ADAGE CAPITAL PARTNERS GP, L.L.C. Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$53.0B

Holdings

861

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (861 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
7,169,993$3.0B5.69%
2
AAPLAPPLE INC
13,947,379$2.4B4.51%
3
NVDANVIDIA CORPORATION
2,442,511$2.2B4.17%
4
AMZNAMAZON COM INC
10,197,960$1.8B3.47%
5
METAMETA PLATFORMS INC
2,169,535$1.1B1.99%
6
GOOGLALPHABET INC
5,784,500$873.1M1.65%
7
HESHESS CORP
5,453,665$832.4M1.57%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
1,806,692$759.8M1.43%
9
GOOGALPHABET INC
4,752,920$723.7M1.37%
10
LLYELI LILLY & CO
829,080$645.0M1.22%
11
JPMJPMORGAN CHASE & CO
2,837,766$568.4M1.07%
12
AVGOBROADCOM INC
416,426$551.9M1.04%
13
TSLATESLA INC
2,609,700$458.8M0.87%
14
MRKMERCK & CO INC
3,375,591$445.4M0.84%
15
ABBVABBVIE INC
2,407,145$438.3M0.83%
16
PGPROCTER AND GAMBLE CO
2,651,923$430.3M0.81%
17
MAMASTERCARD INCORPORATED
864,810$416.5M0.79%
18
UNHUNITEDHEALTH GROUP INC
837,092$414.1M0.78%Call
19
VVISA INC
1,482,440$413.7M0.78%
20
COPCONOCOPHILLIPS
3,119,025$397.0M0.75%
21
EMREMERSON ELEC CO
3,446,400$390.9M0.74%
22
XOMEXXON MOBIL CORP
3,283,105$381.6M0.72%
23
HDHOME DEPOT INC
905,056$347.2M0.66%
24
RPRXROYALTY PHARMA PLC
10,816,931$328.5M0.62%
25
RBARB GLOBAL INC
4,093,910$311.8M0.59%
26
CRMSALESFORCE INC
1,015,139$305.7M0.58%
27
CSXCSX CORP
7,795,248$289.0M0.55%
28
PXDEURPIONEER NAT RES CO
1,072,202$281.5M0.53%
29
AMDADVANCED MICRO DEVICES INC
1,515,994$273.6M0.52%
30
KOCOCA COLA CO
4,228,382$258.7M0.49%
31
NFLXNETFLIX INC
424,833$258.0M0.49%
32
BACBANK AMERICA CORP
6,758,173$256.3M0.48%
33
TMOTHERMO FISHER SCIENTIFIC INC
416,222$241.9M0.46%
34
BSXBOSTON SCIENTIFIC CORP
3,329,416$228.0M0.43%
35
ADBEADOBE INC
448,678$226.4M0.43%
36
PEPPEPSICO INC
1,274,079$223.0M0.42%
37
LINLINDE PLC
475,935$221.0M0.42%
38
DOVDOVER CORP
1,244,538$220.5M0.42%
39
ORCLORACLE CORP
1,755,016$220.4M0.42%
40
DISDISNEY WALT CO
1,800,525$220.3M0.42%
41
WMTWALMART INC
3,593,326$216.2M0.41%
42
ACNACCENTURE PLC IRELAND
615,422$213.3M0.40%
43
CSCOCISCO SYS INC
4,111,121$205.2M0.39%
44
WFCWELLS FARGO CO NEW
3,532,596$204.7M0.39%
45
MCDMCDONALDS CORP
712,002$200.7M0.38%
46
ISRGINTUITIVE SURGICAL INC
492,183$196.4M0.37%
47
BABOEING CO
982,558$189.6M0.36%
48
DHRDANAHER CORPORATION
737,174$184.1M0.35%
49
ABTABBOTT LABS
1,579,064$179.5M0.34%
50
QCOMQUALCOMM INC
