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 |
|---|---|---|---|---|---|---|---|---|
| KGS | KODIAK GAS SVCS INC | $783.64万 | 0.17% | 104,305 | 104,305 | — | $783.64万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $788.11万 | 0.17% | 428,090 | 428,090 | — | $788.11万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP 看涨期权 | $797.47万 | 0.17% | 2,589,200 | 2,589,200 | — | $797.47万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $799.14万 | 0.17% | 19,000 | 19,000 | — | $799.14万 | 新建仓 |
| AMZN | AMAZON COM INC | $804.45万 | 0.18% | 33,752 | -81,599 | -70.7% | -$1,944.83万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $805.57万 | 0.18% | 832,200 | 832,200 | — | $805.57万 | 新建仓 |
| QNT | QUANTINUUM INC | $817.40万 | 0.18% | 100,000 | 100,000 | — | $817.40万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $818.39万 | 0.18% | 198,062 | 198,062 | — | $818.39万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $829.07万 | 0.18% | 50,470 | 50,470 | — | $829.07万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $838.09万 | 0.18% | 151,007 | 151,007 | — | $838.09万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $844.15万 | 0.18% | 98,054 | 98,054 | — | $844.15万 | 新建仓 |
| MNDY | MONDAY COM LTD | $846.84万 | 0.19% | 116,983 | 116,983 | — | $846.84万 | 新建仓 |
| CPNG | COUPANG INC | $849.82万 | 0.19% | 489,246 | 489,246 | — | $849.82万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $854.46万 | 0.19% | 32,036 | 32,036 | — | $854.46万 | 新建仓 |
| GDDY | GODADDY INC | $859.43万 | 0.19% | 101,252 | 101,252 | — | $859.43万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $863.75万 | 0.19% | 196,352 | 183,659 | 1,446.9% | $807.92万 | 加仓 |
| COO | COOPER COS INC | $882.23万 | 0.19% | 123,028 | 123,028 | — | $882.23万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $887.06万 | 0.19% | 33,181 | 33,181 | — | $887.06万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $892.66万 | 0.20% | 599,903 | 535,103 | 825.8% | $796.23万 | 重新持有 |
| ROST | ROSS STORES INC | $903.76万 | 0.20% | 42,460 | -31,307 | -42.4% | -$666.37万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $904.06万 | 0.20% | 344,796 | 344,796 | — | $904.06万 | 新建仓 |
| MC | MOELIS & CO | $904.92万 | 0.20% | 138,324 | 27,664 | 25.0% | $180.98万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $907.25万 | 0.20% | 5,345 | 5,345 | — | $907.25万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $911.98万 | 0.20% | 111,803 | 111,803 | — | $911.98万 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $912.13万 | 0.20% | 77,562 | 48,318 | 165.2% | $568.22万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $961.94万 | 0.21% | 19,430 | 13,771 | 243.3% | $681.77万 | 加仓 |
| SEPN | SEPTERNA INC | $998.57万 | 0.22% | 298,171 | 223,604 | 299.9% | $748.85万 | 加仓 |
| FLEX | FLEX LTD | $1,021.85万 | 0.22% | 63,050 | 63,050 | — | $1,021.85万 | 新建仓 |
| LFTO | LIFTOFF MOBILE INC | $1,066.49万 | 0.23% | 444,000 | 444,000 | — | $1,066.49万 | 新建仓 |
| ZG | ZILLOW GROUP INC | $1,096.67万 | 0.24% | 349,593 | 349,593 | — | $1,096.67万 | 新建仓 |
| EOG | EOG RES INC | $1,119.51万 | 0.24% | 86,295 | 86,295 | — | $1,119.51万 | 新建仓 |
| IT | GARTNER INC | $1,151.61万 | 0.25% | 88,845 | 88,845 | — | $1,151.61万 | 新建仓 |
