Funds › Longaeva Partners L.P.
Longaeva Partners L.P.
13F for Q2 2026, filed Aug 14, 2026. 326 positions worth $4.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$4.6B
+$1.9B (69.5%) vs Q1 2026
Positions
326
193 in Q1 2026
Top 10 share
14.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp. | 596,829 | $102.0M | 2.2% | New | 13F ↗ |
| 2 | JPM JPMorgan Chase & Co. | 254,986 | $83.5M | 1.8% | New | 13F ↗ |
| 3 | BAC Bank of America Corporation | 1.30M | $74.0M | 1.6% | -16.5% | 13F ↗ |
| 4 | FITB Fifth Third Bancorp | 1.15M | $65.1M | 1.4% | New | 13F ↗ |
| 5 | HBAN Huntington Bancshares Incorporated | 3.37M | $59.7M | 1.3% | New | 13F ↗ |
| 6 | MCO Moody's Corporation | 130,864 | $59.3M | 1.3% | New | 13F ↗ |
| 7 | MTD Mettler-Toledo International, Inc. | 41,960 | $53.6M | 1.2% | +354% | 13F ↗ |
| 8 | LPLA LPL Financial Holdings Inc. | 186,650 | $52.6M | 1.1% | New | 13F ↗ |
| 9 | USB U.S. Bancorp | 782,007 | $47.2M | 1.0% | +3.8% | 13F ↗ |
| 10 | MS Morgan Stanley | 225,079 | $47.1M | 1.0% | -28.2% | 13F ↗ |
| 11 | STUB StubHub Holdings, Inc. | 3.35M | $43.2M | 0.9% | New | 13F ↗ |
| 12 | MMED MiniMed Group, Inc. | 2.81M | $42.1M | 0.9% | -11.5% | 13F ↗ |
| 13 | VSH Vishay Intertechnology, Inc. | 764,322 | $41.1M | 0.9% | -59.7% | 13F ↗ |
| 14 | TPG TPG Inc. | 1.00M | $40.7M | 0.9% | New | 13F ↗ |
| 15 | PH Parker-Hannifin Corporation | 39,889 | $39.0M | 0.9% | +295% | 13F ↗ |
| 16 | QURE uniQure N.V. | 804,594 | $37.1M | 0.8% | New | 13F ↗ |
| 17 | UNH UnitedHealth Group Incorporated | 88,930 | $37.0M | 0.8% | +345% | 13F ↗ |
| 18 | V Visa Inc. | 103,310 | $35.4M | 0.8% | New | 13F ↗ |
| 19 | KEY KeyCorp | 1.52M | $35.0M | 0.8% | -48.9% | 13F ↗ |
| 20 | IEX IDEX Corporation | 150,747 | $34.2M | 0.7% | +107% | 13F ↗ |
| 21 | TT Trane Technologies plc | 68,940 | $33.9M | 0.7% | +490% | 13F ↗ |
| 22 | FDS FactSet Research Systems Inc. | 146,725 | $33.8M | 0.7% | New | 13F ↗ |
| 23 | ALNY Alnylam Pharmaceuticals, Inc. | 110,261 | $33.2M | 0.7% | New | 13F ↗ |
| 24 | GKOS Glaukos Corporation | 236,192 | $33.0M | 0.7% | New | 13F ↗ |
| 25 | FLG Flagstar Bank, N.A. | 2.20M | $32.9M | 0.7% | -4.3% | 13F ↗ |
| 26 | HAWK HawkEye 360, Inc. | 1.60M | $32.4M | 0.7% | New | 13F ↗ |
| 27 | IBKR Interactive Brokers Group, Inc. | 363,108 | $31.6M | 0.7% | +56.9% | 13F ↗ |
| 28 | AME AMETEK, Inc. | 128,842 | $31.2M | 0.7% | +170% | 13F ↗ |
| 29 | VRSK Verisk Analytics, Inc. | 171,428 | $30.8M | 0.7% | New | 13F ↗ |
| 30 | BEN Franklin Templeton, Inc. | 909,366 | $30.3M | 0.7% | +5.4% | 13F ↗ |
| 31 | DLR Digital Realty Trust, Inc. | 168,012 | $30.2M | 0.7% | New | 13F ↗ |
| 32 | BLK BlackRock, Inc. | 31,002 | $29.8M | 0.7% | New | 13F ↗ |
| 33 | GLBE Global-E Online Ltd. | 858,170 | $29.8M | 0.7% | +151% | 13F ↗ |
| 34 | NVO Novo Nordisk A/S · ADR | 621,143 | $29.8M | 0.7% | New | 13F ↗ |
| 35 | WAL Western Alliance Bancorporation | 359,912 | $29.6M | 0.6% | New | 13F ↗ |
| 36 | NVT nVent Electric plc | 173,707 | $29.5M | 0.6% | +23.9% | 13F ↗ |
| 37 | KEYS Keysight Technologies Inc. | 80,625 | $28.2M | 0.6% | New | 13F ↗ |
| 38 | JEF Jefferies Financial Group Inc. | 519,676 | $26.0M | 0.6% | New | 13F ↗ |
| 39 | SBUX Starbucks Corporation | 249,370 | $25.5M | 0.6% | +6.6% | 13F ↗ |
| 40 | DKNG DraftKings Inc. | 1.01M | $25.5M | 0.6% | +9110% | 13F ↗ |