1,055,421$178.7M0.34%
51
UBERUBER TECHNOLOGIES INC
2,316,700$178.4M0.34%
52
BACVERIZON COMMUNICATIONS INC
4,126,872$173.2M0.33%
53
IBMINTERNATIONAL BUSINESS MACHS
898,190$171.5M0.32%
54
INTUINTUIT
259,800$168.9M0.32%
55
CMCSACOMCAST CORP NEW
3,889,459$168.6M0.32%
56
HONHONEYWELL INTL INC
812,070$166.7M0.31%
57
LMTLOCKHEED MARTIN CORP
354,823$161.4M0.30%
58
JNJJOHNSON & JOHNSON
1,001,357$158.4M0.30%
59
COSTCOSTCO WHSL CORP NEW
215,677$158.0M0.30%
60
AMEAMETEK INC
860,213$157.3M0.30%
61
LOWLOWES COS INC
614,505$156.5M0.30%
62
PCGPG&E CORP
9,292,700$155.7M0.29%
63
INTCINTEL CORP
3,484,685$153.9M0.29%
64
NOWSERVICENOW INC
201,100$153.3M0.29%
65
UNPUNION PAC CORP
598,514$147.2M0.28%
66
MUMICRON TECHNOLOGY INC
1,244,965$146.8M0.28%
67
VRTXVERTEX PHARMACEUTICALS INC
350,256$146.4M0.28%
68
LRCXEURLAM RESEARCH CORP
148,856$144.6M0.27%
69
JCIJOHNSON CTLS INTL PLC
2,198,442$143.6M0.27%
70
ELVELEVANCE HEALTH INC
273,976$142.1M0.27%
71
TXNTEXAS INSTRS INC
802,544$139.8M0.26%
72
4I1PHILIP MORRIS INTL INC
1,523,854$139.6M0.26%
73
NEENEXTERA ENERGY INC
2,163,913$138.3M0.26%
74
AMATAPPLIED MATLS INC
670,488$138.3M0.26%
75
GSGOLDMAN SACHS GROUP INC
319,909$133.6M0.25%
76
NKENIKE INC
1,415,161$133.0M0.25%
77
RTXRTX CORPORATION
1,309,597$127.7M0.24%
78
ERFGBPENERPLUS CORP
6,491,167$127.6M0.24%
79
REGNREGENERON PHARMACEUTICALS
132,138$127.2M0.24%
80
CITHE CIGNA GROUP
342,820$124.5M0.24%
81
EWEDWARDS LIFESCIENCES CORP
1,293,963$123.7M0.23%
82
NVMINOVA LTD
692,004$122.7M0.23%
83
ETNEATON CORP PLC
391,698$122.5M0.23%
84
TAT&T INC
6,913,139$121.7M0.23%
85
WTWWILLIS TOWERS WATSON PLC LTD
440,588$121.2M0.23%
86
AXPAMERICAN EXPRESS CO
525,288$119.6M0.23%
87
AMGNAMGEN INC
418,567$119.0M0.22%
88
PGRPROGRESSIVE CORP
574,085$118.7M0.22%
89
SYKSTRYKER CORPORATION
331,699$118.7M0.22%
90
BKNGBOOKING HOLDINGS INC
32,700$118.6M0.22%
91
TRVCCITIGROUP INC
1,866,686$118.0M0.22%
92
SPGIS&P GLOBAL INC
275,420$117.2M0.22%
93
TRVTRAVELERS COMPANIES INC
503,813$115.9M0.22%
94
DWDMORGAN STANLEY
1,228,834$115.7M0.22%
95
MLTXMOONLAKE IMMUNOTHERAPEUTICS
2,284,913$114.8M0.22%
96
ADIANALOG DEVICES INC
572,966$113.3M0.21%
97
STZCONSTELLATION BRANDS INC
416,901$113.3M0.21%
98
BLKCHFBLACKROCK INC
134,228$111.9M0.21%
99
ORLYOREILLY AUTOMOTIVE INC
96,700$109.2M0.21%
100
IDYAIDEAYA BIOSCIENCES INC
2,467,107$108.3M0.20%
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