Adage Capital Partners
Adage Capital Partners
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
878
Market Value
$64.5B
Portfolio Analysis
AIPreviewI. Institutional Overview
Adage Capital Partners, a titan in the realm of institutional asset management, continues to command a formidable presence in the global financial markets. As of the portfolio snapshot taken on March 31, 2026, the institution manages a staggering total portfolio market value of approximately $64.54 billion. This scale places Adage in the upper echelon of...
A deep dive into the structural composition of the portfolio reveals a total of 878 individual stock holdings. This high number of holdings suggests a strategy rooted in broad market participation and a "benchmark-plus" philosophy. Unlike highly concentrated "tiger cub" funds that might bet the house on twenty names, Adage maintains a diversified front....
The institutional "psychological portrait" that emerges from this data is one of a rational, scale-oriented, and risk-aware giant. Adage does not appear to be chasing volatile "meme" trends or speculative bubbles with its core capital. Instead, it operates with the precision of a quantitative-fundamental hybrid. The institution’s ability to manage a $64.5...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| NVDA | 5.9% | 6.3% | 6.7% | 6.0% |
| AAPL | 5.1% | 5.4% | 5.4% | 4.6% |
| MSFT | 3.8% | 4.8% | 5.6% | 5.8% |
| AMZN | 2.9% | 3.2% | 3.2% | 3.4% |
| GOOGL | 2.3% | 2.5% | 2.0% | 1.6% |
| AVGO | 2.0% | 2.2% | 2.2% | 2.0% |
| META | 1.8% | 2.0% | 2.3% | 2.5% |
| GOOG | 1.8% | 2.0% | 1.7% | - |
| TSLA | 1.4% | 1.7% | 1.7% | 1.4% |
| LLY | 1.4% | 1.4% | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$NVDA
5.9%
$AAPL
5.1%
$MSFT
3.8%
$AMZN
2.9%
$GOOGL
2.3%
$AVGO
2.0%
$META
1.8%
$GOOG
1.8%
$TSLA
1.4%
$LLY
1.4%
$BRK.B
1.2%
$COP
1.2%
$JPM
1.1%
$JNJ
0.9%
$RVMD
0.8%
$CVX
0.8%
$WMT
0.7%
$V
0.7%
$PG
0.6%
$COST
0.6%
$XOM
0.6%
$MU
0.6%
$RPRX
0.6%
$MA
0.6%
$CNTA
0.6%
$ROIV
0.6%
$NFLX
0.5%
$MRK
0.5%
$ABBV
0.5%
$HD
0.5%
$BAC
0.5%
$CSCO
0.5%
$PLTR
0.5%
$GE
0.5%
$OVV
0.5%
$CSX
0.5%
$BSX
0.5%
$KO
0.5%
$CTRA
0.5%
$ORCL
0.4%
$CAT
0.4%
$RTX
0.4%
$AMD
0.4%
$TMO
0.4%
$TNGX
0.4%
$PRAX
0.4%
$UNH
0.4%
$LRCX
0.4%
$NSC
0.4%
$VNOM
0.4%