Longaeva Partners L.P.
Chicago IL · SEC CIK 0002054122
$45.77亿2026Q2 申报市值
339持仓数
29.9%前十大占比 · 第一大 15.3%
211 / 97新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$1.02亿
JPM 重新持有+$7,919.29万
FITB 重新持有+$6,159.88万
MCO 新建仓+$5,927.09万
LPLA 新建仓+$5,257.56万
2026Q2 卖出最多 按季末市值估算
ACMR 减仓-$8,763.62万
PNC 清仓-$6,798.20万
VSH 减仓-$6,092.68万
CFG 清仓-$4,713.00万
GS 减仓-$4,639.05万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BNTC | BENITEC BIOPHARMA INC | $19.90万 | 0.00% | 14,874 | -110,126 | -88.1% | -$147.35万 | 减仓 |
| APP | APPLOVIN CORP | $21.59万 | 0.00% | 419 | 419 | — | $21.59万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $21.83万 | 0.00% | 2,440 | 2,440 | — | $21.83万 | 新建仓 |
| SOPH | SOPHIA GENETICS SA | $28.85万 | 0.01% | 50,000 | 50,000 | — | $28.85万 | 新建仓 |
| WMT | WALMART INC | $30.21万 | 0.01% | 2,667 | -37,333 | -93.3% | -$422.83万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $32.04万 | 0.01% | 1,009 | 1,009 | — | $32.04万 | 新建仓 |
| — | STEM INC | $37.63万 | 0.01% | 48,186 | 48,186 | — | $37.63万 | 新建仓 |
| U | UNITY SOFTWARE INC | $37.91万 | 0.01% | 13,265 | 13,265 | — | $37.91万 | 新建仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $41.15万 | 0.01% | 12,500 | 12,500 | — | $41.15万 | 新建仓 |
| FTV | FORTIVE CORP | $42.25万 | 0.01% | 6,916 | 6,916 | — | $42.25万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $42.67万 | 0.01% | 2,717 | -17,502 | -86.6% | -$274.83万 | 减仓 |
| ARVN | ARVINAS INC | $43.99万 | 0.01% | 52,939 | 2,734 | 5.4% | $2.27万 | 加仓 |
| LEN | LENNAR CORP | $44.19万 | 0.01% | 4,883 | 1,662 | 51.6% | $15.04万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $45.59万 | 0.01% | 11,725 | -139,970 | -92.3% | -$544.20万 | 重新持有 |
| MANE | VERADERMICS INC | $49.18万 | 0.01% | 4,000 | 4,000 | — | $49.18万 | 新建仓 |
| — | ONEIM ACQUISITION CORP | $50.91万 | 0.01% | 48,691 | -1,309 | -2.6% | -$1.37万 | 减仓 |
| RRC | RANGE RES CORP | $51.80万 | 0.01% | 13,929 | 13,929 | — | $51.80万 | 新建仓 |
| OKUR | ONKURE THERAPEUTICS INC | $54.94万 | 0.01% | 120,482 | 120,482 | — | $54.94万 | 新建仓 |
| VICR | VICOR CORP | $55.14万 | 0.01% | 1,452 | 1,452 | — | $55.14万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $56.98万 | 0.01% | 664 | 664 | — | $56.98万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $58.46万 | 0.01% | 19,359 | 19,359 | — | $58.46万 | 新建仓 |
| RDDT | REDDIT INC | $58.76万 | 0.01% | 3,385 | 3,385 | — | $58.76万 | 新建仓 |
| YSS | YORK SPACE SYSTEMS INC | $62.36万 | 0.01% | 25,331 | -184,669 | -87.9% | -$454.65万 | 减仓 |
| FROG | JFROG LTD | $63.33万 | 0.01% | 6,968 | 6,968 | — | $63.33万 | 新建仓 |
| WCC | WESCO INTL INC | $64.60万 | 0.01% | 1,870 | 1,870 | — | $64.60万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $64.60万 | 0.01% | 12,121 | -67,979 | -84.9% | -$362.33万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $65.55万 | 0.01% | 3,729 | 3,729 | — | $65.55万 | 新建仓 |
| NET | CLOUDFLARE INC | $66.45万 | 0.01% | 2,709 | 2,709 | — | $66.45万 | 新建仓 |
| INOD | INNODATA INC | $68.91万 | 0.02% | 9,118 | 9,118 | — | $68.91万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $70.88万 | 0.02% | 7,875 | 7,875 | — | $70.88万 | 新建仓 |
| AXGN | AXOGEN INC | $75.62万 | 0.02% | 16,371 | 16,371 | — | $75.62万 | 新建仓 |
| COHR | COHERENT CORP | $75.78万 | 0.02% | 1,921 | 1,921 | — | $75.78万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $76.34万 | 0.02% | 18,790 | -18,141 | -49.1% | -$73.71万 | 减仓 |
