AGADAGE CAPITAL PARTNERS GP, L.L.C.
Institutional investor · Portfolio as of Q1 2021
Top Holdings951 positions
APPLE | 16.8M | $2B | 4.2% | $37.90 | +213.38% | 10 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT | 8.5M | $2B | 4.1% | $97.99 | +129.94% | 10 qtrssince 2018-Q4 | Increased 60 |
AMAZON.COM | 474,183 | $1.5B | 3.0% | $81.30 | +90.29% | 10 qtrssince 2018-Q4 | Decreased 0 |
ROYALTY PHARMA PLC | 24.7M | $1.1B | 2.2% | $42.35 | -9.14% | 4 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS | 2.8M | $834.7M | 1.7% | $143.60 | +103.16% | 10 qtrssince 2018-Q4 | Increased 53 |
ALPHABET - CLASS A | 349,370 | $720.6M | 1.5% | $56.31 | +81.43% | 10 qtrssince 2018-Q4 | Increased 52 |
ALPHABET - CLASS C | 341,161 | $705.7M | 1.4% | $56.62 | +80.96% | 10 qtrssince 2018-Q4 | Increased 53 |
ALEXION PHARMACEUTICALS INC | 4.2M | $648.7M | 1.3% | — | — | 10 qtrssince 2018-Q4 | Increased 68 |
TESLA INC | 750,800 | $501.5M | 1.0% | $233.69 | -4.73% | 2 qtrssince 2020-Q4 | Increased 56 |
BERKSHIRE HATHAWAY B | 1.8M | $462.8M | 0.9% | $206.82 | +23.52% | 10 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 2.8M | $432.2M | 0.9% | $79.16 | +66.89% | 10 qtrssince 2018-Q4 | Decreased 0 |
WALT DISNEY | 2.1M | $391.5M | 0.8% | $109.49 | +63.39% | 10 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1M | $389.6M | 0.8% | $218.11 | +54.74% | 10 qtrssince 2018-Q4 | Decreased 0 |
GENERAL ELECTRIC CO | 29.1M | $381.8M | 0.8% | $47.84 | +33.26% | 8 qtrssince 2019-Q2 | Decreased 0 |
JOHNSON & JOHNSON | 2.3M | $373.1M | 0.8% | $127.83 | +10.47% | 10 qtrssince 2018-Q4 | Increased 63 |
EXXON MOBIL CORP | 6.5M | $363.3M | 0.7% | $36.51 | +24.61% | 10 qtrssince 2018-Q4 | Decreased 0 |
<![CDATA[Mastercard Incorporated]]> | 1M | $357.3M | 0.7% | $195.03 | +76.56% | 10 qtrssince 2018-Q4 | Increased 45 |
BURLINGTON STORES INC | 1.2M | $356M | 0.7% | $184.39 | +62.05% | 10 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA | 658,781 | $351.7M | 0.7% | $3.49 | +280.23% | 10 qtrssince 2018-Q4 | Increased 45 |
GW PHARMACEUTICALS -ADR | 1.5M | $325.4M | 0.7% | — | — | 1 qtr | New 60 |
ADAGE CAPITAL PARTNERS GP, L.L.C. manages $49B across 951 positions as of Q1 2021. Top holdings: AAPL (4.2%), MSFT (4.1%), AMZN (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 307 new positions, 157 exits, 293 increased. Top move: ALXN (INCREASED, conviction 68). Portfolio: $49.0B across 951 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR