Havemeyer Place LP

13F filer · CIK 0002026128

Reported May 13, 2026

Net buyer this quarter

13F portfolio value$1.01BU.S. long equity reported on 13F

Positions498224 new · 229 closed

Net flow last quarter+$364MBuys minus sells

Top 10 positions weight9.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 13, 2026498 positions
ARMArm Holdings PLC	$9.7M	1.12%	0.01%	New	Q1 2026
CMICummins Inc	$9.56M	1.10%	0.01%	+672.3%	Q4 2025
ADSKAutodesk, Inc.	$9.09M	1.05%	0.02%	New	Q1 2026
NVDANvidia Corp	$8.36M	0.96%	0.00%	+154.3%	Q4 2025
BXBlackstone Inc.	$8.23M	0.95%	0.01%	+397.6%	Q4 2025
JNJJohnson & Johnson	$7.25M	0.84%	0.00%	+192.8%	Q4 2025
DOWDow Inc.	$7.17M	0.83%	0.02%	New	Q1 2026
TTTrane Technologies plc	$6.97M	0.80%	0.01%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$6.71M	0.77%	0.00%	New	Q1 2026
COFCapital One Financial Corp	$6.59M	0.76%	0.01%	New	Q1 2026
VEEVVeeva Systems Inc	$6.33M	0.73%	0.02%	New	Q1 2026
TTMITTM Technologies Inc	$6.13M	0.71%	0.06%	+344.2%	Q4 2025
TELTE Connectivity plc	$6.12M	0.71%	0.01%	+159.5%	Q4 2025
ELVElevance Health, Inc.	$5.86M	0.68%	0.01%	New	Q1 2026
DKNGDraftKings Inc.	$5.82M	0.67%	Not reported	New	Q1 2026
ZMZoom Communications, Inc.	$5.8M	0.67%	Not reported	New	Q1 2026
BAHBooz Allen Hamilton Holding Corp	$5.75M	0.66%	0.06%	New	Q1 2026
HDHome Depot, Inc.	$5.68M	0.66%	0.00%	New	Q1 2026
NOWServiceNow, Inc.	$5.5M	0.63%	0.01%	+9.4%	Q4 2025
FIXComfort Systems USA Inc	$5.36M	0.62%	0.01%	+1732.6%	Q4 2025
AMZNAmazon Com Inc	$5.3M	0.61%	0.00%	New	Q1 2026
CLSCelestica Inc	$5.22M	0.60%	0.02%	+125.9%	Q4 2025
CSLCarlisle Companies Inc	$5.15M	0.59%	0.04%	+717.8%	Q4 2025
BURLBurlington Stores, Inc.	$4.91M	0.57%	0.02%	New	Q1 2026
ADMArcher-Daniels-Midland Co	$4.9M	0.56%	0.01%	+329.6%	Q4 2025
MSFTMicrosoft Corp	$4.86M	0.56%	0.00%	New	Q1 2026
MRKMerck & Co., Inc.	$4.73M	0.55%	0.00%	New	Q1 2026
MCOMoodys Corp	$4.7M	0.54%	0.01%	+578.1%	Q4 2025
AALAmerican Airlines Group Inc.	$4.64M	0.54%	0.07%	New	Q1 2026
NFLXNetflix Inc	$4.63M	0.53%	0.00%	+486.2%	Q4 2025
MRNAModerna, Inc.	$4.63M	0.53%	0.02%	+81.0%	Q4 2025
RBLXRoblox Corp	$4.59M	0.53%	0.01%	+216.5%	Q4 2025
BGBunge Global SA	$4.58M	0.53%	0.02%	New	Q1 2026
RKTRocket Companies, Inc.	$4.36M	0.50%	Not reported	New	Q1 2026
EQTEQT Corp	$4.32M	0.50%	0.01%	+704.2%	Q4 2025
LNGCheniere Energy, Inc.	$4.31M	0.50%	0.01%	+147.5%	Q4 2025
DELLDell Technologies Inc.	$4.31M	0.50%	0.00%	New	Q1 2026
ROKURoku, Inc	$4.18M	0.48%	0.03%	+346.2%	Q4 2025
DYDycom Industries Inc	$4.11M	0.47%	0.04%	New	Q1 2026
SNOWSnowflake Inc.	$4.06M	0.47%	0.01%	New	Q1 2026
TRGPTarga Resources Corp.	$4.02M	0.46%	0.01%	+78.5%	Q4 2025
KHCKraft Heinz Co	$4.02M	0.46%	0.02%	+2338.6%	Q4 2025
RBRKRubrik, Inc.	$4.02M	0.46%	Not reported	New	Q1 2026
SAIASaia Inc	$3.98M	0.46%	0.04%	+323.2%	Q4 2025
GOOGLAlphabet Inc.	$3.95M	0.46%	0.00%	New	Q1 2026
SNDKSandisk Corp	$3.94M	0.45%	0.00%	New	Q1 2026
JBHTHunt J B Transport Services Inc	$3.83M	0.44%	0.02%	New	Q1 2026
MELIMercadolibre Inc	$3.78M	0.44%	0.00%	New	Q1 2026
SPGIS&P Global Inc.	$3.75M	0.43%	0.00%	+80.7%	Q4 2025
DARDarling Ingredients Inc.	$3.73M	0.43%	0.04%	+146.4%	Q4 2025

Q4 2025Reported Feb 11, 2026503 positions
LENLennar Corp	$8.56M	1.69%	Not reported	New	Q4 2025
NOWServiceNow, Inc.	$7.37M	1.45%	0.00%	New	Q4 2025
LMTLockheed Martin Corp	$5.77M	1.14%	0.01%	New	Q4 2025
XOMExxonMobil Holdings Corp	$5.25M	1.03%	0.00%	New	Q4 2025
AMATApplied Materials Inc	$4.36M	0.86%	0.00%	New	Q4 2025
BABoeing Co	$4.32M	0.85%	0.00%	New	Q4 2025
PMPhilip Morris International Inc.	$4.18M	0.82%	0.00%	New	Q4 2025
HOODRobinhood Markets, Inc.	$4.16M	0.82%	0.02%	New	Q4 2025
DISWalt Disney Co	$4.07M	0.80%	0.00%	New	Q4 2025
FCXFreeport-Mcmoran Inc	$3.91M	0.77%	0.01%	New	Q4 2025
FISVFiserv Inc	$3.74M	0.74%	0.01%	New	Q4 2025
SLBSLB Limited	$3.7M	0.73%	0.01%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.67M	0.72%	0.00%	New	Q4 2025
COHRCoherent Corp.	$3.59M	0.71%	0.01%	New	Q4 2025
NVDANvidia Corp	$3.52M	0.69%	0.00%	New	Q4 2025
CPNGCoupang, Inc.	$3.48M	0.69%	Not reported	New	Q4 2025
HPEHewlett Packard Enterprise Co	$3.28M	0.65%	0.01%	New	Q4 2025
EFXEquifax Inc	$3.18M	0.63%	0.01%	New	Q4 2025
KEYSKeysight Technologies, Inc.	$3.18M	0.63%	0.01%	New	Q4 2025
KKRKKR & Co. Inc.	$3.14M	0.62%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$3.02M	0.60%	Not reported	New	Q4 2025
PTCPTC Inc.	$2.98M	0.59%	0.01%	New	Q4 2025
CIENCiena Corp	$2.97M	0.59%	0.01%	New	Q4 2025
NOKNokia Corp	$2.95M	0.58%	0.01%	New	Q4 2025
BSXBoston Scientific Corp	$2.81M	0.55%	0.00%	New	Q4 2025
AAgilent Technologies, Inc.	$2.78M	0.55%	0.01%	New	Q4 2025
SBUXStarbucks Corp	$2.75M	0.54%	0.00%	New	Q4 2025
SNPSSynopsys Inc	$2.72M	0.54%	0.00%	New	Q4 2025
JJacobs Solutions Inc.	$2.66M	0.52%	0.02%	New	Q4 2025
GLWCorning Inc	$2.64M	0.52%	0.00%	New	Q4 2025
BLDRBuilders FirstSource, Inc.	$2.6M	0.51%	0.02%	New	Q4 2025
CPAYCorpay, Inc.	$2.57M	0.51%	0.01%	New	Q4 2025
TELTE Connectivity plc	$2.57M	0.51%	0.00%	New	Q4 2025
ADBEAdobe Inc.	$2.56M	0.50%	0.00%	New	Q4 2025
NVONovo Nordisk A S	$2.56M	0.50%	Not reported	New	Q4 2025
SPGIS&P Global Inc.	$2.55M	0.50%	0.00%	New	Q4 2025
CCitigroup Inc	$2.53M	0.50%	0.00%	New	Q4 2025
CCLCarnival Corp Ltd.	$2.5M	0.49%	0.01%	New	Q4 2025
BLKBlackRock, Inc.	$2.49M	0.49%	0.00%	New	Q4 2025
CORCencora, Inc.	$2.43M	0.48%	0.00%	New	Q4 2025
COOCooper Companies, Inc.	$2.43M	0.48%	0.02%	New	Q4 2025
CLSCelestica Inc	$2.43M	0.48%	0.01%	New	Q4 2025
IDXXIdexx Laboratories Inc	$2.37M	0.47%	0.00%	New	Q4 2025
SAPSap SE	$2.36M	0.47%	0.00%	New	Q4 2025
GMGeneral Motors Co	$2.33M	0.46%	0.00%	New	Q4 2025
UBERUber Technologies, Inc	$2.27M	0.45%	0.00%	New	Q4 2025
PLDPrologis, Inc.	$2.23M	0.44%	0.00%	New	Q4 2025
AIGAmerican International Group, Inc.	$2.22M	0.44%	0.00%	New	Q4 2025
BXBlackstone Inc.	$2.22M	0.44%	0.00%	New	Q4 2025
UTHRUNITED THERAPEUTICS Corp	$2.19M	0.43%	0.01%	New	Q4 2025

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