Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001165408 · 2026 Q2 · vs 2026 Q1 · Filed 14 Aug 2026 (9 days ago)

ADAGE CAPITAL PARTNERS GP, L.L.C.

Reported book: $71.3B
Positions: 938

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 938 positions · 78% of the book

CutAdded· vs 2026 Q1

NVDA$4.4B▲ +$536.1M AAPL$3.8B▲ +$448.4M MSFT$2.5B· +$20.3M AMZN$2.1B▲ +$179.7M GOOGL$1.9B▲ +$361.3M AVGO$1.6B▲ +$312.6M GOOG$1.5B▲ +$311.9M MU$1.2B▲ +$820.1M META$1.2B· -$18.7M TSLA$1.0B▲ +$144.4M LLY$871.0M· -$9.0M AMD$838.9M▲ +$569.3M BRK-B$808.2M· +$4.2M JPM$782.2M▲ +$71.8M COP$711.3M▼ -$83.2M JNJ$651.8M INTC$567.4M LRCX$513.8M V$503.0M UNH$461.4M WMT$413.3M AMAT$410.5M CSCO ABBV$402.3M XOM$393.3M CAT$391.6M COST$370.1M BAC$370.0M ROIV$366.3M MA$364.5M DVN PRAX GE PG HD CVX KO KLAC GEV DOV RTX ORCL PANW SNDK MRK NFLX IBM PM APH NSC PLTR JCI LIN OVV VNOM WFC MRVL GS TXN ABT TMO WDC VRTX MS STX ANET AJG TNGX CRWD AMGN CVS QCOM BBIO UAL C ADI MTDR VZ SYRE WBD CB XEL ASML BA TVTX EQIX DIS AR GLW TRV RPRX MMM TJX SWK CRM AEP GILD WELL MPWR ETN CHRD ISRG UBER TT AON COHR T APP CMI DE AXP VTR MCD SWX BKNG NRG BLK CVE LOW VRT RVMD PEP COF SPGI RCL PNW D JBTM MO DDOG PGR PH FBIN SCHW TEL ETR IDYA GD DELL CSX BMY KDP TAK SYK PSX HWM SRRK PWR LBRDK JBL VLTO NEM CDNS BNY BKH DHR DLR NOW MDLZ EA EXE BWA HLT SRE SBUX SR LPLA FERG FCX TEVA

