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Adage Capital Partners Gp, L.l.c. Investment Portfolio — 13F Data
Adage Capital Partners Gp, L.l.c.CIK: 0001165408
Diversified strategyMomentum follower
Total reported value
$64.8B
Reporting period: 2026-03-31 · Number of holdings: 956
ADAGE CAPITAL PARTNERS GP, L.L.C. disclosed 956 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $64.8B and a quarterly turnover rate of 33.9%.
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Personality snowflake
- Concentration
- 5.01
- Portfolio Stability
- 33.85
- Momentum/Contrarian
- 100
- Sector conviction
- 62.24
- Diversification
- 100
- Sizing Uniformity
- 66.91
Adage Capital Partners Gp, L.l.c.'s disclosed holdings carry a Herfindahl concentration index of 0.013 — mathematically equivalent to about 80 equally-sized positions, well below its 956 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.31), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 60% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Recent moves
Trim MSFT
-0.8% -$770.9M
Add RVMD
+148.3% $356.8M
Add CTRA
+649.0% $259.9M
Add CVX
+40.5% $246.1M
Trim NVDA
-0.7% -$297.1M
Trim AAPL
-1.4% -$284.7M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
ADAGE CAPITAL is recycling capital from the market's most consensus mega-cap momentum holdings (MSFT, NVDA, AAPL, TSLA) into a concentrated bet on idiosyncratic biotech catalyst (RVMD) and a tactical rotation into Energy value/commodity momentum (CTRA, CVX). This is not simple profit-taking; it telegraphs a conviction that alpha lies in under-owned, real-economy dispersion rather than the liquidity-driven beta of the Mag-7.
Macro & Fundamentals
The regime shift Adage is pricing in is a fragmentation of the bull market where earnings breadth matters more than AI narrative breadth. By trimming mega-caps and adding Energy & Biotech, they are positioning for a cycle where dispersion rises, factor concentration breaks, and commodity/healthcare cash flows get re-rated. The opposing thesis is that we remain in a 'beta-only' world where the Mag-7's margin superiority widens further and any rotation into Energy is quickly punished by a resumption of deflationary growth fears.
Blind Spots / Risks
A perfect 100/100 momentum score combined with maximum diversification creates a specific structural vulnerability: this portfolio is a massive, undiversified bet on the persistence of the relative strength factor itself. If the momentum factor violently mean-reverts—a classic 'momentum crash' triggered by a macro shock or crowding—the 954 holdings will draw down in lockstep with no single name having enough weight to break the correlation. Additionally, the Energy rotation (CTRA, CVX) is now consensus among systematic shops, injecting deep reflexivity risk if the sector's earnings revisions cycle peaks.
Generated by AI based on public SEC filings. Reflects past holdings only and should not be treated as investment advice.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 956 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.94% | -0.34% | -0.72% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.11% | -0.33% | -1.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.75% | -1.10% | -0.78% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.94% | -0.23% | +1.01% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.31% | -0.18% | -0.73% | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 1.96% | -0.25% | -2.61% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.19% | +2.13% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.82% | -0.16% | -1.79% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 1.38% | -0.30% | -2.36% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | — | +14.96% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | — | +2.09% | |
