 223.99% | |
| 86 | APHAMPHENOL CORP NEW | 1,092,620 | $147.0B | 222.47% | |
| 87 | SPGIS&P GLOBAL INC | 274,620 | $143.0B | 216.42% | |
| 88 | ACNACCENTURE PLC IRELAND | 534,822 | $143.0B | 216.42% | |
| 89 | MTDRMATADOR RES CO | 3,365,997 | $142.0B | 214.91% | |
| 90 | AXPAMERICAN EXPRESS CO | 381,588 | $141.0B | 213.39% | |
| 91 | EQIXEQUINIX INC | 180,668 | $138.0B | 208.85% | |
| 92 | CSXCSX CORP | 3,832,708 | $138.0B | 208.85% | |
| 93 | CVSCVS HEALTH CORP | 1,721,266 | $136.0B | 205.83% | |
| 94 | NOWSERVICENOW INC | 891,900 | $136.0B | 205.83% | |
| 95 | COFCAPITAL ONE FINL CORP | 548,928 | $133.0B | 201.29% | |
| 96 | SWXSOUTHWEST GAS HLDGS INC | 1,648,496 | $131.0B | 198.26% | |
| 97 | PHPARKER-HANNIFIN CORP | 147,168 | $129.0B | 195.23% | |
| 98 | ROSTROSS STORES INC | 712,586 | $128.0B | 193.72% | |
| 99 | KLACKLA CORP | 104,854 | $127.0B | 192.21% | |
| 100 | DDOMINION ENERGY INC | 2,141,911 | $125.0B | 189.18% |
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