Shares added · vs 2026 Q1

Ranked by dollar move

AMD$838.9M held · +9% of shares · +$569.3M value+118.6K sh
AVGO$1.6B held · +2% of shares · +$312.6M value+84.6K sh
GOOG$1.5B held · +3% of shares · +$311.9M value+110.6K sh
DVN$349.1M held · +904% of shares · +$306.8M value+7.61M sh
LRCX$513.8M held · +2% of shares · +$266.4M value+27.6K sh
UNH$461.4M held · +16% of shares · +$202.6M value+153.7K sh
SNDK$261.7M held · +3% of shares · +$190.4M value+2.9K sh
TSLA$1.0B held · +3% of shares · +$144.4M value+62.8K sh
UAL$162.9M held · +458% of shares · +$143.2M value+983.5K sh
KLAC$276.0M held · -4% of shares · +$136.2M value · 10:1 split-34.7K sh
DOV$274.6M held · +70% of shares · +$124.2M value+502.8K sh
BBIO$167.7M held · +276% of shares · +$123.2M value+1.65M sh
STX$193.0M held · +8% of shares · +$120.4M value+14.6K sh
TVTX$146.0M held · +163% of shares · +$116.9M value+1.59M sh
WDC$196.4M held · +5% of shares · +$116.9M value+13.7K sh
AJG$183.4M held · +134% of shares · +$109.6M value+458.2K sh
MMM$139.8M held · +208% of shares · +$99.1M value+583.5K sh
CRWD$171.2M held · +9% of shares · +$90.9M value+18.6K sh
COP$711.3M held · +14% of shares · -$83.2M value+823.3K sh
VRTX$195.7M held · +56% of shares · +$83.2M value+142.0K sh
HLT$84.6M held · +4237% of shares · +$82.8M value+250.0K sh
ABBV$402.3M held · +9% of shares · +$82.5M value+128.3K sh
GEV$275.7M held · +5% of shares · +$79.8M value+10.2K sh
GLW$142.6M held · +18% of shares · +$78.1M value+84.0K sh
PRAX$340.0M held · +24% of shares · +$77.2M value+199.7K sh
IEX$89.4M held · +490% of shares · +$76.7M value+327.1K sh
ASML$149.2M held · +36% of shares · +$76.6M value+20.0K sh
PFE$91.5M held · +535% of shares · +$74.7M value+3.20M sh
PNW$109.2M held · +194% of shares · +$74.3M value+674.2K sh
ANET$187.9M held · +20% of shares · +$74.3M value+180.8K sh
SPOT$82.2M held · +795% of shares · +$72.5M value+159.0K sh
VLTO$89.2M held · +354% of shares · +$69.6M value+784.3K sh
COHR$126.0M held · +29% of shares · +$66.9M value+71.4K sh
DELL$100.4M held · +10% of shares · +$65.8M value+21.6K sh
KDP$97.3M held · +144% of shares · +$65.2M value+1.76M sh
SION$70.4M held · +967% of shares · +$64.4M value+1.45M sh
LPLA$81.4M held · +352% of shares · +$62.2M value+225.0K sh
SRRK$95.2M held · +147% of shares · +$60.8M value+1.03M sh
PLTR$238.9M held · +0% of shares · -$60.4M value+1.3K sh
BAC$370.0M held · +1% of shares · +$58.0M value+93.3K sh
URI$61.0M held · +1066% of shares · +$57.7M value+49.3K sh
BWA$84.7M held · +155% of shares · +$57.5M value+775.0K sh
C$159.0M held · +27% of shares · +$57.5M value+240.6K sh
CMI$123.4M held · +40% of shares · +$56.8M value+49.2K sh
AIG$64.3M held · +757% of shares · +$56.7M value+761.9K sh
CVS$169.6M held · +3% of shares · +$54.9M value+42.6K sh
POOL$64.6M held · +511% of shares · +$54.6M value+251.4K sh
AON$126.2M held · +71% of shares · +$54.5M value+158.2K sh
ADI$158.5M held · +22% of shares · +$54.2M value+71.3K sh
LITE$56.0M held · +2316% of shares · +$54.1M value+62.6K sh
MPWR$133.2M held · +31% of shares · +$52.7M value+22.7K sh
NRG$116.1M held · +80% of shares · +$51.7M value+354.3K sh
AMGN$170.9M held · +38% of shares · +$50.4M value+129.3K sh
JNJ$651.8M held · +4% of shares · +$49.8M value+103.6K sh
DLTR$60.4M held · +375% of shares · +$48.9M value+394.4K sh
TRV$141.3M held · +28% of shares · +$43.5M value+92.8K sh
RARE$52.8M held · +229% of shares · +$42.7M value+1.10M sh
AEP$137.2M held · +37% of shares · +$41.6M value+273.4K sh
VRT$114.6M held · +17% of shares · +$41.3M value+49.6K sh
RPM$72.6M held · +104% of shares · +$40.8M value+333.0K sh
JCI$238.4M held · +8% of shares · +$39.9M value+116.0K sh
EQH$50.5M held · +283% of shares · +$39.3M value+850.0K sh
FTNT$77.6M held · +6% of shares · +$38.7M value+28.7K sh
JBTM$107.6M held · +34% of shares · +$36.9M value+188.8K sh
GS$218.5M held · +0% of shares · +$36.4M value+761 sh
ABT$211.6M held · +37% of shares · +$36.3M value+624.4K sh
ELV$66.0M held · +62% of shares · +$35.1M value+65.0K sh
JBL$89.2M held · +12% of shares · +$34.5M value+25.5K sh
AEE$75.6M held · +77% of shares · +$34.1M value+291.1K sh
ORLY$93.3M held · +57% of shares · +$33.7M value+367.4K sh
ANRO$42.2M held · +316% of shares · +$33.6M value+1.22M sh
MTDR$158.4M held · +5% of shares · -$33.5M value+145.0K sh
RSG$66.2M held · +103% of shares · +$32.6M value+157.2K sh
ABNB$49.0M held · +162% of shares · +$32.5M value+212.0K sh
VMC$38.5M held · +437% of shares · +$31.9M value+106.2K sh
HWM$95.9M held · +28% of shares · +$31.5M value+77.3K sh
DE$122.8M held · +19% of shares · +$31.3M value+31.1K sh
PCVX$51.2M held · +151% of shares · +$30.8M value+530.0K sh
HLNE$48.4M held · +229% of shares · +$29.8M value+427.1K sh
L$44.8M held · +162% of shares · +$28.7M value+244.7K sh
LBRDK$94.3M held · +17% of shares · -$28.1M value+401.7K sh
WAT$54.2M held · +65% of shares · +$28.1M value+56.7K sh
CBRE$81.9M held · +52% of shares · +$27.6M value+207.5K sh
XIFR$75.3M held · +42% of shares · +$27.6M value+1.88M sh
PCAR$50.3M held · +112% of shares · +$27.5M value+221.1K sh
THC$44.7M held · +159% of shares · +$27.3M value+146.5K sh
STTK$56.4M held · +75% of shares · +$26.5M value+3.48M sh
EYPT$69.0M held · +46% of shares · +$26.5M value+1.53M sh
TT$126.5M held · +7% of shares · +$26.4M value+17.4K sh
PWR$94.9M held · +4% of shares · +$25.4M value+5.2K sh
MGTX$59.4M held · +10% of shares · +$24.8M value+400.0K sh
HPE$49.5M held · +5% of shares · +$24.7M value+57.1K sh
EW$64.8M held · +43% of shares · +$24.6M value+214.2K sh
ORKA$33.8M held · +87% of shares · +$24.5M value+165.0K sh
RKT$38.2M held · +149% of shares · +$24.3M value+1.45M sh
XEL$149.3M held · +18% of shares · +$24.3M value+285.4K sh
TECH$27.5M held · +476% of shares · +$24.0M value+321.9K sh
CDNS$88.5M held · +1% of shares · +$23.5M value+2.0K sh
AHR$42.2M held · +102% of shares · +$23.4M value+410.0K sh
AXP$121.3M held · +10% of shares · +$22.6M value+32.4K sh