| 12 | COP | Conocophillips | Stock-Energy | 1.23% | +0.23% | -14.47% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | — | -0.54% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | +0.24% | +11.40% | |
| 15 | RVMD | Revolution Medicines INC | Stock-Healthcare | 0.82% | +0.55% | +148.26% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 0.80% | +0.39% | +40.48% | |
| 17 | WMT | Walmart INC | Stock-Consumer Staples | 0.70% | — | -5.46% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.11% | -1.21% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | — | -0.19% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | — | +2.08% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | — | -16.64% | |
| 22 | MU | Micron Technology INC | Stock-Tech | 0.58% | — | -0.47% | |
| 23 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.55% | -0.14% | -36.28% | |
| 24 | MA | Mastercard INC - A | Stock-Financials | 0.55% | — | -2.32% | |
| 25 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.55% | — | -20.89% | |
| 26 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 0.55% | +0.20% | +19.82% | |
| 27 | NFLX | Netflix INC | Stock-Comm Services | 0.54% | — | -10.00% | |
| 28 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.50% | — | -0.02% | |
| 29 | ABBV | Abbvie INC | Stock-Healthcare | 0.49% | — | -2.55% | |
| 30 | HD | Home Depot INC | Stock-Consumer Disc | 0.48% | — | -10.15% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | — | -1.63% | |
| 32 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.47% | +0.17% | +134.50% | |
| 33 | CSCO | Cisco Systems INC | Stock-Tech | 0.46% | — | -0.59% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.46% | — | -0.88% | |
| 35 | GE | General Electric | Stock-Industrials | 0.45% | — | +16.74% | |
| 36 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.45% | — | +24.54% | |
| 37 | OVV | Ovintiv INC | Stock-Energy | 0.45% | — | -10.16% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.45% | +0.24% | +84.87% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | — | +11.01% | |
| 40 | CTRA | Coterra Energy INC | Stock-Energy | 0.45% | +0.41% | +648.99% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.11% | +2.62% | |
| 42 | CAT | Caterpillar INC | Stock-Industrials | 0.42% | — | +0.63% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.42% | — | +23.59% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | — | -4.28% | |
| 45 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.41% | — | -3.25% | |
| 46 | TNGX | Tango Therapeutics INC | Stock-Other | 0.41% | +0.27% | +20.75% | |
| 47 | PRAX | Praxis Precision Medicines I | Stock-Other | 0.41% | — | -15.49% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.38% | — | -10.34% | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.38% | — | +7.01% | |
| 50 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 0.36% | — | -12.38% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+27.5%
Based on 73% of reported portfolio value with available pricing
- Stdev
- +13.3%
- Beta
- +0.99
- Alpha
- +0.8%
- Max Drawdown
- -9.6%
- Annualized Perf
- +19.8%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +2.94
- Stutzer
- +0.42
- Treynor
- +0.19
- Sterling
- +1.16
- Calmar
- +2.07
- Information Ratio
- +0.21
- Tracking Error
- +2.8%
