1y return+6.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $121 against $133 in the S&P 500.2
Longaeva Partners L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | $102.0M | 2.9% | New |
| JPMJpmorgan Chase & Co | $83.5M | 2.4% | New |
| BACBank Of Amer Corp | $74.0M | 2.1% | −16.5% |
| FITBFifth Third Bancorp | $65.1M | 1.9% | New |
| HBANHuntington Bancshares Inc | $59.7M | 1.7% | New |
| MCOMoodys Corp | $59.3M | 1.7% | New |
| MTDMettler Toledo International | $53.6M | 1.5% | +353.6% |
| LPLALpl Finl Hldgs Inc | $52.6M | 1.5% | New |
| USBUs Bancorp | $47.2M | 1.4% | +3.8% |
| MSMorgan Stanley | $47.1M | 1.4% | −28.2% |
| STUBStubhub Hldgs Inc | $43.2M | 1.2% | New |
| MMEDMinimed Group Inc | $42.1M | 1.2% | −11.5% |
| VSHVishay Intertechnology Inc | $41.1M | 1.2% | −59.7% |
| TPGTpg Inc | $40.7M | 1.2% | New |
| PHParker-hannifin Corp | $39.0M | 1.1% | +294.9% |
| Uniqure NvCUSIP N90064101 | $37.1M | 1.1% | New |
| UNHUnitedhealth Group Inc | $37.0M | 1.1% | +344.7% |
| VVisa Inc | $35.4M | 1.0% | New |
| KEYKeycorp | $35.0M | 1.0% | −48.9% |
| IEXIdex Corp | $34.2M | 1.0% | +106.6% |
| Trane Technologies PLCCUSIP G8994E103 | $33.9M | 1.0% | +489.8% |
| FDSFactset Resh Sys Inc | $33.8M | 1.0% | New |
| ALNYAlnylam Pharmaceuticals Inc | $33.2M | 1.0% | New |
| GKOSGlaukos Corp | $33.0M | 1.0% | New |
| FLGFlagstar Bank National Assoc | $32.9M | 1.0% | −4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VSHVishay Intertechnology Inc | March 31, 2026 | +198.8% | $41.1M |
| Nvent Elec PLCCUSIP G6700G107 | March 31, 2026 | +43.4% | $29.5M |
| BENFranklin Resources Inc | December 31, 2025 | +39.3% | $30.3M |
| IBKRInteractive Brokers Group In | March 31, 2026 | +29.8% | $31.6M |
| UNHUnitedhealth Group Inc | September 30, 2025 | +20.4% | $37.0M |
| IEXIdex Corp | March 31, 2026 | +19.7% | $34.2M |
| FLGFlagstar Bank National Assoc | December 31, 2025 | +18.7% | $32.9M |
| Trane Technologies PLCCUSIP G8994E103 | March 31, 2026 | +17.9% | $33.9M |
| MSMorgan Stanley | December 31, 2025 | +17.7% | $47.1M |
| BACBank Of Amer Corp | March 31, 2026 | +16.9% | $74.0M |
Sold off last quarter
- PNCPnc Finl Svcs Group Inc was $68.0M
- CFGCitizens Finl Group Inc was $47.1M
- MAMastercard Incorporated was $42.9M
- MSCIMsci Inc was $41.9M
- SPGIS&p Global Inc was $39.5M
- CTSHCognizant Technology Solutio was $33.7M
- SCHWSchwab Charles Corp was $32.8M
- KKRKkr & Co Inc was $32.3M
- MDLNMedline Inc was $28.3M
- WEXWex Inc was $24.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.2% | +14.8% |
| March 31, 2026 | −15.2% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +3.7% | +7.8% |
| June 30, 2025 | +13.2% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Longaeva Partners L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2054122&type=13F-HR&dateb=&owner=include&count=40CIK 2054122
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2054122/000119312526351937/Filed August 14, 2026 · accession 0001193125-26-351937