Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Longaeva Partners L.P. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Longaeva Partners L.P. (CIK 2054122) reported $4.58B across 326 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($702.0M, 15.34%), SPCX ($102.0M, 2.23%), GS ($95.8M, 2.09%), JPM ($83.5M, 1.82%), XLV ($77.3M, 1.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$702.0M15.34%940,000New
2SPCXSPACE EXPLORATION TECHN CORP$102.0M2.23%596,829New
3GSGOLDMAN SACHS GROUP INC$95.8M2.09%94,717Added
4JPMJPMORGAN CHASE & CO$83.5M1.82%254,986New
5XLVSELECT SECTOR SPDR TR$77.3M1.69%487,500New
6BACBANK OF AMER CORP$74.0M1.62%1.3MTrimmed
7PFEPFIZER INC$71.8M1.57%3.0MAdded
8BSXBOSTON SCIENTIFIC CORP$65.8M1.44%1.5MAdded
9FITBFIFTH THIRD BANCORP$65.1M1.42%1.2MNew
10HBANHUNTINGTON BANCSHARES INC$59.7M1.30%3.4MNew
11MCOMOODYS CORP$59.3M1.29%130,864New
12MTDMETTLER TOLEDO INTERNATIONAL$53.6M1.17%41,960Added
13LPLALPL FINL HLDGS INC$52.6M1.15%186,650New
14USBUS BANCORP$47.2M1.03%782,007Added
15MSMORGAN STANLEY$47.1M1.03%225,079Trimmed
16GENIGENIUS SPORTS LIMITED$43.1M0.94%7.1MTrimmed
17STUBSTUBHUB HLDGS INC$43.2M0.94%3.4MAdded
18MMEDMINIMED GROUP INC$42.1M0.92%2.8MTrimmed
19VSHVISHAY INTERTECHNOLOGY INC$41.1M0.90%764,322Trimmed
20TPGTPG INC$40.7M0.89%1.0MNew
21QGENQIAGEN NV$40.3M0.88%1.0MAdded
22QQQINVESCO QQQ TR$40.1M0.88%54,500Trimmed
23PHPARKER-HANNIFIN CORP$39.0M0.85%39,889Added
24QUREUNIQURE NV$37.1M0.81%804,594New
25UNHUNITEDHEALTH GROUP INC$37.0M0.81%88,930Added

Source: SEC Form 13F filings · as of 2026-06-30