Longaeva Partners L.P. Top Holdings and 13F Report (2026)

About Longaeva Partners L.P.

Investment Activity

Longaeva Partners L.P. has $4.58 billion in total holdings as of June 30, 2026.
Longaeva Partners L.P. owns shares of 333 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 73.95% of the portfolio was purchased this quarter.
About 43.57% of the portfolio was sold this quarter.
This quarter, Longaeva Partners L.P. has purchased 194 new stocks and bought additional shares in 47 stocks.
Longaeva Partners L.P. sold shares of 56 stocks and completely divested from 89 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $701,963,800
SPACE EXPLORATION TECHN CORP: $101,974,203
The Goldman Sachs Group: $95,793,932
JPMorgan Chase & Co.: $83,464,567
Health Care Select Sector SPDR Fund: $77,346,750

Largest New Holdings this Quarter

78462F103 - SPDR S&P 500 ETF Trust: $701,963,800 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $101,974,203 Holding
46625H100 - JPMorgan Chase & Co.: $83,464,567 Holding
81369Y209 - Health Care Select Sector SPDR Fund: $77,346,750 Holding
316773100 - Fifth Third Bancorp: $65,096,527 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 940,000 shares (about $701.96M)
SPACE EXPLORATION TECHN CORP: 596,829 shares (about $101.97M)
JPMorgan Chase & Co.: 254,986 shares (about $83.46M)
Health Care Select Sector SPDR Fund: 487,500 shares (about $77.35M)
Fifth Third Bancorp: 1,154,808 shares (about $65.10M)

