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 |
|---|---|---|---|---|---|---|---|---|
| LUV | SOUTHWEST AIRLS CO | $580.59万 | 0.21% | 154,535 | 154,535 | — | $580.59万 | 新建仓 |
| GEV | GE VERNOVA INC | $554.64万 | 0.21% | 6,354 | 6,354 | — | $554.64万 | 新建仓 |
| GDS | GDS HLDGS LTD | $547.47万 | 0.20% | 135,882 | 135,882 | — | $547.47万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $541.18万 | 0.20% | 20,000 | -10,967 | -35.4% | -$296.76万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW 看涨期权 | $540.50万 | 0.20% | 250,000 | 250,000 | — | $540.50万 | 新建仓 |
| BLTE | BELITE BIO INC | $534.00万 | 0.20% | 33,492 | 33,492 | — | $534.00万 | 新建仓 |
| CCL | CARNIVAL CORP | $530.54万 | 0.20% | 205,000 | -27,869 | -12.0% | -$72.12万 | 减仓 |
| WFC | WELLS FARGO & CO | $507.75万 | 0.19% | 63,780 | 63,780 | — | $507.75万 | 新建仓 |
| BANC | BANC OF CALIFORNIA INC | $502.43万 | 0.19% | 285,796 | 285,796 | — | $502.43万 | 新建仓 |
| WMT | WALMART INC | $497.12万 | 0.18% | 40,000 | 40,000 | — | $497.12万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $487.13万 | 0.18% | 11,689 | 11,689 | — | $487.13万 | 新建仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $479.38万 | 0.18% | 557,423 | 357,423 | 178.7% | $307.38万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $477.88万 | 0.18% | 228,107 | 228,107 | — | $477.88万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $468.19万 | 0.17% | 470,544 | 470,544 | — | $468.19万 | 新建仓 |
| YSS | YORK SPACE SYSTEMS INC | $465.57万 | 0.17% | 210,000 | 210,000 | — | $465.57万 | 新建仓 |
| KYIV | KYIVSTAR GROUP LTD | $463.92万 | 0.17% | 458,418 | 458,418 | — | $463.92万 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $453.95万 | 0.17% | 218,876 | -20,884 | -8.7% | -$43.31万 | 减仓 |
| TJX | TJX COS INC NEW | $451.92万 | 0.17% | 28,298 | 28,298 | — | $451.92万 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $443.21万 | 0.16% | 113,065 | 113,065 | — | $443.21万 | 新建仓 |
| PNR | PENTAIR PLC | $439.13万 | 0.16% | 50,411 | 50,411 | — | $439.13万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $437.68万 | 0.16% | 175,000 | 175,000 | — | $437.68万 | 新建仓 |
| VSTM | VERASTEM INC | $428.11万 | 0.16% | 807,755 | 807,755 | — | $428.11万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $427.83万 | 0.16% | 6,271 | 6,271 | — | $427.83万 | 新建仓 |
| MTZ | MASTEC INC | $418.71万 | 0.16% | 13,014 | 13,014 | — | $418.71万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $394.08万 | 0.15% | 36,913 | 36,913 | — | $394.08万 | 新建仓 |
| WERN | WERNER ENTERPRISES INC | $393.16万 | 0.15% | 133,683 | 133,683 | — | $393.16万 | 新建仓 |
| VNET | VNET GROUP INC | $360.39万 | 0.13% | 429,542 | 429,542 | — | $360.39万 | 新建仓 |
| UNP | UNION PAC CORP | $358.37万 | 0.13% | 14,771 | 14,771 | — | $358.37万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $349.72万 | 0.13% | 39,530 | -2,970 | -7.0% | -$26.28万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $346.59万 | 0.13% | 118,411 | 118,411 | — | $346.59万 | 新建仓 |
| ANNX | ANNEXON INC | $343.70万 | 0.13% | 620,401 | -2,479,599 | -80.0% | -$1,373.70万 | 减仓 |
| HUBB | HUBBELL INC | $312.65万 | 0.12% | 6,371 | 6,371 | — | $312.65万 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $306.35万 | 0.11% | 183,443 | 183,443 | — | $306.35万 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $305.50万 | 0.11% | 149,976 | 149,976 | — | $305.50万 | 新建仓 |