| SHOP | SHOPIFY INC | $1,155.68万 | 0.25% | 101,216 | 93,426 | 1,199.3% | $1,066.74万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,161.01万 | 0.25% | 67,099 | 67,099 | — | $1,161.01万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $1,169.26万 | 0.26% | 167,660 | 129,353 | 337.7% | $902.11万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,222.15万 | 0.27% | 110,074 | 110,074 | — | $1,222.15万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $1,228.66万 | 0.27% | 163,822 | 163,822 | — | $1,228.66万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,258.24万 | 0.27% | 113,039 | 109,964 | 3,576.1% | $1,224.01万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1,271.62万 | 0.28% | 151,006 | 71,306 | 89.5% | $600.47万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $1,296.94万 | 0.28% | 631,729 | 545,087 | 629.1% | $1,119.06万 | 重新持有 |
| TNGX | TANGO THERAPEUTICS INC | $1,296.98万 | 0.28% | 414,902 | 414,902 | — | $1,296.98万 | 新建仓 |
| HD | HOME DEPOT INC | $1,313.20万 | 0.29% | 37,235 | -8,765 | -19.1% | -$309.12万 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $1,332.11万 | 0.29% | 812,757 | 80,669 | 11.0% | $132.22万 | 加仓 |
| XYZ | BLOCK INC | $1,351.34万 | 0.30% | 177,808 | 72,966 | 69.6% | $554.54万 | 重新持有 |
| ARXS | ARXIS INC | $1,384.92万 | 0.30% | 300,155 | 300,155 | — | $1,384.92万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,399.20万 | 0.31% | 187,863 | 187,863 | — | $1,399.20万 | 新建仓 |
| GWW | WW GRAINGER INC | $1,440.80万 | 0.31% | 10,591 | -676 | -6.0% | -$91.96万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $1,441.84万 | 0.32% | 2,379,279 | -1,461,866 | -38.1% | -$885.89万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,460.79万 | 0.32% | 272,485 | 272,485 | — | $1,460.79万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,504.05万 | 0.33% | 30,279 | 5,344 | 21.4% | $265.45万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $1,507.53万 | 0.33% | 311,859 | 859 | 0.3% | $4.15万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,586.24万 | 0.35% | 312,560 | 199,495 | 176.4% | $1,012.44万 | 加仓 |
| EPAM | EPAM SYS INC | $1,609.66万 | 0.35% | 202,856 | 192,699 | 1,897.2% | $1,529.07万 | 重新持有 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,657.68万 | 0.36% | 68,792 | 68,792 | — | $1,657.68万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $1,679.48万 | 0.37% | 213,511 | 213,511 | — | $1,679.48万 | 新建仓 |
| ABBV | ABBVIE INC | $1,688.33万 | 0.37% | 67,093 | 67,093 | — | $1,688.33万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $1,708.05万 | 0.37% | 534,265 | 534,265 | — | $1,708.05万 | 新建仓 |
| ONON | ON HLDG AG | $1,710.79万 | 0.37% | 483,000 | 170,000 | 54.3% | $602.14万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,728.13万 | 0.38% | 118,276 | -30,726 | -20.6% | -$448.94万 | 减仓 |
| XPO | XPO INC | $1,734.97万 | 0.38% | 84,513 | 84,513 | — | $1,734.97万 | 新建仓 |
| AS | AMER SPORTS INC | $1,764.66万 | 0.39% | 521,473 | -177,040 | -25.3% | -$599.10万 | 减仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $1,772.13万 | 0.39% | 454,392 | 454,392 | — | $1,772.13万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,773.28万 | 0.39% | 70,937 | 70,937 | — | $1,773.28万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $1,784.30万 | 0.39% | 210,960 | 109,316 | 107.5% | $924.59万 | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC | $1,836.91万 | 0.40% | 44,232 | 44,232 | — | $1,836.91万 | 新建仓 |
| HUM | HUMANA INC | $1,881.95万 | 0.41% | 47,378 | 47,378 | — | $1,881.95万 | 新建仓 |
