ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK

1165408

City

Boston

State / Country

MA

Stock

SKY — Champion Homes, Inc.

Top Portfolio Positions

861 positions · $63,072,039,322 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	22,098,810	$3,854,032,464	6.11%
AAPL	Apple Inc. Technology	13,046,454	$3,311,059,560	5.25%
MSFT	Microsoft Corp Technology	6,575,643	$2,434,105,769	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	9,156,260	$1,906,974,270	3.02%
GOOGL	Alphabet Inc. Communication Services	5,215,600	$1,499,797,936	2.38%
AVGO	Broadcom Inc. Technology	4,112,056	$1,272,722,452	2.02%
META	Meta Platforms, Inc. Communication Services	2,059,335	$1,178,207,333	1.87%
TSLA	Tesla, Inc. Consumer Cyclical	2,414,500	$897,590,375	1.42%
LLY	ELI LILLY & Co Healthcare	956,817	$880,051,572	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	1,677,769	$803,986,904	1.27%

Portfolio Trend

25 quarters · across all stocks

Holdings in SKY

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,686,555	170,587	-48.8%	Shares	Sole	2026-05-15
2025-12-31	$28,138,500	333,000	+233.0%	Shares	Sole	2026-02-17
2025-09-30	$7,637,000	100,000	-50.0%	Shares	Sole	2025-11-14
2022-12-31	$10,302,000	200,000	+58.2%	Shares	Sole	2023-02-14
2021-12-31	$9,987,731	126,459	+26.5%	Shares	Sole	2022-02-14
2021-09-30	$6,006,000	100,000	+193.9%	Shares	Sole	2021-11-15
2021-03-31	$1,540,107	34,028	-96.3%	Shares	Sole	2021-05-17
2020-12-31	$28,296,393	914,557	-9.3%	Shares	Sole	2021-02-16
2020-09-30	$26,999,472	1,008,572	-16.5%	Shares	Sole	2020-11-16
2020-06-30	$29,416,642	1,208,572	-33.4%	Shares	Sole	2020-08-14
2020-03-31	$28,453,037	1,814,607	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.