Longaeva Partners L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Longaeva Partners L.P. reported 326 stock positions worth $3.5 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 2.9% of the portfolio, followed by JPMorgan Chase (JPM, 2.4%) and Bank of America (BAC, 2.1%). Compared with Q1 2026, it opened 224 new positions, sold out of 91, added to 43 and reduced 57. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from PNC Financial Services (PNC).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0002054122
- Portfolio Value
- $3.5B (Q2 2026)
- SEC Filing
- 0001193125-26-351937 ↗ filed Aug 14, 2026
Holdings Value
Holdings 326 stocks · $3.5B
| SPCX Space Exploration Techn Class A | 2.95% | 596,829 | $102.0M | New |
| JPM JPMorgan Chase & Co. | 2.41% | 254,986 | $83.5M | New |
| BAC Bank of America Corp. | 2.14% | 1,299,450 | $74.0M | Reduce -16.5% |
| FITB Fifth Third Bancorp | 1.88% | 1,154,808 | $65.1M | New |
| HBAN Huntington Bancshares Inc. | 1.72% | 3,368,279 | $59.7M | New |
| MCO Moody's Corp. | 1.71% | 130,864 | $59.3M | New |
| MTD Mettler-Toledo International | 1.55% | 41,960 | $53.6M | Add +353.6% |
| LPLA LPL Financial Holdings Inc. | 1.52% | 186,650 | $52.6M | New |
| USB US Bancorp | 1.36% | 782,007 | $47.2M | Add +3.8% |
| MS Morgan Stanley | 1.36% | 225,079 | $47.1M | Reduce -28.2% |
| STUB Stubhub Holdings Inc. Class A | 1.25% | 3,352,993 | $43.2M | New |
| MMED Minimed Group Inc. | 1.21% | 2,812,970 | $42.1M | Reduce -11.5% |
| VSH Vishay Intertechnology Inc. | 1.19% | 764,322 | $41.1M | Reduce -59.7% |
| TPG TPG Inc. | 1.18% | 1,004,864 | $40.7M | New |
| PH Parker Hannifin Corp. | 1.13% | 39,889 | $39.0M | Add +294.9% |
| QURE Uniqure NV | 1.07% | 804,594 | $37.1M | New |
| UNH Unitedhealth Group Inc. | 1.07% | 88,930 | $37.0M | Add +344.6% |
| V Visa Inc. Class A | 1.02% | 103,310 | $35.4M | New |
| KEY Keycorp | 1.01% | 1,518,711 | $35.0M | Reduce -48.9% |
| IEX Idex Corp. | 0.99% | 150,747 | $34.2M | Add +106.6% |
| TT Trane Technologies PLC | 0.98% | 68,940 | $33.9M | Add +489.8% |
| FDS Factset Research Systems Inc. | 0.97% | 146,725 | $33.8M | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.96% | 110,261 | $33.2M | New |
| GKOS Glaukos Corp. | 0.95% | 236,192 | $33.0M | New |
| FLG Flagstar Bank NA | 0.95% | 2,203,795 | $32.9M | Reduce -4.3% |
| HAWK Hawkeye 360 Inc. | 0.94% | 1,601,346 | $32.4M | New |
| IBKR Interactive Brokers Gro Class A | 0.91% | 363,108 | $31.6M | Add +56.9% |
| AME Ametek Inc. | 0.90% | 128,842 | $31.2M | Add +169.9% |