| WMB | WILLIAMS COS INC | $1,914.53万 | 0.42% | 257,537 | 257,537 | — | $1,914.53万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,933.19万 | 0.42% | 318,641 | 195,255 | 158.2% | $1,184.61万 | 加仓 |
| QGEN | QIAGEN NV 看涨期权 | $1,955.00万 | 0.43% | 500,000 | 500,000 | — | $1,955.00万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $1,972.27万 | 0.43% | 271,812 | 271,812 | — | $1,972.27万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1,992.97万 | 0.44% | 1,255,812 | -440,456 | -26.0% | -$699.00万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2,048.67万 | 0.45% | 204,295 | 204,295 | — | $2,048.67万 | 新建仓 |
| QGEN | QIAGEN NV | $2,072.30万 | 0.45% | 530,000 | 300,000 | 130.4% | $1,173.00万 | 加仓 |
| INSM | INSMED INC | $2,145.47万 | 0.47% | 201,226 | 201,226 | — | $2,145.47万 | 新建仓 |
| BANC | BANC OF CALIFORNIA INC | $2,162.99万 | 0.47% | 1,058,731 | 772,935 | 270.4% | $1,579.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,196.39万 | 0.48% | 21,717 | -45,869 | -67.9% | -$4,639.05万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $2,210.00万 | 0.48% | 100,000 | 100,000 | — | $2,210.00万 | 新建仓 |
| COR | CENCORA INC | $2,214.74万 | 0.48% | 78,265 | 78,265 | — | $2,214.74万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,229.93万 | 0.49% | 115,403 | 115,403 | — | $2,229.93万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,308.29万 | 0.50% | 540,836 | -416,470 | -43.5% | -$1,777.49万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,311.26万 | 0.50% | 50,340 | 50,340 | — | $2,311.26万 | 新建仓 |
| EVR | EVERCORE INC | $2,319.23万 | 0.51% | 67,925 | -89,338 | -56.8% | -$3,050.36万 | 减仓 |
| BA | BOEING CO | $2,414.53万 | 0.53% | 111,541 | 97,307 | 683.6% | $2,106.40万 | 加仓 |
| TOST | TOAST INC | $2,428.62万 | 0.53% | 872,976 | -68,025 | -7.2% | -$189.25万 | 减仓 |
| HEI | HEICO CORP NEW | $2,431.71万 | 0.53% | 68,270 | 39,734 | 139.2% | $1,415.29万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $2,477.65万 | 0.54% | 1,371,139 | 1,213,967 | 772.4% | $2,193.64万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $2,481.40万 | 0.54% | 163,973 | 32,643 | 24.9% | $493.99万 | 重新持有 |
| LLY | ELI LILLY & CO | $2,495.77万 | 0.55% | 20,808 | 20,808 | — | $2,495.77万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $2,548.18万 | 0.56% | 1,008,780 | 997,827 | 9,110.1% | $2,520.51万 | 加仓 |
| SBUX | STARBUCKS CORP | $2,548.31万 | 0.56% | 249,370 | 15,500 | 6.6% | $158.39万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2,597.34万 | 0.57% | 519,676 | 479,059 | 1,179.5% | $2,394.34万 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,822.44万 | 0.62% | 80,625 | 80,625 | — | $2,822.44万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED 看涨期权 | $2,871.11万 | 0.63% | 4,737,800 | 584,400 | 14.1% | $354.15万 | 加仓 |
| NVT | NVENT ELEC PLC | $2,946.24万 | 0.64% | 173,707 | 33,469 | 23.9% | $567.67万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,958.48万 | 0.65% | 359,912 | 359,912 | — | $2,958.48万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $2,977.76万 | 0.65% | 621,143 | 176,877 | 39.8% | $847.95万 | 重新持有 |
| GLBE | GLOBAL E ONLINE LTD | $2,980.42万 | 0.65% | 858,170 | 515,654 | 150.5% | $1,790.87万 | 加仓 |
| BLK | BLACKROCK INC | $2,981.03万 | 0.65% | 31,002 | 27,415 | 764.3% | $2,636.12万 | 重新持有 |
| DLR | DIGITAL RLTY TR INC | $3,017.16万 | 0.66% | 168,012 | 168,012 | — | $3,017.16万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $3,025.46万 | 0.66% | 909,366 | 46,629 | 5.4% | $155.13万 | 加仓 |