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 |
|---|---|---|---|---|---|---|---|---|
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,222.15万 | 0.27% | 110,074 | 110,074 | — | $1,222.15万 | 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 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,161.01万 | 0.25% | 67,099 | 67,099 | — | $1,161.01万 | 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 |
| IT | GARTNER INC | $1,151.61万 | 0.25% | 88,845 | 88,845 | — | $1,151.61万 | 新建仓 |
| EOG | EOG RES INC | $1,119.51万 | 0.24% | 86,295 | 86,295 | — | $1,119.51万 | 新建仓 |
| ZG | ZILLOW GROUP INC | $1,096.67万 | 0.24% | 349,593 | 349,593 | — | $1,096.67万 | 新建仓 |
| LFTO | LIFTOFF MOBILE INC | $1,066.49万 | 0.23% | 444,000 | 444,000 | — | $1,066.49万 | 新建仓 |
| FLEX | FLEX LTD | $1,021.85万 | 0.22% | 63,050 | 63,050 | — | $1,021.85万 | 新建仓 |
| SEPN | SEPTERNA INC | $998.57万 | 0.22% | 298,171 | 223,604 | 299.9% | $748.85万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $961.94万 | 0.21% | 19,430 | 13,771 | 243.3% | $681.77万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $912.13万 | 0.20% | 77,562 | 48,318 | 165.2% | $568.22万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $911.98万 | 0.20% | 111,803 | 111,803 | — | $911.98万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $907.25万 | 0.20% | 5,345 | 5,345 | — | $907.25万 | 新建仓 |
| MC | MOELIS & CO | $904.92万 | 0.20% | 138,324 | 27,664 | 25.0% | $180.98万 | 重新持有 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $904.06万 | 0.20% | 344,796 | 344,796 | — | $904.06万 | 新建仓 |
| ROST | ROSS STORES INC | $903.76万 | 0.20% | 42,460 | -31,307 | -42.4% | -$666.37万 | 减仓 |
| BHVN | BIOHAVEN LTD | $892.66万 | 0.20% | 599,903 | 535,103 | 825.8% | $796.23万 | 重新持有 |
| SNX | TD SYNNEX CORPORATION | $887.06万 | 0.19% | 33,181 | 33,181 | — | $887.06万 | 新建仓 |
| COO | COOPER COS INC | $882.23万 | 0.19% | 123,028 | 123,028 | — | $882.23万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $863.75万 | 0.19% | 196,352 | 183,659 | 1,446.9% | $807.92万 | 加仓 |
| GDDY | GODADDY INC | $859.43万 | 0.19% | 101,252 | 101,252 | — | $859.43万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $854.46万 | 0.19% | 32,036 | 32,036 | — | $854.46万 | 新建仓 |
| CPNG | COUPANG INC | $849.82万 | 0.19% | 489,246 | 489,246 | — | $849.82万 | 新建仓 |
| MNDY | MONDAY COM LTD | $846.84万 | 0.19% | 116,983 | 116,983 | — | $846.84万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $844.15万 | 0.18% | 98,054 | 98,054 | — | $844.15万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $838.09万 | 0.18% | 151,007 | 151,007 | — | $838.09万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $829.07万 | 0.18% | 50,470 | 50,470 | — | $829.07万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $818.39万 | 0.18% | 198,062 | 198,062 | — | $818.39万 | 新建仓 |
| QNT | QUANTINUUM INC | $817.40万 | 0.18% | 100,000 | 100,000 | — | $817.40万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $805.57万 | 0.18% | 832,200 | 832,200 | — | $805.57万 | 新建仓 |
| AMZN | AMAZON COM INC | $804.45万 | 0.18% | 33,752 | -81,599 | -70.7% | -$1,944.83万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $799.14万 | 0.17% | 19,000 | 19,000 | — | $799.14万 | 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 |
| PR | PERMIAN RESOURCES CORP | $788.11万 | 0.17% | 428,090 | 428,090 | — | $788.11万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $783.64万 | 0.17% | 104,305 | 104,305 | — | $783.64万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $777.92万 | 0.17% | 155,833 | 155,833 | — | $777.92万 | 新建仓 |
| COP | CONOCOPHILLIPS | $768.44万 | 0.17% | 73,917 | 73,917 | — | $768.44万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $758.42万 | 0.17% | 281,104 | 281,104 | — | $758.42万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $746.16万 | 0.16% | 284,902 | 284,902 | — | $746.16万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $727.02万 | 0.16% | 324,416 | -799,307 | -71.1% | -$1,791.25万 | 减仓 |
| VLO | VALERO ENERGY CORP | $719.62万 | 0.16% | 27,631 | 27,631 | — | $719.62万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $712.28万 | 0.16% | 43,234 | 43,234 | — | $712.28万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $707.56万 | 0.15% | 70,000 | 70,000 | — | $707.56万 | 新建仓 |
| TJX | TJX COS INC NEW | $689.73万 | 0.15% | 45,527 | 17,229 | 60.9% | $261.02万 | 加仓 |
| SNPS | SYNOPSYS INC | $680.70万 | 0.15% | 15,260 | -2,357 | -13.4% | -$105.14万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $668.11万 | 0.15% | 52,707 | 52,707 | — | $668.11万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $642.88万 | 0.14% | 26,222 | 26,222 | — | $642.88万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW 看涨期权 | $631.50万 | 0.14% | 250,000 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC | $625.79万 | 0.14% | 1,015,887 | -259,113 | -20.3% | -$159.61万 | 减仓 |
