DOSSIER · 13F-HR · Q2 2026

Havemeyer Place LP

$1.0B in tracked AUM across 495 positions as of Q2 2026.

HP
CIK 0002026128 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
495
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Havemeyer Place LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
KLAC
KLA CORP
$14M48K1.4%
02
MSFT
MICROSOFT CORP
$14M38K1.4%
03
F
FORD MTR CO
$11M800K1.1%
04
TMO
THERMO FISHER SCIENTIFIC INC
$10M20K1.0%
05
CASY
CASEYS GEN STORES INC
$10M13K1.0%
06
LLY
ELI LILLY & CO
$10M8K1.0%
07
ORCL
ORACLE CORP
$10M67K1.0%
08
CBRE
CBRE GROUP INC
$9M70K0.9%
09
COST
COSTCO WHSL CORP NEW
$9M10K0.9%
10
AMZN
AMAZON COM INC
$9M38K0.9%

Filing history

2026Q2Jun 30
$1.0B 16.9%
495 positionsView →
2026Q1Mar 31
$867M 70.8%
498 positionsView →
2025Q4Dec 31
$507M
504 positionsView →