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機関投資家の保有一覧

ADAGE CAPITAL PARTNERS GP, L.L.C.

持ち方
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評価額を取得中
届出上位5銘柄の比重
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保有
901銘柄

ADAGE CAPITAL PARTNERS GP, L.L.C. は、2026年6月30日の SEC Form 13F で 901 銘柄の保有を報告しました。届出上位には NVIDIA、Apple、Microsoft が並び、情報技術・一般消費財・コミュニケーション・サービスにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    NV
    NVDANVIDIA
    情報技術・ 21,940,610 株
    —
  2. 2
    AA
    AAPLApple
    情報技術・ 12,992,154 株
    —
  3. 3
    MSFTMicrosoft
    情報技術・ 6,579,943 株
    —
  4. 4
    AM
    AMZNAmazon
    一般消費財・ 8,755,160 株
    —
  5. 5
    GO
    GOOGLAlphabet
    コミュニケーション・サービス・ 5,207,900 株
    —
  6. 6
    ME
    METAMeta Platforms
    コミュニケーション・サービス・ 2,058,535 株
    —
  7. 7
    AV
    AVGOBroadcom
    情報技術・ 4,196,656 株
    —
  8. 8
    GO
    GOOGAlphabet
    コミュニケーション・サービス・ 4,215,120 株
    —
  9. 9
    MU
    MUMicron Technology
    情報技術・ 1,034,103 株
    —
  10. 10
    TS
    TSLATesla
    一般消費財・ 2,477,311 株
    —
残り 490 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11AMDAdvanced Micro Devices1,444,194—
12COPConocoPhillips6,842,477—
13LLYEli Lilly726,199—
14BRK-BBerkshire Hathaway1,615,069—
15JPMJPMorgan Chase2,389,766—
16JNJJohnson & Johnson2,566,595—
17VVisa1,466,020—
18INTCIntel4,063,385—
19XOMExxon Mobil2,876,822—
20ABBVAbbVie1,598,568—
21UNHUnitedHealth Group1,110,167—
22LRCXLam Research1,185,720—
23DVNDevon Energy8,448,385—
24MAMastercard709,610—
25CSCOCisco Systems3,462,621—
26PLTRPalantir Technologies2,047,700—
27WMTWalmart3,648,826—
28ROIVRoivant Sciences10,349,328—
29COSTCostco395,677—
30CVXChevron1,724,613—
31BACBank of America6,492,673—
32CATCaterpillar367,704—
33PANWPalo Alto Networks768,300—
34PGProcter & Gamble2,120,273—
35AMATApplied Materials567,726—
36PRAXPraxis Precision Medicines1,015,480—
37KOCoca-Cola3,453,382—
38MRKMerck2,030,023—
39GEGE Aerospace881,663—
40TMOThermo Fisher Scientific406,154—
41RTXRTX1,434,057—
42OVVOvintiv4,372,109—
43ORCLOracle1,846,649—
44PMPhilip Morris International1,389,954—
45JCIJohnson Controls1,631,713—
46NSCNorfolk Southern766,536—
47NFLXNetflix3,602,330—
48HDHome Depot837,256—
49DOVDover Corp1,224,468—
50GEVGE Vernova234,699—
51ANETArista Networks1,105,900—
52ABTAbbott Laboratories2,332,115—
53VNOMViper Energy5,426,609—
54WFCWells Fargo2,729,296—
55LINLinde452,335—
56TXNTexas Instruments721,644—
57CRMSalesforce879,139—
58MRVLMarvell Technology745,800—
59IBMIBM898,190—
60VRTXVertex Pharmaceuticals393,964—
61SNDKSandisk115,099—
62GSGoldman Sachs216,089—
63AMGNAmgen471,833—
64KLACKLA Corporation914,840—
65AJGArthur J. Gallagher & Co.799,003—
66WBDWBD5,733,448—
67MSMorgan Stanley929,034—
68VZVerizon Communications3,723,872—
69MTDRMatador Resources3,181,013—
70STXSeagate Technology200,000—
71QCOMQualcomm910,021—
72ADIAnalog Devices399,037—
73SYRESpyre Therapeutics1,722,300—
74CHRDChord Energy1,148,151—
75GILDGilead Sciences1,071,977—
76TRVTravelers Companies428,104—
77DISWalt Disney1,483,725—
78BBIOBridgeBio Pharma2,252,000—
79PSXPhillips 66572,301—
80CVECenovus Energy4,658,262—
81TVTXTravere Therapeutics2,569,356—
82CBChubb441,483—
83CCitigroup1,136,086—
84TAT&T5,992,739—
85EQIXEquinix139,968—