| RAL | RALLIANT CORP | $304.36万 | 0.11% | 73,181 | 73,181 | — | $304.36万 | 新建仓 |
| PLXS | PLEXUS CORP | $290.32万 | 0.11% | 14,334 | 14,334 | — | $290.32万 | 新建仓 |
| BA | BOEING CO | $283.30万 | 0.10% | 14,234 | 14,234 | — | $283.30万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $279.83万 | 0.10% | 45,004 | 45,004 | — | $279.83万 | 新建仓 |
| ERAS | ERASCA INC | $277.06万 | 0.10% | 171,233 | 171,233 | — | $277.06万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $261.02万 | 0.10% | 183,691 | 183,691 | — | $261.02万 | 新建仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $258.68万 | 0.10% | 204,978 | 204,978 | — | $258.68万 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $258.50万 | 0.10% | 550,000 | 550,000 | — | $258.50万 | 新建仓 |
| CHYM | CHIME FINL INC | $255.08万 | 0.09% | 136,189 | -40,792 | -23.0% | -$76.40万 | 减仓 |
| HLXC | HELIX ACQUISITION CORP III | $251.46万 | 0.09% | 247,500 | 247,500 | — | $251.46万 | 新建仓 |
| — | AVERIN CAP ACQUISITION CORP | $249.75万 | 0.09% | 250,000 | 250,000 | — | $249.75万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $249.73万 | 0.09% | 9,966 | 9,966 | — | $249.73万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $249.11万 | 0.09% | 2,500 | 2,500 | — | $249.11万 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $236.99万 | 0.09% | 29,244 | 29,244 | — | $236.99万 | 新建仓 |
| BOBS | BOBS DISC FURNITURE INC | $235.00万 | 0.09% | 200,000 | 200,000 | — | $235.00万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $225.16万 | 0.08% | 80,100 | 80,100 | — | $225.16万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $210.15万 | 0.08% | 150,000 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $203.09万 | 0.08% | 5,659 | 5,659 | — | $203.09万 | 新建仓 |
| USAR | USA RARE EARTH INC | $188.71万 | 0.07% | 124,687 | 124,687 | — | $188.71万 | 新建仓 |
| SEPN | SEPTERNA INC | $179.18万 | 0.07% | 74,567 | 24,665 | 49.4% | $59.27万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $173.44万 | 0.06% | 20,219 | 20,219 | — | $173.44万 | 新建仓 |
| — | RANI THERAPEUTICS HLDGS INC | $171.17万 | 0.06% | 2,329,459 | 216,024 | 10.2% | $15.87万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $168.80万 | 0.06% | 157,172 | 157,172 | — | $168.80万 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $163.50万 | 0.06% | 100,000 | 100,000 | — | $163.50万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $163.23万 | 0.06% | 38,307 | -493,987 | -92.8% | -$2,104.88万 | 重新持有 |
| MH | MCGRAW HILL INC | $162.95万 | 0.06% | 118,944 | -131,307 | -52.5% | -$179.89万 | 减仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $151.87万 | 0.06% | 172,774 | 172,774 | — | $151.87万 | 新建仓 |
| CLYM | CLIMB BIO INC | $149.17万 | 0.06% | 217,768 | 217,768 | — | $149.17万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $141.01万 | 0.05% | 95,925 | -253,683 | -72.6% | -$372.91万 | 减仓 |
| ROKU | ROKU INC | $138.22万 | 0.05% | 14,608 | 14,608 | — | $138.22万 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $133.12万 | 0.05% | 125,000 | -165,000 | -56.9% | -$175.72万 | 减仓 |