| VRSK Verisk Analytics Inc. | 0.89% | 171,428 | $30.8M | New |
| BEN Franklin Templeton Inc. | 0.87% | 909,366 | $30.3M | Add +5.4% |
| DLR Digital Realty Trust Inc. | 0.87% | 168,012 | $30.2M | New |
| BLK BlackRock Inc. | 0.86% | 31,002 | $29.8M | New |
| GLBE Global-E Online Ltd. | 0.86% | 858,170 | $29.8M | Add +150.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.86% | 621,143 | $29.8M | New |
| WAL Western Alliance Bancorp | 0.85% | 359,912 | $29.6M | New |
| NVT Nvent Electric PLC | 0.85% | 173,707 | $29.5M | Add +23.9% |
| KEYS Keysight Technologies Inc. | 0.82% | 80,625 | $28.2M | New |
| JEF Jefferies Financial Group Inc. | 0.75% | 519,676 | $26.0M | New |
| SBUX Starbucks Corp. | 0.74% | 249,370 | $25.5M | Add +6.6% |
| DKNG Draftkings Inc. Class A | 0.74% | 1,008,780 | $25.5M | Add +9110.1% |
| LLY Eli Lilly & Co. | 0.72% | 20,808 | $25.0M | New |
| BDX Becton Dickinson and Co. | 0.72% | 163,973 | $24.8M | New |
| AAL American Airlines Group Inc. | 0.72% | 1,371,139 | $24.8M | Add +772.4% |
| HEI Heico Corp. | 0.70% | 68,270 | $24.3M | Add +139.2% |
| TOST Toast Inc. Class A | 0.70% | 872,976 | $24.3M | Reduce -7.2% |
| BA The Boeing Co. | 0.70% | 111,541 | $24.1M | Add +683.6% |
| EVR Evercore Inc. Class A | 0.67% | 67,925 | $23.2M | Reduce -56.8% |
| SPOT Spotify Technology SA | 0.67% | 50,340 | $23.1M | New |
| BSX Boston Scientific Corp. | 0.67% | 540,836 | $23.1M | Reduce -43.5% |
| TXRH Texas Roadhouse Inc. | 0.64% | 115,403 | $22.3M | New |
| COR Cencora Inc. | 0.64% | 78,265 | $22.1M | New |
| CBRS Cerebras Systems Inc. Class A | 0.64% | 100,000 | $22.1M | New |
| GS Goldman Sachs Group Inc. | 0.63% | 21,717 | $22.0M | Reduce -67.9% |
| BANC Banc of California Inc. | 0.62% | 1,058,731 | $21.6M | Add +270.4% |
| INSM Insmed Inc. | 0.62% | 201,226 | $21.5M | New |
| QGEN Qiagen N.V. | 0.60% | 530,000 | $20.7M | Add +130.4% |
| HOOD Robinhood Markets Inc. Class A | 0.59% | 204,295 | $20.5M | New |
| BTDR Bitdeer Technologies Group-A | 0.58% | 1,255,812 | $19.9M | Reduce -26.0% |
| GPN Global Payments Inc. | 0.57% | 271,812 | $19.7M | New |
| BAH Booz Allen Hamilton Holdings | 0.56% | 318,641 | $19.3M | Add +158.3% |
| WMB Williams Cos Inc. | 0.55% | 257,537 | $19.1M | New |
| HUM Humana Inc. | 0.54% | 47,378 | $18.8M | New |
| MSI Motorola Solutions Inc. | 0.53% | 44,232 | $18.4M | New |
| SFM Sprouts Farmers Market Inc. | 0.52% | 210,960 | $17.8M | New |
| TTWO Take-Two Interactive Softwre | 0.51% | 70,937 | $17.7M | New |
| MAIR Madison Air Solutions Corp. Class A | 0.51% | 454,392 | $17.7M | New |
