Managed by
Hedge FundAUM Tracked
$71.3B
AI Exposure
38.8%
AI & Tech holdings for ADAGE CAPITAL PARTNERS GP, L.L.C.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 21,940,610 | $4.4B | 6.2% | No change |
| $AAPLAI | Apple Inc. | 12,992,154 | $3.8B | 5.3% | No change |
| $MSFTAI | Microsoft Corporation | 6,579,943 | $2.5B | 3.4% | No change |
| $AMZNAI | Amazon.com, Inc. | 8,755,160 | $2.1B | 2.9% | No change |
| $GOOGLAI | Alphabet Inc. | 5,207,900 | $1.9B | 2.6% | No change |
| $AVGOAI | Broadcom Inc. | 4,196,656 | $1.6B | 2.2% | No change |
| $GOOGAI | Alphabet Inc. | 4,215,120 | $1.5B | 2.1% | No change |
| $MUAI | Micron Technology | 1,034,103 | $1.2B | 1.7% | Reduced by 6% |
| $METAAI | Meta Platforms, Inc. | 2,058,535 | $1.2B | 1.6% | No change |
| $TSLAAI | Tesla, Inc. | 2,477,311 | $1.0B | 1.5% | No change |
| $AMDAI | Advanced Micro Devices | 1,444,194 | $838.9M | 1.2% | Increased by 9% |
| $INTCAI | Intel Corporation | 4,063,385 | $567.4M | 0.8% | No change |
| $LRCXAI | Lam Research | 1,185,720 | $513.8M | 0.7% | No change |
| $AMATAI | Applied Materials | 567,726 | $410.5M | 0.6% | Reduced by 15% |
| $KLACAI | KLA Corporation | 914,840 | $276.0M | 0.4% | Increased by 863% |
| $ORCLAI | Oracle Corporation | 1,846,649 | $270.6M | 0.4% | No change |
| $PANWAI | Palo Alto Networks | 768,300 | $262.0M | 0.4% | Reduced by 8% |
| $PLTRAI | Palantir Technologies | 2,047,700 | $238.9M | 0.3% | No change |
| $MRVLAI | Marvell Technology | 745,800 | $222.2M | 0.3% | New Position |
| $TXNAI | Texas Instruments | 721,644 | $215.1M | 0.3% | Reduced by 9% |
| $ANETAI | Arista Networks | 1,105,900 | $187.9M | 0.3% | Increased by 20% |
| $CRWDAI | CrowdStrike Holdings | 224,400 | $171.2M | 0.2% | Increased by 9% |
| $QCOMAI | QUALCOMM Inc. | 910,021 | $168.2M | 0.2% | No change |
| $ADIAI | Analog Devices | 399,037 | $158.5M | 0.2% | Increased by 22% |
| $ASMLAI | ASML Holding NV | 75,000 | $149.2M | 0.2% | Increased by 36% |
| $CRMAI | Salesforce Inc. | 879,139 | $137.7M | 0.2% | Reduced by 19% |
| $MPWRAI | Monolithic Power Systems | 96,352 | $133.2M | 0.2% | Increased by 31% |
| $ISRGAI | Intuitive Surgical | 327,683 | $130.3M | 0.2% | Reduced by 14% |
| $UBERAI | Uber Technologies | 1,774,200 | $128.0M | 0.2% | Reduced by 8% |
| $APPAI | AppLovin Corporation | 239,800 | $123.6M | 0.2% | No change |
| $VRTAI | Vertiv Holdings | 342,300 | $114.6M | 0.2% | Increased by 17% |
| $DDOGAI | Datadog Inc. | 404,800 | $105.4M | 0.1% | Reduced by 9% |
| $DELLAI | Dell Technologies | 232,800 | $100.4M | 0.1% | Increased by 10% |
| $CDNSAI | Cadence Design Systems | 235,800 | $88.5M | 0.1% | No change |
| $NOWAI | ServiceNow Inc. | 864,200 | $85.8M | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 504,990 | $77.6M | 0.1% | Increased by 6% |
| $SNPSAI | Synopsys Inc. | 170,761 | $76.2M | 0.1% | No change |
| $TERAI | Teradyne Inc. | 139,524 | $67.5M | 0.1% | No change |
| $ADBEAI | Adobe Inc. | 320,278 | $65.7M | 0.1% | Reduced by 6% |
| $NXPIAI | NXP Semiconductors | 225,008 | $63.2M | 0.1% | Increased by 7% |
| $CEGAI | Constellation Energy | 252,377 | $62.7M | 0.1% | Reduced by 10% |
| $INTUAI | Intuit Inc. | 216,500 | $56.5M | 0.1% | Reduced by 10% |
| $VSTAI | Vistra Corp. | 337,500 | $53.5M | 0.1% | Reduced by 39% |
| $ABNBAI | Airbnb Inc. | 342,500 | $49.0M | 0.1% | Increased by 162% |
| $MCHPAI | Microchip Technology | 482,300 | $44.0M | 0.1% | Increased by 38% |
| $SQAI | Block Inc. | 476,900 | $36.2M | 0.1% | No change |
| $PYPLAI | PayPal Holdings | 671,175 | $29.0M | 0% | No change |
| $COINAI | Coinbase Global | 198,200 | $29.0M | 0% | No change |
| $SNOWAI | Snowflake Inc. | 102,500 | $26.1M | 0% | Reduced by 11% |
| $SHOPAI | Shopify Inc. | 200,000 | $22.8M | 0% | New Position |
| $ONAI | ON Semiconductor | 234,300 | $22.2M | 0% | Reduced by 25% |
| $TEAMAI | Atlassian Corporation | 200,000 | $15.6M | 0% | No change |
| $WDAYAI | Workday Inc. | 106,600 | $13.0M | 0% | Reduced by 12% |
| $SMCIAI | Super Micro Computer | 431,600 | $12.7M | 0% | Increased by 11% |