AGADAGE CAPITAL PARTNERS GP, L.L.C.
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,075 positions
Apple Inc. | 15.9M | $2.2B | 5.0% | $37.98 | +252.56% | 15 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 7.9M | $2B | 4.7% | $98.23 | +152.48% | 15 qtrssince 2018-Q4 | Increased 58 |
Amazon.com, Inc. | 9.1M | $967.2M | 2.2% | $85.76 | +23.85% | 15 qtrssince 2018-Q4 | Increased 88 |
Royalty Pharma PLC | 16.7M | $702.4M | 1.6% | $41.50 | -8.66% | 9 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc. | 313,070 | $682.3M | 1.6% | $56.31 | +91.70% | 15 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 287,011 | $627.8M | 1.4% | $62.76 | +72.63% | 15 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 6.9M | $587.4M | 1.3% | $42.80 | +81.22% | 15 qtrssince 2018-Q4 | Decreased 0 |
Tesla Inc | 845,900 | $569.6M | 1.3% | $251.50 | -10.75% | 7 qtrssince 2020-Q4 | Increased 57 |
UnitedHealth Group Inc. | 976,406 | $501.5M | 1.1% | $218.11 | +117.26% | 15 qtrssince 2018-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 1.8M | $491.5M | 1.1% | $217.25 | +25.67% | 15 qtrssince 2018-Q4 | Decreased 0 |
Biohaven Ltd. | 3M | $442.8M | 1.0% | — | — | 4 qtrssince 2021-Q3 | Increased 79 |
Johnson & Johnson | 2.2M | $389.8M | 0.9% | $134.02 | +17.44% | 15 qtrssince 2018-Q4 | Increased 46 |
NVIDIA Corp. | 2.5M | $385.8M | 0.9% | $3.54 | +326.55% | 15 qtrssince 2018-Q4 | Decreased 0 |
The Procter & Gamble Co. | 2.7M | $385.1M | 0.9% | $86.39 | +48.91% | 15 qtrssince 2018-Q4 | Increased 48 |
Meta Platforms Inc | 2.4M | $384.9M | 0.9% | $167.60 | -4.70% | 15 qtrssince 2018-Q4 | Decreased 0 |
TEXTRON INC | 6.2M | $378.1M | 0.9% | $66.11 | -8.02% | 8 qtrssince 2020-Q3 | Increased 56 |
BURLINGTON STORES INC | 2.7M | $365.2M | 0.8% | $209.72 | -31.81% | 15 qtrssince 2018-Q4 | Increased 50 |
Eli Lilly & Co. | 1.1M | $362.1M | 0.8% | $193.48 | +61.88% | 15 qtrssince 2018-Q4 | Increased 50 |
CONOCOPHILLIPS | 3.5M | $314.8M | 0.7% | $45.81 | +69.03% | 6 qtrssince 2021-Q1 | Decreased 0 |
DOLLAR TREE INC | 2M | $306.4M | 0.7% | $145.68 | +6.98% | 15 qtrssince 2018-Q4 | Decreased 0 |
ADAGE CAPITAL PARTNERS GP, L.L.C. manages $43.6B across 1075 positions as of Q2 2022. Top holdings: AAPL (5.0%), MSFT (4.7%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 112 new positions, 117 exits, 280 increased. Top move: AMZN (INCREASED, conviction 88). Portfolio: $43.6B across 1075 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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