AGADAGE CAPITAL PARTNERS GP, L.L.C.
Institutional investor · Portfolio as of Q2 2019
Top Holdings703 positions
MICROSOFT CORP | 9.3M | $1.3B | 3.1% | $94.43 | +32.94% | 3 qtrssince 2018-Q4 | Decreased 0 |
CELGENE CORP | 13.4M | $1.2B | 3.1% | — | — | 3 qtrssince 2018-Q4 | Increased 81 |
AMAZON COM INC | 566,683 | $1.1B | 2.7% | $77.36 | +22.39% | 3 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 5.3M | $1.1B | 2.6% | $37.55 | +25.97% | 3 qtrssince 2018-Q4 | Decreased 0 |
ANADARKO PETE CORP | 11.1M | $780.6M | 1.9% | — | — | 3 qtrssince 2018-Q4 | Increased 57 |
META PLATFORMS INC | 2.9M | $565.9M | 1.4% | $130.79 | +46.16% | 3 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2.3M | $482.1M | 1.2% | $204.15 | +4.42% | 3 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.6M | $405.6M | 1.0% | $79.10 | +16.34% | 3 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1.4M | $377.1M | 0.9% | $185.11 | +37.17% | 3 qtrssince 2018-Q4 | Decreased 0 |
DISNEY WALT CO | 2.6M | $357.7M | 0.9% | $108.65 | +23.10% | 3 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 325,761 | $352.1M | 0.9% | $51.31 | +4.34% | 3 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.5M | $347.9M | 0.9% | $104.33 | +9.39% | 3 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 320,957 | $347.5M | 0.9% | $51.96 | +3.22% | 3 qtrssince 2018-Q4 | Decreased 0 |
PROCTER AND GAMBLE CO | 3.1M | $335.1M | 0.8% | $75.39 | +20.96% | 3 qtrssince 2018-Q4 | Decreased 0 |
UNDER ARMOUR INC | 12.9M | $325.8M | 0.8% | $18.04 | +40.52% | 3 qtrssince 2018-Q4 | Increased 45 |
VISA INC | 1.8M | $314.2M | 0.8% | $124.91 | +31.97% | 3 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO INC | 3.7M | $309.2M | 0.8% | $57.51 | +11.22% | 3 qtrssince 2018-Q4 | Decreased 0 |
MOSAIC CO NEW | 12.1M | $302.4M | 0.8% | $23.95 | -9.95% | 3 qtrssince 2018-Q4 | Increased 60 |
AT&T INC | 8.8M | $293.5M | 0.7% | $12.67 | +20.11% | 3 qtrssince 2018-Q4 | Increased 48 |
BANK AMERICA CORP | 10.1M | $293M | 0.7% | $20.47 | +18.93% | 3 qtrssince 2018-Q4 | Decreased 0 |
ADAGE CAPITAL PARTNERS GP, L.L.C. manages $40.2B across 703 positions as of Q2 2019. Top holdings: MSFT (3.1%), CELG (3.1%), AMZN (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 112 new positions, 95 exits, 185 increased. Top move: CELG (INCREASED, conviction 81). Portfolio: $40.2B across 703 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR