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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC 看涨期权 | $3,058.66万 | 0.67% | 54,300 | 40,000 | 279.7% | $2,253.16万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $3,077.65万 | 0.67% | 171,428 | 171,428 | — | $3,077.65万 | 新建仓 |
| AME | AMETEK INC | $3,117.20万 | 0.68% | 128,842 | 81,113 | 169.9% | $1,962.45万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3,160.49万 | 0.69% | 363,108 | 131,612 | 56.9% | $1,145.55万 | 加仓 |
| HAWK | HAWKEYE 360 INC | $3,237.92万 | 0.71% | 1,601,346 | 1,601,346 | — | $3,237.92万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $3,292.47万 | 0.72% | 2,203,795 | -98,739 | -4.3% | -$147.52万 | 减仓 |
| GKOS | GLAUKOS CORP | $3,301.02万 | 0.72% | 236,192 | 236,192 | — | $3,301.02万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3,319.19万 | 0.73% | 110,261 | 110,261 | — | $3,319.19万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $3,375.85万 | 0.74% | 146,725 | 146,725 | — | $3,375.85万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,386.06万 | 0.74% | 68,940 | 57,251 | 489.8% | $2,811.94万 | 加仓 |
| IEX | IDEX CORP | $3,421.20万 | 0.75% | 150,747 | 77,795 | 106.6% | $1,765.56万 | 加仓 |
| KEY | KEYCORP | $3,500.63万 | 0.76% | 1,518,711 | -1,454,259 | -48.9% | -$3,352.07万 | 减仓 |
| V | VISA INC | $3,544.46万 | 0.77% | 103,310 | 91,821 | 799.2% | $3,150.29万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $3,696.20万 | 0.81% | 88,930 | 68,930 | 344.6% | $2,864.94万 | 加仓 |
| QURE | UNIQURE NV | $3,705.96万 | 0.81% | 804,594 | 804,594 | — | $3,705.96万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $3,901.62万 | 0.85% | 39,889 | 29,788 | 294.9% | $2,913.62万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $4,013.38万 | 0.88% | 54,500 | -715,500 | -92.9% | -$5.27亿 | 减仓 |
| TPG | TPG INC | $4,074.72万 | 0.89% | 1,004,864 | 630,031 | 168.1% | $2,554.78万 | 重新持有 |
| VSH | VISHAY INTERTECHNOLOGY INC | $4,110.52万 | 0.90% | 764,322 | -1,132,889 | -59.7% | -$6,092.68万 | 减仓 |
| MMED | MINIMED GROUP INC | $4,205.39万 | 0.92% | 2,812,970 | -365,684 | -11.5% | -$546.70万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $4,268.00万 | 0.93% | 1,000,000 | 500,000 | 100.0% | $2,134.00万 | 加仓 |
| STUB | STUBHUB HLDGS INC | $4,315.30万 | 0.94% | 3,352,993 | 1,902,946 | 131.2% | $2,449.09万 | 重新持有 |
| MS | MORGAN STANLEY | $4,705.05万 | 1.03% | 225,079 | -88,406 | -28.2% | -$1,848.04万 | 减仓 |
| USB | US BANCORP | $4,723.32万 | 1.03% | 782,007 | 28,668 | 3.8% | $173.15万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $5,257.56万 | 1.15% | 186,650 | 186,650 | — | $5,257.56万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $5,360.43万 | 1.17% | 41,960 | 32,710 | 353.6% | $4,178.74万 | 加仓 |
| MCO | MOODYS CORP | $5,927.09万 | 1.29% | 130,864 | 130,864 | — | $5,927.09万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $5,971.96万 | 1.30% | 3,368,279 | 2,836,865 | 533.8% | $5,029.76万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $6,509.65万 | 1.42% | 1,154,808 | 1,092,759 | 1,761.1% | $6,159.88万 | 重新持有 |
| PFE | PFIZER INC 看涨期权 | $7,175.84万 | 1.57% | 2,980,000 | 2,500,000 | 520.8% | $6,020.00万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC 看跌期权 | $7,383.00万 | 1.61% | 73,000 | 73,000 | — | $7,383.00万 | 新建仓 |
| BAC | BANK OF AMER CORP | $7,404.27万 | 1.62% | 1,299,450 | -256,211 | -16.5% | -$1,459.89万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR 看涨期权 | $7,734.68万 | 1.69% | 487,500 | 487,500 | — | $7,734.68万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $8,346.46万 | 1.82% | 254,986 | 241,936 | 1,853.9% | $7,919.29万 | 重新持有 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.02亿 | 2.23% | 596,829 | 596,829 | — | $1.02亿 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $7.02亿 | 15.34% | 940,000 | 940,000 | — | $7.02亿 | 新建仓 |