Longaeva Partners
Longaeva Partners reported 326 stocks worth $3.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (3.0%), JPM (2.4%) and BAC (2.1%). Compared with Q1 2026, the fund opened new positions in SPCX, JPM and FITB, added to MTD, USB and PH, trimmed BAC, MS and MMED and sold out of PNC, CFG and MA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPCX Space Exploration Techn Corp Class A Com Stk | $102M | 3.0% | 597K | New position | 1 of 6 | |
| 2 |  JPM Jpmorgan Chase & Co. | $83.5M | 2.4% | 255K | New position | 2 of 6 | |
| 3 |  BAC Bank of America Corp | $74M | 2.1% | 1.3M | −256K (−16%) | 2 of 6 | |
| 4 |  FITB Fifth Third Bancorp | $65.1M | 1.9% | 1.2M | New position | 2 of 6 | |
| 5 |  HBAN Huntington Bancshares Inc | $59.7M | 1.7% | 3.4M | New position | 2 of 6 | |
| 6 |  MCO Moodys Corp | $59.3M | 1.7% | 131K | New position | 1 of 6 | |
| 7 |  MTD Mettler Toledo International | $53.6M | 1.6% | 42K | +33K (+354%) | 2 of 6 | |
| 8 |  LPLA Lpl Financial | $52.6M | 1.5% | 187K | New position | 1 of 6 | |
| 9 |  USB US Bancorp Del | $47.2M | 1.4% | 782K | +29K (+4%) | 2 of 6 | |
| 10 |  MS Morgan Stanley | $47.1M | 1.4% | 225K | −88K (−28%) | 3 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PNC PNC Finl Svcs Group Inc | $68M | 327K |
 CFG Citizens Finl Group Inc | $47.1M | 786K |
 MA Mastercard Incorporated | $42.9M | 86K |
 MSCI Msci Inc | $41.9M | 78K |
 SPGI S&P Global Inc | $39.5M | 93K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Put | $702M | 940K | +940,000 |
 XLV State Street | Call | $77.3M | 488K | +487,500 |
 GS Goldman Sachs Group Inc | Put | $73.8M | 73K | +73,000 |
 PFE Pfizer Inc | Call | $71.8M | 3M | +2,500,000 |
 BSX Boston Scientific Corp | Call | $42.7M | 1M | +500,000 |
🔒 Free account: see all 13.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Longaeva Partners 13F FAQ
What does Longaeva Partners own?
Longaeva Partners reported 326 stocks worth $3.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (3.0%), JPM (2.4%) and BAC (2.1%). The table above lists every position in the filing (the top 10 without an account).
What did Longaeva Partners buy and sell in Q2 2026?
Compared with Q1 2026: 225 new positions, 43 added to, 56 trimmed and 92 sold out. New positions include SPCX, JPM and FITB. It sold all of PNC, CFG and MA.
When will Longaeva Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Longaeva Partners's portfolio worth?
The Q2 2026 filing reports $3.5B in US stocks ($4.6B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.