AGADAGE CAPITAL PARTNERS GP, L.L.C.
Institutional investor · Portfolio as of Q1 2025
Top Holdings837 positions
APPLE INC | 13.6M | $3B | 5.6% | $45.53 | +384.84% | 26 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 6.8M | $2.5B | 4.7% | $104.20 | +256.07% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 22.5M | $2.4B | 4.5% | $4.43 | +2340.52% | 26 qtrssince 2018-Q4 | Decreased 0 |
HESS CORP | 10.3M | $1.6B | 3.0% | — | — | 20 qtrssince 2020-Q2 | Decreased 0 |
AMAZON COM INC | 8.5M | $1.6B | 3.0% | $94.96 | +100.36% | 26 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 2.1M | $1.2B | 2.3% | $177.83 | +222.55% | 26 qtrssince 2018-Q4 | Increased 56 |
BERKSHIRE HATHAWAY INC DEL | 1.6M | $845.5M | 1.6% | $244.44 | +117.88% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 5.3M | $817.9M | 1.5% | $59.35 | +159.31% | 26 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 4.1M | $681.6M | 1.3% | $73.36 | +125.63% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 4.2M | $661.8M | 1.2% | $63.91 | +143.31% | 26 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 2.5M | $656.3M | 1.2% | $252.17 | +2.77% | 18 qtrssince 2020-Q4 | Decreased 0 |
JPMORGAN CHASE & CO. | 2.5M | $618.1M | 1.1% | $97.53 | +144.10% | 26 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 741,722 | $612.6M | 1.1% | $244.85 | +233.78% | 26 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 1.7M | $589.9M | 1.1% | $189.74 | +82.61% | 26 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 4.1M | $482.3M | 0.9% | $72.75 | +56.46% | 26 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 914,051 | $478.7M | 0.9% | $274.82 | +83.17% | 26 qtrssince 2018-Q4 | Increased 44 |
HOME DEPOT INC | 1.2M | $446.3M | 0.8% | $270.68 | +30.12% | 26 qtrssince 2018-Q4 | Increased 52 |
PROCTER AND GAMBLE CO | 2.4M | $413.6M | 0.8% | $111.42 | +46.65% | 26 qtrssince 2018-Q4 | Increased 47 |
CONOCOPHILLIPS | 3.9M | $406.2M | 0.8% | $80.34 | +24.63% | 17 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 721,710 | $395.6M | 0.7% | $235.11 | +131.01% | 26 qtrssince 2018-Q4 | Decreased 0 |
ADAGE CAPITAL PARTNERS GP, L.L.C. manages $54B across 837 positions as of Q1 2025. Top holdings: AAPL (5.6%), MSFT (4.7%), NVDA (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 118 new positions, 151 exits, 314 increased. Top move: META (INCREASED, conviction 56). Portfolio: $54.0B across 837 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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