Generalist · Boston, MA
Adage Capital Partners Gp, L.L.C.
- Software
- $4.6B
- Weight of 13F
- 6.0%
- Names
- 39
- Vs prior quarter
- +$200M
Filed 14 August 2026.
1,002 positions in the whole 13F.
Software held
- MicrosoftMSFT6,579,943 shares · 53.6% of their software$2.5BFlat
- OracleORCL1,846,649 shares · 5.9% of their software$271M−$11.7M
- Palo Alto NetworksPANW768,300 shares · 5.7% of their software$262M+$128M
- PalantirPLTR2,047,700 shares · 5.2% of their software$239MFlat
- CrowdStrikeCRWD224,400 shares · 3.7% of their software$171M+$90.9M
- SalesforceCRM879,139 shares · 3.0% of their software$138M−$65.6M
- AppLovinAPP239,800 shares · 2.7% of their software$124M+$26.9M
- DatadogDDOG404,800 shares · 2.3% of their software$105M+$53.0M
- CadenceCDNS235,800 shares · 1.9% of their software$88.5MFlat
- ServiceNowNOW864,200 shares · 1.9% of their software$85.8M−$5.9M
- FortinetFTNT504,990 shares · 1.7% of their software$77.6M+$38.7M
- SynopsysSNPS170,761 shares · 1.7% of their software$76.2M+$11.3M