Slice of Stock

Institutional manager

ADAGE CAPITAL PARTNERS GP, L.L.C.

Holds positions in 419 of the S&P 500, worth $50.9bn as reported for the quarter ended 31-mar-2026.

Positions held419of 488 index companies covered
Reported value$50.9bnS&P 500 positions only
Top ten weight38%how concentrated the book is
Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 419 held. The rest are smaller than every one of these.

NvidiaNVDA22.1m$3.85bnInformation TechnologyApple Inc.AAPL13.0m$3.31bnInformation TechnologyAlphabet Inc. (Class A)GOOGL9.3m$2.68bnCommunication ServicesMicrosoftMSFT6.6m$2.43bnInformation TechnologyAmazonAMZN9.2m$1.91bnConsumer DiscretionaryBroadcomAVGO4.1m$1.27bnInformation TechnologyMeta PlatformsMETA2.1m$1.18bnCommunication ServicesTesla, Inc.TSLA2.4m$898mConsumer DiscretionaryLilly (Eli)LLY956,817$880mHealth CareBerkshire HathawayBRK.B1.7m$804mFinancialsConocoPhillipsCOP6.0m$795mEnergyJPMorgan ChaseJPM2.4m$710mFinancialsJohnson & JohnsonJNJ2.5m$602mHealth CareChevron CorporationCVX2.5m$517mEnergyWalmartWMT3.7m$455mConsumer StaplesVisa Inc.V1.5m$450mFinancialsProcter & GamblePG2.8m$407mConsumer StaplesCostcoCOST397,677$396mConsumer StaplesExxonMobilXOM2.2m$376mEnergyMicron TechnologyMU1.1m$374mInformation TechnologyMastercardMA713,610$357mFinancialsNetflixNFLX3.6m$349mCommunication ServicesMerck & Co.MRK2.7m$323mHealth CareAbbVieABBV1.5m$320mHealth CareHome Depot (The)HD953,856$314mConsumer DiscretionaryBank of AmericaBAC6.4m$312mFinancialsCiscoCSCO3.9m$301mInformation TechnologyPalantir TechnologiesPLTR2.0m$299mInformation TechnologyGE AerospaceGE1.0m$294mIndustrialsCSX CorporationCSX7.1m$291mIndustrialsBoston ScientificBSX4.6m$291mHealth CareCoca-Cola Company (The)KO3.8m$289mConsumer StaplesOracle CorporationORCL1.9m$282mInformation TechnologyCaterpillar Inc.CAT386,804$274mIndustrialsRTX CorporationRTX1.4m$272mIndustrialsAdvanced Micro DevicesAMD1.3m$270mInformation TechnologyThermo Fisher ScientificTMO545,832$268mHealth CareUnitedHealth GroupUNH956,506$259mHealth CareLam ResearchLRCX1.2m$247mInformation TechnologyNorfolk SouthernNSC854,036$245mIndustrialsPhilip Morris InternationalPM1.4m$231mConsumer StaplesApplied MaterialsAMAT666,026$228mInformation TechnologyIBMIBM937,390$227mInformation TechnologyAmphenolAPH1.8m$226mInformation TechnologyLinde plcLIN453,335$225mMaterialsWells FargoWFC2.8m$220mFinancialsSalesforceCRM1.1m$203mInformation TechnologyJohnson ControlsJCI1.5m$198mIndustrialsVerizonVZ3.9m$197mCommunication ServicesGE VernovaGEV224,499$196mIndustrialsChubb LimitedCB595,883$194mFinancialsLowe'sLOW812,505$192mConsumer DiscretionaryIntelINTC4.2m$184mInformation TechnologyGoldman SachsGS215,328$182mFinancialsAT&TT6.1m$177mCommunication ServicesWarner Bros. DiscoveryWBD6.4m$176mCommunication ServicesAbbott LaboratoriesABT1.7m$175mHealth CareIntuitive SurgicalISRG379,858$175mHealth CareWalt Disney Company (The)DIS1.7m$167mCommunication ServicesFerguson EnterprisesFERG706,340$165mIndustrials

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.