| WU | WESTERN UN CO | $129.38万 | 0.05% | 148,203 | 148,203 | — | $129.38万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $125.89万 | 0.05% | 5,941 | 5,941 | — | $125.89万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $116.33万 | 0.04% | 36,931 | 36,931 | — | $116.33万 | 新建仓 |
| SERV | SERVE ROBOTICS INC | $109.19万 | 0.04% | 129,367 | 129,367 | — | $109.19万 | 新建仓 |
| MTB | M & T BK CORP | $108.76万 | 0.04% | 5,261 | 5,261 | — | $108.76万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $108.61万 | 0.04% | 57,282 | 57,282 | — | $108.61万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $108.51万 | 0.04% | 11,030 | 11,030 | — | $108.51万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $100.38万 | 0.04% | 4,909 | 4,909 | — | $100.38万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $97.70万 | 0.04% | 843 | 843 | — | $97.70万 | 新建仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $96.54万 | 0.04% | 41,273 | 11,023 | 36.4% | $25.78万 | 重新持有 |
| BRCB | BLACK ROCK COFFEE BAR INC | $92.44万 | 0.03% | 71,547 | 40,030 | 127.0% | $51.72万 | 加仓 |
| SHOP | SHOPIFY INC | $92.41万 | 0.03% | 7,790 | 7,790 | — | $92.41万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $77.98万 | 0.03% | 6,999 | 6,999 | — | $77.98万 | 新建仓 |
| — | PYXIS ONCOLOGY INC | $73.47万 | 0.03% | 503,214 | 0 | 0.0% | — | 不变 |
| MWH | SOLV ENERGY INC | $70.02万 | 0.03% | 23,317 | 23,317 | — | $70.02万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $68.45万 | 0.03% | 552,027 | 552,027 | — | $68.45万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $65.23万 | 0.02% | 11,328 | 11,328 | — | $65.23万 | 新建仓 |
| PXED | PHOENIX ED PARTNERS INC | $64.71万 | 0.02% | 20,568 | -1,862 | -8.3% | -$5.86万 | 减仓 |
| ARVN | ARVINAS INC | $53.22万 | 0.02% | 50,205 | 50,205 | — | $53.22万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $50.89万 | 0.02% | 12,693 | -67,036 | -84.1% | -$268.75万 | 减仓 |
| — | ONEIM ACQUISITION CORP | $50.55万 | 0.02% | 50,000 | 50,000 | — | $50.55万 | 新建仓 |
| PAYX | PAYCHEX INC | $42.38万 | 0.02% | 4,601 | 4,601 | — | $42.38万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $41.70万 | 0.02% | 1,674 | 1,674 | — | $41.70万 | 新建仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $40.17万 | 0.01% | 36,614 | 36,614 | — | $40.17万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $38.21万 | 0.01% | 11,848 | 11,848 | — | $38.21万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $36.98万 | 0.01% | 15,518 | 3,598 | 30.2% | $8.57万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $36.60万 | 0.01% | 8,080 | -10,048 | -55.4% | -$45.52万 | 重新持有 |
| XENE | XENON PHARMACEUTICALS INC | $36.34万 | 0.01% | 6,250 | 6,250 | — | $36.34万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $34.82万 | 0.01% | 3,863 | 3,863 | — | $34.82万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $33.55万 | 0.01% | 3,075 | -46,178 | -93.8% | -$503.80万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $33.08万 | 0.01% | 77,110 | 77,110 | — | $33.08万 | 新建仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $30.14万 | 0.01% | 11,250 | -282,615 | -96.2% | -$757.13万 | 减仓 |
| LEN | LENNAR CORP | $27.97万 | 0.01% | 3,221 | 3,221 | — | $27.97万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $23.68万 | 0.01% | 10,953 | -441,336 | -97.6% | -$954.17万 | 减仓 |
| LII | LENNOX INTL INC | $23.02万 | 0.01% | 496 | 496 | — | $23.02万 | 新建仓 |