Largest Sales this Quarter

Invesco QQQ: 715,746 shares (about $527.08M)
ACM Research: 690,647 shares (about $87.64M)
NVIDIA: 401,973 shares (about $80.43M)
Vishay Intertechnology: 1,132,889 shares (about $60.93M)
ASML: 24,124 shares (about $47.99M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$701,963,800	$701,963,800 ▲	New Holding	940,000	15.3%	ETF
SPACE EXPLORATION TECHN CORP	$101,974,203	$101,974,203 ▲	New Holding	596,829	2.2%	CLASS A COM STK
GS The Goldman Sachs Group	$95,793,932	$27,439,479 ▲	40.1%	94,717	2.1%	Finance
JPM JPMorgan Chase & Co.	$83,464,567	$83,464,567 ▲	New Holding	254,986	1.8%	Finance
XLV Health Care Select Sector SPDR Fund	$77,346,750	$77,346,750 ▲	New Holding	487,500	1.7%	ETF
BAC Bank of America	$74,042,661	$14,598,903 ▼	-16.5%	1,299,450	1.6%	Finance
PFE Pfizer	$71,758,400	$46,700,391 ▲	186.4%	2,980,000	1.6%	Healthcare
BSX Boston Scientific	$65,762,880	$3,565,060 ▲	5.7%	1,540,836	1.4%	Healthcare
FITB Fifth Third Bancorp	$65,096,527	$65,096,527 ▲	New Holding	1,154,808	1.4%	Finance
HBAN Huntington Bancshares	$59,719,587	$59,719,587 ▲	New Holding	3,368,279	1.3%	Finance
MCO Moody's	$59,270,923	$59,270,923 ▲	New Holding	130,864	1.3%	Finance
MTD Mettler-Toledo International	$53,604,320	$41,787,352 ▲	353.6%	41,960	1.2%	Healthcare
LPLA LPL Financial	$52,575,572	$52,575,572 ▲	New Holding	186,650	1.1%	Finance
USB U.S. Bancorp	$47,233,223	$1,731,547 ▲	3.8%	782,007	1.0%	Finance
MS Morgan Stanley	$47,050,514	$18,480,390 ▼	-28.2%	225,079	1.0%	Finance
STUBHUB HLDGS INC	$43,153,020	$20,630,520 ▲	91.6%	3,352,993	0.9%	CL A
GENI Genius Sports	$43,129,499	$5,317,444 ▼	-11.0%	7,117,079	0.9%	Consumer Discretionary
MINIMED GROUP INC	$42,053,902	$5,466,976 ▼	-11.5%	2,812,970	0.9%	COM
VSH Vishay Intertechnology	$41,105,237	$60,926,770 ▼	-59.7%	764,322	0.9%	Technology
TPG TPG	$40,747,235	$40,747,235 ▲	New Holding	1,004,864	0.9%	Finance
QIAGEN NV	$40,273,000	$31,280,000 ▲	347.8%	1,030,000	0.9%	ORD SHARES
QQQ Invesco QQQ	$40,133,800	$527,075,354 ▼	-92.9%	54,500	0.9%	ETF
PH Parker-Hannifin	$39,016,229	$29,136,239 ▲	294.9%	39,889	0.9%	Industrials
QURE uniQure	$37,059,600	$37,059,600 ▲	New Holding	804,594	0.8%	Healthcare
UNH UnitedHealth Group	$36,961,976	$28,649,376 ▲	344.7%	88,930	0.8%	Healthcare
V Visa	$35,444,628	$35,444,628 ▲	New Holding	103,310	0.8%	Finance
KEY KeyCorp	$35,006,289	$33,520,670 ▼	-48.9%	1,518,711	0.8%	Finance
IEX IDEX	$34,212,032	$17,655,575 ▲	106.6%	150,747	0.7%	Industrials
TT Trane Technologies	$33,860,570	$28,119,401 ▲	489.8%	68,940	0.7%	Industrials
FDS FactSet Research Systems	$33,758,488	$33,758,488 ▲	New Holding	146,725	0.7%	Finance
ALNY Alnylam Pharmaceuticals	$33,191,869	$33,191,869 ▲	New Holding	110,261	0.7%	Healthcare
GKOS Glaukos	$33,010,194	$33,010,194 ▲	New Holding	236,192	0.7%	Healthcare
FLAGSTAR BANK NATIONAL ASSOC	$32,924,697	$1,475,161 ▼	-4.3%	2,203,795	0.7%	COM NEW
HAWKEYE 360 INC	$32,379,216	$32,379,216 ▲	New Holding	1,601,346	0.7%	COM SHS
DKNG DraftKings	$31,796,783	$25,205,110 ▲	382.4%	1,258,780	0.7%	Consumer Discretionary
IBKR Interactive Brokers Group	$31,604,920	$11,455,508 ▲	56.9%	363,108	0.7%	Finance
AME AMETEK	$31,172,033	$19,624,479 ▲	169.9%	128,842	0.7%	Technology
VRSK Verisk Analytics	$30,776,469	$30,776,469 ▲	New Holding	171,428	0.7%	Industrials
META Meta Platforms	$30,586,647	$5,950,596 ▲	24.2%	54,300	0.7%	Communication Services
BEN Franklin Resources	$30,254,607	$1,551,347 ▲	5.4%	909,366	0.7%	Finance
DLR Digital Realty Trust	$30,171,595	$30,171,595 ▲	New Holding	168,012	0.7%	Real Estate
BLACKROCK INC	$29,810,283	$29,810,283 ▲	New Holding	31,002	0.7%	COM
GLBE Global-e Online	$29,804,244	$17,908,663 ▲	150.5%	858,170	0.7%	Consumer Discretionary
NVO Novo Nordisk A/S	$29,777,595	$29,777,595 ▲	New Holding	621,143	0.7%	Healthcare
WAL Western Alliance Bancorporation	$29,584,766	$29,584,766 ▲	New Holding	359,912	0.6%	Finance
NVT nVent Electric	$29,462,444	$5,676,677 ▲	23.9%	173,707	0.6%	Industrials
KEYS Keysight Technologies	$28,224,394	$28,224,394 ▲	New Holding	80,625	0.6%	Technology
JEF Jefferies Financial Group	$25,973,406	$25,973,406 ▲	New Holding	519,676	0.6%	Finance
SBUX Starbucks	$25,483,120	$1,583,945 ▲	6.6%	249,370	0.6%	Consumer Discretionary
LLY Eli Lilly and Company	$24,957,739	$24,957,739 ▲	New Holding	20,808	0.5%	Healthcare
BDX Becton, Dickinson and Company	$24,814,034	$24,814,034 ▲	New Holding	163,973	0.5%	Healthcare
