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Longaeva Partners L.P.
hedge fundUpdated 27 days agoManaged by Longaeva Partners L.P. • Latest filing Q2 2026
Portfolio value
$4.6B
Q2 2026
Filings
6
Quarterly 13F history
Top-10 concentration
75.7%
Weight of largest holdings
Annualized return
1176.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 6 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2025 | $176.6M |
| Q2 2025 | $489.8M |
| Q3 2025 | $693.5M |
| Q4 2025 | $1.2B |
| Q1 2026 | $2.7B |
| Q2 2026 | $4.6B |
Top holdings
339 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPY STATE STR SPDR S&P 500 ETF T | $702M | 940.0K | 15.34% | — |
| 2 | S SPCX SPACE EXPLORATION TECHN CORP | $102M | 596.8K | 2.23% | — |
| 3 | J JPM-PM JPMORGAN CHASE & CO | $83.5M | 255.0K | 1.82% | — |
| 4 | S STT-PG SELECT SECTOR SPDR TR | $77.3M | 487.5K | 1.69% | — |
| 5 | B BAC-PS BANK OF AMER CORP | $74M | 1.30M | 1.62% | — |
| 6 | G GS-PD GOLDMAN SACHS GROUP INC | $73.8M | 73.0K | 1.61% | — |
| 7 | P PFE PFIZER INC | $71.8M | 2.98M | 1.57% | — |
| 8 | F FITB-PK FIFTH THIRD BANCORP | $65.1M | 1.15M | 1.42% | — |
| 9 | H HBANP HUNTINGTON BANCSHARES INC | $59.7M | 3.37M | 1.30% | — |
| 10 | M MCO MOODYS CORP | $59.3M | 130.9K | 1.29% | — |
| 11 | M MTD METTLER TOLEDO INTERNATIONAL | $53.6M | 42.0K | 1.17% | — |
| 12 | L LPLA LPL FINL HLDGS INC | $52.6M | 186.7K | 1.15% | — |
| 13 | U USB-PS US BANCORP | $47.2M | 782.0K | 1.03% | — |
| 14 | M MS-PP MORGAN STANLEY | $47.1M | 225.1K | 1.03% | — |
| 15 | S STUB STUBHUB HLDGS INC | $43.2M | 3.35M | 0.94% | — |
| 16 | B BSX BOSTON SCIENTIFIC CORP | $42.7M | 1.00M | 0.93% | — |
| 17 | M MMED MINIMED GROUP INC | $42.1M | 2.81M | 0.92% | — |
| 18 | V VSH VISHAY INTERTECHNOLOGY INC | $41.1M | 764.3K | 0.90% | — |
| 19 | ? N/A TPG INC | $40.7M | 1.00M | 0.89% | — |
| 20 | Q QQQ INVESCO QQQ TR | $40.1M | 54.5K | 0.88% | — |