- Stdev Down
- +6.5%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +42.2%
- Worst 12 Months
- +4.3%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.44
- Stdev Sectors
- +10.3%
- Skewness
- +0.09
- Kurtosis
- +0.04
- Upside Potential
- +4.54
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 956 | $64.8B | 34 | |
| 2025-12-31 | 905 | $66.1B | 29 | |
| 2025-09-30 | 872 | $63.1B | 49 | |
| 2025-06-30 | 843 | $59.3B | 0 | |
| 2025-03-31 | 837 | $54.0B | 100 | |
| 2024-12-31 | 869 | $57.2B | 0 | |
| 2024-09-30 | 864 | $56.6B | 0 | |
| 2024-06-30 | 860 | $54.0B | 0 | |
| 2024-03-31 | 864 | $53.0B | 0 | |
| 2023-12-31 | 842 | $48.3B | 0 | |
| 2023-09-30 | 859 | $44.1B | 0 | |
| 2023-06-30 | 864 | $46.0B | 0 | |
| 2023-03-31 | 913 | $44.6B | 0 | |
| 2022-12-31 | 973 | $41.8B | 0 | |
| 2022-09-30 | 1047 | $40.3B | 0 | |
| 2022-06-30 | 1075 | $43.6B | 0 | |
| 2022-03-31 | 1080 | $52.7B | 0 | |
| 2021-12-31 | 1018 | $55.5B | 0 | |
| 2021-09-30 | 1015 | $50.8B | 0 | |
| 2021-06-30 | 1010 | $51.1B | 98 | |
| 2021-03-31 | 951 | $49.0B | 40 | |
| 2020-12-31 | 801 | $45.9B | 39 | |
| 2020-09-30 | 748 | $39.9B | 32 | |
| 2020-06-30 | 724 | $39.1B | 55 | |
| 2020-03-31 | 722 | $33.5B | 42 | |
| 2019-12-31 | 711 | $40.7B | 32 | |
| 2019-09-30 | 713 | $40.7B | 31 | |
| 2019-06-30 | 703 | $40.2B | 34 | |
| 2019-03-31 | 686 | $40.0B | 35 | |
| 2018-12-31 | 704 | $36.1B | 43 | |
| 2018-09-30 | 708 | $44.8B | 31 | |
| 2018-06-30 | 729 | $43.7B | 38 | |
| 2018-03-31 | 715 | $43.0B | 32 | |
| 2017-12-31 | 698 | $44.2B | 38 | |
| 2017-09-30 | 707 | $41.2B | 34 | |
| 2017-06-30 | 700 | $40.9B | 32 | |
| 2017-03-31 | 696 | $39.7B | 38 | |
| 2016-12-31 | 681 | $36.6B | 36 | |
| 2016-09-30 | 679 | $36.3B | 35 | |
| 2016-06-30 | 680 | $36.7B | 34 | |
| 2016-03-31 | 684 | $36.9B | 37 | |
| 2015-12-31 | 685 | $38.2B | 42 | |
| 2015-09-30 | 710 | $36.0B | 41 | |
| 2015-06-30 | 720 | $40.1B | 37 | |
| 2015-03-31 | 707 | $41.0B | 40 | |
| 2014-12-31 | 707 | $40.9B | 39 | |
| 2014-09-30 | 708 | $40.5B | 100 | |
| 2014-06-30 | 687 | $38.7B | 0 | |
| 2014-03-31 | 674 | $36.6B | 39 | |
| 2013-12-31 | 673 | $37.8B | 39 | |
| 2013-09-30 | 675 | $34.8B | 39 | |
| 2013-06-30 | 682 | $32.4B | 40 |
Holding changes this quarter
Adage Capital Partners Gp, L.l.c.'s most significant position changes for 2026-03-31: Sold out: Avidity Biosciences INC (RNAGBP); Sold out: Dominion Energy INC (D); New buy: Takeda Pharmaceutic-sp Adr (TAK); New buy: Southern Co/the (SO); Sold out: Exact Sciences CORP (EXK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines INC | +0.6% | +148.26% | Add |
| 2 | CTRA | Coterra Energy INC | +0.4% | +648.99% | Add |
| 3 | CVX | Chevron CORP | +0.4% | +40.48% | Add |
| 4 | TNGX | Tango Therapeutics INC | +0.3% | +20.75% | Add |
| 5 | RBA | Rb Global INC | +0.3% | +323.55% | Add |
| 6 | CSX | Csx CORP | +0.2% | +84.87% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | +11.40% | Add |
| 8 | COP | Conocophillips | +0.2% | -14.47% | Trim |
| 9 | ROIV | Roivant Sciences Ltd. | +0.2% | +19.82% | Add |
| 10 | BSX | Boston Scientific CORP | +0.2% | +134.50% | Add |
| 11 | SWK | Stanley Black & Decker INC | +0.2% | +200.38% | Add |
| 12 | INSM | Insmed INC | +0.2% | +200.00% | Add |
| 13 | MSI | Motorola Solutions INC | +0.1% | +127.36% | Add |
| 14 | PANW | Palo Alto Networks INC | +0.1% | +237.21% | Add |
| 15 | MDGL | Madrigal Pharmaceuticals INC | +0.1% | +697.95% | Add |
| 16 | CB | Chubb Limited | +0.1% | +63.31% | Add |
| 17 | ORCL | Oracle CORP | -0.1% | +2.62% | Add |
| 18 | V | Visa Inc-class A Shares | -0.1% | -1.21% | Trim |