| 41 | LLY Eli Lilly and Company | 20,808 | $25.0M | 0.5% | New | 13F ↗ |
| 42 | BDX Becton, Dickinson and Company | 163,973 | $24.8M | 0.5% | New | 13F ↗ |
| 43 | AAL American Airlines Group, Inc. | 1.37M | $24.8M | 0.5% | +772% | 13F ↗ |
| 44 | HEI HEICO Corporation | 68,270 | $24.3M | 0.5% | +139% | 13F ↗ |
| 45 | TOST Toast, Inc. | 872,976 | $24.3M | 0.5% | -7.2% | 13F ↗ |
| 46 | BA Boeing Company | 111,541 | $24.1M | 0.5% | +684% | 13F ↗ |
| 47 | EVR Evercore Inc. | 67,925 | $23.2M | 0.5% | -56.8% | 13F ↗ |
| 48 | SPOT Spotify Technology S.A. | 50,340 | $23.1M | 0.5% | New | 13F ↗ |
| 49 | BSX Boston Scientific Corporation | 540,836 | $23.1M | 0.5% | -43.5% | 13F ↗ |
| 50 | TXRH Texas Roadhouse, Inc. | 115,403 | $22.3M | 0.5% | New | 13F ↗ |
Showing the top 50 of 326 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
225 new, 43 added to, 56 trimmed, 92 exited, 2 unchanged. By estimated dollars.
New positions (225)
| SPCX Space Exploration Technologies Corp. | 596,829 | New | $102.0M |
| JPM JPMorgan Chase & Co. | 254,986 | New | $83.5M |
| FITB Fifth Third Bancorp | 1.15M | New | $65.1M |
| HBAN Huntington Bancshares Incorporated | 3.37M | New | $59.7M |
| MCO Moody's Corporation | 130,864 | New | $59.3M |
| LPLA LPL Financial Holdings Inc. | 186,650 | New | $52.6M |
| STUB StubHub Holdings, Inc. | 3.35M | New | $43.2M |
| TPG TPG Inc. | 1.00M | New | $40.7M |
| QURE uniQure N.V. | 804,594 | New | $37.1M |
| V Visa Inc. | 103,310 | New | $35.4M |
Added to (43)
| MTD Mettler-Toledo International, Inc. | 41,960 | +354% | $41.8M |
| PH Parker-Hannifin Corporation | 39,889 | +295% | $29.1M |
| UNH UnitedHealth Group Incorporated | 88,930 | +345% | $28.6M |
| TT Trane Technologies plc | 68,940 | +490% | $28.1M |
| DKNG DraftKings Inc. | 1.01M | +9110% | $25.2M |
| AAL American Airlines Group, Inc. | 1.37M | +772% | $21.9M |
| BA Boeing Company | 111,541 | +684% | $21.1M |
| AME AMETEK, Inc. | 128,842 | +170% | $19.6M |
| GLBE Global-E Online Ltd. | 858,170 | +151% | $17.9M |
| IEX IDEX Corporation | 150,747 | +107% | $17.7M |
Trimmed (56)
| ACMR ACM Research, Inc. | 17,732 | -97.5% | -$87.6M |
| VSH Vishay Intertechnology, Inc. | 764,322 | -59.7% | -$60.9M |
| GS Goldman Sachs Group, Inc. | 21,717 | -67.9% | -$46.4M |
| LNTH Lantheus Holdings, Inc. · Commonstock | 29,051 | -92.4% | -$39.4M |
| ASML ASML Holding N.V. · Equities | 529 | -97.3% | -$38.0M |
| KEY KeyCorp | 1.52M | -48.9% | -$33.5M |
| FTRE Fortrea Holdings Inc. | 263,964 | -87.1% | -$31.0M |
| EVR Evercore Inc. | 67,925 | -56.8% | -$30.5M |
| TGT Target Corporation | 47,041 | -81.0% | -$26.2M |
| AMZN Amazon.com, Inc. | 33,752 | -70.7% | -$19.4M |
Exited (92)
| PNC PNC Financial Services Group, Inc. | 326,695 | Exited | -$68.0M |
| CFG Citizens Financial Group, Inc. | 785,893 | Exited | -$47.1M |
| MA Mastercard Incorporated | 85,782 | Exited | -$42.9M |
| MSCI MSCI Inc. | 77,680 | Exited | -$41.9M |
| SPGI S&P Global Inc. | 92,917 | Exited | -$39.5M |
| CTSH Cognizant Technology Solutions Corporation | 548,800 | Exited | -$33.7M |
| SCHW Charles Schwab Corporation | 349,153 | Exited | -$32.8M |
| KKR KKR & Co. Inc. | 349,327 | Exited | -$32.3M |
| MDLN Medline Inc. | 635,000 | Exited | -$28.3M |
| WEX WEX Inc. | 161,275 | Exited | -$24.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer