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機関投資家の保有一覧

Longaeva Partners L.P.

持ち方
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評価額を取得中
届出上位5銘柄の比重
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保有
323銘柄

Longaeva Partners L.P. は、2026年6月30日の SEC Form 13F で 323 銘柄の保有を報告しました。届出上位には SPACE EXPLORATION TECHNOLOGIES CORP、JPMorgan Chase、Bank of America が並び、情報技術・金融・資本財にまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    SP
    SPCXSPACE EXPLORATION TECHNOLOGIES CORP
    情報技術・ 596,829 株
    —
  2. 2
    JP
    JPMJPMorgan Chase
    金融・ 254,986 株
    —
  3. 3
    BA
    BACBank of America
    金融・ 1,299,450 株
    —
  4. 4
    MT
    MTDMettler-Toledo International
    資本財・ 41,960 株
    —
  5. 5
    LP
    LPLALPL Financial Holdings
    金融・ 186,650 株
    —
  6. 6
    FI
    FITBFifth Third Bancorp
    金融・ 1,154,808 株
    —
  7. 7
    MC
    MCOMoody's
    金融・ 130,864 株
    —
  8. 8
    MM
    MMEDMiniMed Group
    ヘルスケア・ 2,812,970 株
    —
  9. 9
    HB
    HBANHuntington Bancshares
    金融・ 3,368,279 株
    —
  10. 10
    US
    USBU.S. Bancorp
    金融・ 782,007 株
    —
残り 313 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11TPGTPG1,004,864—
12MSMorgan Stanley225,079—
13FDSFactSet Research Systems146,725—
14PHParker Hannifin39,889—
15GKOSGlaukos Corporation236,192—
16VVisa103,310—
17IEXIDEX Corporation150,747—
18GLBEGlobal-E Online858,170—
19UNHUnitedHealth Group88,930—
20BLKBlackRock31,002—
21AMEAMETEK128,842—
22IBKRInteractive Brokers363,108—
23TTTrane Technologies68,940—
24KEYSKeysight Technologies80,625—
25KEYKeyCorp1,518,711—
26DLRDigital Realty Trust168,012—
27BENFranklin Resources909,366—
28NVTnVent Electric173,707—
29VSHVishay Intertechnology764,322—
30BDXBecton Dickinson163,973—
31VRSKVerisk Analytics171,428—
32WALWestern Alliance Bancorporation359,912—
33TOSTToast872,976—
34FLGFlagstar Financial2,203,795—
35ALNYAlnylam Pharmaceuticals110,261—
36CORCencora78,265—
37JEFJefferies Financial Group519,676—
38SPOTSpotify Technology50,340—
39LLYEli Lilly20,808—
40QGENQiagen530,000—
41HAWKHawkEye 3601,601,346—
42SBUXStarbucks249,370—
43NVONovo Nordisk621,143—
44BSXBoston Scientific540,836—
45HOODRobinhood Markets204,295—
46INSMInsmed201,226—
47EPAMEPAM Systems202,856—
48BABoeing111,541—
49BAHBooz Allen Hamilton318,641—
50GPNGlobal Payments271,812—
51HEIHEICO68,270—
52MSIMotorola Solutions44,232—
53GSGoldman Sachs21,717—
54QUREuniQure804,594—
55BANCBanc of California1,058,731—
56DKNGDraftKings1,008,780—
57JCIJohnson Controls118,276—
58HUMHumana47,378—
59WMBWilliams Companies257,537—
60STUBStubHub Holdings3,352,993—
61TXRHTexas Roadhouse115,403—
62EVREvercore67,925—
63AALAmerican Airlines1,371,139—
64ABBVAbbVie67,093—
65HAEHaemonetics163,822—
66CBRSCerebras Systems100,000—
67KMIKinder Morgan534,265—
68ITGartner88,845—
69KNTKKinetik Holdings311,859—
70JAZZJazz Pharmaceuticals68,792—
71XPOXPO84,513—
72WAYWaystar Holding631,729—
73SHOPShopify101,216—
74VRTXVertex Pharmaceuticals30,279—
75ARXSArxis300,155—
76ONONOn Holding483,000—
77ELVNEnliven Therapeutics312,560—
78TTWOTake-Two Interactive70,937—
79GENIGenius Sports2,379,279—
80ASAmer Sports521,473—
81LPXLouisiana-Pacific213,511—
82BTDRBitdeer Technologies1,255,812—
83SFMSprouts Farmers Market210,960—
84GWWW.W. Grainger10,591—
85ARESAres Management113,039—
86XYZBlock177,808—
87BBIOBridgeBio Pharma187,863—
88EOGEOG Resources86,295—
89MAIRMadison Air Solutions454,392—
90SEPNSepterna298,171—
91VLOValero Energy27,631—
92WHWyndham Hotels & Resorts151,006—
93CTNMContineum Therapeutics812,757—
94HDHome Depot37,235—
95RYTMRhythm Pharmaceuticals110,074—
96BTSGBrightSpring Health Services167,660—
97GDDYGoDaddy101,252—
98ZGZillow Group349,593—
99ROSTRoss Stores42,460—
100TNGXTango Therapeutics414,902—
101PRPermian Resources428,090—
102DVNDevon Energy198,062—
103COPConocoPhillips73,917—
104SNXTD SYNNEX33,181—
105MNDYmonday.com116,983—
106MELIMercadoLibre5,345—
107ROKRockwell Automation19,430—
108ARQTArcutis Biotherapeutics344,796—
109ZBHZimmer Biomet Holdings98,054—
110SPHRSphere Entertainment67,099—
111AMZNAmazon33,752—
112BKRBaker Hughes151,007—
113EHCEncompass Health70,000—
114MCMoelis138,324—
115BHVNBiohaven599,903—
116SNPSSynopsys15,260—
117FLEXFlex63,050—
118TGTTarget47,041—
119ASNDAscendis Pharma32,036—
120PTCTPTC Therapeutics111,803—
121RELYRemitly Global324,416—
122COOCooper Companies123,028—
123TTETotalEnergies79,932—
124CPNGCoupang489,246—
125LFTOLiftoff Mobile, Inc.444,000—
126MLYSMineralys Therapeutics281,104—
127TFXTeleflex52,707—
128HPHelmerich & Payne165,033—
129OSCROscar Health200,000—
130PEverpure44,087—
131MBLYMobileye Global832,200—
132BOOTBoot Barn Holdings50,470—
133TJXTJX Companies45,527—
134ALGTAllegiant Travel77,562—
135TOLToll Brothers43,234—
136SONYSony Group247,771—
137NVDANVIDIA25,155—
138CVXChevron27,441—
139KGSKodiak Gas Services104,305—
140XOMExxon Mobil34,224—
141BJBJ's Wholesale Club59,000—
142MANHManhattan Associates27,176—
143LBRTLiberty Energy284,902—
144OXYOccidental Petroleum94,394—
145TSLATesla14,761—
146LMRILumexa Imaging Holdings528,801—
147BIOBio-Rad Laboratories14,639—
148PACBPacific Biosciences of California2,118,231—
149KRMNKarman Holdings155,833—
150CHDChurch & Dwight56,271—
151FTREFortrea Holdings263,964—
152FIVEFive Below23,250—
153EXLSExlService Holdings142,246—
154DKDelek US Holdings66,914—
155SVRASavara1,015,887—
156HALHalliburton147,493—
157KYIVKyivstar Group373,624—
158SIGSignet Jewelers46,000—
159QNTQuantinuum Inc.100,000—
160RBCRBC Bearings8,871—
161SPXCSPX Technologies26,222—
162LOPEGrand Canyon Education28,975—
163CCLCarnival175,000—
164KTOSKratos Defense & Security Solutions104,177—
165RGENRepligen24,616—
166WFRDWeatherford International54,731—
167MNPRMonopar Therapeutics55,834—
168DHID.R. Horton32,049—
169ERASErasca286,322—
170MWHSOLV Energy166,390—
171AGLagilon health49,741—
172PHMPulteGroup36,153—
173WSTWest Pharmaceutical Services11,348—
174VSTVistra29,577—
175DPCDPC Holdings PLC100,000—
176VISTVista Energy63,549—
177LEGNLegend Biotech214,355—
178PMPhilip Morris International21,153—
179QXOQXO316,977—
180GMGeneral Motors48,683—
181CACICACI International6,132—
182VCELVericel93,452—
183HLTHilton Worldwide11,747—
184BWXTBWX Technologies27,562—
185ABVXAbivax40,000—
186EXPOExponent54,254—
187UBERUber Technologies53,049—
188AITApplied Industrial Technologies10,508—
189SWKSSkyworks Solutions41,865—
190PNRPentair66,799—
191MARMarriott International9,748—
192BXBlackstone31,032—
193LSTRLandstar System19,396—
194PSXPhillips 6612,619—
195AVGOBroadcom9,270—
196PFGCPerformance Food Group35,000—
197KOCoca-Cola37,215—
198TDGTransDigm Group2,882—
199CVSCVS Health35,732—
200FSSFederal Signal26,325—
201DARDarling Ingredients48,546—
202URBNUrban Outfitters36,946—
203GMRSGMR Solutions Inc.296,462—
204EQTEQT58,113—
205LNTHLantheus Holdings29,051—
206GWREGuidewire Software18,919—
207CTASCintas14,818—
208AVTRAvantor184,263—
209POOLPool Corp17,481—
210ROLRollins92,932—
211COMPCompass300,000—
212ZETAZeta Global Holdings84,422—
213URIUnited Rentals2,525—
214IOTSamsara64,343—
215BWABorgWarner43,256—
216HLXCHelix Acquisition Corp. III246,709—
217WGSGeneDx34,863—
218TBNTamboran Resources75,451—
219VVVValvoline82,777—
220COSTCostco2,612—
221SAIASaia6,755—
222ACADACADIA Pharmaceuticals117,318—
223ADPAutomatic Data Processing9,068—
224GLUEMonte Rosa Therapeutics216,792—
225CCJCameco26,146—
226HRBH&R Block52,713—
227FASTFastenal43,071—
228SYKStryker7,859—
229ITWIllinois Tool Works8,134—
230BURLBurlington Stores7,712—
231LHXL3Harris Technologies8,614—
232DANDana72,234—
233UCTTUltra Clean Holdings26,305—
234BEBloom Energy6,561—
235RANIRani Therapeutics Holdings2,329,459—
236AEROGrupo Aeromexico120,936—
237MLTXMoonLake Immunotherapeutics161,557—
238PRCTPROCEPT BioRobotics107,018—
239CARTMaplebear (Instacart)40,513—
240CRKComstock Resources138,944—
241MTZMasTec7,968—
242USARUSA Rare Earth124,687—
243CLHClean Harbors5,261—
244BOBSBob's Discount Furniture115,000—
245SNOWSnowflake4,765—
246TRGPTarga Resources5,641—
247CHTRCharter Communications14,347—
248PCARPACCAR13,853—
249LOARLoar Holdings24,454—
250ARAntero Resources43,398—
251BNYBNY Mellon10,171—
252ACMRACM Research17,732—
253PANWPalo Alto Networks3,356—
254DXCMDexcom14,973—
255STVNStevanato Group62,231—
256HWMHowmet Aerospace5,321—
257LNGCheniere Energy4,544—
258KNXKnight-Swift Transportation18,134—
259WLDNWilldan Group16,307—
260WINGWingstop10,797—
261JBIOJade Biosciences78,501—
262ANETArista Networks5,266—
263ULCCFrontier Group174,302—
264ANFAbercrombie & Fitch7,875—
265TKOTKO Group Holdings6,074—
266MTDRMatador Resources19,850—
267CHRWC.H. Robinson6,674—
268TRDAEntrada Therapeutics195,237—
269NPNeptune Insurance Holdings38,095—
270CLPTClearPoint Neuro94,910—
271TPRTapestry8,513—
272CGEMCullinan Therapeutics64,785—
273ASMLASML Holding529—
274SIONSionna Therapeutics196,352—
275NETCloudflare2,709—
276EATBrinker International4,669—
277VIKViking Holdings10,994—
278LCLNLincoln International37,500—
279FPSForgent Power Solutions20,877—
280EVMNEvommune116,611—
281EWTXEdgewise Therapeutics18,790—
282PYXSPyxis Oncology353,582—
283MNSTMonster Beverage16,843—
284LITELumentum Holdings664—
285WCCWESCO International1,870—
286FANGDiamondback Energy3,729—
287CBRLCracker Barrel Old Country Store12,121—
288FROGJFrog6,968—
289CAPRCapricor Therapeutics74,046—
290COHRCoherent1,921—
291INODInnodata9,118—
292RAREUltragenyx Pharmaceutical41,347—
293VRTVertiv Holdings2,445—
294AXGNAxogen16,371—
295RSIRush Street Interactive28,940—
296UUnity Software13,265—
297RRCRange Resources13,929—
298RFRegions Financial19,359—
299APHAmphenol5,765—
300RDDTReddit3,385—
301OIMAUOIMAU48,691—
302MANEVeradermics4,000—
303VICRVicor1,452—
304SOPHSOPHiA Genetics50,000—
305FTVFortive6,916—
306ARVNArvinas52,939—
307LENLennar Corporation4,883—
308CRWDCrowdStrike1,433—
309DOCNDigitalOcean2,717—
310FISFidelity National Information Services11,725—
311AVLNAvalyn Pharma12,500—
312OKUROnKure Therapeutics120,482—
313RCLRoyal Caribbean Cruises1,009—
314WMTWalmart2,667—
315YSSYork Space Systems25,331—
316STEMStem48,186—
317BLDRBuilders FirstSource2,440—
318BNTCBenitec Biopharma14,874—
319PRDOPerdoceo Education3,898—
320APPAppLovin419—
321JANJanus Living2,844—
322PBLSParabilis Medicines, Inc.500—
323CRNXCRNX58,388—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。