Holders — by stockHoldings — by fund
Longaeva Partners L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2054122
$4.58B
disclosed book value
333
positions
15.3%
largest position share
Positions, as of 2026-06-30
top 100 of 333 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF TPUT | 940,000 | $702.0M | 15.3% |
| 2 | SPCXSPACE EXPLORATION TECHN CORP | 596,829 | $102.0M | 2.2% |
| 3 | JPMJPMORGAN CHASE & CO | 254,986 | $83.5M | 1.8% |
| 4 | XLVSELECT SECTOR SPDR TRCALL | 487,500 | $77.3M | 1.7% |
| 5 | BACBANK OF AMER CORP | 1.3M | $74.0M | 1.6% |
| 6 | GSGOLDMAN SACHS GROUP INCPUT | 73,000 | $73.8M | 1.6% |
| 7 | PFEPFIZER INCCALL | 3.0M | $71.8M | 1.6% |
| 8 | FITBFIFTH THIRD BANCORP | 1.2M | $65.1M | 1.4% |
| 9 | HBANHUNTINGTON BANCSHARES INC | 3.4M | $59.7M | 1.3% |
| 10 | MCOMOODYS CORP | 130,864 | $59.3M | 1.3% |
| 11 | MTDMETTLER TOLEDO INTERNATIONAL | 41,960 | $53.6M | 1.2% |
| 12 | LPLALPL FINL HLDGS INC | 186,650 | $52.6M | 1.1% |
| 13 | USBUS BANCORP | 782,007 | $47.2M | 1% |
| 14 | MSMORGAN STANLEY | 225,079 | $47.1M | 1% |
| 15 | STUBSTUBHUB HLDGS INC | 3.4M | $43.2M | 0.9% |
| 16 | BSXBOSTON SCIENTIFIC CORPCALL | 1.0M | $42.7M | 0.9% |
| 17 | MINIMED GROUP INC | 2.8M | $42.1M | 0.9% |
| 18 | VSHVISHAY INTERTECHNOLOGY INC | 764,322 | $41.1M | 0.9% |
| 19 | TPGTPG INC | 1.0M | $40.7M | 0.9% |
| 20 | QQQINVESCO QQQ TRPUT | 54,500 | $40.1M | 0.9% |
| 21 | PHPARKER-HANNIFIN CORP | 39,889 | $39.0M | 0.9% |
| 22 | UNIQURE NV | 804,594 | $37.1M | 0.8% |
| 23 | UNHUNITEDHEALTH GROUP INC | 88,930 | $37.0M | 0.8% |
| 24 | VVISA INC | 103,310 | $35.4M | 0.8% |
| 25 | KEYKEYCORP | 1.5M | $35.0M | 0.8% |
| 26 | IEXIDEX CORP | 150,747 | $34.2M | 0.7% |
| 27 | TRANE TECHNOLOGIES PLC | 68,940 | $33.9M | 0.7% |
| 28 | FDSFACTSET RESH SYS INC | 146,725 | $33.8M | 0.7% |
| 29 | ALNYALNYLAM PHARMACEUTICALS INC | 110,261 | $33.2M | 0.7% |
| 30 | GKOSGLAUKOS CORP | 236,192 | $33.0M | 0.7% |
| 31 | FLGFLAGSTAR BANK NATIONAL ASSOC | 2.2M | $32.9M | 0.7% |
| 32 | HAWKEYE 360 INC | 1.6M | $32.4M | 0.7% |
| 33 | IBKRINTERACTIVE BROKERS GROUP IN | 363,108 | $31.6M | 0.7% |
| 34 | AMEAMETEK INC | 128,842 | $31.2M | 0.7% |
| 35 | VRSKVERISK ANALYTICS INC | 171,428 | $30.8M | 0.7% |
| 36 | METAMETA PLATFORMS INCCALL | 54,300 | $30.6M | 0.7% |
| 37 | BENFRANKLIN RESOURCES INC | 909,366 | $30.3M | 0.7% |
| 38 | DLRDIGITAL RLTY TR INC | 168,012 | $30.2M | 0.7% |
| 39 | BLKBLACKROCK INC | 31,002 | $29.8M | 0.7% |
| 40 | GLOBAL E ONLINE LTD | 858,170 | $29.8M | 0.7% |
| 41 | NVONOVO-NORDISK A S | 621,143 | $29.8M | 0.7% |
| 42 | WALWESTERN ALLIANCE BANCORP | 359,912 | $29.6M | 0.6% |
| 43 | NVENT ELEC PLC | 173,707 | $29.5M | 0.6% |
| 44 | GENIUS SPORTS LIMITEDCALL | 4.7M | $28.7M | 0.6% |
| 45 | KEYSKEYSIGHT TECHNOLOGIES INC | 80,625 | $28.2M | 0.6% |
| 46 | JEFJEFFERIES FINANCIAL GROUP IN | 519,676 | $26.0M | 0.6% |
| 47 | SBUXSTARBUCKS CORP | 249,370 | $25.5M | 0.6% |
| 48 | DKNGDRAFTKINGS INC NEW | 1.0M | $25.5M | 0.6% |
