📊 Longaeva 13F — Longaeva Partners L.P.: $4.6B portfolio, 333 positions (Q2 2026)

1. SPY — $702M (15.3%) 2. SPCX — $102M (2.2%) 3. GS — $96M (2.1%) 4. JPM — $83M (1.8%) 5. XLV — $77M (1.7%) 6. BAC — $74M (1.6%) 7. PFE — $72M (1.6%) 8. BSX — $66M (1.4%) 9. FITB — $65M (1.4%) 10. HBAN — $60M (1.3%) 11. MCO — $59M (1.3%) 12. MTD — $54M (1.2%) 13. LPLA — $53M (1.1%) 14. USB — $47M (1.0%) 15. MS — $47M (1.0%) 16. STUB — $43M (0.9%) 17. GENIUS SPORTS LIMITED — $43M (0.9%) 18. MMED — $42M (0.9%) 19. VSH — $41M (0.9%) 20. TPG — $41M (0.9%) … (+313 more)

1. SPY — $702M (15.3%)