Longaeva Partners L.P.
13F filer · CIK 2054122 · Chicago, IL
Summary
Longaeva Partners L.P. reported $4.58B across 339 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SPCX (2.2%), JPM (1.8%), BAC (1.6%). Versus 2026 Q1, leaving options aside, it opened 225 new positions, added to 43, trimmed 56 and sold out of 92.
Reported value$4.58B
Positions339incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions225
Added43
Trimmed56
Sold out92
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 2.2%Value $101.97MPrice $149.24Shares 597KSince Jun 30 -12.65%
Weight 1.8%Value $83.46MPrice $334.98Shares 255KSince Jun 30 +2.34%
Weight 1.6%Value $74.04MPrice $54.96Shares 1.30M -16.47%Since Jun 30 -3.55%
Weight 1.4%Value $65.10MPrice $50.97Shares 1.15MSince Jun 30 -9.58%
Weight 1.3%Value $59.72MPrice $15.27Shares 3.37MSince Jun 30 -13.87%
Weight 1.3%Value $59.27MPrice $454.82Shares 131KSince Jun 30 +0.42%
Weight 1.2%Value $53.60MPrice $1537Shares 42K +353.62%Since Jun 30 +20.34%
Weight 1.1%Value $52.58MPrice $308.05Shares 187KSince Jun 30 +9.36%
Weight 1.0%Value $47.23MPrice $58.14Shares 782K +3.81%Since Jun 30 -3.74%
Weight 1.0%Value $47.05MPrice $192.76Shares 225K -28.20%Since Jun 30 -7.79%
Weight 0.9%Value $43.15MPrice $5.31Shares 3.35MSince Jun 30 -58.74%
Weight 0.9%Value $42.05MPrice $20.04Shares 2.81M -11.50%Since Jun 30 +34.05%
Weight 0.9%Value $41.11MPrice $32.46Shares 764K -59.71%Since Jun 30 -39.64%
Weight 0.9%Value $40.75MPrice $43.50Shares 1.00MSince Jun 30 +7.27%
Weight 0.9%Value $39.02MPrice $970.37Shares 40K +294.90%Since Jun 30 -0.79%
Weight 0.8%Value $37.06MPrice $24.51Shares 805KSince Jun 30 -46.79%
Weight 0.8%Value $36.96MPrice $374.94Shares 89K +344.65%Since Jun 30 -9.79%
Weight 0.8%Value $35.44MPrice $365.88Shares 103KSince Jun 30 +6.64%
Weight 0.8%Value $35.01MPrice $20.12Shares 1.52M -48.92%Since Jun 30 -12.71%
Weight 0.7%Value $34.21MPrice $230.43Shares 151K +106.64%Since Jun 30 +1.53%
Weight 0.7%Value $33.86MPrice $455.59Shares 69K +489.79%Since Jun 30 -7.24%
Weight 0.7%Value $33.76MPrice $259.97Shares 147KSince Jun 30 +12.99%
Weight 0.7%Value $33.19MPrice $254.07Shares 110KSince Jun 30 -15.60%
Weight 0.7%Value $33.01MPrice $158.55Shares 236KSince Jun 30 +13.44%
Weight 0.7%Value $32.92MPrice $11.84Shares 2.20M -4.29%Since Jun 30 -20.75%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 2.2% | $101.97M | -12.65% | — | New | |
| 1.8% | $83.46M | +2.34% | — | New | |
| 1.6% | $74.04M | -3.55% | -16.47% | Trim | |
| 1.4% | $65.10M | -9.58% | — | New | |
| 1.3% | $59.72M | -13.87% | — | New | |
| 1.3% | $59.27M | +0.42% | — | New | |
| 1.2% | $53.60M | +20.34% | +353.62% | Add | |
| 1.1% | $52.58M | +9.36% | — | New | |
| 1.0% | $47.23M | -3.74% | +3.81% | Add | |
| 1.0% | $47.05M | -7.79% | -28.20% | Trim | |
| 0.9% | $43.15M | -58.74% | — | New | |
| 0.9% | $42.05M | +34.05% | -11.50% | Trim | |
| 0.9% | $41.11M | -39.64% | -59.71% | Trim | |
| 0.9% | $40.75M | +7.27% | — | New | |
| 0.9% | $39.02M | -0.79% | +294.90% | Add | |
| 0.8% | $37.06M | -46.79% | — | New | |
| 0.8% | $36.96M | -9.79% | +344.65% | Add | |
| 0.8% | $35.44M | +6.64% | — | New | |
| 0.8% | $35.01M | -12.71% | -48.92% | Trim | |
| 0.7% | $34.21M | +1.53% | +106.64% | Add | |
| 0.7% | $33.86M | -7.24% | +489.79% | Add | |
| 0.7% | $33.76M | +12.99% | — | New | |
| 0.7% | $33.19M | -15.60% | — | New | |
| 0.7% | $33.01M | +13.44% | — | New | |
| 0.7% | $32.92M | -20.75% | -4.29% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks · top 10 of 13
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.