86RPRXRoyalty Pharma2,500,000—
87CVSCVS Health1,639,209—
88ASMLASML Holding75,000—
89MMM3M863,485—
90MPWRMonolithic Power Systems96,352—
91ARAntero Resources4,063,110—
92UALUnited Airlines Holdings1,198,242—
93ETNEaton309,098—
94WELLWelltower589,606—
95SWKStanley Black & Decker1,467,874—
96DEDeere193,664—
97XELXcel Energy1,859,342—
98BABoeing683,059—
99DELLDell Technologies232,800—
100TNGXTango Therapeutics5,600,000—
101ISRGIntuitive Surgical327,683—
102BLKBlackRock120,680—
103WDCWestern Digital307,437—
104APHAmphenol1,423,120—
105RVMDRevolution Medicines597,226—
106TJXTJX Companies922,248—
107UBERUber Technologies1,774,200—
108AEPAmerican Electric Power1,002,906—
109TTTrane Technologies257,612—
110NOWServiceNow864,200—
111VTRVentas1,363,300—
112TELTE Connectivity510,144—
113DDOGDatadog404,800—
114SWXSouthwest Gas Holdings1,354,517—
115NEMNewmont951,500—
116AXPAmerican Express358,688—
117TAKTakeda Pharmaceutical6,050,771—
118SCHWCharles Schwab1,117,039—
119COHRCoherent319,400—
120COFCapital One Financial549,528—
121PFEPfizer3,801,302—
122BKNGBooking Holdings660,600—
123BMYBristol Myers Squibb1,716,000—
124SPGIS&P Global270,220—
125ACNAccenture522,222—
126PHParker Hannifin106,368—
127MCDMcDonald's444,702—
128PEPPepsiCo815,979—
129AONAon380,369—
130IDYAIDEAYA Biosciences2,715,391—
131VLOValero Energy249,600—
132PGRProgressive480,785—
133MOAltria1,488,332—
134CSXCSX2,108,426—
135MPCMarathon Petroleum235,160—
136PNWPinnacle West Capital1,020,983—
137DDominion Energy1,583,811—
138DHRDanaher452,595—
139RCLRoyal Caribbean Cruises345,300—
140VLTOVeralto1,005,857—
141LOWLowe's522,610—
142INSMInsmed850,000—
143GDGeneral Dynamics285,248—
144TEVATeva Pharmaceutical2,360,728—
145FCXFreeport-McMoRan1,281,200—
146IEXIDEX Corporation393,913—
147GLWCorning558,421—
148LPLALPL Financial Holdings289,000—
149CMICummins172,966—
150FTNTFortinet504,990—
151KDPKeurig Dr Pepper2,972,600—
152PWRQuanta Services131,791—
153BNYBNY Mellon611,716—
154ETREntergy881,104—
155VRTVertiv Holdings342,300—
156ORLYO'Reilly Automotive1,013,600—
157MDLZMondelez International1,474,097—
158DLRDigital Realty Trust479,400—
159DXCMDexcom999,900—
160PLDPrologis660,929—
161SYKStryker307,499—
162SPOTSpotify Technology179,000—
163BKHBlack Hills Corporation1,185,024—
164SNPSSynopsys170,761—
165SRSpire1,076,440—
166CDNSCadence Design Systems235,800—
167ADPAutomatic Data Processing321,276—
168HWMHowmet Aerospace356,600—
169HLTHilton Worldwide255,900—
170HUMHumana210,120—
171SRRKScholar Rock Holding1,731,402—
172JBTMJBT Marel742,219—
173EXEExpand Energy933,200—
174USBU.S. Bancorp1,383,400—
175HOODRobinhood Markets705,100—
176CBRECBRE Group607,781—
177AMTAmerican Tower485,205—
178SBUXStarbucks822,709—
179DASHDoorDash409,300—
180BWABorgWarner1,275,000—
181SLABSilicon Laboratories343,163—
182ADBEAdobe320,278—
183HPEHewlett Packard Enterprise1,097,536—
184FERGFerguson Enterprises340,114—
185NRGNRG Energy794,552—
186HUBBHubbell Incorporated158,480—
187ICEIntercontinental Exchange494,059—
188FBINFortune Brands Innovations1,883,271—
189GPORGulfport Energy470,059—
190BSXBoston Scientific1,670,022—
191SRESempra907,570—
192LITELumentum Holdings65,300—
193JBLJabil231,438—
194SLBSchlumberger1,422,467—
195PCGPG&E5,437,700—
196AEEAmeren668,690—
