Filed: 5/13/2026ACC: 0002026128-26-000002
📋 What this filing means
HAVEMEYER PLACE LP filed this quarterly 13F‑HR report disclosing 498 equity positions with a total reported market value of $866.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
498
Positions
$866.65M
Total AUM (reported)
17.41M
Total Shares
Allocation by class
COM$598.79M69.1%
CL A$68.13M7.9%
SHS$29.66M3.4%
SPONSORED ADS$25.62M3.0%
COM CL A$25.42M2.9%
COM SHS$20.28M2.3%
SPONSORED ADR$13.26M1.5%
Portfolio Concentration
Top 3$28.35M3.3%
4–10$51.28M5.9%
11–25$83.83M9.7%
Rest$703.20M81.1%
Top 3 weight
3.3%
Top 10 weight
9.2%
Voting Authority Distribution
Total shares with voting rights: 17.41M
Sole
Full voting authority
17.41M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole498
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings498
Rows:
ARM HOLDINGS PLC
SOLEShares64.10K
TypeSH
Market value$9.70M
1.12%
Sole
64.10K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares17.77K
TypeSH
Market value$9.56M
1.10%
Sole
17.77K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares37.96K
TypeSH
Market value$9.09M
1.05%
Sole
37.96K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares47.94K
TypeSH
Market value$8.36M
0.96%
Sole
47.94K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares71.61K
TypeSH
Market value$8.23M
0.95%
Sole
71.61K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares29.68K
TypeSH
Market value$7.25M
0.84%
Sole
29.68K
Shared
0.00
None
0.00
DOW INC
SOLEShares172.11K
TypeSH
Market value$7.17M
0.83%
Sole
172.11K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares16.73K
TypeSH
Market value$6.97M
0.80%
Sole
16.73K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares32.97K
TypeSH
Market value$6.71M
0.77%
Sole
32.97K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares36.13K
TypeSH
Market value$6.59M
0.76%
Sole
36.13K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares36.03K
TypeSH
Market value$6.33M
0.73%
Sole
36.03K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares62.89K
TypeSH
Market value$6.13M
0.71%
Sole
62.89K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares29.29K
TypeSH
Market value$6.12M
0.71%
Sole
29.29K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares20.01K
TypeSH
Market value$5.86M
0.68%
Sole
20.01K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares269.19K
TypeSH
Market value$5.82M
0.67%
Sole
269.19K
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
SOLEShares72.16K
TypeSH
Market value$5.80M
0.67%
Sole
72.16K
Shared
0.00
None
0.00
BOOZ ALLEN HAMILTON HLDG COR
SOLEShares73.72K
TypeSH
Market value$5.75M
0.66%
Sole
73.72K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares17.28K
TypeSH
Market value$5.68M
0.66%
Sole
17.28K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares52.61K
TypeSH
Market value$5.50M
0.63%
Sole
52.61K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares3.88K
TypeSH
Market value$5.36M
0.62%
Sole
3.88K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares25.45K
TypeSH
Market value$5.30M
0.61%
Sole
25.45K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares18.55K
TypeSH
Market value$5.22M
0.60%
Sole
18.55K
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares15.42K
TypeSH
Market value$5.15M
0.59%
Sole
15.42K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares15.08K
TypeSH
Market value$4.91M
0.57%
Sole
15.08K
Shared
0.00
None
0.00
ARCHER DANIELS MIDLAND CO
SOLEShares67.35K
TypeSH
Market value$4.90M
0.56%
Sole
67.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 64.10K | SH | $9.70M 1.12% | 64.10K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 17.77K | SH | $9.56M 1.10% | 17.77K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 37.96K | SH | $9.09M 1.05% | 37.96K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 47.94K | SH | $8.36M 0.96% | 47.94K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 71.61K | SH | $8.23M 0.95% | 71.61K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 29.68K | SH | $7.25M 0.84% | 29.68K | 0.00 | 0.00 |
DOW INCSOLE | COM | 172.11K | SH | $7.17M 0.83% | 172.11K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 16.73K | SH | $6.97M 0.80% | 16.73K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 32.97K | SH | $6.71M 0.77% | 32.97K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 36.13K | SH | $6.59M 0.76% | 36.13K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 36.03K | SH | $6.33M 0.73% | 36.03K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 62.89K | SH | $6.13M 0.71% | 62.89K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 29.29K | SH | $6.12M 0.71% | 29.29K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 20.01K | SH | $5.86M 0.68% | 20.01K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 269.19K | SH | $5.82M 0.67% | 269.19K | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 72.16K | SH | $5.80M 0.67% | 72.16K | 0.00 | 0.00 |
BOOZ ALLEN HAMILTON HLDG CORSOLE | CL A | 73.72K | SH | $5.75M 0.66% | 73.72K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 17.28K | SH | $5.68M 0.66% | 17.28K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 52.61K | SH | $5.50M 0.63% | 52.61K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 3.88K | SH | $5.36M 0.62% | 3.88K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 25.45K | SH | $5.30M 0.61% | 25.45K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 18.55K | SH | $5.22M 0.60% | 18.55K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 15.42K | SH | $5.15M 0.59% | 15.42K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 15.08K | SH | $4.91M 0.57% | 15.08K | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND COSOLE | COM | 67.35K | SH | $4.90M 0.56% | 67.35K | 0.00 | 0.00 |
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