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 |
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $252.02万 | 0.06% | 14,818 | 14,818 | — | $252.02万 | 新建仓 |
| HLXC | HELIX ACQUISITION CORP III | $261.51万 | 0.06% | 246,709 | -791 | -0.3% | -$8,385 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $261.80万 | 0.06% | 36,946 | 36,946 | — | $261.80万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $265.16万 | 0.06% | 48,546 | 48,546 | — | $265.16万 | 新建仓 |
| CCJ | CAMECO CORP | $266.32万 | 0.06% | 26,146 | 26,146 | — | $266.32万 | 新建仓 |
| USAR | USA RARE EARTH INC | $269.07万 | 0.06% | 124,687 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $283.84万 | 0.06% | 41,865 | 41,865 | — | $283.84万 | 新建仓 |
| CACI | CACI INTL INC | $284.07万 | 0.06% | 6,132 | 6,132 | — | $284.07万 | 新建仓 |
| SAIA | SAIA INC | $284.49万 | 0.06% | 6,755 | -10,334 | -60.5% | -$435.23万 | 减仓 |
| URI | UNITED RENTALS INC | $286.05万 | 0.06% | 2,525 | 2,525 | — | $286.05万 | 新建仓 |
| BWA | BORGWARNER INC | $287.22万 | 0.06% | 43,256 | 43,256 | — | $287.22万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $296.81万 | 0.06% | 117,318 | 117,318 | — | $296.81万 | 新建仓 |
| KO | COCA COLA CO | $302.45万 | 0.07% | 37,215 | 37,215 | — | $302.45万 | 新建仓 |
| EQT | EQT CORP | $308.99万 | 0.07% | 58,113 | 58,113 | — | $308.99万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $314.55万 | 0.07% | 161,557 | -248,443 | -60.6% | -$483.72万 | 减仓 |
| EXPO | EXPONENT INC | $318.80万 | 0.07% | 54,254 | 54,254 | — | $318.80万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $322.29万 | 0.07% | 29,051 | -354,894 | -92.4% | -$3,937.19万 | 减仓 |
| VVV | VALVOLINE INC | $327.30万 | 0.07% | 82,777 | 82,777 | — | $327.30万 | 新建仓 |
| MTZ | MASTEC INC | $331.52万 | 0.07% | 7,968 | -5,046 | -38.8% | -$209.94万 | 减仓 |
| RGEN | REPLIGEN CORP | $335.86万 | 0.07% | 24,616 | 24,616 | — | $335.86万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $338.25万 | 0.07% | 26,325 | 26,325 | — | $338.25万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $339.99万 | 0.07% | 66,914 | 66,914 | — | $339.99万 | 新建仓 |
| P | EVERPURE INC | $347.36万 | 0.08% | 44,087 | 44,087 | — | $347.36万 | 新建仓 |
| AVGO | BROADCOM INC | $350.17万 | 0.08% | 9,270 | 9,270 | — | $350.17万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $355.33万 | 0.08% | 10,508 | 10,508 | — | $355.33万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $355.86万 | 0.08% | 2,118,231 | 2,118,231 | — | $355.86万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $361.25万 | 0.08% | 9,748 | -12,352 | -55.9% | -$457.75万 | 减仓 |
| BX | BLACKSTONE INC | $365.15万 | 0.08% | 31,032 | 31,032 | — | $365.15万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $367.85万 | 0.08% | 142,246 | 142,246 | — | $367.85万 | 新建仓 |
| CVS | CVS HEALTH CORP | $369.65万 | 0.08% | 35,732 | 35,732 | — | $369.65万 | 新建仓 |
| COMP | COMPASS INC | $369.90万 | 0.08% | 300,000 | 300,000 | — | $369.90万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $375.08万 | 0.08% | 26,305 | -18,699 | -41.5% | -$266.63万 | 减仓 |
| GM | GENERAL MTRS CO | $375.25万 | 0.08% | 48,683 | 48,683 | — | $375.25万 | 新建仓 |
| POOL | POOL CORP | $375.67万 | 0.08% | 17,481 | 17,481 | — | $375.67万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $378.43万 | 0.08% | 27,176 | 27,176 | — | $378.43万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $382.68万 | 0.08% | 21,153 | 21,153 | — | $382.68万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $382.80万 | 0.08% | 53,049 | 53,049 | — | $382.80万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $383.89万 | 0.08% | 2,882 | 2,039 | 241.9% | $271.60万 | 加仓 |
| ROL | ROLLINS INC | $387.90万 | 0.08% | 92,932 | 92,932 | — | $387.90万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $388.19万 | 0.08% | 11,747 | 11,747 | — | $388.19万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $391.26万 | 0.09% | 35,000 | 35,000 | — | $391.26万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $396.52万 | 0.09% | 46,000 | 46,000 | — | $396.52万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $401.13万 | 0.09% | 19,396 | 19,396 | — | $401.13万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $405.44万 | 0.09% | 63,549 | 63,549 | — | $405.44万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $407.39万 | 0.09% | 11,348 | 11,348 | — | $407.39万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $414.66万 | 0.09% | 28,975 | 28,975 | — | $414.66万 | 新建仓 |
| VCEL | VERICEL CORP | $415.77万 | 0.09% | 93,452 | 93,452 | — | $415.77万 | 新建仓 |
| FIVE | FIVE BELOW INC | $418.01万 | 0.09% | 23,250 | 23,250 | — | $418.01万 | 新建仓 |
| BIO | BIO RAD LABS INC | $429.82万 | 0.09% | 14,639 | 14,639 | — | $429.82万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $445.16万 | 0.10% | 20,922 | 20,922 | — | $445.16万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $446.06万 | 0.10% | 54,731 | 54,731 | — | $446.06万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $454.86万 | 0.10% | 27,441 | 27,441 | — | $454.86万 | 新建仓 |
