AGADAGE CAPITAL PARTNERS GP, L.L.C.
Institutional investor · Portfolio as of Q2 2025
Top Holdings843 positions
NVIDIA Corp | 22.5M | $3.6B | 6.0% | $4.77 | +3203.94% | 27 qtrssince 2018-Q4 | Increased 62 |
Microsoft Corp | 6.9M | $3.4B | 5.8% | $110.49 | +345.77% | 27 qtrssince 2018-Q4 | Increased 63 |
Apple Inc | 13.4M | $2.8B | 4.6% | $45.53 | +348.41% | 27 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 9.1M | $2B | 3.3% | $102.45 | +114.14% | 27 qtrssince 2018-Q4 | Increased 62 |
Facebook Inc | 2M | $1.5B | 2.5% | $177.83 | +313.38% | 27 qtrssince 2018-Q4 | Decreased 0 |
Hess Corp | 9.8M | $1.4B | 2.3% | — | — | 21 qtrssince 2020-Q2 | Decreased 0 |
Broadcom Inc | 4.2M | $1.2B | 2.0% | $80.51 | +239.28% | 27 qtrssince 2018-Q4 | Increased 52 |
Alphabet Inc | 5.3M | $937.6M | 1.6% | $60.04 | +192.52% | 27 qtrssince 2018-Q4 | Increased 50 |
Berkshire Hathaway Inc | 1.7M | $807.2M | 1.4% | $255.22 | +90.33% | 27 qtrssince 2018-Q4 | Increased 52 |
Tesla Inc | 2.5M | $799.6M | 1.3% | $252.17 | +25.97% | 19 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc | 4.3M | $768.1M | 1.3% | $66.35 | +166.40% | 27 qtrssince 2018-Q4 | Increased 51 |
JPMorgan Chase & Co | 2.5M | $723.4M | 1.2% | $97.53 | +190.27% | 27 qtrssince 2018-Q4 | Decreased 0 |
Eli Lilly & Co | 841,810 | $656.2M | 1.1% | $307.64 | +151.25% | 27 qtrssince 2018-Q4 | Increased 56 |
Visa Inc | 1.6M | $580.8M | 1.0% | $189.74 | +85.31% | 27 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc/The | 1.4M | $528.5M | 0.9% | $283.69 | +24.97% | 27 qtrssince 2018-Q4 | Increased 52 |
Netflix Inc | 393,733 | $527.3M | 0.9% | $35.41 | +278.22% | 27 qtrssince 2018-Q4 | Increased 46 |
Procter & Gamble Co/The | 2.9M | $466.7M | 0.8% | $118.67 | +29.53% | 27 qtrssince 2018-Q4 | Increased 53 |
Wal-Mart Stores Inc | 4.6M | $446.8M | 0.8% | $50.47 | +91.67% | 27 qtrssince 2018-Q4 | Increased 50 |
Dover Corp | 2.4M | $435.4M | 0.7% | $169.63 | +6.90% | 27 qtrssince 2018-Q4 | Increased 49 |
ConocoPhillips | 4.6M | $409.7M | 0.7% | $81.25 | +6.20% | 18 qtrssince 2021-Q1 | Increased 51 |
ADAGE CAPITAL PARTNERS GP, L.L.C. manages $59.3B across 843 positions as of Q2 2025. Top holdings: NVDA (6.0%), MSFT (5.8%), AAPL (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 137 new positions, 130 exits, 325 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $59.3B across 843 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