§ 13F · FUND PROFILE
ADAGE CAPITAL PARTNERS GP, L.L.C..
AUM · $71.3B (13F)Positions · 1002Turnover · 86% · Q2Filed · Aug 14, 2026
CONCENTRATION
29%
Top 10 holdings
NEW BUYS
+178
+$3.0B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 21.94M | $4.4B | 6.2% | −1% |
| 2 | AAPL | APPLE INC | 12.99M | $3.8B | 5.3% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 6.58M | $2.5B | 3.4% | ±0% |
| 4 | AMZN | AMAZON COM INC | 8.76M | $2.1B | 2.9% | −4% |
| 5 | GOOGL | ALPHABET INC | 5.21M | $1.9B | 2.6% | ±0% |
| 6 | AVGO | BROADCOM INC | 4.20M | $1.6B | 2.2% | +2% |
| 7 | GOOG | ALPHABET INC | 4.22M | $1.5B | 2.1% | +3% |
| 8 | MU | MICRON TECHNOLOGY INC | 1.03M | $1.2B | 1.7% | −6% |
| 9 | META | META PLATFORMS INC | 2.06M | $1.2B | 1.6% | ±0% |
| 10 | TSLA | TESLA INC | 2.48M | $1.0B | 1.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other46.9%
Semiconductors16.1%
Technology13.4%
Media7.8%
Retail5.6%
Biotechnology5.5%
§ 03 · THE ADAGE SIGNAL
AC read
ADAGE CAPITAL PARTNERS GP, L.L.C. is a Other fund managing $71.3 billion in assets. The fund runs a massive portfolio of 1,002 positions, broad diversification across holdings, with the top 10 accounting for 29%. Trading activity is aggressive at 86% quarterly turnover, with 178 new positions and 0 exits last quarter. Top sector allocations: Other (47%), Semiconductors (16%), Technology (13%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 OF 2 FILINGS MEASURED
Q2 2026
Busy quarter
+178 buys · −0 exits · 680 changed