AAL American Airlines Group	$24,776,482	$6,072,116 ▼	-19.7%	1,371,139	0.5%	Industrials
HEI Heico	$24,317,091	$14,152,853 ▲	139.2%	68,270	0.5%	Industrials
TOST Toast	$24,286,192	$1,892,455 ▼	-7.2%	872,976	0.5%	Finance
BA Boeing	$24,145,280	$21,064,046 ▲	683.6%	111,541	0.5%	Industrials
EVR Evercore	$23,192,312	$30,503,567 ▼	-56.8%	67,925	0.5%	Finance
SPOT Spotify Technology	$23,112,604	$23,112,604 ▲	New Holding	50,340	0.5%	Communication Services
TXRH Texas Roadhouse	$22,299,322	$22,299,322 ▲	New Holding	115,403	0.5%	Consumer Discretionary
COR Cencora	$22,147,430	$22,147,430 ▲	New Holding	78,265	0.5%	Healthcare
CEREBRAS SYSTEMS INC	$22,100,000	$22,100,000 ▲	New Holding	100,000	0.5%	COM CL A
BANC Banc of California	$21,629,874	$15,791,062 ▲	270.4%	1,058,731	0.5%	Finance
INSM Insmed	$21,454,716	$21,454,716 ▲	New Holding	201,226	0.5%	Healthcare
HOOD Robinhood Markets	$20,486,703	$20,486,703 ▲	New Holding	204,295	0.4%	Finance
BTDR Bitdeer Technologies Group	$19,929,736	$6,990,037 ▼	-26.0%	1,255,812	0.4%	Technology
GPN Global Payments	$19,722,679	$19,722,679 ▲	New Holding	271,812	0.4%	Finance
BAH Booz Allen Hamilton	$19,331,949	$11,846,121 ▲	158.2%	318,641	0.4%	Industrials
WMB Williams Companies	$19,145,301	$19,145,301 ▲	New Holding	257,537	0.4%	Energy
HUM Humana	$18,819,489	$18,819,489 ▲	New Holding	47,378	0.4%	Healthcare
MSI Motorola Solutions	$18,369,107	$18,369,107 ▲	New Holding	44,232	0.4%	Technology
SFM Sprouts Farmers Market	$17,842,997	$17,842,997 ▲	New Holding	210,960	0.4%	Consumer Staples
TTWO Take-Two Interactive Software	$17,732,831	$17,732,831 ▲	New Holding	70,937	0.4%	Communication Services
MADISON AIR SOLUTIONS CORP	$17,721,288	$17,721,288 ▲	New Holding	454,392	0.4%	COM SHS CL A
AMER SPORTS INC	$17,646,646	$5,991,033 ▼	-25.3%	521,473	0.4%	COM SHS
XPO XPO	$17,349,674	$17,349,674 ▲	New Holding	84,513	0.4%	Industrials
JCI Johnson Controls International	$17,281,306	$4,489,376 ▼	-20.6%	118,276	0.4%	Industrials
ONON ON	$17,107,860	$6,021,400 ▲	54.3%	483,000	0.4%	Consumer Discretionary
KMI Kinder Morgan	$17,080,452	$17,080,452 ▲	New Holding	534,265	0.4%	Energy
ABBV AbbVie	$16,883,283	$16,883,283 ▲	New Holding	67,093	0.4%	Healthcare
LPX Louisiana-Pacific	$16,794,775	$16,794,775 ▲	New Holding	213,511	0.4%	Materials
JAZZ Jazz Pharmaceuticals	$16,576,808	$16,576,808 ▲	New Holding	68,792	0.4%	Healthcare
EPAM EPAM Systems	$16,096,624	$16,096,624 ▲	New Holding	202,856	0.4%	Technology
ELVN Enliven Therapeutics	$15,862,420	$10,124,371 ▲	176.4%	312,560	0.3%	Healthcare
KINETIK HOLDINGS INC	$15,075,264	$41,524 ▲	0.3%	311,859	0.3%	COM NEW CL A
VRTX Vertex Pharmaceuticals	$15,040,488	$2,654,525 ▲	21.4%	30,279	0.3%	Healthcare
XLF Financial Select Sector SPDR Fund	$14,607,921	$14,607,921 ▲	New Holding	272,485	0.3%	ETF
GWW W.W. Grainger	$14,407,996	$919,630 ▼	-6.0%	10,591	0.3%	Industrials
TSLA Tesla	$14,199,877	$14,199,877 ▲	New Holding	33,761	0.3%	Consumer Discretionary
BBIO BridgeBio Pharma	$13,992,036	$13,992,036 ▲	New Holding	187,863	0.3%	Healthcare
ARXIS INC	$13,849,152	$13,849,152 ▲	New Holding	300,155	0.3%	CL A COM
BLOCK INC	$13,513,408	$13,513,408 ▲	New Holding	177,808	0.3%	CL A
CONTINEUM THERAPEUTICS INC	$13,321,087	$1,322,165 ▲	11.0%	812,757	0.3%	CL A
HD Home Depot	$13,132,040	$3,091,240 ▼	-19.1%	37,235	0.3%	Consumer Discretionary
TNGX Tango Therapeutics	$12,969,837	$12,969,837 ▲	New Holding	414,902	0.3%	Healthcare
WAYSTAR HLDG CORP	$12,969,396	$12,969,396 ▲	New Holding	631,729	0.3%	COM
WH Wyndham Hotels & Resorts	$12,716,215	$6,004,678 ▲	89.5%	151,006	0.3%	Consumer Discretionary
ARES Ares Management	$12,582,371	$12,240,093 ▲	3,576.1%	113,039	0.3%	Finance
HAE Haemonetics	$12,286,650	$12,286,650 ▲	New Holding	163,822	0.3%	Healthcare
RYTM Rhythm Pharmaceuticals	$12,221,516	$12,221,516 ▲	New Holding	110,074	0.3%	Healthcare
BRIGHTSPRING HEALTH SVCS INC	$11,692,608	$9,021,078 ▲	337.7%	167,660	0.3%	COM
SPHR Sphere Entertainment	$11,610,140	$11,610,140 ▲	New Holding	67,099	0.3%	Communication Services

Showing largest 100 holdings. View all holdings.

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Longaeva Partners L.P. Top Holdings and 13F Report (2026)

About Longaeva Partners L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Longaeva Partners L.P. Top Holdings and 13F Report (2026)

About Longaeva Partners L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLongaeva Partners L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools