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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $7.02亿 | 15.34% | 940,000 | 940,000 | — | $7.02亿 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.02亿 | 2.23% | 596,829 | 596,829 | — | $1.02亿 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $8,346.46万 | 1.82% | 254,986 | 241,936 | 1,853.9% | $7,919.29万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR 看涨期权 | $7,734.68万 | 1.69% | 487,500 | 487,500 | — | $7,734.68万 | 新建仓 |
| BAC | BANK OF AMER CORP | $7,404.27万 | 1.62% | 1,299,450 | -256,211 | -16.5% | -$1,459.89万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC 看跌期权 | $7,383.00万 | 1.61% | 73,000 | 73,000 | — | $7,383.00万 | 新建仓 |
| PFE | PFIZER INC 看涨期权 | $7,175.84万 | 1.57% | 2,980,000 | 2,500,000 | 520.8% | $6,020.00万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $6,509.65万 | 1.42% | 1,154,808 | 1,092,759 | 1,761.1% | $6,159.88万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $5,971.96万 | 1.30% | 3,368,279 | 2,836,865 | 533.8% | $5,029.76万 | 重新持有 |
| MCO | MOODYS CORP | $5,927.09万 | 1.29% | 130,864 | 130,864 | — | $5,927.09万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $5,360.43万 | 1.17% | 41,960 | 32,710 | 353.6% | $4,178.74万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $5,257.56万 | 1.15% | 186,650 | 186,650 | — | $5,257.56万 | 新建仓 |
| USB | US BANCORP | $4,723.32万 | 1.03% | 782,007 | 28,668 | 3.8% | $173.15万 | 加仓 |
| MS | MORGAN STANLEY | $4,705.05万 | 1.03% | 225,079 | -88,406 | -28.2% | -$1,848.04万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $4,315.30万 | 0.94% | 3,352,993 | 1,902,946 | 131.2% | $2,449.09万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $4,268.00万 | 0.93% | 1,000,000 | 500,000 | 100.0% | $2,134.00万 | 加仓 |
| MMED | MINIMED GROUP INC | $4,205.39万 | 0.92% | 2,812,970 | -365,684 | -11.5% | -$546.70万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $4,110.52万 | 0.90% | 764,322 | -1,132,889 | -59.7% | -$6,092.68万 | 减仓 |
| TPG | TPG INC | $4,074.72万 | 0.89% | 1,004,864 | 630,031 | 168.1% | $2,554.78万 | 重新持有 |
| QQQ | INVESCO QQQ TR 看跌期权 | $4,013.38万 | 0.88% | 54,500 | -715,500 | -92.9% | -$5.27亿 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $3,901.62万 | 0.85% | 39,889 | 29,788 | 294.9% | $2,913.62万 | 加仓 |
| QURE | UNIQURE NV | $3,705.96万 | 0.81% | 804,594 | 804,594 | — | $3,705.96万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,696.20万 | 0.81% | 88,930 | 68,930 | 344.6% | $2,864.94万 | 加仓 |
| V | VISA INC | $3,544.46万 | 0.77% | 103,310 | 91,821 | 799.2% | $3,150.29万 | 重新持有 |
| KEY | KEYCORP | $3,500.63万 | 0.76% | 1,518,711 | -1,454,259 | -48.9% | -$3,352.07万 | 减仓 |
| IEX | IDEX CORP | $3,421.20万 | 0.75% | 150,747 | 77,795 | 106.6% | $1,765.56万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,386.06万 | 0.74% | 68,940 | 57,251 | 489.8% | $2,811.94万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $3,375.85万 | 0.74% | 146,725 | 146,725 | — | $3,375.85万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3,319.19万 | 0.73% | 110,261 | 110,261 | — | $3,319.19万 | 新建仓 |
| GKOS | GLAUKOS CORP | $3,301.02万 | 0.72% | 236,192 | 236,192 | — | $3,301.02万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $3,292.47万 | 0.72% | 2,203,795 | -98,739 | -4.3% | -$147.52万 | 减仓 |
| HAWK | HAWKEYE 360 INC | $3,237.92万 | 0.71% | 1,601,346 | 1,601,346 | — | $3,237.92万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3,160.49万 | 0.69% | 363,108 | 131,612 | 56.9% | $1,145.55万 | 加仓 |