| EAT | BRINKER INTL INC | $78.44万 | 0.02% | 4,669 | -115,235 | -96.1% | -$1,935.95万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $81.86万 | 0.02% | 2,445 | -7,521 | -75.5% | -$251.82万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $86.07万 | 0.02% | 28,940 | 28,940 | — | $86.07万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $89.46万 | 0.02% | 5,266 | 5,266 | — | $89.46万 | 新建仓 |
| LCLN | LINCOLN INTL INC | $89.51万 | 0.02% | 37,500 | 37,500 | — | $89.51万 | 新建仓 |
| MTDR | MATADOR RES CO | $98.81万 | 0.02% | 19,850 | 19,850 | — | $98.81万 | 新建仓 |
| DXCM | DEXCOM INC | $100.84万 | 0.02% | 14,973 | -120,027 | -88.9% | -$808.38万 | 减仓 |
| APH | AMPHENOL CORP | $101.65万 | 0.02% | 5,765 | 5,765 | — | $101.65万 | 新建仓 |
| ASML | ASML HLDG NV | $105.24万 | 0.02% | 529 | -19,124 | -97.3% | -$3,804.61万 | 减仓 |
| — | PYXIS ONCOLOGY INC | $106.43万 | 0.02% | 353,582 | -149,632 | -29.7% | -$45.04万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $108.61万 | 0.02% | 4,544 | 4,544 | — | $108.61万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $109.36万 | 0.02% | 1,433 | 1,433 | — | $109.36万 | 新建仓 |
| STVN | STEVANATO GROUP S P A | $112.45万 | 0.02% | 62,231 | 62,231 | — | $112.45万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $114.45万 | 0.03% | 3,356 | 3,356 | — | $114.45万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $115.07万 | 0.03% | 10,994 | -39,006 | -78.0% | -$408.28万 | 重新持有 |
| FPS | FORGENT POWER SOLUTIONS INC | $116.62万 | 0.03% | 20,877 | -97,534 | -82.4% | -$544.82万 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $117.97万 | 0.03% | 64,785 | -118,906 | -64.7% | -$216.53万 | 减仓 |
| NP | NEPTUNE INS HLDGS INC | $120.00万 | 0.03% | 38,095 | 38,095 | — | $120.00万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $121.27万 | 0.03% | 4,765 | 4,765 | — | $121.27万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $122.28万 | 0.03% | 6,074 | 6,074 | — | $122.28万 | 新建仓 |
| TPR | TAPESTRY INC | $124.61万 | 0.03% | 8,513 | 8,513 | — | $124.61万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $125.70万 | 0.03% | 6,674 | 6,674 | — | $125.70万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $128.99万 | 0.03% | 16,307 | 16,307 | — | $128.99万 | 新建仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $137.87万 | 0.03% | 174,302 | 174,302 | — | $137.87万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $138.06万 | 0.03% | 41,347 | -186,760 | -81.9% | -$623.59万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $141.21万 | 0.03% | 18,134 | 6,806 | 60.1% | $53.00万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $143.06万 | 0.03% | 5,321 | 5,321 | — | $143.06万 | 新建仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $143.69万 | 0.03% | 195,237 | -9,741 | -4.8% | -$7.17万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $147.08万 | 0.03% | 10,171 | -85,005 | -89.3% | -$1,229.26万 | 减仓 |
| TRGP | TARGA RES CORP | $151.26万 | 0.03% | 5,641 | 5,641 | — | $151.26万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $152.50万 | 0.03% | 43,398 | 43,398 | — | $152.50万 | 新建仓 |