| 49 | LLYELI LILLY & CO | 20,808 | $25.0M | 0.5% |
| 50 | BDXBECTON DICKINSON & CO | 163,973 | $24.8M | 0.5% |
| 51 | AALAMERICAN AIRLINES GROUP INC | 1.4M | $24.8M | 0.5% |
| 52 | HEIHEICO CORP NEW | 68,270 | $24.3M | 0.5% |
| 53 | TOSTTOAST INC | 872,976 | $24.3M | 0.5% |
| 54 | BABOEING CO | 111,541 | $24.1M | 0.5% |
| 55 | EVREVERCORE INC | 67,925 | $23.2M | 0.5% |
| 56 | SPOTIFY TECHNOLOGY S A | 50,340 | $23.1M | 0.5% |
| 57 | BSXBOSTON SCIENTIFIC CORP | 540,836 | $23.1M | 0.5% |
| 58 | TXRHTEXAS ROADHOUSE INC | 115,403 | $22.3M | 0.5% |
| 59 | CORCENCORA INC | 78,265 | $22.1M | 0.5% |
| 60 | CEREBRAS SYSTEMS INC | 100,000 | $22.1M | 0.5% |
| 61 | GSGOLDMAN SACHS GROUP INC | 21,717 | $22.0M | 0.5% |
| 62 | BANCBANC OF CALIFORNIA INC | 1.1M | $21.6M | 0.5% |
| 63 | INSMINSMED INC | 201,226 | $21.5M | 0.5% |
| 64 | QIAGEN NV | 530,000 | $20.7M | 0.5% |
| 65 | HOODROBINHOOD MKTS INC | 204,295 | $20.5M | 0.4% |
| 66 | BITDEER TECHNOLOGIES GROUP | 1.3M | $19.9M | 0.4% |
| 67 | GPNGLOBAL PMTS INC | 271,812 | $19.7M | 0.4% |
| 68 | QIAGEN NVCALL | 500,000 | $19.6M | 0.4% |
| 69 | BAHBOOZ ALLEN HAMILTON HLDG COR | 318,641 | $19.3M | 0.4% |
| 70 | WMBWILLIAMS COS INC | 257,537 | $19.1M | 0.4% |
| 71 | HUMHUMANA INC | 47,378 | $18.8M | 0.4% |
| 72 | MSIMOTOROLA SOLUTIONS INC | 44,232 | $18.4M | 0.4% |
| 73 | SFMSPROUTS FMRS MKT INC | 210,960 | $17.8M | 0.4% |
| 74 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 70,937 | $17.7M | 0.4% |
| 75 | MADISON AIR SOLUTIONS CORP | 454,392 | $17.7M | 0.4% |
| 76 | AMER SPORTS INC | 521,473 | $17.6M | 0.4% |
| 77 | XPOXPO INC | 84,513 | $17.3M | 0.4% |
| 78 | JOHNSON CONTROLS INTERNATION | 118,276 | $17.3M | 0.4% |
| 79 | ON HLDG AG | 483,000 | $17.1M | 0.4% |
| 80 | KMIKINDER MORGAN INC DEL | 534,265 | $17.1M | 0.4% |
| 81 | ABBVABBVIE INC | 67,093 | $16.9M | 0.4% |
| 82 | LPXLOUISIANA PAC CORP | 213,511 | $16.8M | 0.4% |
| 83 | JAZZ PHARMACEUTICALS PLC | 68,792 | $16.6M | 0.4% |
| 84 | EPAMEPAM SYS INC | 202,856 | $16.1M | 0.4% |
| 85 | ELVNENLIVEN THERAPEUTICS INC | 312,560 | $15.9M | 0.3% |
| 86 | KNTKKINETIK HOLDINGS INC | 311,859 | $15.1M | 0.3% |
| 87 | VRTXVERTEX PHARMACEUTICALS INC | 30,279 | $15.0M | 0.3% |
| 88 | XLFSELECT SECTOR SPDR TR | 272,485 | $14.6M | 0.3% |
| 89 | GENIUS SPORTS LIMITED | 2.4M | $14.4M | 0.3% |
| 90 | GWWWW GRAINGER INC | 10,591 | $14.4M | 0.3% |
| 91 | BBIOBRIDGEBIO PHARMA INC | 187,863 | $14.0M | 0.3% |
| 92 | ARXIS INC | 300,155 | $13.8M | 0.3% |
| 93 | XYZBLOCK INC | 177,808 | $13.5M | 0.3% |
| 94 | CONTINEUM THERAPEUTICS INC | 812,757 | $13.3M | 0.3% |
| 95 | HDHOME DEPOT INC | 37,235 | $13.1M | 0.3% |
| 96 | TNGXTANGO THERAPEUTICS INC | 414,902 | $13.0M | 0.3% |
| 97 | WAYWAYSTAR HLDG CORP | 631,729 | $13.0M | 0.3% |
| 98 | WHWYNDHAM HOTELS & RESORTS INC | 151,006 | $12.7M | 0.3% |
| 99 | ARESARES MANAGEMENT CORPORATION | 113,039 | $12.6M | 0.3% |
| 100 | HAEHAEMONETICS CORP MASS | 163,822 | $12.3M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.