| AME | AMETEK INC | $3,117.20万 | 0.68% | 128,842 | 81,113 | 169.9% | $1,962.45万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $3,077.65万 | 0.67% | 171,428 | 171,428 | — | $3,077.65万 | 新建仓 |
| META | META PLATFORMS INC 看涨期权 | $3,058.66万 | 0.67% | 54,300 | 40,000 | 279.7% | $2,253.16万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $3,025.46万 | 0.66% | 909,366 | 46,629 | 5.4% | $155.13万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $3,017.16万 | 0.66% | 168,012 | 168,012 | — | $3,017.16万 | 新建仓 |
| BLK | BLACKROCK INC | $2,981.03万 | 0.65% | 31,002 | 27,415 | 764.3% | $2,636.12万 | 重新持有 |
| GLBE | GLOBAL E ONLINE LTD | $2,980.42万 | 0.65% | 858,170 | 515,654 | 150.5% | $1,790.87万 | 加仓 |
| NVO | NOVO-NORDISK A S | $2,977.76万 | 0.65% | 621,143 | 176,877 | 39.8% | $847.95万 | 重新持有 |
| WAL | WESTERN ALLIANCE BANCORP | $2,958.48万 | 0.65% | 359,912 | 359,912 | — | $2,958.48万 | 新建仓 |
| NVT | NVENT ELEC PLC | $2,946.24万 | 0.64% | 173,707 | 33,469 | 23.9% | $567.67万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED 看涨期权 | $2,871.11万 | 0.63% | 4,737,800 | 584,400 | 14.1% | $354.15万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,822.44万 | 0.62% | 80,625 | 80,625 | — | $2,822.44万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2,597.34万 | 0.57% | 519,676 | 479,059 | 1,179.5% | $2,394.34万 | 重新持有 |
| SBUX | STARBUCKS CORP | $2,548.31万 | 0.56% | 249,370 | 15,500 | 6.6% | $158.39万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $2,548.18万 | 0.56% | 1,008,780 | 997,827 | 9,110.1% | $2,520.51万 | 加仓 |
| LLY | ELI LILLY & CO | $2,495.77万 | 0.55% | 20,808 | 20,808 | — | $2,495.77万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $2,481.40万 | 0.54% | 163,973 | 32,643 | 24.9% | $493.99万 | 重新持有 |
| AAL | AMERICAN AIRLINES GROUP INC | $2,477.65万 | 0.54% | 1,371,139 | 1,213,967 | 772.4% | $2,193.64万 | 加仓 |
| HEI | HEICO CORP NEW | $2,431.71万 | 0.53% | 68,270 | 39,734 | 139.2% | $1,415.29万 | 加仓 |
| TOST | TOAST INC | $2,428.62万 | 0.53% | 872,976 | -68,025 | -7.2% | -$189.25万 | 减仓 |
| BA | BOEING CO | $2,414.53万 | 0.53% | 111,541 | 97,307 | 683.6% | $2,106.40万 | 加仓 |
| EVR | EVERCORE INC | $2,319.23万 | 0.51% | 67,925 | -89,338 | -56.8% | -$3,050.36万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,311.26万 | 0.50% | 50,340 | 50,340 | — | $2,311.26万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,308.29万 | 0.50% | 540,836 | -416,470 | -43.5% | -$1,777.49万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,229.93万 | 0.49% | 115,403 | 115,403 | — | $2,229.93万 | 新建仓 |
| COR | CENCORA INC | $2,214.74万 | 0.48% | 78,265 | 78,265 | — | $2,214.74万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $2,210.00万 | 0.48% | 100,000 | 100,000 | — | $2,210.00万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,196.39万 | 0.48% | 21,717 | -45,869 | -67.9% | -$4,639.05万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $2,162.99万 | 0.47% | 1,058,731 | 772,935 | 270.4% | $1,579.11万 | 加仓 |
| INSM | INSMED INC | $2,145.47万 | 0.47% | 201,226 | 201,226 | — | $2,145.47万 | 新建仓 |
| QGEN | QIAGEN NV | $2,072.30万 | 0.45% | 530,000 | 300,000 | 130.4% | $1,173.00万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,048.67万 | 0.45% | 204,295 | 204,295 | — | $2,048.67万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1,992.97万 | 0.44% | 1,255,812 | -440,456 | -26.0% | -$699.00万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1,972.27万 | 0.43% | 271,812 | 271,812 | — | $1,972.27万 | 新建仓 |
| QGEN | QIAGEN NV 看涨期权 | $1,955.00万 | 0.43% | 500,000 | 500,000 | — | $1,955.00万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,933.19万 | 0.42% | 318,641 | 195,255 | 158.2% | $1,184.61万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,914.53万 | 0.42% | 257,537 | 257,537 | — | $1,914.53万 | 新建仓 |
| HUM | HUMANA INC | $1,881.95万 | 0.41% | 47,378 | 47,378 | — | $1,881.95万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,836.91万 | 0.40% | 44,232 | 44,232 | — | $1,836.91万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $1,784.30万 | 0.39% | 210,960 | 109,316 | 107.5% | $924.59万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,773.28万 | 0.39% | 70,937 | 70,937 | — | $1,773.28万 | 新建仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $1,772.13万 | 0.39% | 454,392 | 454,392 | — | $1,772.13万 | 新建仓 |
| AS | AMER SPORTS INC | $1,764.66万 | 0.39% | 521,473 | -177,040 | -25.3% | -$599.10万 | 减仓 |
| XPO | XPO INC | $1,734.97万 | 0.38% | 84,513 | 84,513 | — | $1,734.97万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,728.13万 | 0.38% | 118,276 | -30,726 | -20.6% | -$448.94万 | 减仓 |
| ONON | ON HLDG AG | $1,710.79万 | 0.37% | 483,000 | 170,000 | 54.3% | $602.14万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,708.05万 | 0.37% | 534,265 | 534,265 | — | $1,708.05万 | 新建仓 |
| ABBV | ABBVIE INC | $1,688.33万 | 0.37% | 67,093 | 67,093 | — | $1,688.33万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $1,679.48万 | 0.37% | 213,511 | 213,511 | — | $1,679.48万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,657.68万 | 0.36% | 68,792 | 68,792 | — | $1,657.68万 | 新建仓 |
| EPAM | EPAM SYS INC | $1,609.66万 | 0.35% | 202,856 | 192,699 | 1,897.2% | $1,529.07万 | 重新持有 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,586.24万 | 0.35% | 312,560 | 199,495 | 176.4% | $1,012.44万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $1,507.53万 | 0.33% | 311,859 | 859 | 0.3% | $4.15万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,504.05万 | 0.33% | 30,279 | 5,344 | 21.4% | $265.45万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,460.79万 | 0.32% | 272,485 | 272,485 | — | $1,460.79万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $1,441.84万 | 0.32% | 2,379,279 | -1,461,866 | -38.1% | -$885.89万 | 减仓 |
| GWW | WW GRAINGER INC | $1,440.80万 | 0.31% | 10,591 | -676 | -6.0% | -$91.96万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,399.20万 | 0.31% | 187,863 | 187,863 | — | $1,399.20万 | 新建仓 |
| ARXS | ARXIS INC | $1,384.92万 | 0.30% | 300,155 | 300,155 | — | $1,384.92万 | 新建仓 |
| XYZ | BLOCK INC | $1,351.34万 | 0.30% | 177,808 | 72,966 | 69.6% | $554.54万 | 重新持有 |
| CTNM | CONTINEUM THERAPEUTICS INC | $1,332.11万 | 0.29% | 812,757 | 80,669 | 11.0% | $132.22万 | 加仓 |
| HD | HOME DEPOT INC | $1,313.20万 | 0.29% | 37,235 | -8,765 | -19.1% | -$309.12万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,296.98万 | 0.28% | 414,902 | 414,902 | — | $1,296.98万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $1,296.94万 | 0.28% | 631,729 | 545,087 | 629.1% | $1,119.06万 | 重新持有 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1,271.62万 | 0.28% | 151,006 | 71,306 | 89.5% | $600.47万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,258.24万 | 0.27% | 113,039 | 109,964 | 3,576.1% | $1,224.01万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $1,228.66万 | 0.27% | 163,822 | 163,822 | — | $1,228.66万 | 新建仓 |