Q2 2026 13F · SEC CIK 2054122

Longaeva Partners L.P.

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.5B
Reported positions: 326
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1 qtrs

Longaeva Partners L.P. is an investment manager that reported 326 positions worth $3.5B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Space Exploration Techn Corp (SPCX, 2.9%), Jpmorgan Chase & Co (JPM, 2.4%), Bank of Amer Corp (BAC, 2.1%).

Longaeva Partners L.P. holdings largest 50 of 326 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Longaeva Partners L.P. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPCXSpace Exploration Techn Corp	2.9%	—	596,829	—	$102.0M
JPMJpmorgan Chase & Co	2.4%	—	254,986	—	$83.5M
BACBank of Amer Corp	2.1%	3.6%	1,299,450	-16.5%	$74.0M
FITBFifth Third Bancorp	1.9%	—	1,154,808	—	$65.1M
HBANHuntington Bancshares Inc	1.7%	—	3,368,279	—	$59.7M
MCOMoodys Corp	1.7%	—	130,864	—	$59.3M
MTDMettler Toledo International	1.5%	—	41,960	—	$53.6M
LPLALpl Finl Hldgs Inc	1.5%	—	186,650	—	$52.6M
USBUS Bancorp	1.4%	1.9%	782,007	+3.8%	$47.2M
MSMorgan Stanley	1.4%	2.5%	225,079	-28.2%	$47.1M
STUBStubhub Hldgs Inc	1.2%	—	3,352,993	—	$43.2M
MMEDMinimed Group Inc	1.2%	2.3%	2,812,970	-11.5%	$42.1M
VSHVishay Intertechnology Inc	1.2%	1.6%	764,322	-59.7%	$41.1M
TPGTpg Inc	1.2%	—	1,004,864	—	$40.7M
PHParker-Hannifin Corp	1.1%	—	39,889	—	$39.0M
QUREUniqure NV	1.1%	—	804,594	—	$37.1M
UNHUnitedhealth Group Inc	1.1%	—	88,930	—	$37.0M
VVisa Inc	1.0%	—	103,310	—	$35.4M
KEYKeycorp	1.0%	2.9%	1,518,711	-48.9%	$35.0M
IEXIdex Corp	1.0%	—	150,747	—	$34.2M
TTTrane Technologies PLC	1.0%	—	68,940	—	$33.9M
FDSFactset Resh Sys Inc	1.0%	—	146,725	—	$33.8M
ALNYAlnylam Pharmaceuticals Inc	1.0%	—	110,261	—	$33.2M
GKOSGlaukos Corp	1.0%	—	236,192	—	$33.0M
FLGFlagstar Bank National Assoc	1.0%	1.5%	2,203,795	-4.3%	$32.9M
HAWKHawkeye 360 Inc	0.9%	—	1,601,346	—	$32.4M
IBKRInteractive Brokers Group in	0.9%	0.7%	363,108	+56.9%	$31.6M
AMEAmetek Inc	0.9%	—	128,842	—	$31.2M
VRSKVerisk Analytics Inc	0.9%	—	171,428	—	$30.8M
BENFranklin Templeton Inc	0.9%	1.0%	909,366	+5.4%	$30.3M
DLRDigital Rlty Tr Inc	0.9%	—	168,012	—	$30.2M
BLKBlackrock Inc	0.9%	—	31,002	—	$29.8M
GLBEGlobal E Online Ltd	0.9%	—	858,170	—	$29.8M
NVONovo-Nordisk A S	0.9%	—	621,143	—	$29.8M
WALWestern Alliance Bancorp	0.9%	—	359,912	—	$29.6M
NVTNvent Elec PLC	0.9%	0.8%	173,707	+23.9%	$29.5M
KEYSKeysight Technologies Inc	0.8%	—	80,625	—	$28.2M
JEFJefferies Financial Group in	0.8%	—	519,676	—	$26.0M
SBUXStarbucks Corp	0.7%	1.0%	249,370	+6.6%	$25.5M
DKNGDraftkings Inc	0.7%	—	1,008,780	—	$25.5M
LLYEli Lilly & Co	0.7%	—	20,808	—	$25.0M
BDXBecton Dickinson & Co	0.7%	—	163,973	—	$24.8M
AALAmerican Airlines Group Inc	0.7%	—	1,371,139	—	$24.8M
HEIHeico Corp New	0.7%	—	68,270	—	$24.3M
TOSTToast Inc	0.7%	1.2%	872,976	-7.2%	$24.3M
BABoeing Co	0.7%	—	111,541	—	$24.1M
EVREvercore Inc	0.7%	2.3%	67,925	-56.8%	$23.2M
SPOTSpotify Technology SA	0.7%	—	50,340	—	$23.1M
BSXBoston Scientific Corp	0.7%	2.9%	540,836	-43.5%	$23.1M
TXRHTexas Roadhouse Inc	0.6%	—	115,403	—	$22.3M

What Longaeva Partners L.P. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +0.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.5B	326
Q1 2026	$2.1B	193
Q4 2025	$840.8M	114
Q3 2025	$470.1M	72
Q2 2025	$416.5M	53
Q1 2025	$176.6M	21

Questions about Longaeva Partners L.P.'s portfolio

What stocks does Longaeva Partners L.P. own?

Longaeva Partners L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 326 positions worth $3.5B. The largest are Space Exploration Techn Corp (SPCX) at 2.9%, Jpmorgan Chase & Co (JPM) at 2.4%, Bank of Amer Corp (BAC) at 2.1%, Fifth Third Bancorp (FITB) at 1.9% and Huntington Bancshares Inc (HBAN) at 1.7%.

What did Longaeva Partners L.P. buy last quarter?

In Q2 2026, Longaeva Partners L.P. added Interactive Brokers Group in (IBKR) (+56.9% shares), Nvent Elec PLC (NVT) (+23.9% shares) and Starbucks Corp (SBUX) (+6.6% shares), compared with its Q1 2026 filing.

What did Longaeva Partners L.P. sell last quarter?

In Q2 2026, Longaeva Partners L.P. cut from its top 50 Pnc Finl Svcs Group Inc (PNC), cut from its top 50 Goldman Sachs Group Inc (GS), cut from its top 50 Citizens Finl Group Inc (CFG), cut from its top 50 Mastercard Incorporated (MA), cut from its top 50 Msci Inc (MSCI), Vishay Intertechnology Inc (VSH) (-59.7% shares), Evercore Inc (EVR) (-56.8% shares) and Keycorp (KEY) (-48.9% shares), compared with its Q1 2026 filing.

When is Longaeva Partners L.P.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Longaeva Partners L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.