| EVMN | EVOMMUNE INC | $154.98万 | 0.03% | 116,611 | 116,611 | — | $154.98万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $157.17万 | 0.03% | 5,261 | 5,261 | — | $157.17万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $161.89万 | 0.04% | 16,843 | -99,024 | -85.5% | -$951.82万 | 重新持有 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $166.14万 | 0.04% | 84,422 | 84,422 | — | $166.14万 | 新建仓 |
| PCAR | PACCAR INC | $166.40万 | 0.04% | 13,853 | 13,853 | — | $166.40万 | 新建仓 |
| CLPT | CLEARPOINT NEURO INC | $169.32万 | 0.04% | 94,910 | 94,910 | — | $169.32万 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC | $174.43万 | 0.04% | 78,501 | 78,501 | — | $174.43万 | 新建仓 |
| — | RANI THERAPEUTICS HLDGS INC | $177.13万 | 0.04% | 2,329,459 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $178.30万 | 0.04% | 74,046 | 74,046 | — | $178.30万 | 新建仓 |
| BOBS | BOBS DISC FURNITURE INC | $181.93万 | 0.04% | 115,000 | -85,000 | -42.5% | -$134.47万 | 减仓 |
| AVTR | AVANTOR INC | $182.42万 | 0.04% | 184,263 | 184,263 | — | $182.42万 | 新建仓 |
| WING | WINGSTOP INC | $187.23万 | 0.04% | 10,797 | 10,797 | — | $187.23万 | 新建仓 |
| CART | MAPLEBEAR INC | $191.83万 | 0.04% | 40,513 | 40,513 | — | $191.83万 | 新建仓 |
| DAN | DANA INC | $196.55万 | 0.04% | 72,234 | 72,234 | — | $196.55万 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $197.12万 | 0.04% | 24,454 | 24,454 | — | $197.12万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $198.60万 | 0.04% | 6,561 | 6,561 | — | $198.60万 | 新建仓 |
| HRB | BLOCK H & R INC | $200.73万 | 0.04% | 52,713 | 52,713 | — | $200.73万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $203.08万 | 0.04% | 9,068 | 9,068 | — | $203.08万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $204.03万 | 0.04% | 14,347 | 14,347 | — | $204.03万 | 新建仓 |
| FAST | FASTENAL CO | $206.87万 | 0.05% | 43,071 | 41,733 | 3,119.1% | $200.44万 | 加仓 |
| CRK | COMSTOCK RES INC | $207.30万 | 0.05% | 138,944 | 138,944 | — | $207.30万 | 新建仓 |
| IOT | SAMSARA INC | $208.66万 | 0.05% | 64,343 | 64,343 | — | $208.66万 | 新建仓 |
| PSX | PHILLIPS 66 | $213.32万 | 0.05% | 12,619 | 12,619 | — | $213.32万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $217.68万 | 0.05% | 120,936 | -29,064 | -19.4% | -$52.32万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $218.49万 | 0.05% | 58,388 | 58,388 | — | $218.49万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $220.00万 | 0.05% | 8,134 | 8,134 | — | $220.00万 | 新建仓 |
| ACMR | ACM RESH INC | $225.00万 | 0.05% | 17,732 | -690,647 | -97.5% | -$8,763.62万 | 减仓 |
| — | AVERIN CAP ACQUISITION CORP | $231.93万 | 0.05% | 231,236 | -18,764 | -7.5% | -$18.82万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $232.80万 | 0.05% | 18,919 | 18,919 | — | $232.80万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $239.33万 | 0.05% | 34,863 | 34,863 | — | $239.33万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $241.65万 | 0.05% | 107,018 | -67,982 | -38.8% | -$153.50万 | 减仓 |
| BURL | BURLINGTON STORES INC | $244.32万 | 0.05% | 7,712 | -17,222 | -69.1% | -$545.59万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $244.34万 | 0.05% | 2,612 | 112 | 4.5% | $10.48万 | 加仓 |
| TBN | TAMBORAN RES CORP | $245.29万 | 0.05% | 75,451 | 75,451 | — | $245.29万 | 新建仓 |
| SYK | STRYKER CORPORATION | $247.43万 | 0.05% | 7,859 | 7,859 | — | $247.43万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $250.31万 | 0.05% | 8,614 | 8,614 | — | $250.31万 | 新建仓 |