Fuyuo Nagayama

Havemeyer Place Lp

Assets Managed

$866.653M

Holdings

498

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

70.83%(2Q avg: 35.42%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Havemeyer Place Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 498 positions.

Assets under management

The assets under management (AUM) of Havemeyer Place Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 866.653M in assets, with a quarterly growth rate of 70.83% and a 2-quarter average growth rate of 35.42%. The portfolio is managed by Fuyuo Nagayama, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ARM Arm Holdings Plc-adr Recent Activity New Position	1.12%	$9.697M 64,097 shares@ $151.28 avg price	New Position
CMI Cummins Inc Recent Activity Increased 672.32%	1.11%	$9.561M 17,771 shares@ $538.02 avg price	Increased 672.32%
ADSK Autodesk Inc Recent Activity New Position	1.05%	$9.087M 37,959 shares@ $239.41 avg price	New Position
NVDA Nvidia Corp Recent Activity Increased 154.31%	0.97%	$8.36M 47,936 shares@ $174.4 avg price	Increased 154.31%
BX Blackstone Inc Recent Activity Increased 397.55%	0.96%	$8.235M 71,612 shares@ $115.0 avg price	Increased 397.55%
JNJ Johnson & Johnson Recent Activity Increased 192.83%	0.84%	$7.254M 29,675 shares@ $244.44 avg price	Increased 192.83%
DOW Dow Inc Recent Activity New Position	0.83%	$7.168M 172,109 shares@ $41.66 avg price	New Position
TT Trane Technologies Plc Recent Activity New Position	0.81%	$6.971M 16,727 shares@ $416.75 avg price	New Position
AMD Advanced Micro Devices Recent Activity New Position	0.78%	$6.707M 32,968 shares@ $203.43 avg price	New Position
COF Capital One Financial Corp Recent Activity New Position	0.77%	$6.59M 36,125 shares@ $182.44 avg price	New Position

1-10 of 498