Stock Taper 
LONGAEVA PARTNERS L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AppLovin Corporation | APP | 419 | $215.88K |
 Applied Aerospace & Defense, Inc. | AADX | 500 | $13.69K |
 ASML Holding N.V. | ASML | 529 | $1.05M |
 Lumentum Holdings Inc. | LITE | 664 | $569.75K |
 Royal Caribbean Cruises Ltd. | RCL | 1.01K | $320.39K |
 CrowdStrike Holdings, Inc. | CRWD | 1.43K | $1.09M |
 Vicor Corporation | VICR | 1.45K | $551.44K |
 WESCO International, Inc. | WCC | 1.87K | $645.95K |
 Coherent, Inc. | COHR | 1.92K | $757.78K |
 Builders FirstSource, Inc. | BLDR | 2.44K | $218.33K |
 Vertiv Holdings Co | VRT | 2.44K | $818.63K |
 United Rentals, Inc. | URI | 2.52K | $2.86M |
 Costco Wholesale Corporation | COST | 2.61K | $2.44M |
 Walmart Inc. | WMT | 2.67K | $302.06K |
 Cloudflare, Inc. | NET | 2.71K | $664.46K |
 DigitalOcean Holdings, Inc. | DOCN | 2.72K | $426.65K |
 TransDigm Group Incorporated | TDG | 2.88K | $3.84M |
 Palo Alto Networks, Inc. | PANW | 3.36K | $1.14M |
 Reddit, Inc. | RDDT | 3.38K | $587.57K |
 Diamondback Energy, Inc. | FANG | 3.73K | $655.48K |