# Longaeva Partners L.P.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2054122. Source: https://holderbook.com/funds/2054122-longaeva-partners-l-p/

- Reported value: $4.6B
- Positions: 333
- Weight of the ten largest: 30.5%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $702.0M | 0 | 15.3% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $102.0M | 596,829 | 2.2% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $95.8M | 21,717 | 2.1% | 2 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $83.5M | 254,986 | 1.8% | 1 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $77.3M | 0 | 1.7% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $74.0M | 1,299,450 | 1.6% | 2 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $71.8M | 0 | 1.6% | 2 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $65.8M | 540,836 | 1.4% | 2 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $65.1M | 1,154,808 | 1.4% | 1 |
| HUNTINGTON BANCSHARES INC | [HBAN](https://holderbook.com/stocks/HBAN/) | $59.7M | 3,368,279 | 1.3% | 1 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $59.3M | 130,864 | 1.3% | 1 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $53.6M | 41,960 | 1.2% | 2 |
| LPL FINL HLDGS INC | [LPLA](https://holderbook.com/stocks/LPLA/) | $52.6M | 186,650 | 1.1% | 1 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $47.2M | 782,007 | 1.0% | 2 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $47.1M | 225,079 | 1.0% | 3 |
| STUBHUB HLDGS INC | [STUB](https://holderbook.com/stocks/STUB/) | $43.2M | 3,352,993 | 0.9% | 4 |
| GENIUS SPORTS LIMITED | [GENI](https://holderbook.com/stocks/GENI/) | $43.1M | 2,379,279 | 0.9% | 3 |
| MINIMED GROUP INC | [MMED](https://holderbook.com/stocks/MMED/) | $42.1M | 2,812,970 | 0.9% | 2 |
| VISHAY INTERTECHNOLOGY INC | [VSH](https://holderbook.com/stocks/VSH/) | $41.1M | 764,322 | 0.9% | 2 |
| TPG INC | [TPG](https://holderbook.com/stocks/TPG/) | $40.7M | 1,004,864 | 0.9% | 1 |
| QIAGEN NV | [QGEN](https://holderbook.com/stocks/QGEN/) | $40.3M | 530,000 | 0.9% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $40.1M | 0 | 0.9% | 2 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $39.0M | 39,889 | 0.9% | 2 |
| UNIQURE NV | [QURE](https://holderbook.com/stocks/QURE/) | $37.1M | 804,594 | 0.8% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $37.0M | 88,930 | 0.8% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $35.4M | 103,310 | 0.8% | 1 |
| KEYCORP | [KEY](https://holderbook.com/stocks/KEY/) | $35.0M | 1,518,711 | 0.8% | 2 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $34.2M | 150,747 | 0.7% | 2 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $33.9M | 68,940 | 0.7% | 2 |
| FACTSET RESH SYS INC | [FDS](https://holderbook.com/stocks/FDS/) | $33.8M | 146,725 | 0.7% | 1 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $33.2M | 110,261 | 0.7% | 1 |
| GLAUKOS CORP | [GKOS](https://holderbook.com/stocks/GKOS/) | $33.0M | 236,192 | 0.7% | 1 |
| FLAGSTAR BANK NATIONAL ASSOC | [FLG](https://holderbook.com/stocks/FLG/) | $32.9M | 2,203,795 | 0.7% | 3 |
| HAWKEYE 360 INC | [HAWK](https://holderbook.com/stocks/HAWK/) | $32.4M | 1,601,346 | 0.7% | 1 |
| DRAFTKINGS INC NEW | [DKNG](https://holderbook.com/stocks/DKNG/) | $31.8M | 1,008,780 | 0.7% | 3 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $31.6M | 363,108 | 0.7% | 2 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $31.2M | 128,842 | 0.7% | 2 |
| VERISK ANALYTICS INC | [VRSK](https://holderbook.com/stocks/VRSK/) | $30.8M | 171,428 | 0.7% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $30.6M | 0 | 0.7% | 2 |
| FRANKLIN RESOURCES INC | [BEN](https://holderbook.com/stocks/BEN/) | $30.3M | 909,366 | 0.7% | 3 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $30.2M | 168,012 | 0.7% | 1 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $29.8M | 31,002 | 0.7% | 1 |
| GLOBAL E ONLINE LTD | [GLBE](https://holderbook.com/stocks/GLBE/) | $29.8M | 858,170 | 0.7% | 3 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $29.8M | 621,143 | 0.7% | 1 |
| WESTERN ALLIANCE BANCORP | [WAL](https://holderbook.com/stocks/WAL/) | $29.6M | 359,912 | 0.6% | 1 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $29.5M | 173,707 | 0.6% | 2 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $28.2M | 80,625 | 0.6% | 1 |
| JEFFERIES FINANCIAL GROUP IN | [JEF](https://holderbook.com/stocks/JEF/) | $26.0M | 519,676 | 0.6% | 1 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $25.5M | 249,370 | 0.6% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $25.0M | 20,808 | 0.5% | 1 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $24.8M | 163,973 | 0.5% | 1 |
