Longaeva Partners L.P.

Longaeva Partners L.P. reported 339 holdings worth US$4.58B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Longaeva Partners L.P. reported 339 holdings worth US$4.58B as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Jp Morgan Chase & Co. and Bank Of America Corporation. Filed Aug 14, 2026 (Form 13F).

Holdings
339
Value as reported
US$4.58B

The filing in full

CompanySharesValue as reported% of portfolio
Space Exploration Technologies Corp597KUS$102M2.2%
Jp Morgan Chase & Co.255KUS$83.5M1.8%
Bank Of America Corporation1.3MUS$74M1.6%
Fifth Third Bancorp1.15MUS$65.1M1.4%
Huntington Bancshares Incorporated3.37MUS$59.7M1.3%
Moody's Corporation131KUS$59.3M1.3%
Mettler-toledo International, Inc.41,960US$53.6M1.2%
Lpl Financial Holdings Inc.187KUS$52.6M1.1%
U.s. Bancorp782KUS$47.2M1.0%
Morgan Stanley225KUS$47.1M1.0%
Stubhub Holdings, Inc.3.35MUS$43.2M0.94%
Minimed Group, Inc.2.81MUS$42.1M0.92%
Vishay Intertechnology, Inc.764KUS$41.1M0.90%
Tpg Inc.1MUS$40.7M0.89%
Parker-hannifin Corporation39,889US$39M0.85%
Unitedhealth Group Incorporated88,930US$37M0.81%
Visa Inc.103KUS$35.4M0.77%
Keycorp1.52MUS$35M0.76%
Idex Corporation151KUS$34.2M0.75%
Factset Research Systems Inc.147KUS$33.8M0.74%
Alnylam Pharmaceuticals, Inc.110KUS$33.2M0.73%
Glaukos Corporation236KUS$33M0.72%
Flagstar Bank, N.a.2.2MUS$32.9M0.72%
Hawkeye 360, Inc.1.6MUS$32.4M0.71%
Interactive Brokers Group, Inc.363KUS$31.6M0.69%
Ametek, Inc.129KUS$31.2M0.68%
Verisk Analytics, Inc.171KUS$30.8M0.67%
Franklin Resources, Inc.909KUS$30.3M0.66%
Digital Realty Trust, Inc.168KUS$30.2M0.66%
Blackrock, Inc.31,002US$29.8M0.65%
Novo Nordisk A/s Class B621KUS$29.8M0.65%
Western Alliance Bancorporation360KUS$29.6M0.65%
Keysight Technologies Inc.80,625US$28.2M0.62%
Jefferies Financial Group Inc.520KUS$26M0.57%
Starbucks Corporation249KUS$25.5M0.56%
Draftkings Inc.1.01MUS$25.5M0.56%
Eli Lilly And Company20,808US$25M0.55%
Becton, Dickinson And Company164KUS$24.8M0.54%
American Airlines Group, Inc.1.37MUS$24.8M0.54%
Heico Corporation94,285US$24.3M0.53%
Toast, Inc.873KUS$24.3M0.53%
Boeing Company (the)112KUS$24.1M0.53%
Evercore Inc.67,925US$23.2M0.51%
Boston Scientific Corporation541KUS$23.1M0.50%
Texas Roadhouse, Inc.115KUS$22.3M0.49%
Cencora, Inc.78,265US$22.1M0.48%
Cerebras Systems Inc.100KUS$22.1M0.48%
Goldman Sachs Group, Inc. (the)21,717US$22M0.48%
Banc Of California, Inc.1.06MUS$21.6M0.47%
Insmed Incorporated201KUS$21.5M0.47%
Robinhood Markets, Inc.204KUS$20.5M0.45%
Bitdeer Technologies Group1.26MUS$19.9M0.44%
Global Payments Inc.272KUS$19.7M0.43%
Booz Allen Hamilton Holding Corporation319KUS$19.3M0.42%
Williams Companies, Inc. (the)258KUS$19.1M0.42%
Humana Inc.47,378US$18.8M0.41%
Motorola Solutions, Inc.44,232US$18.4M0.40%
Sprouts Farmers Market, Inc.211KUS$17.8M0.39%
Take-two Interactive Software, Inc.70,937US$17.7M0.39%
Madison Air Solutions Corporation454KUS$17.7M0.39%
Amer Sports, Inc.521KUS$17.6M0.39%
Xpo, Inc.84,513US$17.3M0.38%
Kinder Morgan, Inc.534KUS$17.1M0.37%
Abbvie Inc.67,093US$16.9M0.37%
Louisiana-pacific Corporation214KUS$16.8M0.37%
Epam Systems, Inc.203KUS$16.1M0.35%
Enliven Therapeutics, Inc.313KUS$15.9M0.35%
Kinetik Holdings Inc.312KUS$15.1M0.33%
Vertex Pharmaceuticals Incorporated30,279US$15M0.33%
W.w. Grainger, Inc.10,591US$14.4M0.31%
Bridgebio Pharma, Inc.188KUS$14M0.31%
Arxis, Inc.300KUS$13.8M0.30%
Block, Inc.178KUS$13.5M0.30%
Contineum Therapeutics, Inc.813KUS$13.3M0.29%
Home Depot, Inc. (the)37,235US$13.1M0.29%
Tango Therapeutics, Inc.415KUS$13M0.28%
Waystar Holding Corp.632KUS$13M0.28%
Wyndham Hotels & Resorts, Inc.151KUS$12.7M0.28%
Ares Management Corporation113KUS$12.6M0.27%
Haemonetics Corporation164KUS$12.3M0.27%
Rhythm Pharmaceuticals, Inc.110KUS$12.2M0.27%
Brightspring Health Services, Inc.168KUS$11.7M0.26%
Sphere Entertainment Co.67,099US$11.6M0.25%
Shopify Inc.101KUS$11.6M0.25%
Gartner, Inc.88,845US$11.5M0.25%
Eog Resources, Inc.86,295US$11.2M0.24%
Zillow Group, Inc.348KUS$11M0.24%
Liftoff Mobile, Inc.444KUS$10.7M0.23%
Septerna, Inc.298KUS$9.99M0.22%
Rockwell Automation, Inc.19,430US$9.62M0.21%
Allegiant Travel Company77,562US$9.12M0.20%
Ptc Therapeutics, Inc.112KUS$9.12M0.20%
Mercadolibre, Inc.5,345US$9.07M0.20%
Moelis & Company138KUS$9.05M0.20%
Arcutis Biotherapeutics, Inc.345KUS$9.04M0.20%
Ross Stores, Inc.42,460US$9.04M0.20%
Biohaven Ltd.600KUS$8.93M0.20%
Td Synnex Corporation33,181US$8.87M0.19%
The Cooper Companies, Inc.123KUS$8.82M0.19%
Sionna Therapeutics, Inc.196KUS$8.64M0.19%

Every holding of Longaeva Partners L.P.

Source

View original at SEC

Related