Managed by
Hedge FundAUM Tracked
$64.8B
AI Exposure
34.1%
AI & Tech holdings for ADAGE CAPITAL PARTNERS GP, L.L.C.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 22,098,810 | $3.9B | 6% | No change |
| $AAPLAI | Apple Inc. | 13,046,454 | $3.3B | 5.1% | No change |
| $MSFTAI | Microsoft Corporation | 6,575,643 | $2.4B | 3.8% | No change |
| $AMZNAI | Amazon.com, Inc. | 9,156,260 | $1.9B | 2.9% | No change |
| $GOOGLAI | Alphabet Inc. | 5,215,600 | $1.5B | 2.3% | No change |
| $AVGOAI | Broadcom Inc. | 4,112,056 | $1.3B | 2% | No change |
| $METAAI | Meta Platforms, Inc. | 2,059,335 | $1.2B | 1.8% | No change |
| $GOOGAI | Alphabet Inc. | 4,104,520 | $1.2B | 1.8% | No change |
| $TSLAAI | Tesla, Inc. | 2,414,500 | $897.6M | 1.4% | No change |
| $MUAI | Micron Technology | 1,105,603 | $373.5M | 0.6% | No change |
| $PLTRAI | Palantir Technologies | 2,046,400 | $299.3M | 0.5% | No change |
| $ORCLAI | Oracle Corporation | 1,919,116 | $282.3M | 0.4% | No change |
| $AMDAI | Advanced Micro Devices | 1,325,594 | $269.7M | 0.4% | No change |
| $LRCXAI | Lam Research | 1,158,120 | $247.4M | 0.4% | Reduced by 10% |
| $AMATAI | Applied Materials | 666,026 | $227.6M | 0.4% | No change |
| $CRMAI | Salesforce Inc. | 1,089,439 | $203.4M | 0.3% | No change |
| $INTCAI | Intel Corporation | 4,163,354 | $183.7M | 0.3% | No change |
| $ISRGAI | Intuitive Surgical | 379,858 | $175.1M | 0.3% | Increased by 12% |
| $TXNAI | Texas Instruments | 793,044 | $154.0M | 0.2% | Increased by 13% |
| $KLACAI | KLA Corporation | 94,954 | $139.8M | 0.2% | Reduced by 9% |
| $UBERAI | Uber Technologies | 1,921,700 | $138.2M | 0.2% | Increased by 6% |
| $PANWAI | Palo Alto Networks | 838,900 | $134.5M | 0.2% | Increased by 237% |
| $QCOMAI | QUALCOMM Inc. | 955,821 | $123.1M | 0.2% | No change |
| $ANETAI | Arista Networks | 925,100 | $113.6M | 0.2% | No change |
| $ADIAI | Analog Devices | 327,737 | $104.3M | 0.2% | Reduced by 14% |
| $INTUAI | Intuit Inc. | 239,300 | $103.5M | 0.2% | No change |
| $APPAI | AppLovin Corporation | 242,800 | $96.6M | 0.1% | No change |
| $NOWAI | ServiceNow Inc. | 877,100 | $91.7M | 0.1% | No change |
| $ADBEAI | Adobe Inc. | 340,278 | $82.7M | 0.1% | No change |
| $VSTAI | Vistra Corp. | 549,300 | $82.6M | 0.1% | Increased by 48% |
| $MPWRAI | Monolithic Power Systems | 73,652 | $80.5M | 0.1% | Reduced by 5% |
| $CRWDAI | CrowdStrike Holdings | 205,800 | $80.3M | 0.1% | No change |
| $CEGAI | Constellation Energy | 279,177 | $78.0M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 292,700 | $73.3M | 0.1% | New Position |
| $ASMLAI | ASML Holding NV | 55,000 | $72.6M | 0.1% | Reduced by 12% |
| $CDNSAI | Cadence Design Systems | 233,800 | $65.0M | 0.1% | Increased by 8% |
| $SNPSAI | Synopsys Inc. | 163,684 | $64.9M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 444,100 | $52.4M | 0.1% | Increased by 82% |
| $TERAI | Teradyne Inc. | 140,324 | $41.6M | 0.1% | No change |
| $NXPIAI | NXP Semiconductors | 210,508 | $41.4M | 0.1% | Increased by 10% |
| $FTNTAI | Fortinet Inc. | 476,290 | $38.9M | 0.1% | No change |
| $COINAI | Coinbase Global | 199,800 | $34.9M | 0.1% | No change |
| $DELLAI | Dell Technologies | 211,200 | $34.7M | 0.1% | No change |
| $PYPLAI | PayPal Holdings | 664,775 | $30.1M | 0% | No change |
| $SQAI | Block Inc. | 485,600 | $29.2M | 0% | No change |
| $MCHPAI | Microchip Technology | 349,785 | $22.6M | 0% | New Position |
| $ONAI | ON Semiconductor | 313,000 | $19.4M | 0% | Increased by 47% |
| $SNOWAI | Snowflake Inc. | 115,000 | $17.3M | 0% | Increased by 207% |
| $ABNBAI | Airbnb Inc. | 130,500 | $16.5M | 0% | Reduced by 58% |
| $WDAYAI | Workday Inc. | 120,800 | $15.7M | 0% | Reduced by 20% |
| $TEAMAI | Atlassian Corporation | 200,000 | $13.7M | 0% | Reduced by 20% |
| $SMCIAI | Super Micro Computer | 388,900 | $8.9M | 0% | No change |