13F filer

Adage Capital Partners

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1165408 SEC filings ↗

13F Value

$71.32B

Positions

1,002

Top Position

NVDA6.2%

Top 5

20.4%

Latest filing changes

vs Mar 31, 2026

1 DVN Devon Energy +904.3%+$314.3M

2 UAL United Airlines Holdings +458.1%+$133.8M

3 BBIO Bridgebio Pharma +276.0%+$123.1M

4 DOV Dover +69.7%+$112.8M

5 AJG Gallagher Arthur J & CO +134.5%+$105.2M

Holdings1,002

#
1	NVDA NVIDIA	6.2%	$4.39B	-0.7%	21.94M	5.9%	Common Stock
2	AAPL Apple	5.3%	$3.76B	-0.4%	12.99M	5.1%	Common Stock
3	MSFT Microsoft	3.4%	$2.45B	+0.1%	6.58M	3.8%	Common Stock
4	AMZN Amazon	2.9%	$2.09B	-4.4%	8.76M	2.9%	Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 5,207,900 reported quantity $1,861,147,223 reported value	2.6%	$1.86B	-0.1%	5.21M	2.3%	Common Stock
6	AVGO Broadcom	2.2%	$1.59B	+2.1%	4.20M	2.0%	Common Stock
7	GOOG Alphabet Class C	2.1%	$1.49B	+2.7%	4.22M	1.8%	Common Stock
8	MU Micron Technology	1.7%	$1.19B	-6.5%	1.03M	0.6%	Common Stock
9	META Meta Platforms	1.6%	$1.16B	-0.0%	2.06M	1.8%	Common Stock
10	TSLA Tesla	1.5%	$1.04B	+2.6%	2.48M	1.4%	Common Stock
11	LLY Eli Lilly	1.2%	$871.0M	-24.1%	726.2K	1.4%	Common Stock
12	AMD Advanced Micro Devices	1.2%	$838.9M	+8.9%	1.44M	0.4%	Common Stock
13	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 1,615,069 reported quantity $808,164,377 reported value	1.1%	$808.2M	-3.7%	1.62M	1.2%	Common Stock
14	JPM JPMorgan Chase	1.1%	$782.2M	-1.1%	2.39M	1.1%	Common Stock
15	COP ConocoPhillips	1.0%	$711.3M	+13.7%	6.84M	1.2%	Common Stock
16	JNJ Johnson & Johnson	0.9%	$651.8M	+4.2%	2.57M	0.9%	Common Stock
17	INTC Intel	0.8%	$567.4M	-2.4%	4.06M	0.3%	Common Stock
18	LRCX Lam Research Filing details 512807306 Jun 30, 2026 1,185,720 reported quantity $513,808,048 reported value	0.7%	$513.8M	+2.4%	1.19M	0.4%	Common Stock
19	V Visa	0.7%	$503.0M	-1.5%	1.47M	0.7%	Common Stock
20	UNH UnitedHealth Group	0.6%	$461.4M	+16.1%	1.11M	0.4%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing128

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.