Longaeva Partners L.P. 13F holdings
Longaeva Partners L.P. reported 326 positions with a total reported value of $3.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: SPCX SPACE EXPLORATION TECHN CORP (2.9%), JPM JPMORGAN CHASE & CO (2.4%), BAC BANK OF AMER CORP (2.1%), FITB FIFTH THIRD BANCORP (1.9%), HBAN HUNTINGTON BANCSHARES INC (1.7%). Against 2026-03-31 it opened 224 new positions and exited 91. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 326 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 596,829 | $102.0M | 2.9% |
| JPM JPMORGAN CHASE & CO | 254,986 | $83.5M | 2.4% |
| BAC BANK OF AMER CORP | 1,299,450 | $74.0M | 2.1% |
| FITB FIFTH THIRD BANCORP | 1,154,808 | $65.1M | 1.9% |
| HBAN HUNTINGTON BANCSHARES INC | 3,368,279 | $59.7M | 1.7% |
| MCO MOODYS CORP | 130,864 | $59.3M | 1.7% |
| MTD METTLER TOLEDO INTERNATIONAL | 41,960 | $53.6M | 1.5% |
| LPL FINL HLDGS INC | 186,650 | $52.6M | 1.5% |
| USB US BANCORP | 782,007 | $47.2M | 1.4% |
| MS MORGAN STANLEY | 225,079 | $47.1M | 1.4% |
| STUB STUBHUB HLDGS INC | 3,352,993 | $43.2M | 1.2% |
| MMED MINIMED GROUP INC | 2,812,970 | $42.1M | 1.2% |
| VSH VISHAY INTERTECHNOLOGY INC | 764,322 | $41.1M | 1.2% |
| TPG TPG INC | 1,004,864 | $40.7M | 1.2% |
| PH PARKER-HANNIFIN CORP | 39,889 | $39.0M | 1.1% |
| QURE UNIQURE NV | 804,594 | $37.1M | 1.1% |
| UNH UNITEDHEALTH GROUP INC | 88,930 | $37.0M | 1.1% |
| V VISA INC | 103,310 | $35.4M | 1.0% |
| KEY KEYCORP | 1,518,711 | $35.0M | 1.0% |
| IEX IDEX CORP | 150,747 | $34.2M | 1.0% |
| TT TRANE TECHNOLOGIES PLC | 68,940 | $33.9M | 1.0% |
| FACTSET RESH SYS INC | 146,725 | $33.8M | 1.0% |
| ALNY ALNYLAM PHARMACEUTICALS INC | 110,261 | $33.2M | 1.0% |
| GKOS GLAUKOS CORP | 236,192 | $33.0M | 1.0% |
| FLG FLAGSTAR BANK NATIONAL ASSOC | 2,203,795 | $32.9M | 1.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 224 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 596,829 | $102.0M | 2.9% |
| JPM JPMORGAN CHASE & CO | 254,986 | $83.5M | 2.4% |
| FITB FIFTH THIRD BANCORP | 1,154,808 | $65.1M | 1.9% |
| HBAN HUNTINGTON BANCSHARES INC | 3,368,279 | $59.7M | 1.7% |
| MCO MOODYS CORP | 130,864 | $59.3M | 1.7% |
| LPL FINL HLDGS INC | 186,650 | $52.6M | 1.5% |
| STUB STUBHUB HLDGS INC | 3,352,993 | $43.2M | 1.2% |
| TPG TPG INC | 1,004,864 | $40.7M | 1.2% |
| QURE UNIQURE NV | 804,594 | $37.1M | 1.1% |
| V VISA INC | 103,310 | $35.4M | 1.0% |
| FACTSET RESH SYS INC | 146,725 | $33.8M | 1.0% |
| ALNY ALNYLAM PHARMACEUTICALS INC | 110,261 | $33.2M | 1.0% |
| GKOS GLAUKOS CORP | 236,192 | $33.0M | 1.0% |
| HAWK HAWKEYE 360 INC | 1,601,346 | $32.4M | 0.9% |
| VRSK VERISK ANALYTICS INC | 171,428 | $30.8M | 0.9% |
| DIGITAL RLTY TR INC | 168,012 | $30.2M | 0.9% |
| BLK BLACKROCK INC | 31,002 | $29.8M | 0.9% |
| NVO NOVO-NORDISK A S | 621,143 | $29.8M | 0.9% |
| WAL WESTERN ALLIANCE BANCORP | 359,912 | $29.6M | 0.9% |
| KEYS KEYSIGHT TECHNOLOGIES INC | 80,625 | $28.2M | 0.8% |
| JEF JEFFERIES FINANCIAL GROUP IN | 519,676 | $26.0M | 0.8% |
| LLY ELI LILLY & CO | 20,808 | $25.0M | 0.7% |
| BDX BECTON DICKINSON & CO | 163,973 | $24.8M | 0.7% |
| SPOT SPOTIFY TECHNOLOGY S A | 50,340 | $23.1M | 0.7% |
| TXRH TEXAS ROADHOUSE INC | 115,403 | $22.3M | 0.6% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 91 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| PNC FINL SVCS GROUP INC | 326,695 | $68.0M | 3.3% |
| CITIZENS FINL GROUP INC | 785,893 | $47.1M | 2.3% |
| MA MASTERCARD INCORPORATED | 85,782 | $42.9M | 2.1% |
| MSCI MSCI INC | 77,680 | $41.9M | 2.0% |
| SPGI S&P GLOBAL INC | 92,917 | $39.5M | 1.9% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIO | 548,800 | $33.7M | 1.6% |
| SCHW SCHWAB CHARLES CORP | 349,153 | $32.8M | 1.6% |
| KKR KKR & CO INC | 349,327 | $32.3M | 1.6% |
| MDLN MEDLINE INC | 635,000 | $28.3M | 1.4% |
| WEX WEX INC | 161,275 | $24.7M | 1.2% |
| NRIX NURIX THERAPEUTICS INC | 1,490,202 | $23.1M | 1.1% |
| PJT PJT PARTNERS INC | 154,987 | $21.7M | 1.0% |
| C CITIGROUP INC | 180,620 | $20.5M | 1.0% |
| JKHY HENRY JACK & ASSOC INC | 128,056 | $20.2M | 1.0% |
| META META PLATFORMS INC | 29,436 | $16.8M | 0.8% |
| APPLIED MATLS INC | 48,642 | $16.6M | 0.8% |
| PIPR PIPER SANDLER COMPANIES | 211,601 | $16.2M | 0.8% |
| AZN ASTRAZENECA PLC | 80,130 | $15.8M | 0.8% |
| PFE PFIZER INC | 560,615 | $15.7M | 0.8% |
| VRSN VERISIGN INC | 61,259 | $15.2M | 0.7% |
| AFRM AFFIRM HLDGS INC | 285,099 | $13.1M | 0.6% |
| COGT COGENT BIOSCIENCES INC | 335,000 | $12.9M | 0.6% |
| ARWR ARROWHEAD PHARMACEUTICALS IN | 194,589 | $12.2M | 0.6% |
| BNTX BIONTECH SE | 119,204 | $10.6M | 0.5% |
| ASB ASSOCIATED BANC-CORP | 405,311 | $10.5M | 0.5% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MTD METTLER TOLEDO INTERNATIONAL | 9,250 | 41,960 | +353.6% | $53.6M |
| PH PARKER-HANNIFIN CORP | 10,101 | 39,889 | +294.9% | $39.0M |
| UNH UNITEDHEALTH GROUP INC | 20,000 | 88,930 | +344.6% | $37.0M |
| TT TRANE TECHNOLOGIES PLC | 11,689 | 68,940 | +489.8% | $33.9M |
| DKNG DRAFTKINGS INC NEW | 10,953 | 1,008,780 | +9,110.1% | $25.5M |
| AAL AMERICAN AIRLINES GROUP INC | 157,172 | 1,371,139 | +772.4% | $24.8M |
| BA BOEING CO | 14,234 | 111,541 | +683.6% | $24.1M |
| AME AMETEK INC | 47,729 | 128,842 | +169.9% | $31.2M |
| GLBE GLOBAL E ONLINE LTD | 342,516 | 858,170 | +150.5% | $29.8M |
| IEX IDEX CORP | 72,952 | 150,747 | +106.6% | $34.2M |
| BANC BANC OF CALIFORNIA INC | 285,796 | 1,058,731 | +270.4% | $21.6M |
| HEI HEICO CORP NEW | 28,536 | 68,270 | +139.2% | $24.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ACM RESH INC | 708,379 | 17,732 | -97.5% | $2.3M |
| VSH VISHAY INTERTECHNOLOGY INC | 1,897,211 | 764,322 | -59.7% | $41.1M |
| GS GOLDMAN SACHS GROUP INC | 67,586 | 21,717 | -67.9% | $22.0M |
| LNTH LANTHEUS HLDGS INC | 383,945 | 29,051 | -92.4% | $3.2M |
| ASML ASML HLDG NV | 19,653 | 529 | -97.3% | $1.1M |
| KEY KEYCORP | 2,972,970 | 1,518,711 | -48.9% | $35.0M |
| FTRE FORTREA HLDGS INC | 2,046,727 | 263,964 | -87.1% | $4.6M |
| EVR EVERCORE INC | 157,263 | 67,925 | -56.8% | $23.2M |
| TGT TARGET CORP | 247,500 | 47,041 | -81.0% | $6.1M |
| AMZN AMAZON COM INC | 115,351 | 33,752 | -70.7% | $8.0M |
| MS MORGAN STANLEY | 313,485 | 225,079 | -28.2% | $47.1M |
| RELY REMITLY GLOBAL INC | 1,123,723 | 324,416 | -71.1% | $7.3M |
CIK 2054122 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