| AS Amer Sports Inc. | 0.51% | 521,473 | $17.6M | Reduce -25.4% |
| XPO Xpo Inc. | 0.50% | 84,513 | $17.3M | New |
| JCI Johnson Controls Internation | 0.50% | 118,276 | $17.3M | Reduce -20.6% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.49% | 483,000 | $17.1M | Add +54.3% |
| KMI Kinder Morgan Inc. | 0.49% | 534,265 | $17.1M | New |
| ABBV Abbvie Inc. | 0.49% | 67,093 | $16.9M | New |
| LPX Louisiana-Pacific Corp. | 0.49% | 213,511 | $16.8M | New |
| JAZZ Jazz Pharmaceuticals PLC | 0.48% | 68,792 | $16.6M | New |
| EPAM Epam Systems Inc. | 0.46% | 202,856 | $16.1M | New |
| ELVN Enliven Therapeutics Inc. | 0.46% | 312,560 | $15.9M | Add +176.4% |
| KNTK Kinetik Holdings Inc. | 0.44% | 311,859 | $15.1M | Add +0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.43% | 30,279 | $15.0M | Add +21.4% |
| XLF SS Financial Select Sector | 0.42% | 272,485 | $14.6M | New |
| GENI Genius Sports Ltd. | 0.42% | 2,379,279 | $14.4M | Reduce -38.1% |
| GWW WW Grainger Inc. | 0.42% | 10,591 | $14.4M | Reduce -6.0% |
| BBIO Bridgebio Pharma Inc. | 0.40% | 187,863 | $14.0M | New |
| ARXS Arxis Inc. Class A | 0.40% | 300,155 | $13.8M | New |
| XYZ Block Inc. | 0.39% | 177,808 | $13.5M | New |
| CTNM Contineum Therapeutics Inc. Class A | 0.38% | 812,757 | $13.3M | Add +11.0% |
| HD Home Depot Inc. | 0.38% | 37,235 | $13.1M | Reduce -19.1% |
| TNGX Tango Therapeutics Inc. | 0.37% | 414,902 | $13.0M | New |
| WAY Waystar Holding Corp. | 0.37% | 631,729 | $13.0M | New |
| WH Wyndham Hotels & Resorts Inc. | 0.37% | 151,006 | $12.7M | Add +89.5% |
| ARES Ares Management Corp. Class A | 0.36% | 113,039 | $12.6M | Add +3576.1% |
| HAE Haemonetics Corp. | 0.35% | 163,822 | $12.3M | New |
| RYTM Rhythm Pharmaceuticals Inc. | 0.35% | 110,074 | $12.2M | New |
| BTSG Brightspring Health Services | 0.34% | 167,660 | $11.7M | Add +337.7% |
| SPHR Sphere Entertainment Co. | 0.34% | 67,099 | $11.6M | New |
| SHOP Shopify Inc. Class A | 0.33% | 101,216 | $11.6M | Add +1199.3% |
| IT Gartner Inc. | 0.33% | 88,845 | $11.5M | New |
| EOG EOG Resources Inc. | 0.32% | 86,295 | $11.2M | New |
| ZG Zillow Group Inc. Class A | 0.32% | 349,593 | $11.0M | New |
| LFTO Liftoff Mobile Inc. | 0.31% | 444,000 | $10.7M | New |
| FLEX Flex Ltd. | 0.30% | 63,050 | $10.2M | New |
Options reported separately and not counted above: SPY puts ($702.0M), XLV calls ($77.3M), GS puts ($73.8M), PFE calls ($71.8M), BSX calls ($42.7M), QQQ puts ($40.1M), META calls ($30.6M), GENI calls ($28.7M), QGEN calls ($19.6M), TSLA calls ($8.0M), SOC calls ($8.0M), DKNG calls ($6.3M), and 1 more.
Portfolio Sells Q1 2026 → Q2 2026
| PNC PNC Financial Services Group | Sold out | 0.00% | −3.27 |
| CFG Citizens Financial Group | Sold out | 0.00% | −2.27 |
| BSX Boston Scientific Corp. | Reduce -43.5% | 0.67% | −2.22 |
| GS Goldman Sachs Group Inc. | Reduce -67.9% | 0.63% | −2.12 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −2.06 |
| MSCI MSCI Inc. | Sold out | 0.00% | −2.01 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −1.90 |
| KEY Keycorp | Reduce -48.9% | 1.01% | −1.86 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −1.62 |
| EVR Evercore Inc. Class A | Reduce -56.8% | 0.67% | −1.59 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −1.58 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −1.55 |
| BAC Bank of America Corp. | Reduce -16.5% | 2.14% | −1.51 |
| MDLN Medline Inc. Class A | Sold out | 0.00% | −1.36 |
| LNTH Lantheus Holdings Inc. | Reduce -92.4% | 0.09% | −1.31 |
| ACMR Acm Research Inc. Class A | Reduce -97.5% | 0.07% | −1.28 |
| TGT Target Corp. | Reduce -81.0% | 0.18% | −1.27 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -97.3% | 0.03% | −1.22 |
| WEX Wex Inc. | Sold out | 0.00% | −1.19 |
| MS Morgan Stanley | Reduce -28.2% | 1.36% | −1.12 |
| NRIX Nurix Therapeutics Inc. | Sold out | 0.00% | −1.11 |
| MMED Minimed Group Inc. | Reduce -11.5% | 1.21% | −1.07 |
| PJT PJT Partners Inc. Class A | Sold out | 0.00% | −1.04 |
| C Citigroup Inc. | Sold out | 0.00% | −0.99 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.97 |
| AMZN Amazon.com Inc. | Reduce -70.7% | 0.23% | −0.92 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.81 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.80 |
| FTRE Fortrea Holdings Inc. | Reduce -87.1% | 0.13% | −0.80 |
| PIPR Piper Sandler Cos | Sold out | 0.00% | −0.78 |
| AZN Astrazeneca PLC | Sold out | 0.00% | −0.76 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.76 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.73 |
| NVDA Nvidia Corp. | Reduce -74.4% | 0.15% | −0.68 |
| RELY Remitly Global Inc. | Reduce -71.1% | 0.21% | −0.64 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.63 |
| COGT Cogent Biosciences Inc. | Sold out | 0.00% | −0.62 |
| AS Amer Sports Inc. | Reduce -25.4% | 0.51% | −0.60 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.59 |
| BNTX Biontech SE-ADR | Sold out | 0.00% | −0.51 |
| FLG Flagstar Bank NA | Reduce -4.3% | 0.95% | −0.51 |
| ROST Ross Stores Inc. | Reduce -42.4% | 0.26% | −0.51 |
| ASB Associated Banc-Corp. | Sold out | 0.00% | −0.50 |
| BNY Bank of New York Mellon Corp. | Reduce -89.3% | 0.04% | −0.50 |
| TOST Toast Inc. Class A | Reduce -7.2% | 0.70% | −0.50 |
| ONB Old National Bancorp | Sold out | 0.00% | −0.49 |
| VSH Vishay Intertechnology Inc. | Reduce -59.7% | 1.19% | −0.46 |
| JCI Johnson Controls Internation | Reduce -20.6% | 0.50% | −0.44 |
| FHN First Horizon Corp. | Sold out | 0.00% | −0.44 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.41 |
Portfolio Buys Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | New | 2.95% | +2.95 |
| JPM JPMorgan Chase & Co. | New | 2.41% | +2.41 |
| FITB Fifth Third Bancorp | New | 1.88% | +1.88 |
| HBAN Huntington Bancshares Inc. | New | 1.72% | +1.72 |
| MCO Moody's Corp. | New | 1.71% | +1.71 |
| LPLA LPL Financial Holdings Inc. | New | 1.52% | +1.52 |
| STUB Stubhub Holdings Inc. Class A | New | 1.25% | +1.25 |
| TPG TPG Inc. | New | 1.18% | +1.18 |
| QURE Uniqure NV | New | 1.07% | +1.07 |
| V Visa Inc. Class A | New | 1.02% | +1.02 |
| MTD Mettler-Toledo International | Add +353.6% | 1.55% | +0.99 |
| FDS Factset Research Systems Inc. | New | 0.97% | +0.97 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.96% | +0.96 |
| GKOS Glaukos Corp. | New | 0.95% | +0.95 |
| HAWK Hawkeye 360 Inc. | New | 0.94% | +0.94 |
| VRSK Verisk Analytics Inc. | New | 0.89% | +0.89 |
| DLR Digital Realty Trust Inc. | New | 0.87% | +0.87 |
| BLK BlackRock Inc. | New | 0.86% | +0.86 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.86% | +0.86 |
| WAL Western Alliance Bancorp | New | 0.85% | +0.85 |
| KEYS Keysight Technologies Inc. | New | 0.82% | +0.82 |
| UNH Unitedhealth Group Inc. | Add +344.6% | 1.07% | +0.81 |
| JEF Jefferies Financial Group Inc. | New | 0.75% | +0.75 |
| TT Trane Technologies PLC | Add +489.8% | 0.98% | +0.74 |
| DKNG Draftkings Inc. Class A | Add +9110.1% | 0.74% | +0.72 |
| LLY Eli Lilly & Co. | New | 0.72% | +0.72 |
| BDX Becton Dickinson and Co. | New | 0.72% | +0.72 |
| PH Parker Hannifin Corp. | Add +294.9% | 1.13% | +0.69 |
| SPOT Spotify Technology SA | New | 0.67% | +0.67 |
| TXRH Texas Roadhouse Inc. | New | 0.64% | +0.64 |
| COR Cencora Inc. | New | 0.64% | +0.64 |
| CBRS Cerebras Systems Inc. Class A | New | 0.64% | +0.64 |
| AAL American Airlines Group Inc. | Add +772.4% | 0.72% | +0.63 |
| INSM Insmed Inc. | New | 0.62% | +0.62 |
| HOOD Robinhood Markets Inc. Class A | New | 0.59% | +0.59 |
| GPN Global Payments Inc. | New | 0.57% | +0.57 |
| BA The Boeing Co. | Add +683.6% | 0.70% | +0.56 |
| WMB Williams Cos Inc. | New | 0.55% | +0.55 |
| HUM Humana Inc. | New | 0.54% | +0.54 |
| MSI Motorola Solutions Inc. | New | 0.53% | +0.53 |
| SFM Sprouts Farmers Market Inc. | New | 0.52% | +0.52 |
| TTWO Take-Two Interactive Softwre | New | 0.51% | +0.51 |
| MAIR Madison Air Solutions Corp. Class A | New | 0.51% | +0.51 |
| XPO Xpo Inc. | New | 0.50% | +0.50 |
| KMI Kinder Morgan Inc. | New | 0.49% | +0.49 |
| ABBV Abbvie Inc. | New | 0.49% | +0.49 |
| LPX Louisiana-Pacific Corp. | New | 0.49% | +0.49 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.48% | +0.48 |
| EPAM Epam Systems Inc. | New | 0.46% | +0.46 |
| XLF SS Financial Select Sector | New | 0.42% | +0.42 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 940,000 | $702.0M |
| XLV SS Health Care Select Sector | call | New | 487,500 | $77.3M |
| GS Goldman Sachs Group Inc. | put | New | 73,000 | $73.8M |
| PFE Pfizer Inc. | call | Add +520.8% | 2,980,000 | $71.8M |
| NVDA Nvidia Corp. | call | Sold out | 329,000 | $57.4Mbefore exit |
| BSX Boston Scientific Corp. | call | Add +100.0% | 1,000,000 | $42.7M |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -92.9% | 54,500 | $40.1M |
| META Meta Platforms Inc. Class A | call | Add +279.7% | 54,300 | $30.6M |
| GENI Genius Sports Ltd. | call | Add +14.1% | 4,737,800 | $28.7M |
| QGEN Qiagen N.V. | call | New | 500,000 | $19.6M |
| AAL American Airlines Group Inc. | call | Sold out | 1,550,000 | $16.6Mbefore exit |
| STUB Stubhub Holdings Inc. Class A | call | Sold out | 1,750,000 | $10.9Mbefore exit |
| AMAT Applied Materials Inc. | call | Sold out | 28,000 | $9.6Mbefore exit |
| TSLA Tesla Inc. | call | New | 19,000 | $8.0M |
| SOC Sable Offshore Corp. | call | New | 2,589,200 | $8.0M |
| ASML ASML Holding NV-NY Reg SHS | call | Sold out | 5,000 | $6.6Mbefore exit |
| ORCL Oracle Corp. | call | New | 40,500 | $5.9M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.