Longaeva Partners L.P. 13F Holdings · Q2 2026
Longaeva Partners L.P. reported 326 securities worth $4.58B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (15.34%), SPCX (2.23%), GS (2.09%). Among its top 25 positions this quarter: 10 new, 9 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $702.0M | 15.34% | 940,000 | New |
| 2 | SPCX | SPACE EXPLORATION TECHN CORP | $102.0M | 2.23% | 596,829 | New |
| 3 | GS | GOLDMAN SACHS GROUP INC | $95.8M | 2.09% | 94,717 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $83.5M | 1.82% | 254,986 | New |
| 5 | XLV | SELECT SECTOR SPDR TR | $77.3M | 1.69% | 487,500 | New |
| 6 | BAC | BANK OF AMER CORP | $74.0M | 1.62% | 1.3M | Trimmed |
| 7 | PFE | PFIZER INC | $71.8M | 1.57% | 3.0M | Added |
| 8 | BSX | BOSTON SCIENTIFIC CORP | $65.8M | 1.44% | 1.5M | Added |
| 9 | FITB | FIFTH THIRD BANCORP | $65.1M | 1.42% | 1.2M | New |
| 10 | HBAN | HUNTINGTON BANCSHARES INC | $59.7M | 1.30% | 3.4M | New |
| 11 | MCO | MOODYS CORP | $59.3M | 1.29% | 130,864 | New |
| 12 | MTD | METTLER TOLEDO INTERNATIONAL | $53.6M | 1.17% | 41,960 | Added |
| 13 | LPLA | LPL FINL HLDGS INC | $52.6M | 1.15% | 186,650 | New |
| 14 | MS | MORGAN STANLEY | $47.1M | 1.03% | 225,079 | Trimmed |
| 15 | USB | US BANCORP | $47.2M | 1.03% | 782,007 | Added |
| 16 | GENI | GENIUS SPORTS LIMITED | $43.1M | 0.94% | 7.1M | Trimmed |
| 17 | STUB | STUBHUB HLDGS INC | $43.2M | 0.94% | 3.4M | Added |
| 18 | MMED | MINIMED GROUP INC | $42.1M | 0.92% | 2.8M | Trimmed |
| 19 | VSH | VISHAY INTERTECHNOLOGY INC | $41.1M | 0.90% | 764,322 | Trimmed |
| 20 | TPG | TPG INC | $40.7M | 0.89% | 1.0M | New |
| 21 | QGEN | QIAGEN NV | $40.3M | 0.88% | 1.0M | Added |
| 22 | QQQ | INVESCO QQQ TR | $40.1M | 0.88% | 54,500 | Trimmed |
| 23 | PH | PARKER-HANNIFIN CORP | $39.0M | 0.85% | 39,889 | Added |
| 24 | QURE | UNIQURE NV | $37.1M | 0.81% | 804,594 | New |
| 25 | UNH | UNITEDHEALTH GROUP INC | $37.0M | 0.81% | 88,930 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR