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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $382.68万 | 0.08% | 21,153 | 21,153 | — | $382.68万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $378.43万 | 0.08% | 27,176 | 27,176 | — | $378.43万 | 新建仓 |
| POOL | POOL CORP | $375.67万 | 0.08% | 17,481 | 17,481 | — | $375.67万 | 新建仓 |
| GM | GENERAL MTRS CO | $375.25万 | 0.08% | 48,683 | 48,683 | — | $375.25万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $375.08万 | 0.08% | 26,305 | -18,699 | -41.5% | -$266.63万 | 减仓 |
| COMP | COMPASS INC | $369.90万 | 0.08% | 300,000 | 300,000 | — | $369.90万 | 新建仓 |
| CVS | CVS HEALTH CORP | $369.65万 | 0.08% | 35,732 | 35,732 | — | $369.65万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $367.85万 | 0.08% | 142,246 | 142,246 | — | $367.85万 | 新建仓 |
| BX | BLACKSTONE INC | $365.15万 | 0.08% | 31,032 | 31,032 | — | $365.15万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $361.25万 | 0.08% | 9,748 | -12,352 | -55.9% | -$457.75万 | 减仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $355.86万 | 0.08% | 2,118,231 | 2,118,231 | — | $355.86万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $355.33万 | 0.08% | 10,508 | 10,508 | — | $355.33万 | 新建仓 |
| AVGO | BROADCOM INC | $350.17万 | 0.08% | 9,270 | 9,270 | — | $350.17万 | 新建仓 |
| P | EVERPURE INC | $347.36万 | 0.08% | 44,087 | 44,087 | — | $347.36万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $339.99万 | 0.07% | 66,914 | 66,914 | — | $339.99万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $338.25万 | 0.07% | 26,325 | 26,325 | — | $338.25万 | 新建仓 |
| RGEN | REPLIGEN CORP | $335.86万 | 0.07% | 24,616 | 24,616 | — | $335.86万 | 新建仓 |
| MTZ | MASTEC INC | $331.52万 | 0.07% | 7,968 | -5,046 | -38.8% | -$209.94万 | 减仓 |
| VVV | VALVOLINE INC | $327.30万 | 0.07% | 82,777 | 82,777 | — | $327.30万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $322.29万 | 0.07% | 29,051 | -354,894 | -92.4% | -$3,937.19万 | 减仓 |
| EXPO | EXPONENT INC | $318.80万 | 0.07% | 54,254 | 54,254 | — | $318.80万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $314.55万 | 0.07% | 161,557 | -248,443 | -60.6% | -$483.72万 | 减仓 |
| EQT | EQT CORP | $308.99万 | 0.07% | 58,113 | 58,113 | — | $308.99万 | 新建仓 |
| KO | COCA COLA CO | $302.45万 | 0.07% | 37,215 | 37,215 | — | $302.45万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $296.81万 | 0.06% | 117,318 | 117,318 | — | $296.81万 | 新建仓 |
| BWA | BORGWARNER INC | $287.22万 | 0.06% | 43,256 | 43,256 | — | $287.22万 | 新建仓 |
| URI | UNITED RENTALS INC | $286.05万 | 0.06% | 2,525 | 2,525 | — | $286.05万 | 新建仓 |
| SAIA | SAIA INC | $284.49万 | 0.06% | 6,755 | -10,334 | -60.5% | -$435.23万 | 减仓 |
| CACI | CACI INTL INC | $284.07万 | 0.06% | 6,132 | 6,132 | — | $284.07万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $283.84万 | 0.06% | 41,865 | 41,865 | — | $283.84万 | 新建仓 |
| USAR | USA RARE EARTH INC | $269.07万 | 0.06% | 124,687 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $266.32万 | 0.06% | 26,146 | 26,146 | — | $266.32万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $265.16万 | 0.06% | 48,546 | 48,546 | — | $265.16万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $261.80万 | 0.06% | 36,946 | 36,946 | — | $261.80万 | 新建仓 |
| HLXC | HELIX ACQUISITION CORP III | $261.51万 | 0.06% | 246,709 | -791 | -0.3% | -$8,385 | 减仓 |
| CTAS | CINTAS CORP | $252.02万 | 0.06% | 14,818 | 14,818 | — | $252.02万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $250.31万 | 0.05% | 8,614 | 8,614 | — | $250.31万 | 新建仓 |
| SYK | STRYKER CORPORATION | $247.43万 | 0.05% | 7,859 | 7,859 | — | $247.43万 | 新建仓 |
| TBN | TAMBORAN RES CORP | $245.29万 | 0.05% | 75,451 | 75,451 | — | $245.29万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $244.34万 | 0.05% | 2,612 | 112 | 4.5% | $10.48万 | 加仓 |
| BURL | BURLINGTON STORES INC | $244.32万 | 0.05% | 7,712 | -17,222 | -69.1% | -$545.59万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $241.65万 | 0.05% | 107,018 | -67,982 | -38.8% | -$153.50万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $239.33万 | 0.05% | 34,863 | 34,863 | — | $239.33万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $232.80万 | 0.05% | 18,919 | 18,919 | — | $232.80万 | 新建仓 |
| — | AVERIN CAP ACQUISITION CORP | $231.93万 | 0.05% | 231,236 | -18,764 | -7.5% | -$18.82万 | 减仓 |
| ACMR | ACM RESH INC | $225.00万 | 0.05% | 17,732 | -690,647 | -97.5% | -$8,763.62万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $220.00万 | 0.05% | 8,134 | 8,134 | — | $220.00万 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $218.49万 | 0.05% | 58,388 | 58,388 | — | $218.49万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $217.68万 | 0.05% | 120,936 | -29,064 | -19.4% | -$52.32万 | 减仓 |
| PSX | PHILLIPS 66 | $213.32万 | 0.05% | 12,619 | 12,619 | — | $213.32万 | 新建仓 |
| IOT | SAMSARA INC | $208.66万 | 0.05% | 64,343 | 64,343 | — | $208.66万 | 新建仓 |
| CRK | COMSTOCK RES INC | $207.30万 | 0.05% | 138,944 | 138,944 | — | $207.30万 | 新建仓 |
| FAST | FASTENAL CO | $206.87万 | 0.05% | 43,071 | 41,733 | 3,119.1% | $200.44万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $204.03万 | 0.04% | 14,347 | 14,347 | — | $204.03万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $203.08万 | 0.04% | 9,068 | 9,068 | — | $203.08万 | 新建仓 |
| HRB | BLOCK H & R INC | $200.73万 | 0.04% | 52,713 | 52,713 | — | $200.73万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $198.60万 | 0.04% | 6,561 | 6,561 | — | $198.60万 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $197.12万 | 0.04% | 24,454 | 24,454 | — | $197.12万 | 新建仓 |
| DAN | DANA INC | $196.55万 | 0.04% | 72,234 | 72,234 | — | $196.55万 | 新建仓 |
| CART | MAPLEBEAR INC | $191.83万 | 0.04% | 40,513 | 40,513 | — | $191.83万 | 新建仓 |
| WING | WINGSTOP INC | $187.23万 | 0.04% | 10,797 | 10,797 | — | $187.23万 | 新建仓 |
| AVTR | AVANTOR INC | $182.42万 | 0.04% | 184,263 | 184,263 | — | $182.42万 | 新建仓 |
| BOBS | BOBS DISC FURNITURE INC | $181.93万 | 0.04% | 115,000 | -85,000 | -42.5% | -$134.47万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $178.30万 | 0.04% | 74,046 | 74,046 | — | $178.30万 | 新建仓 |
| — | RANI THERAPEUTICS HLDGS INC | $177.13万 | 0.04% | 2,329,459 | 0 | 0.0% | — | 不变 |
| JBIO | JADE BIOSCIENCES INC | $174.43万 | 0.04% | 78,501 | 78,501 | — | $174.43万 | 新建仓 |
| CLPT | CLEARPOINT NEURO INC | $169.32万 | 0.04% | 94,910 | 94,910 | — | $169.32万 | 新建仓 |
| PCAR | PACCAR INC | $166.40万 | 0.04% | 13,853 | 13,853 | — | $166.40万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $166.14万 | 0.04% | 84,422 | 84,422 | — | $166.14万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $161.89万 | 0.04% | 16,843 | -99,024 | -85.5% | -$951.82万 | 重新持有 |
| CLH | CLEAN HARBORS INC | $157.17万 | 0.03% | 5,261 | 5,261 | — | $157.17万 | 新建仓 |
| EVMN | EVOMMUNE INC | $154.98万 | 0.03% | 116,611 | 116,611 | — | $154.98万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $152.50万 | 0.03% | 43,398 | 43,398 | — | $152.50万 | 新建仓 |
| TRGP | TARGA RES CORP | $151.26万 | 0.03% | 5,641 | 5,641 | — | $151.26万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $147.08万 | 0.03% | 10,171 | -85,005 | -89.3% | -$1,229.26万 | 减仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $143.69万 | 0.03% | 195,237 | -9,741 | -4.8% | -$7.17万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $143.06万 | 0.03% | 5,321 | 5,321 | — | $143.06万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $141.21万 | 0.03% | 18,134 | 6,806 | 60.1% | $53.00万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $138.06万 | 0.03% | 41,347 | -186,760 | -81.9% | -$623.59万 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $137.87万 | 0.03% | 174,302 | 174,302 | — | $137.87万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $128.99万 | 0.03% | 16,307 | 16,307 | — | $128.99万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $125.70万 | 0.03% | 6,674 | 6,674 | — | $125.70万 | 新建仓 |
| TPR | TAPESTRY INC | $124.61万 | 0.03% | 8,513 | 8,513 | — | $124.61万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $122.28万 | 0.03% | 6,074 | 6,074 | — | $122.28万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $121.27万 | 0.03% | 4,765 | 4,765 | — | $121.27万 | 新建仓 |
| NP | NEPTUNE INS HLDGS INC | $120.00万 | 0.03% | 38,095 | 38,095 | — | $120.00万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $117.97万 | 0.03% | 64,785 | -118,906 | -64.7% | -$216.53万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $116.62万 | 0.03% | 20,877 | -97,534 | -82.4% | -$544.82万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $115.07万 | 0.03% | 10,994 | -39,006 | -78.0% | -$408.28万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $114.45万 | 0.03% | 3,356 | 3,356 | — | $114.45万 | 新建仓 |
| STVN | STEVANATO GROUP S P A | $112.45万 | 0.02% | 62,231 | 62,231 | — | $112.45万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $109.36万 | 0.02% | 1,433 | 1,433 | — | $109.36万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $108.61万 | 0.02% | 4,544 | 4,544 | — | $108.61万 | 新建仓 |
| — | PYXIS ONCOLOGY INC | $106.43万 | 0.02% | 353,582 | -149,632 | -29.7% | -$45.04万 | 减仓 |
| ASML | ASML HLDG NV | $105.24万 | 0.02% | 529 | -19,124 | -97.3% | -$3,804.61万 | 减仓 |
| APH | AMPHENOL CORP | $101.65万 | 0.02% | 5,765 | 5,765 | — | $101.65万 | 新建仓 |
| DXCM | DEXCOM INC | $100.84万 | 0.02% | 14,973 | -120,027 | -88.9% | -$808.38万 | 减仓 |
| MTDR | MATADOR RES CO | $98.81万 | 0.02% | 19,850 | 19,850 | — | $98.81万 | 新建仓 |
| LCLN | LINCOLN INTL INC | $89.51万 | 0.02% | 37,500 | 37,500 | — | $89.51万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $89.46万 | 0.02% | 5,266 | 5,266 | — | $89.46万 | 新建仓 |