| TTE | TOTALENERGIES SE | $621.55万 | 0.14% | 79,932 | 79,932 | — | $621.55万 | 新建仓 |
| TSLA | TESLA INC | $620.85万 | 0.14% | 14,761 | 14,761 | — | $620.85万 | 新建仓 |
| LEGN | LEGEND BIOTECH CORP | $619.06万 | 0.14% | 214,355 | 214,355 | — | $619.06万 | 新建仓 |
| TGT | TARGET CORP | $614.40万 | 0.13% | 47,041 | -200,459 | -81.0% | -$2,618.19万 | 减仓 |
| KYIV | KYIVSTAR GROUP LTD | $604.15万 | 0.13% | 373,624 | -84,794 | -18.5% | -$137.11万 | 减仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $596.49万 | 0.13% | 528,801 | -28,622 | -5.1% | -$32.29万 | 减仓 |
| ORCL | ORACLE CORP 看涨期权 | $593.53万 | 0.13% | 40,500 | 40,500 | — | $593.53万 | 新建仓 |
| RBC | RBC BEARINGS INC | $571.35万 | 0.12% | 8,871 | -2,612 | -22.7% | -$168.23万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $570.40万 | 0.12% | 200,000 | 200,000 | — | $570.40万 | 新建仓 |
| MWH | SOLV ENERGY INC | $566.56万 | 0.12% | 166,390 | 143,073 | 613.6% | $487.16万 | 加仓 |
| QXO | QXO INC | $547.74万 | 0.12% | 316,977 | 223,432 | 238.8% | $386.09万 | 重新持有 |
| CHD | CHURCH & DWIGHT CO INC | $545.15万 | 0.12% | 56,271 | 56,271 | — | $545.15万 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $540.32万 | 0.12% | 165,033 | 165,033 | — | $540.32万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $536.49万 | 0.12% | 27,562 | 22,653 | 461.5% | $440.94万 | 加仓 |
| AGL | AGILON HEALTH INC | $533.12万 | 0.12% | 49,741 | 49,741 | — | $533.12万 | 新建仓 |
| ABVX | ABIVAX SA | $533.04万 | 0.12% | 40,000 | 40,000 | — | $533.04万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $524.64万 | 0.11% | 216,792 | 216,792 | — | $524.64万 | 新建仓 |
| ERAS | ERASCA INC | $524.54万 | 0.11% | 286,322 | 115,089 | 67.2% | $210.84万 | 加仓 |
| DHI | D R HORTON INC | $522.01万 | 0.11% | 32,049 | 32,049 | — | $522.01万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $519.43万 | 0.11% | 104,177 | 104,177 | — | $519.43万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $516.97万 | 0.11% | 55,834 | 55,834 | — | $516.97万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $514.60万 | 0.11% | 59,000 | 59,000 | — | $514.60万 | 新建仓 |
| PNR | PENTAIR PLC | $512.08万 | 0.11% | 66,799 | 16,388 | 32.5% | $125.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $503.33万 | 0.11% | 25,155 | -72,973 | -74.4% | -$1,460.12万 | 减仓 |
| HAL | HALLIBURTON CO | $500.74万 | 0.11% | 147,493 | 147,493 | — | $500.74万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $499.98万 | 0.11% | 175,000 | 175,000 | — | $499.98万 | 新建仓 |
| SONY | SONY GROUP CORP | $497.03万 | 0.11% | 247,771 | 247,771 | — | $497.03万 | 新建仓 |
| PHM | PULTE GROUP INC | $496.06万 | 0.11% | 36,153 | 36,153 | — | $496.06万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $490.60万 | 0.11% | 100,000 | 100,000 | — | $490.60万 | 新建仓 |
| VST | VISTRA CORP | $469.18万 | 0.10% | 29,577 | 29,577 | — | $469.18万 | 新建仓 |
| — | EXXON MOBIL CORP | $467.91万 | 0.10% | 34,224 | 34,224 | — | $467.91万 | 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 |
| OXY | OCCIDENTAL PETE CORP | $458.47万 | 0.10% | 94,394 | 94,394 | — | $458.47万 | 新建仓 |
| GMRS | GMR SOLUTIONS INC | $458.33万 | 0.10% | 296,462 | 296,462 | — | $458.33万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $454.86万 | 0.10% | 27,441 | 27,441 | — | $454.86万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $446.06万 | 0.10% | 54,731 | 54,731 | — | $446.06万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $445.16万 | 0.10% | 20,922 | 20,922 | — | $445.16万 | 新建仓 |
| BIO | BIO RAD LABS INC | $429.82万 | 0.09% | 14,639 | 14,639 | — | $429.82万 | 新建仓 |
| FIVE | FIVE BELOW INC | $418.01万 | 0.09% | 23,250 | 23,250 | — | $418.01万 | 新建仓 |
| VCEL | VERICEL CORP | $415.77万 | 0.09% | 93,452 | 93,452 | — | $415.77万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $414.66万 | 0.09% | 28,975 | 28,975 | — | $414.66万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $407.39万 | 0.09% | 11,348 | 11,348 | — | $407.39万 | 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 |
| LSTR | LANDSTAR SYS INC | $401.13万 | 0.09% | 19,396 | 19,396 | — | $401.13万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $396.52万 | 0.09% | 46,000 | 46,000 | — | $396.52万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $391.26万 | 0.09% | 35,000 | 35,000 | — | $391.26万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $388.19万 | 0.08% | 11,747 | 11,747 | — | $388.19万 | 新建仓 |
| ROL | ROLLINS INC | $387.90万 | 0.08% | 92,932 | 92,932 | — | $387.90万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $383.89万 | 0.08% | 2,882 | 2,039 | 241.9% | $271.60万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $382.80万 | 0.08% | 53,049 | 53,049 | — | $382.80万 | 新建仓 |