| GMRS | GMR SOLUTIONS INC | $458.33万 | 0.10% | 296,462 | 296,462 | — | $458.33万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $458.47万 | 0.10% | 94,394 | 94,394 | — | $458.47万 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $459.30万 | 0.10% | 263,964 | -1,782,763 | -87.1% | -$3,102.01万 | 减仓 |
| — | EXXON MOBIL CORP | $467.91万 | 0.10% | 34,224 | 34,224 | — | $467.91万 | 新建仓 |
| VST | VISTRA CORP | $469.18万 | 0.10% | 29,577 | 29,577 | — | $469.18万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $490.60万 | 0.11% | 100,000 | 100,000 | — | $490.60万 | 新建仓 |
| PHM | PULTE GROUP INC | $496.06万 | 0.11% | 36,153 | 36,153 | — | $496.06万 | 新建仓 |
| SONY | SONY GROUP CORP | $497.03万 | 0.11% | 247,771 | 247,771 | — | $497.03万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $499.98万 | 0.11% | 175,000 | 175,000 | — | $499.98万 | 新建仓 |
| HAL | HALLIBURTON CO | $500.74万 | 0.11% | 147,493 | 147,493 | — | $500.74万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $503.33万 | 0.11% | 25,155 | -72,973 | -74.4% | -$1,460.12万 | 减仓 |
| PNR | PENTAIR PLC | $512.08万 | 0.11% | 66,799 | 16,388 | 32.5% | $125.63万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $514.60万 | 0.11% | 59,000 | 59,000 | — | $514.60万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $516.97万 | 0.11% | 55,834 | 55,834 | — | $516.97万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $519.43万 | 0.11% | 104,177 | 104,177 | — | $519.43万 | 新建仓 |
| DHI | D R HORTON INC | $522.01万 | 0.11% | 32,049 | 32,049 | — | $522.01万 | 新建仓 |
| ERAS | ERASCA INC | $524.54万 | 0.11% | 286,322 | 115,089 | 67.2% | $210.84万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $524.64万 | 0.11% | 216,792 | 216,792 | — | $524.64万 | 新建仓 |
| ABVX | ABIVAX SA | $533.04万 | 0.12% | 40,000 | 40,000 | — | $533.04万 | 新建仓 |
| AGL | AGILON HEALTH INC | $533.12万 | 0.12% | 49,741 | 49,741 | — | $533.12万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $536.49万 | 0.12% | 27,562 | 22,653 | 461.5% | $440.94万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $540.32万 | 0.12% | 165,033 | 165,033 | — | $540.32万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $545.15万 | 0.12% | 56,271 | 56,271 | — | $545.15万 | 新建仓 |
| QXO | QXO INC | $547.74万 | 0.12% | 316,977 | 223,432 | 238.8% | $386.09万 | 重新持有 |
| MWH | SOLV ENERGY INC | $566.56万 | 0.12% | 166,390 | 143,073 | 613.6% | $487.16万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $570.40万 | 0.12% | 200,000 | 200,000 | — | $570.40万 | 新建仓 |
| RBC | RBC BEARINGS INC | $571.35万 | 0.12% | 8,871 | -2,612 | -22.7% | -$168.23万 | 减仓 |
| ORCL | ORACLE CORP 看涨期权 | $593.53万 | 0.13% | 40,500 | 40,500 | — | $593.53万 | 新建仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $596.49万 | 0.13% | 528,801 | -28,622 | -5.1% | -$32.29万 | 减仓 |
| KYIV | KYIVSTAR GROUP LTD | $604.15万 | 0.13% | 373,624 | -84,794 | -18.5% | -$137.11万 | 减仓 |
| TGT | TARGET CORP | $614.40万 | 0.13% | 47,041 | -200,459 | -81.0% | -$2,618.19万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $619.06万 | 0.14% | 214,355 | 214,355 | — | $619.06万 | 新建仓 |
| TSLA | TESLA INC | $620.85万 | 0.14% | 14,761 | 14,761 | — | $620.85万 | 新建仓 |
| TTE | TOTALENERGIES SE | $621.55万 | 0.14% | 79,932 | 79,932 | — | $621.55万 | 新建仓 |
| SVRA | SAVARA INC | $625.79万 | 0.14% | 1,015,887 | -259,113 | -20.3% | -$159.61万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW 看涨期权 | $631.50万 | 0.14% | 250,000 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $642.88万 | 0.14% | 26,222 | 26,222 | — | $642.88万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $668.11万 | 0.15% | 52,707 | 52,707 | — | $668.11万 | 新建仓 |
| SNPS | SYNOPSYS INC | $680.70万 | 0.15% | 15,260 | -2,357 | -13.4% | -$105.14万 | 减仓 |
| TJX | TJX COS INC NEW | $689.73万 | 0.15% | 45,527 | 17,229 | 60.9% | $261.02万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $707.56万 | 0.15% | 70,000 | 70,000 | — | $707.56万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $712.28万 | 0.16% | 43,234 | 43,234 | — | $712.28万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $719.62万 | 0.16% | 27,631 | 27,631 | — | $719.62万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $727.02万 | 0.16% | 324,416 | -799,307 | -71.1% | -$1,791.25万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $746.16万 | 0.16% | 284,902 | 284,902 | — | $746.16万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $758.42万 | 0.17% | 281,104 | 281,104 | — | $758.42万 | 新建仓 |
| COP | CONOCOPHILLIPS | $768.44万 | 0.17% | 73,917 | 73,917 | — | $768.44万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $777.92万 | 0.17% | 155,833 | 155,833 | — | $777.92万 | 新建仓 |