197LMTLockheed Martin131,793—
198XIFRXPLR Infrastructure6,380,000—
199MSIMotorola Solutions147,964—
200GHGuardant Health371,763—
201KKRKKR & Co731,300—
202ELVElevance Health170,687—
203EMREmerson Electric406,923—
204ROSTRoss Stores287,086—
205CORCencora211,763—
206SHWSherwin-Williams204,406—
207RSGRepublic Services310,491—
208CEGConstellation Energy252,377—
209RPMRPM International653,000—
210AIGAmerican International Group862,538—
211APPAppLovin239,800—
212MANEVeradermics549,706—
213GWWW.W. Grainger49,742—
214ITTITT Inc307,000—
215ABSIAbsci5,704,820—
216STEPStepStone Group1,391,217—
217TERTeradyne139,524—
218CRLCharles River Laboratories213,480—
219CNICanadian National Railway516,526—
220THCTenet Healthcare238,848—
221REGNRegeneron Pharmaceuticals83,649—
222WATWaters Corp144,556—
223EWEdwards Lifesciences716,030—
224INTUIntuit216,500—
225HESMHess Midstream1,610,000—
226CMECME Group230,931—
227IRMIron Mountain535,152—
228SDRLSeadrill1,383,436—
229CRWDCrowdStrike224,400—
230EQHEquitable Holdings1,150,000—
231CMCSAComcast2,775,359—
232TMUST-Mobile US364,734—
233MCOMoody's133,854—
234CHYMChime Financial2,158,328—
235KEYSKeysight Technologies152,835—
236URIUnited Rentals53,888—
237UNMUnum Group650,000—
238ALKSAlkermes1,368,000—
239FDXFedEx195,604—
240UPSUnited Parcel Service605,400—
241PENPenumbra176,720—
242DLTRDollar Tree499,438—
243NEENextEra Energy724,813—
244ABNBAirbnb342,500—
245ULTAUlta Beauty100,852—
246NXPINXP Semiconductors225,008—
247STTKShattuck Labs8,122,179—
248TDGTransDigm Group49,894—
249AWIArmstrong World Industries333,000—
250FIXComfort Systems USA31,300—
251TRGPTarga Resources191,300—
252AAgilent Technologies321,166—
253CAHCardinal Health235,892—
254HLNEHamilton Lane613,935—
255TOLToll Brothers390,000—
256FOXFox Corporation948,965—
257APDAir Products and Chemicals190,440—
258AMLXAmylyx Pharmaceuticals1,900,000—
259PWPPerella Weinberg Partners3,311,618—
260KVUEKenvue3,012,247—
261AMEAMETEK204,241—
262YUMYum Brands377,602—
263MCKMcKesson56,904—
264AXSAXIS Capital541,000—
265AZOAutoZone18,349—
266ELVNEnliven Therapeutics1,083,313—
267CTASCintas259,237—
268RGAReinsurance Group of America200,000—
269PCVXVaxcyte880,000—
270ROKURoku325,000—
271RIORio Tinto524,602—
272CIENCiena126,000—
273AIZAssurant184,140—
274GMGeneral Motors628,586—
275BXBlackstone440,100—
276CRHCRH595,500—
277POOLPool Corp300,576—
278WMBWilliams Companies679,999—
279PKGPackaging Corp of America208,220—
280MGTXMeiraGTx Holdings4,400,000—
281GPCGenuine Parts Company372,700—
282BKRBaker Hughes844,202—
283VSTVistra337,500—
284KODKodiak Sciences500,000—
285WPMWheaton Precious Metals345,000—
286WCNWaste Connections305,478—
287MCBMetropolitan Bank Holding525,415—
288ARGXargenx50,607—
289AXSMAxsome Therapeutics259,034—
290WMWaste Management226,589—
291TXNMTXNM Energy791,704—
292PCARPACCAR419,098—
293MDTMedtronic530,568—
294TDYTeledyne Technologies74,242—
295JHXJames Hardie1,815,375—
296NUENucor188,000—
297ALGMAllegro MicroSystems1,121,950—
298SPGSimon Property Group219,063—
299CTSHCognizant Technology Solutions747,350—
300ROKRockwell Automation96,200—
301NPBNorthpointe Bancshares2,840,757—
302STTState Street246,632—
303BBTBeacon Financial1,493,023—
304ALLAllstate187,419—
305LLoews Corporation395,400—
