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 |
|---|---|---|---|---|---|---|---|---|
| EQPT | EQUIPMENTSHARE COM INC | $0 | 0.00% | 0 | -149,976 | -100.0% | -$305.50万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -73,181 | -100.0% | -$304.36万 | 清仓 |
| PLXS | PLEXUS CORP | $0 | 0.00% | 0 | -14,334 | -100.0% | -$290.32万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -550,000 | -100.0% | -$258.50万 | 清仓 |
| CHYM | CHIME FINL INC | $0 | 0.00% | 0 | -136,189 | -100.0% | -$255.08万 | 清仓 |
| OFRM | ONCE UPON A FARM PBC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$163.50万 | 清仓 |
| MH | MCGRAW HILL INC | $0 | 0.00% | 0 | -118,944 | -100.0% | -$162.95万 | 清仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $0 | 0.00% | 0 | -172,774 | -100.0% | -$151.87万 | 清仓 |
| CLYM | CLIMB BIO INC | $0 | 0.00% | 0 | -217,768 | -100.0% | -$149.17万 | 清仓 |
| BETA | BETA TECHNOLOGIES INC | $0 | 0.00% | 0 | -95,925 | -100.0% | -$141.01万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -14,608 | -100.0% | -$138.22万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -148,203 | -100.0% | -$129.38万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -5,941 | -100.0% | -$125.89万 | 清仓 |
| SERV | SERVE ROBOTICS INC | $0 | 0.00% | 0 | -129,367 | -100.0% | -$109.19万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -5,261 | -100.0% | -$108.76万 | 清仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $0 | 0.00% | 0 | -57,282 | -100.0% | -$108.61万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -11,030 | -100.0% | -$108.51万 | 清仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $0 | 0.00% | 0 | -41,273 | -100.0% | -$96.54万 | 清仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $0 | 0.00% | 0 | -71,547 | -100.0% | -$92.44万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -6,999 | -100.0% | -$77.98万 | 清仓 |
| — | PMV PHARMACEUTICALS INC | $0 | 0.00% | 0 | -552,027 | -100.0% | -$68.45万 | 清仓 |
| PXED | PHOENIX ED PARTNERS INC | $0 | 0.00% | 0 | -20,568 | -100.0% | -$64.71万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -4,601 | -100.0% | -$42.38万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -1,674 | -100.0% | -$41.70万 | 清仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $0 | 0.00% | 0 | -36,614 | -100.0% | -$40.17万 | 清仓 |
| SNDA | SONIDA SENIOR LIVING INC | $0 | 0.00% | 0 | -11,848 | -100.0% | -$38.21万 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | -15,518 | -100.0% | -$36.98万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -8,080 | -100.0% | -$36.60万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6,250 | -100.0% | -$36.34万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -3,863 | -100.0% | -$34.82万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -77,110 | -100.0% | -$33.08万 | 清仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $0 | 0.00% | 0 | -11,250 | -100.0% | -$30.14万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -496 | -100.0% | -$23.02万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -1,497 | -100.0% | -$20.93万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -246 | -100.0% | -$14.20万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -380 | -100.0% | -$9.21万 | 清仓 |