Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,223,308
+$7,001,558 QoQ
Shares Held
777,777
+35.3% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#66
of 542 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $3,805,832,260 across 22 Software - Infrastructure names. IOT ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,579,943 | $2,454,450,337 | |
| 2 | ORCL |
Oracle Corp
|
1,846,649 | $270,626,410 | |
| 3 | PANW |
Palo Alto Networks Inc
|
768,300 | $262,005,666 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,047,700 | $238,905,159 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
897,600 | $171,248,616 | |
| 6 | FTNT |
Fortinet, Inc.
|
504,990 | $77,576,563 | |
| 7 | SNPS |
Synopsys Inc
|
170,761 | $76,171,359 | |
| 8 | XYZ |
Block, Inc.
|
476,900 | $36,244,400 |
All Filings in IOT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,223,308 | 777,777 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,221,750 | 575,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,217,000 | 260,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,097,500 | 110,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,945,000 | 250,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,163,000 | 1,100,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $39,321,000 | 900,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $51,729,000 | 1,075,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,700,000 | 1,000,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,235,350 | 165,000 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $2,521,000 | 100,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,740,850 | 135,000 | Shares | Other | 2023-08-14 | |
| 2022-03-31 | $6,408,000 | 400,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,151,900 | 290,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||