306LLYVKLiberty Live Holdings(C種株)428,324—
307DNOWDNOW2,635,000—
308AHRAmerican Healthcare REIT810,000—
309GRMNGarmin146,070—
310CVNACarvana638,400—
311HASHasbro452,772—
312NTAPNetApp175,900—
313RRXRegal Rexnord248,433—
314ANROAlto Neuroscience1,600,000—
315HALHalliburton1,244,540—
316DRIDarden Restaurants197,104—
317MCHPMicrochip Technology482,300—
318FRPTFreshpet650,000—
319HAWKHawkEye 3602,622,991—
320CHDChurch & Dwight411,174—
321ZIONZions Bancorporation609,003—
322LNGCheniere Energy140,000—
323MIAXMiami International Holdings1,143,920—
324TEAMAtlassian200,000—
325DFTXDefinium Therapeutics1,000,000—
326FRTFederal Realty Investment Trust349,419—
327LHXL3Harris Technologies157,309—
328TGTTarget237,779—
329CMGChipotle Mexican Grill1,143,250—
330OLEDUniversal Display459,626—
331RYTMRhythm Pharmaceuticals397,000—
332IDXXIDEXX Laboratories70,301—
333COINCoinbase Global198,200—
334NDAQNasdaq398,947—
335HELPCybin3,060,000—
336JCAPJefferson Capital1,857,858—
337XYZBlock476,900—
338PYPLPayPal Holdings671,175—
339SHOSunstone Hotel Investors3,100,000—
340IBKRInteractive Brokers397,000—
341SNOWSnowflake102,500—
342CTRECareTrust REIT960,000—
343NVSNovartis245,557—
344ADSKAutodesk163,189—
345NINiSource Inc.877,262—
346ADMArcher-Daniels-Midland429,592—
347CMCCommercial Metals543,527—
348WSMWilliams-Sonoma146,900—
349AITApplied Industrial Technologies98,854—
350WABWestinghouse Air Brake Technologies117,879—
351NBRNabors Industries420,000—
352MSCIMSCI62,400—
353ETOReToro1,314,655—
354FISIFinancial Institutions Inc834,969—
355KLRAKailera Therapeutics3,208,286—
356SMMTSummit Therapeutics1,989,591—
357NOCNorthrop Grumman69,233—
358RLAYRelay Therapeutics1,740,000—
359AVYAvery Dennison193,200—
360NVONovo Nordisk877,635—
361LXPLXP Industrial Trust535,000—
362MTDMettler-Toledo International21,776—
363ELANElanco Animal Health1,456,569—
364IOTSamsara777,777—
365JANJanus Living1,100,000—
366GCGRGeneral Catalyst Global Resilience Merger Corp.3,150,000—
367VMCVulcan Materials130,508—
368VMRKVivmark Residential530,229—
369TTWOTake-Two Interactive155,160—
370SAFTSafety Insurance Group300,000—
371EMEEMCOR Group39,600—
372ALABAstera Labs88,741—
373BCSSBain Capital GSS Investment Corp.3,000,000—
374FDMT4D Molecular Therapeutics2,249,203—
375EBAYeBay285,700—
376LCLNLincoln International1,284,966—
377SHOPShopify200,000—
378ORKAOruka Therapeutics355,003—
379KRKroger505,500—
380MRNAModerna156,716—
381AXONAxon Enterprise71,800—
382VIAVia Transportation1,010,101—
383CCLCarnival1,146,500—
384CXIIChurchill Capital Corp XII2,700,000—
385MIRMMirum Pharmaceuticals350,000—
386ROPRoper Technologies81,901—
387WWayfair285,000—
388FFord Motor2,377,200—
389BIIBBiogen129,599—
390PAYXPaychex287,346—
391RKTRocket Companies2,425,000—
392NTRSNorthern Trust Corporation164,900—
393AURAAura Biosciences4,640,000—
394TECHBio-Techne389,500—
395HONHoneywell130,576—
396AMALAmalgamated Financial575,016—
397IRDOpus Genetics6,029,775—
398EVRGEvergy347,482—
399CLYMClimb Bio2,506,000—
400CARRCarrier Global495,842—
401MNSTMonster Beverage636,322—
402CRANCrane Harbor Acquisition Corp. II2,700,000—
403TFCTruist Financial585,364—
404JBIOJade Biosciences1,910,812—
405STLDSteel Dynamics115,800—
406HBNCHorizon Bancorp1,368,401—
407NTRNutrien380,000—
