Longaeva Partners L.P.
CIK 2054122 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- SPCX2.95%
- JPM2.41%
- BAC2.14%
- FITB1.88%
- HBAN1.72%
- MCO1.71%
- MTD1.55%
- LPLA1.52%
- USB1.36%
- MS1.36%
Share classes counted separately18.60%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- KEYWeight decreased · -1.86 pp2.87% → 1.01%Shares -1.45M (-48.92%)
- BACWeight decreased · -1.51 pp3.65% → 2.14%Shares -256.21K (-16.47%)
- MSWeight decreased · -1.12 pp2.48% → 1.36%Shares -88.41K (-28.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPCXSPACE EXPLORATION TECHN-CL ACLASS A COM STK View history and evidence | $101.97M | 2.95% | 596.83K shares | Prior unavailable +596.83K | New | ▾ |
| 02 | JPMJPMORGAN CHASE & CO View history and evidence | $83.46M | 2.41% | 254.99K shares | Prior unavailable +254.99K | New | ▾ |
| 03 | BACBANK OF AMERICA CORP View history and evidence | $74.04M | 2.14% | 1.30M shares | 3.65% → 2.14%-1.51 pp -256.21K (-16.47%) | Reduced | ▾ |
| 04 | FITBFIFTH THIRD BANCORP View history and evidence | $65.10M | 1.88% | 1.15M shares | Prior unavailable +1.15M | New | ▾ |
| 05 | HBANHUNTINGTON BANCSHARES INC View history and evidence | $59.72M | 1.72% | 3.37M shares | Prior unavailable +3.37M | New | ▾ |
| 06 | MCOMOODY'S CORP View history and evidence | $59.27M | 1.71% | 130.86K shares | Prior unavailable +130.86K | New | ▾ |
| 07 | MTDMETTLER-TOLEDO INTERNATIONAL View history and evidence | $53.60M | 1.55% | 41.96K shares | 0.56% → 1.55%+0.99 pp +32.71K (+353.62%) | Added | ▾ |
| 08 | LPLALPL FINANCIAL HOLDINGS INC View history and evidence | $52.58M | 1.52% | 186.65K shares | Prior unavailable +186.65K | New | ▾ |
| 09 | USBUS BANCORPCOM NEW View history and evidence | $47.23M | 1.36% | 782.01K shares | 1.89% → 1.36%-0.53 pp +28.67K (+3.81%) | Added | ▾ |
| 10 | MSMORGAN STANLEYCOM NEW View history and evidence | $47.05M | 1.36% | 225.08K shares | 2.48% → 1.36%-1.12 pp -88.41K (-28.20%) | Reduced | ▾ |
Options overlay 13
$1.11B notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 940.00K | $701.96M | +940.00K | ▾ |
XLVSS HEALTH CARE SELECT SECTORST STR CARE ETF View history and evidence | Call | 487.50K | $77.35M | +487.50K | ▾ |
GSGOLDMAN SACHS GROUP INC View history and evidence | Put | 73.00K | $73.83M | +73.00K | ▾ |
3 / 13 options · preview only
Exited positions 97
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PNC PNC FINANCIAL SERVICES GROUP | Non-derivative | -326,695 | -$67.98M | SEC filing ↗ | SEC filing ↗ |
| NVDA NVIDIA CORP | Call | -329,000 | -$57.38M | SEC filing ↗ | SEC filing ↗ |
| CFG CITIZENS FINANCIAL GROUP | Non-derivative | -785,893 | -$47.13M | SEC filing ↗ | SEC filing ↗ |
3 / 97 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2054122 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4577224798
}Research all 339 reported holdings.
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