Longaeva Partners L.P.
Chicago IL · SEC CIK 0002054122
$27.01亿2026Q1 申报市值
204持仓数
35.9%前十大占比 · 第一大 16.5%
144 / 44新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BAC 新建仓+$7,583.85万
BSX 新建仓+$6,007.10万
KEY 新建仓+$5,960.80万
GS 新建仓+$5,717.71万
MMED 新建仓+$4,742.55万
2026Q1 卖出最多 按季末市值估算
CAI 清仓-$4,073.29万
EW 清仓-$2,211.10万
BTSG 重新持有-$2,104.88万
PCTY 清仓-$1,851.09万
RJF 清仓-$1,457.21万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1.94亿 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP 看涨期权 | $0 | 0.00% | 0 | -845,000 | -100.0% | -$7,203.62万 | 清仓 |
| SBUX | STARBUCKS CORP 看涨期权 | $0 | 0.00% | 0 | -600,000 | -100.0% | -$5,052.60万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -1,509,745 | -100.0% | -$4,073.29万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TPG | TPG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -259,367 | -100.0% | -$2,211.10万 | 清仓 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -121,383 | -100.0% | -$1,851.09万 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -90,741 | -100.0% | -$1,457.21万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -256,156 | -100.0% | -$1,047.68万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -64,715 | -100.0% | -$904.85万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -65,972 | -100.0% | -$901.11万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -63,619 | -100.0% | -$854.47万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -436,794 | -100.0% | -$845.63万 | 清仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $0 | 0.00% | 0 | -497,489 | -100.0% | -$820.36万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -47,164 | -100.0% | -$818.25万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMG | AFFILIATED MANAGERS GROUP IN | $0 | 0.00% | 0 | -26,553 | -100.0% | -$765.47万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | KKR & CO INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$648.00万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -67,341 | -100.0% | -$642.50万 | 清仓 |
| CTRI | CENTURI HOLDINGS INC | $0 | 0.00% | 0 | -177,016 | -100.0% | -$446.97万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$417.30万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ULS | UL SOLUTIONS INC | $0 | 0.00% | 0 | -50,823 | -100.0% | -$400.79万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -36,997 | -100.0% | -$387.43万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -115,000 | -100.0% | -$332.46万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | -175,000 | -100.0% | -$237.82万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -36,884 | -100.0% | -$225.80万 | 清仓 |
| IMNM | IMMUNOME INC | $0 | 0.00% | 0 | -102,500 | -100.0% | -$220.17万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$194.04万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANDG | ANDERSEN GROUP INC | $0 | 0.00% | 0 | -69,028 | -100.0% | -$178.99万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -17,500 | -100.0% | -$133.07万 | 清仓 |
| SLDE | SLIDE INS HLDGS INC | $0 | 0.00% | 0 | -63,027 | -100.0% | -$122.78万 | 清仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $0 | 0.00% | 0 | -27,006 | -100.0% | -$118.96万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -27,414 | -100.0% | -$111.96万 | 清仓 |
| — | EXZEO GROUP INC | $0 | 0.00% | 0 | -38,000 | -100.0% | -$92.15万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -34,123 | -100.0% | -$89.33万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -12,772 | -100.0% | -$75.42万 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -3,213 | -100.0% | -$71.70万 | 清仓 |
| BKV | BKV CORP | $0 | 0.00% | 0 | -21,364 | -100.0% | -$58.00万 | 清仓 |
| EYPT | EYEPOINT INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$54.81万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -3,294 | -100.0% | -$51.44万 | 清仓 |
| IMMX | IMMIX BIOPHARMA INC | $0 | 0.00% | 0 | -98,040 | -100.0% | -$51.27万 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -15,518 | -100.0% | -$44.51万 | 清仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $0 | 0.00% | 0 | -16,565 | -100.0% | -$43.93万 | 清仓 |
| TARA | PROTARA THERAPEUTICS INC | $0 | 0.00% | 0 | -33,857 | -100.0% | -$18.05万 | 清仓 |
| CBC | CENTRAL BANCOMPANY | $0 | 0.00% | 0 | -5,295 | -100.0% | -$12.77万 | 清仓 |
| SAIL | SAILPOINT INC | $0 | 0.00% | 0 | -24 | -100.0% | -$486 | 清仓 |
| FAST | FASTENAL CO | $6.21万 | 0.00% | 1,338 | 1,338 | — | $6.21万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.21万 | 0.00% | 380 | 380 | — | $9.21万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $14.20万 | 0.01% | 246 | 246 | — | $14.20万 | 新建仓 |
| RH | RH | $20.93万 | 0.01% | 1,497 | -13,003 | -89.7% | -$181.81万 | 减仓 |
| LII | LENNOX INTL INC | $23.02万 | 0.01% | 496 | 496 | — | $23.02万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $23.68万 | 0.01% | 10,953 | -441,336 | -97.6% | -$954.17万 | 减仓 |
| LEN | LENNAR CORP | $27.97万 | 0.01% | 3,221 | 3,221 | — | $27.97万 | 新建仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $30.14万 | 0.01% | 11,250 | -282,615 | -96.2% | -$757.13万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $33.08万 | 0.01% | 77,110 | 77,110 | — | $33.08万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $33.55万 | 0.01% | 3,075 | -46,178 | -93.8% | -$503.80万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $34.82万 | 0.01% | 3,863 | 3,863 | — | $34.82万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $36.34万 | 0.01% | 6,250 | 6,250 | — | $36.34万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $36.60万 | 0.01% | 8,080 | -10,048 | -55.4% | -$45.52万 | 重新持有 |
| BEAM | BEAM THERAPEUTICS INC | $36.98万 | 0.01% | 15,518 | 3,598 | 30.2% | $8.57万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $38.21万 | 0.01% | 11,848 | 11,848 | — | $38.21万 | 新建仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $40.17万 | 0.01% | 36,614 | 36,614 | — | $40.17万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $41.70万 | 0.02% | 1,674 | 1,674 | — | $41.70万 | 新建仓 |
| PAYX | PAYCHEX INC | $42.38万 | 0.02% | 4,601 | 4,601 | — | $42.38万 | 新建仓 |
| — | ONEIM ACQUISITION CORP | $50.55万 | 0.02% | 50,000 | 50,000 | — | $50.55万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $50.89万 | 0.02% | 12,693 | -67,036 | -84.1% | -$268.75万 | 减仓 |
| ARVN | ARVINAS INC | $53.22万 | 0.02% | 50,205 | 50,205 | — | $53.22万 | 新建仓 |
| PXED | PHOENIX ED PARTNERS INC | $64.71万 | 0.02% | 20,568 | -1,862 | -8.3% | -$5.86万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $65.23万 | 0.02% | 11,328 | 11,328 | — | $65.23万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $68.45万 | 0.03% | 552,027 | 552,027 | — | $68.45万 | 新建仓 |
| MWH | SOLV ENERGY INC | $70.02万 | 0.03% | 23,317 | 23,317 | — | $70.02万 | 新建仓 |
| — | PYXIS ONCOLOGY INC | $73.47万 | 0.03% | 503,214 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $77.98万 | 0.03% | 6,999 | 6,999 | — | $77.98万 | 新建仓 |
| SHOP | SHOPIFY INC | $92.41万 | 0.03% | 7,790 | 7,790 | — | $92.41万 | 新建仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $92.44万 | 0.03% | 71,547 | 40,030 | 127.0% | $51.72万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $96.54万 | 0.04% | 41,273 | 11,023 | 36.4% | $25.78万 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $97.70万 | 0.04% | 843 | 843 | — | $97.70万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $100.38万 | 0.04% | 4,909 | 4,909 | — | $100.38万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $108.51万 | 0.04% | 11,030 | 11,030 | — | $108.51万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $108.61万 | 0.04% | 57,282 | 57,282 | — | $108.61万 | 新建仓 |
| MTB | M & T BK CORP | $108.76万 | 0.04% | 5,261 | 5,261 | — | $108.76万 | 新建仓 |