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 |
|---|---|---|---|---|---|---|---|---|
| RSI | RUSH STREET INTERACTIVE INC | $86.07万 | 0.02% | 28,940 | 28,940 | — | $86.07万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $81.86万 | 0.02% | 2,445 | -7,521 | -75.5% | -$251.82万 | 减仓 |
| EAT | BRINKER INTL INC | $78.44万 | 0.02% | 4,669 | -115,235 | -96.1% | -$1,935.95万 | 重新持有 |
| EWTX | EDGEWISE THERAPEUTICS INC | $76.34万 | 0.02% | 18,790 | -18,141 | -49.1% | -$73.71万 | 减仓 |
| COHR | COHERENT CORP | $75.78万 | 0.02% | 1,921 | 1,921 | — | $75.78万 | 新建仓 |
| AXGN | AXOGEN INC | $75.62万 | 0.02% | 16,371 | 16,371 | — | $75.62万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $70.88万 | 0.02% | 7,875 | 7,875 | — | $70.88万 | 新建仓 |
| INOD | INNODATA INC | $68.91万 | 0.02% | 9,118 | 9,118 | — | $68.91万 | 新建仓 |
| NET | CLOUDFLARE INC | $66.45万 | 0.01% | 2,709 | 2,709 | — | $66.45万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $65.55万 | 0.01% | 3,729 | 3,729 | — | $65.55万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $64.60万 | 0.01% | 12,121 | -67,979 | -84.9% | -$362.33万 | 减仓 |
| WCC | WESCO INTL INC | $64.60万 | 0.01% | 1,870 | 1,870 | — | $64.60万 | 新建仓 |
| FROG | JFROG LTD | $63.33万 | 0.01% | 6,968 | 6,968 | — | $63.33万 | 新建仓 |
| YSS | YORK SPACE SYSTEMS INC | $62.36万 | 0.01% | 25,331 | -184,669 | -87.9% | -$454.65万 | 减仓 |
| RDDT | REDDIT INC | $58.76万 | 0.01% | 3,385 | 3,385 | — | $58.76万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $58.46万 | 0.01% | 19,359 | 19,359 | — | $58.46万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $56.98万 | 0.01% | 664 | 664 | — | $56.98万 | 新建仓 |
| VICR | VICOR CORP | $55.14万 | 0.01% | 1,452 | 1,452 | — | $55.14万 | 新建仓 |
| OKUR | ONKURE THERAPEUTICS INC | $54.94万 | 0.01% | 120,482 | 120,482 | — | $54.94万 | 新建仓 |
| RRC | RANGE RES CORP | $51.80万 | 0.01% | 13,929 | 13,929 | — | $51.80万 | 新建仓 |
| — | ONEIM ACQUISITION CORP | $50.91万 | 0.01% | 48,691 | -1,309 | -2.6% | -$1.37万 | 减仓 |
| MANE | VERADERMICS INC | $49.18万 | 0.01% | 4,000 | 4,000 | — | $49.18万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $45.59万 | 0.01% | 11,725 | -139,970 | -92.3% | -$544.20万 | 重新持有 |
| LEN | LENNAR CORP | $44.19万 | 0.01% | 4,883 | 1,662 | 51.6% | $15.04万 | 加仓 |
| ARVN | ARVINAS INC | $43.99万 | 0.01% | 52,939 | 2,734 | 5.4% | $2.27万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $42.67万 | 0.01% | 2,717 | -17,502 | -86.6% | -$274.83万 | 减仓 |
| FTV | FORTIVE CORP | $42.25万 | 0.01% | 6,916 | 6,916 | — | $42.25万 | 新建仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $41.15万 | 0.01% | 12,500 | 12,500 | — | $41.15万 | 新建仓 |
| U | UNITY SOFTWARE INC | $37.91万 | 0.01% | 13,265 | 13,265 | — | $37.91万 | 新建仓 |
| — | STEM INC | $37.63万 | 0.01% | 48,186 | 48,186 | — | $37.63万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $32.04万 | 0.01% | 1,009 | 1,009 | — | $32.04万 | 新建仓 |
| WMT | WALMART INC | $30.21万 | 0.01% | 2,667 | -37,333 | -93.3% | -$422.83万 | 减仓 |
| SOPH | SOPHIA GENETICS SA | $28.85万 | 0.01% | 50,000 | 50,000 | — | $28.85万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $21.83万 | 0.00% | 2,440 | 2,440 | — | $21.83万 | 新建仓 |
| APP | APPLOVIN CORP | $21.59万 | 0.00% | 419 | 419 | — | $21.59万 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $19.90万 | 0.00% | 14,874 | -110,126 | -88.1% | -$147.35万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $12.47万 | 0.00% | 3,898 | 3,898 | — | $12.47万 | 新建仓 |
| JAN | JANUS LIVING INC | $8.17万 | 0.00% | 2,844 | 2,844 | — | $8.17万 | 新建仓 |
| PBLS | PARABILIS MEDICINES INC | $1.37万 | 0.00% | 500 | 500 | — | $1.37万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -326,695 | -100.0% | -$6,798.20万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -329,000 | -100.0% | -$5,737.76万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -785,893 | -100.0% | -$4,713.00万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -85,782 | -100.0% | -$4,286.18万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -77,680 | -100.0% | -$4,187.03万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -92,917 | -100.0% | -$3,952.13万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -548,800 | -100.0% | -$3,366.89万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -349,153 | -100.0% | -$3,281.34万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -349,327 | -100.0% | -$3,231.27万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -635,000 | -100.0% | -$2,825.75万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -161,275 | -100.0% | -$2,468.15万 | 清仓 |
| NRIX | NURIX THERAPEUTICS INC | $0 | 0.00% | 0 | -1,490,202 | -100.0% | -$2,309.81万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -154,987 | -100.0% | -$2,165.48万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -180,620 | -100.0% | -$2,048.41万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -128,056 | -100.0% | -$2,023.80万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -29,436 | -100.0% | -$1,684.12万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看涨期权 | $0 | 0.00% | 0 | -1,550,000 | -100.0% | -$1,664.70万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -48,642 | -100.0% | -$1,662.53万 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -211,601 | -100.0% | -$1,619.81万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -80,130 | -100.0% | -$1,580.32万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -560,615 | -100.0% | -$1,574.21万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -61,259 | -100.0% | -$1,521.43万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -285,099 | -100.0% | -$1,306.32万 | 清仓 |
| COGT | COGENT BIOSCIENCES INC | $0 | 0.00% | 0 | -335,000 | -100.0% | -$1,289.41万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -194,589 | -100.0% | -$1,220.07万 | 清仓 |
| STUB | STUBHUB HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -1,750,000 | -100.0% | -$1,092.00万 | 清仓 |
| BNTX | BIONTECH SE | $0 | 0.00% | 0 | -119,204 | -100.0% | -$1,059.49万 | 清仓 |
| ASB | ASSOCIATED BANC-CORP | $0 | 0.00% | 0 | -405,311 | -100.0% | -$1,048.13万 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -464,469 | -100.0% | -$1,026.48万 | 清仓 |
| AMAT | APPLIED MATLS INC 看涨期权 | $0 | 0.00% | 0 | -28,000 | -100.0% | -$957.01万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -399,537 | -100.0% | -$909.35万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -21,502 | -100.0% | -$842.36万 | 清仓 |
| IMTX | IMMATICS N.V | $0 | 0.00% | 0 | -780,967 | -100.0% | -$768.47万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -77,688 | -100.0% | -$718.77万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -138,761 | -100.0% | -$715.73万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -123,042 | -100.0% | -$686.57万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -69,057 | -100.0% | -$686.50万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -19,413 | -100.0% | -$683.05万 | 清仓 |
| ORKA | ORUKA THERAPEUTICS INC | $0 | 0.00% | 0 | -136,884 | -100.0% | -$671.42万 | 清仓 |
| ASML | ASML HLDG NV 看涨期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$660.41万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -199,000 | -100.0% | -$651.53万 | 清仓 |
| DIOD | DIODES INC | $0 | 0.00% | 0 | -94,881 | -100.0% | -$647.66万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -36,721 | -100.0% | -$633.44万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -154,535 | -100.0% | -$580.59万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -6,354 | -100.0% | -$554.64万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -135,882 | -100.0% | -$547.47万 | 清仓 |
| BLTE | BELITE BIO INC | $0 | 0.00% | 0 | -33,492 | -100.0% | -$534.00万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -205,000 | -100.0% | -$530.54万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -63,780 | -100.0% | -$507.75万 | 清仓 |
| RLAY | RELAY THERAPEUTICS INC | $0 | 0.00% | 0 | -470,544 | -100.0% | -$468.19万 | 清仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $0 | 0.00% | 0 | -218,876 | -100.0% | -$453.95万 | 清仓 |
| VSTM | VERASTEM INC | $0 | 0.00% | 0 | -807,755 | -100.0% | -$428.11万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -6,271 | -100.0% | -$427.83万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -36,913 | -100.0% | -$394.08万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -133,683 | -100.0% | -$393.16万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -429,542 | -100.0% | -$360.39万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -14,771 | -100.0% | -$358.37万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -39,530 | -100.0% | -$349.72万 | 清仓 |
| ANNX | ANNEXON INC | $0 | 0.00% | 0 | -620,401 | -100.0% | -$343.70万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -6,371 | -100.0% | -$312.65万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -183,443 | -100.0% | -$306.35万 | 清仓 |