| AMERICAN AIRLINES GROUP INC | [AAL](https://holderbook.com/stocks/AAL/) | $24.8M | 1,371,139 | 0.5% | 2 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $24.3M | 68,270 | 0.5% | 2 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $24.3M | 872,976 | 0.5% | 3 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $24.1M | 111,541 | 0.5% | 2 |
| EVERCORE INC | [EVR](https://holderbook.com/stocks/EVR/) | $23.2M | 67,925 | 0.5% | 2 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $23.1M | 50,340 | 0.5% | 1 |
| TEXAS ROADHOUSE INC | [TXRH](https://holderbook.com/stocks/TXRH/) | $22.3M | 115,403 | 0.5% | 1 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $22.1M | 78,265 | 0.5% | 1 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $22.1M | 100,000 | 0.5% | 1 |
| BANC OF CALIFORNIA INC | [BANC](https://holderbook.com/stocks/BANC/) | $21.6M | 1,058,731 | 0.5% | 2 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $21.5M | 201,226 | 0.5% | 1 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $20.5M | 204,295 | 0.4% | 1 |
| BITDEER TECHNOLOGIES GROUP | [BTDR](https://holderbook.com/stocks/BTDR/) | $19.9M | 1,255,812 | 0.4% | 2 |
| GLOBAL PMTS INC | [GPN](https://holderbook.com/stocks/GPN/) | $19.7M | 271,812 | 0.4% | 1 |
| BOOZ ALLEN HAMILTON HLDG COR | [BAH](https://holderbook.com/stocks/BAH/) | $19.3M | 318,641 | 0.4% | 2 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $19.1M | 257,537 | 0.4% | 1 |
| HUMANA INC | [HUM](https://holderbook.com/stocks/HUM/) | $18.8M | 47,378 | 0.4% | 1 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $18.4M | 44,232 | 0.4% | 1 |
| SPROUTS FMRS MKT INC | [SFM](https://holderbook.com/stocks/SFM/) | $17.8M | 210,960 | 0.4% | 1 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $17.7M | 70,937 | 0.4% | 1 |
| MADISON AIR SOLUTIONS CORP | [MAIR](https://holderbook.com/stocks/MAIR/) | $17.7M | 454,392 | 0.4% | 1 |
| AMER SPORTS INC | [AS](https://holderbook.com/stocks/AS/) | $17.6M | 521,473 | 0.4% | 5 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $17.3M | 84,513 | 0.4% | 1 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $17.3M | 118,276 | 0.4% | 2 |
| ON HLDG AG | [ONON](https://holderbook.com/stocks/ONON/) | $17.1M | 483,000 | 0.4% | 2 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $17.1M | 534,265 | 0.4% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $16.9M | 67,093 | 0.4% | 1 |
| LOUISIANA PAC CORP | [LPX](https://holderbook.com/stocks/LPX/) | $16.8M | 213,511 | 0.4% | 1 |
| JAZZ PHARMACEUTICALS PLC | [JAZZ](https://holderbook.com/stocks/JAZZ/) | $16.6M | 68,792 | 0.4% | 1 |
| EPAM SYS INC | [EPAM](https://holderbook.com/stocks/EPAM/) | $16.1M | 202,856 | 0.4% | 1 |
| ENLIVEN THERAPEUTICS INC | [ELVN](https://holderbook.com/stocks/ELVN/) | $15.9M | 312,560 | 0.3% | 2 |
| KINETIK HOLDINGS INC | [KNTK](https://holderbook.com/stocks/KNTK/) | $15.1M | 311,859 | 0.3% | 5 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $15.0M | 30,279 | 0.3% | 2 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $14.6M | 272,485 | 0.3% | 1 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $14.4M | 10,591 | 0.3% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $14.2M | 14,761 | 0.3% | 1 |
| BRIDGEBIO PHARMA INC | [BBIO](https://holderbook.com/stocks/BBIO/) | $14.0M | 187,863 | 0.3% | 1 |
| ARXIS INC | [ARXS](https://holderbook.com/stocks/ARXS/) | $13.8M | 300,155 | 0.3% | 1 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $13.5M | 177,808 | 0.3% | 1 |
| CONTINEUM THERAPEUTICS INC | [CTNM](https://holderbook.com/stocks/CTNM/) | $13.3M | 812,757 | 0.3% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $13.1M | 37,235 | 0.3% | 2 |
| TANGO THERAPEUTICS INC | [TNGX](https://holderbook.com/stocks/TNGX/) | $13.0M | 414,902 | 0.3% | 1 |
| WAYSTAR HLDG CORP | [WAY](https://holderbook.com/stocks/WAY/) | $13.0M | 631,729 | 0.3% | 1 |
| WYNDHAM HOTELS & RESORTS INC | [WH](https://holderbook.com/stocks/WH/) | $12.7M | 151,006 | 0.3% | 3 |
| ARES MANAGEMENT CORPORATION | [ARES](https://holderbook.com/stocks/ARES/) | $12.6M | 113,039 | 0.3% | 3 |
| HAEMONETICS CORP MASS | [HAE](https://holderbook.com/stocks/HAE/) | $12.3M | 163,822 | 0.3% | 1 |
| RHYTHM PHARMACEUTICALS INC | [RYTM](https://holderbook.com/stocks/RYTM/) | $12.2M | 110,074 | 0.3% | 1 |
| BRIGHTSPRING HEALTH SVCS INC | [BTSG](https://holderbook.com/stocks/BTSG/) | $11.7M | 167,660 | 0.3% | 2 |
| SPHERE ENTERTAINMENT CO | [SPHR](https://holderbook.com/stocks/SPHR/) | $11.6M | 67,099 | 0.3% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +20.9% | +14.8% | +6.1% | 77% |
| Q1 2026 | -15.2% | -4.6% | -10.6% | 74% |
| Q4 2025 | +2.7% | +2.4% | +0.3% | 81% |
| Q3 2025 | +3.7% | +7.8% | -4.1% | 85% |
| Q2 2025 | +13.2% | +10.5% | +2.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $4.6B | 333 |
| Q1 2026 | $2.7B | 194 |
| Q4 2025 | $1.2B | 115 |
| Q3 2025 | $693.5M | 73 |
| Q2 2025 | $489.8M | 53 |
| Q1 2025 | $176.6M | 21 |