1–100 of 291

Shares cut · vs 2026 Q1

Ranked by dollar move

MU$1.2B held · -6% of shares · +$820.1M value-71.5K sh
NVDA$4.4B held · -1% of shares · +$536.1M value-158.2K sh
AAPL$3.8B held · -0% of shares · +$448.4M value-54.3K sh
RVMD$111.8M held · -89% of shares · -$420.7M value-4.88M sh
INTC$567.4M held · -2% of shares · +$383.6M value-100.0K sh
GOOGL$1.9B held · -0% of shares · +$361.3M value-7.7K sh
CVX$285.9M held · -31% of shares · -$231.5M value-776.2K sh
BSX$71.3M held · -64% of shares · -$219.5M value-2.96M sh
RPRX$140.2M held · -67% of shares · -$218.7M value-4.98M sh
RBA$21.5M held · -92% of shares · -$195.2M value-2.08M sh
CSX$100.2M held · -70% of shares · -$190.6M value-4.98M sh
AMAT$410.5M held · -15% of shares · +$182.8M value-98.3K sh
AMZN$2.1B held · -4% of shares · +$179.7M value-401.1K sh
PANW$262.0M held · -8% of shares · +$127.5M value-70.6K sh
CAT$391.6M held · -5% of shares · +$117.5M value-19.1K sh
CSCO$406.7M held · -11% of shares · +$105.3M value-421.9K sh
PG$310.9M held · -25% of shares · -$96.0M value-696.7K sh
TNGX$175.1M held · -56% of shares · -$92.9M value-7.21M sh
NFLX$257.2M held · -1% of shares · -$92.1M value-30.1K sh
CI$646.0K held · -99% of shares · -$91.6M value-343.3K sh
UNM$58.1M held · -68% of shares · -$88.0M value-1.35M sh
EA$85.2M held · -$87.2M valuesymbol retired
MSI$61.4M held · -57% of shares · -$87.1M value-194.4K sh
FERG$80.7M held · -52% of shares · -$84.0M value-366.2K sh
LOW$115.2M held · -36% of shares · -$76.7M value-289.9K sh
JPM$782.2M held · -1% of shares · +$71.8M value-25.5K sh
SRE$84.1M held · -41% of shares · -$66.1M value-638.6K sh
CRM$137.7M held · -19% of shares · -$65.6M value-210.3K sh
TMO$203.6M held · -26% of shares · -$64.7M value-139.7K sh
NUVL$12.3M held · -$64.4M valuesymbol retired
HON$29.2M held · -36% of shares · -$63.1M value · 1:2 reverse split-73.6K sh
MRK$260.9M held · -24% of shares · -$62.4M value-657.4K sh
AXSM$63.4M held · -65% of shares · -$61.3M value-478.5K sh
TXN$215.1M held · -9% of shares · +$61.1M value-71.4K sh
OVV$230.2M held · -11% of shares · -$61.1M value-535.0K sh
SDRL$52.3M held · -44% of shares · -$59.8M value-1.08M sh
MRSH$2.4M held · -96% of shares · -$59.0M value-339.5K sh
INSM$90.6M held · -6% of shares · -$56.5M value-50.0K sh
BKH$88.2M held · -43% of shares · -$55.5M value-884.8K sh
RL$13.8M held · -83% of shares · -$54.1M value-163.1K sh
SCHW$103.1M held · -33% of shares · -$53.5M value-549.3K sh
T$124.0M held · -2% of shares · -$53.4M value-128.7K sh
DDOG$105.4M held · -9% of shares · +$53.0M value-39.3K sh
V$503.0M held · -2% of shares · +$52.9M value-23.0K sh
WMS$23.5M held · -73% of shares · -$51.9M value-400.0K sh
INTU$56.5M held · -10% of shares · -$47.0M value-22.8K sh
ULTA$45.5M held · -43% of shares · -$46.9M value-75.9K sh
NKE$7.3M held · -82% of shares · -$46.1M value-833.3K sh
PSX$96.7M held · -27% of shares · -$45.5M value-208.7K sh
QCOM$168.2M held · -5% of shares · +$45.1M value-45.8K sh
ISRG$130.3M held · -14% of shares · -$44.8M value-52.2K sh