| 19 | DYN | Dyne Therapeutics INC | -0.1% | -80.67% | Trim |
| 20 | TVTX | Travere Therapeutics INC | -0.1% | -66.62% | Trim |
| 21 | RPRX | Royalty Pharma plc | -0.1% | -36.28% | Trim |
| 22 | DHR | Danaher CORP | -0.1% | -47.92% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | -0.2% | -1.79% | Trim |
| 24 | 430 | Terns Pharmaceuticals INC | -0.2% | -61.72% | Trim |
| 25 | HUBB | Hubbell INC | -0.2% | -55.70% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.73% | Trim |
| 27 | DVN | Devon Energy CORP | -0.2% | -81.12% | Trim |
| 28 | WM | Waste Management INC | -0.2% | -60.98% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.2% | +2.13% | Add |
| 30 | EW | Edwards Lifesciences CORP | -0.2% | -74.32% | Trim |
| 31 | AON | Aon plc | -0.2% | -63.37% | Trim |
| 32 | AMZN | Amazon.com INC | -0.2% | +1.01% | Add |
| 33 | DOV | Dover CORP | -0.2% | -53.62% | Trim |
| 34 | WVE | Wave Life Sciences Ltd. | -0.2% | -89.78% | Trim |
| 35 | AVGO | Broadcom INC | -0.3% | -2.61% | Trim |
| 36 | BA | Boeing Co/the | -0.3% | -47.92% | Trim |
| 37 | TSLA | Tesla INC | -0.3% | -2.36% | Trim |
| 38 | AAPL | Apple INC | -0.3% | -1.36% | Trim |
| 39 | NVDA | Nvidia CORP | -0.3% | -0.72% | Trim |
| 40 | MSFT | Microsoft CORP | -1.1% | -0.78% | Trim |
| 41 | RNAGBP | Avidity Biosciences INC | — | EXIT | Sold out |
| 42 | D | Dominion Energy INC | — | EXIT | Sold out |
| 43 | TAK | Takeda Pharmaceutic-sp Adr | — | NEW | New buy |
| 44 | SO | Southern Co/the | — | NEW | New buy |
| 45 | EXK | Exact Sciences CORP | — | EXIT | Sold out |
| 46 | VOYA | Voya Financial INC | — | NEW | New buy |
| 47 | AEP | American Electric Power | — | NEW | New buy |
| 48 | JAZZ | Jazz Pharmaceuticals plc | — | EXIT | Sold out |
| 49 | ITT | Itt INC | — | NEW | New buy |
| 50 | RYAN | Ryan Specialty Holdings INC | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-09-04 | Amendment | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
FAQ
What is Adage Capital Partners Gp, L.l.c. and what type of investor is it?
Adage Capital Partners Gp, L.l.c. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $64.8B, spread across 956 disclosed positions.
What are Adage Capital Partners Gp, L.l.c.'s largest equity positions?
Based on the latest 13F filing, Adage Capital Partners Gp, L.l.c.'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $3.9B (5.9%)
2. Apple INC (AAPL) — $3.3B (5.1%)
3. Microsoft CORP (MSFT) — $2.4B (3.8%)
4. Amazon.com INC (AMZN) — $1.9B (2.9%)
5. Alphabet Inc-cl A (GOOGL) — $1.5B (2.3%)
What changes did Adage Capital Partners Gp, L.l.c. make in its most recent portfolio filing?
In the latest reported quarter, Adage Capital Partners Gp, L.l.c. made 50 notable position adjustments: 5 new positions were initiated, 18 existing holdings were added to, 22 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Avidity Biosciences INC (RNAGBP); Sold out: Dominion Energy INC (D); New buy: Takeda Pharmaceutic-sp Adr (TAK); New buy: Southern Co/the (SO); Sold out: Exact Sciences CORP (EXK)
What sectors does Adage Capital Partners Gp, L.l.c. focus on?
Adage Capital Partners Gp, L.l.c. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 38.4%
• Communication Services: 12.8%
• Health Care: 11.6%
• Financials: 10.9%
• Consumer Discretionary: 10.5%
• Consumer Staples: 5.0%
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$756.6B
19,864 stks
2026-03-31
Concentration4.9
Portfolio Stability14.1
Sector conviction48.4
5 of the top 5 holdings overlap, including Nvidia CORP
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