13F Insight
DOSSIER · 13F-HR · Q2 2026

Longaeva Partners L.P.

$4.6B in tracked AUM across 339 positions as of Q2 2026.

LP
CIK 0002054122 · last filed Jun 30, 2026
Total AUM
$4.6B
as of Q2 2026
Holdings
339
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Longaeva Partners L.P. SEC 13F Filing
Portfolio Overview

Longaeva Partners L.P. has undergone a significant portfolio restructuring during the quarter ending September 30, 2025. The firm executed a substantial rotation, reducing total portfolio value by 46.4% from $489.83 million to $262.74 million. This reduction was driven not merely by market performance but by aggressive capital reallocation, evidenced by the liquidation of 27 positions and the initiation of 2...

Key Holdings

The portfolio is currently dominated by StubHub Hldgs Inc, which represents a massive 24.49% allocation ($64.34M). This concentration indicates an exceptionally strong conviction in the ticketing platform's turnaround or growth prospects. The remaining top positions are diversified across consumer, technology, and healthcare sectors. Amer Sports Inc (7.37%) and Viking Holdings Ltd (6.69%) suggest a tilt toward recently listed or consumer discretionary brands, while Birkenstock Holding PLC (6.14%) reinforces a focus on premium consumer goods.

Notably, the portfolio includes significant positions in Mobileye Global Inc (4.69%) and UnitedHealth Group Inc (4.66%), bridging autonomous driving technology and managed care. The presence of Galaxy Digital Inc (2.36%) in the top ten indicates a continued, albeit reduced, exposure to the financial services/crypto sector. The drop-off in allocation size after the top position is steep, moving from ~24% down to ~7% for the second spot, highlighting StubHub as an outlier "anchor" position for the quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

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
SPY
STATE STR SPDR S&P 500 ETF T
$702M940K15.3%02
SPCX
SPACE EXPLORATION TECHN CORP
$102M597K2.2%03
GS
GOLDMAN SACHS GROUP INC
$96M95K2.1%04
JPM
JPMORGAN CHASE & CO
$83M255K1.8%05
XLV
SELECT SECTOR SPDR TR
$77M488K1.7%06
BAC
BANK OF AMER CORP
$74M1.3M1.6%07
PFE
PFIZER INC
$72M3.0M1.6%08
BSX
BOSTON SCIENTIFIC CORP
$66M1.5M1.4%09
FITB
FIFTH THIRD BANCORP
$65M1.2M1.4%10
HBAN
HUNTINGTON BANCSHARES INC
$60M3.4M1.3%

Filing history

2026Q2Jun 30
$4.6B▲ 69.5%
339 positionsView →2026Q1Mar 31
$2.7B▲ 126.5%
204 positionsView →2025Q4Dec 31
$1.2B▲ 353.7%
119 positionsView →2025Q3Sep 30
$263M▼ 46.4%
47 positionsView →2025Q2Jun 30
$490M▲ 436.4%
54 positionsLocked2025Q1Mar 31
$91M—
14 positionsLocked