LMT$67.1M held · -29% of shares · -$44.3M value-52.6K sh
MDT$41.5M held · -46% of shares · -$44.2M value-458.6K sh
CB$150.4M held · -26% of shares · -$43.8M value-154.4K sh
SLAB$75.0M held · -39% of shares · -$42.9M value-223.2K sh
CMPX$2.6M held · -86% of shares · -$42.3M value-7.30M sh
WMT$413.3M held · -0% of shares · -$41.9M value-13.2K sh
AWI$53.4M held · -42% of shares · -$41.3M value-242.0K sh
ABVX$3.5M held · -93% of shares · -$41.1M value-374.0K sh
COR$59.9M held · -34% of shares · -$40.3M value-107.2K sh
VZ$157.7M held · -5% of shares · -$39.5M value-203.9K sh
ACN$65.0M held · -1% of shares · -$39.4M value-4.0K sh
DASH$75.5M held · -46% of shares · -$39.3M value-355.6K sh
MAR$26.0M held · -64% of shares · -$38.5M value-127.0K sh
CHRD$131.2M held · -3% of shares · -$37.7M value-40.0K sh
MCD$120.2M held · -12% of shares · -$37.7M value-63.3K sh
DXCM$67.3M held · -40% of shares · -$37.3M value-666.5K sh
GE$329.5M held · -15% of shares · +$35.9M value-153.1K sh
SHW$70.4M held · -38% of shares · -$34.9M value-124.1K sh
MS$194.2M held · -4% of shares · +$34.1M value-43.7K sh
NOC$35.3M held · -31% of shares · -$33.2M value-31.1K sh
BIIB$28.0M held · -61% of shares · -$33.1M value-203.9K sh
BLD$11.7M held · -$32.2M valuesymbol retired
ALGM$78.1M held · -23% of shares · +$31.9M value-342.8K sh
WM$50.5M held · -37% of shares · -$31.9M value-131.9K sh
OKE$7.5M held · -79% of shares · -$29.9M value-327.2K sh
EVRG$30.0M held · -52% of shares · -$29.3M value-376.9K sh
VST$53.5M held · -39% of shares · -$29.0M value-211.8K sh
NBR$35.3M held · -43% of shares · -$28.4M value-320.0K sh
MAZE$7.4M held · -79% of shares · -$27.8M value-930.0K sh
REGN$52.2M held · -19% of shares · -$27.5M value-19.4K sh
APP$123.6M held · -1% of shares · +$26.9M value-3.0K sh
PH$104.0M held · -27% of shares · -$26.7M value-39.7K sh
AFL$12.7M held · -70% of shares · -$26.6M value-249.9K sh
CNI$61.6M held · -40% of shares · -$26.5M value-341.1K sh
COST$370.1M held · -1% of shares · -$26.1M value-2.0K sh
PEP$110.5M held · -7% of shares · -$26.1M value-63.5K sh
TER$67.5M held · -1% of shares · +$25.9M value-800 sh
AIZ$49.4M held · -47% of shares · -$25.6M value-160.5K sh
APH$250.9M held · -20% of shares · +$25.4M value-361.8K sh
IBM$252.6M held · -4% of shares · +$25.4M value-39.2K sh
SWK$138.2M held · -36% of shares · -$25.3M value-832.5K sh
DFTX$47.0M held · -13% of shares · +$25.3M value-150.0K sh
HCC$4.9M held · -81% of shares · -$24.9M value-260.0K sh
WBS$14.2M held · -67% of shares · -$24.7M value-375.0K sh
SR$84.1M held · -10% of shares · -$24.7M value-125.0K sh
DIS$142.8M held · -15% of shares · -$24.6M value-253.3K sh
AMP$4.4M held · -85% of shares · -$24.3M value-55.1K sh
BDX$13.7M held · -62% of shares · -$24.2M value-150.4K sh
GPC$44.0M held · -42% of shares · -$23.6M value-266.4K sh

1–100 of 376

Opened (164)

5 moved by a corporate action (dashed).

D

A

F

CLYM GCGCGR HOHONA AAAACU

SMMT CXCXII GHGHXIU

UGI IAIACQ TMTMHC

MTAL YIYICCU ISISNRU

OC+44

Closed (126)

12 moved by a corporate action (dashed).

MDGL HOHOLX GTGTLS

+6