408DHID.R. Horton195,075—
409TRMBTrimble457,722—
410CGONCG Oncology390,458—
411WTRGEssential Utilities661,098—
412AVTXAvalo Therapeutics1,729,000—
413MTSIMACOM Technology Solutions80,057—
414ALSNAllison Transmission215,000—
415MARMarriott International70,025—
416EXRExtra Space Storage188,300—
417GFSGlobalFoundries500,000—
418CNRCore Natural Resources280,000—
419SBRASabra Health Care REIT1,300,000—
420DGXQuest Diagnostics106,303—
421KRAQKRAKacquisition Corp2,475,000—
422KLARKlarna Group1,972,836—
423LNTHLantheus Holdings246,755—
424MEVOM Evo Global Acquisition Corp II2,430,000—
425WTWWillis Towers Watson84,188—
426TRAXFirst Tracks Biotherapeutics729,000—
427VEEVVeeva Systems88,463—
428FTWPresidio Production2,447,391—
429RAREUltragenyx Pharmaceutical1,580,000—
430ATOAtmos Energy148,804—
431CUZCousins Properties825,000—
432GLGlobe Life139,200—
433FVAVFortress Value Acquisition Corp. V2,250,000—
434CPAYCorpay58,258—
435RELYRemitly Global1,055,000—
436IEAGInfinite Eagle Acquisition Corp.2,250,000—
437TCBXThird Coast Bancshares527,875—
438FFIVF550,300—
439APXTApex Treasury Corp2,250,000—
440OIMOneIM Acquisition Corp.2,250,000—
441HBANHuntington Bancshares1,481,535—
442ACAAAverin Capital Acquisition Corp.2,250,000—
443DSGXDescartes Systems280,000—
444FORMFormFactor150,000—
445RREVRRE Ventures Acquisition Corp.2,250,000—
446UGIUGI Corp596,000—
447HONAHoneywell Aerospace Inc.143,145—
448CORZCore Scientific1,343,135—
449UDRUDR663,973—
450SKYChampion Homes250,000—
451SSBSouthState215,299—
452BFSSaul Centers723,198—
453EXPEExpedia Group82,000—
454WSTWest Pharmaceutical Services59,007—
455CPRTCopart789,900—
456KYMRKymera Therapeutics200,000—
457APLEApple Hospitality REIT1,300,000—
458HUBSHubSpot100,000—
459CBLLCeribell900,000—
460ECLEcolab77,852—
461ARESAres Management181,100—
462TPRTapestry180,100—
463QQnity Electronics161,600—
464HSYHershey132,085—
465FISVFiserv474,981—
466VRSNVeriSign73,040—
467MLAAMountain Lake Acquisition Corp. II2,100,000—
468TLNCTalon Capital Corp.2,025,000—
469KRNYKearny Financial2,233,683—
470BTSGBrightSpring Health Services345,000—
471NWSANews Corp723,676—
472HSTHost Hotels & Resorts917,633—
473AACIArmada Acquisition Corp. III2,025,000—
474CASYCasey's General Stores32,900—
475ONON Semiconductor234,300—
476SORNSoren Acquisition Corp.1,980,000—
477WDAYWorkday106,600—
478IACQIrenic Acquisition Corp.1,980,000—
479PHMPulteGroup169,800—
480IDAIDACORP145,000—
481VRSKVerisk Analytics116,800—
482EWTXEdgewise Therapeutics462,000—
483WMSAdvanced Drainage Systems150,000—
484PNCPNC Financial Services86,368—
485SABSSAB Biotherapeutics6,405,553—
486BNTCBenitec Biopharma2,120,672—
487IQVIQVIA Holdings73,096—
488HCICHennessy Capital Investment Corp. VIII1,890,000—
489SMCISuper Micro Computer431,600—
490OMCOmnicom Group253,983—
491IFFInternational Flavors & Fragrances227,500—
492OTTROtter Tail210,546—
493ODFLOld Dominion Freight Line103,100—
494ECHOEchoStar196,500—
495LUVSouthwest Airlines435,577—
496HVMCHighview Merger Corp.1,800,000—
497OTGAOTG Acquisition Corp. I1,800,000—
498FRFirst Industrial Realty Trust309,926—
499AESAES Corporation1,235,612—
500FLEXFlex157,700—

評価額の大きい上位 500 銘柄を表示しています (報告は全 901 銘柄。表示外の細かい持分も冒頭の概算評価額には含めています)。

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。