Longaeva Partners L.P.

Q2 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
339
Total value ($000)
$4,577,225
Net value change ($000)
+1,876,487 (69.5%)
New positions
225
Sold out positions
92
Turnover %
84.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPACE EXPLORATION TECHN CORP 101,974 NEW
JPM 83,465 NEW
FITB 65,097 NEW
HBAN 59,720 NEW
MCO 59,271 NEW
LPLA 52,576 NEW
STUB 43,153 NEW
MTD 41,938 359.5%
TPG 40,747 NEW
QURE 37,060 NEW
Top Reduces (Value $000, Stocks/ETFs)
PNC -67,982 -100.0%
CFG -47,130 -100.0%
MA -42,862 -100.0%
MSCI -41,870 -100.0%
SPGI -39,521 -100.0%
BSX -36,988 -61.6%
GS -35,213 -61.6%
CTSH -33,669 -100.0%
SCHW -32,813 -100.0%
KKR -32,313 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,114,777 (24.4% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type