Longaeva Partners L.P.
CIK: 0002054122Latest portfolio: $1.2B · Q4 2025
Holdings
115
Total Value
$1.2B
New Positions
83
Closed Positions
41
Top Holdings
View All 115 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BDXBECTON DICKINSON & CO | 1,131,330 | $219.6M | 18.42% | NEW | Call |
| 2 | EWEDWARDS LIFESCIENCES CORP | 1,104,367 | $94.1M | 7.90% | +10K | Call |
| 3 | SBUXSTARBUCKS CORP | 600,000 | $50.5M | 4.24% | NEW | Call |
| 4 | GENIGENIUS SPORTS LIMITED | 4,206,584 | $46.4M | 3.89% | NEW | Call |
| 5 | CAICARIS LIFE SCIENCES INC | 1,509,745 | $40.7M | 3.42% | +224K | |
| 6 | STUBSTUBHUB HLDGS INC | 2,450,047 | $33.1M | 2.78% | -1,370,558 | Call |
| 7 | DWDMORGAN STANLEY | 142,929 | $25.4M | 2.13% | NEW | |
| 8 | TPGTPG INC | 374,833 | $23.9M | 2.01% | -10,603 | |
| 9 | NVONOVO-NORDISK A S | 444,266 | $22.6M | 1.90% | NEW | |
| 10 | PNCPNC FINL SVCS GROUP INC | 106,306 | $22.2M | 1.86% | NEW | |
| 11 | CFGCITIZENS FINL GROUP INC | 373,607 | $21.8M | 1.83% | NEW | |
| 12 | PCTYPAYLOCITY HLDG CORP | 121,383 | $18.5M | 1.55% | NEW | |
| 13 | NRIXNURIX THERAPEUTICS INC | 927,729 | $17.6M | 1.48% | NEW | |
| 14 | ROSTROSS STORES INC | 96,767 | $17.4M | 1.46% | -18,000 | |
| 15 | VRSNVERISIGN INC | 71,278 | $17.3M | 1.45% | NEW | |
| 16 | EATBRINKER INTL INC | 119,904 | $17.2M | 1.44% | NEW | |
| 17 | AMZNAMAZON COM INC | 73,500 | $17.0M | 1.42% | NEW | |
| 18 | ASAMER SPORTS INC | 450,328 | $16.8M | 1.41% | -106,648 | |
| 19 | DKNGDRAFTKINGS INC NEW | 452,289 | $15.6M | 1.31% | NEW | |
| 20 | ANNXANNEXON INC | 3,100,000 | $15.6M | 1.31% | NEW | |
| 21 | TRVCCITIGROUP INC | 128,314 | $15.0M | 1.26% | NEW | |
| 22 | RJFRAYMOND JAMES FINL INC | 90,741 | $14.6M | 1.22% | NEW | |
| 23 | BENFRANKLIN RESOURCES INC | 562,264 | $13.4M | 1.13% | NEW | |
| 24 | KKRKKR & CO INC | 105,345 | $13.4M | 1.13% | NEW | |
| 25 | TOSTTOAST INC | 340,925 | $12.1M | 1.02% | NEW |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Healthcare0.0% ($2.1955794147407324e+105T)
Financial Services0.0% ($2.392922189218221e+97T)
Consumer Cyclical0.0% ($5.0526174311720815e+73T)
Technology0.0% ($3.314918510173161e+55T)
Unknown0.0% ($2.537414972904875e+23T)
Consumer Defensive0.0% ($88838097412938720.0T)
Industrials0.0% ($9862400732.9T)
Energy0.0% ($58.8T)
Communication Services0.0% ($46.4M)
Utilities0.0% ($4.5M)
Filing History
Fund Information
Longaeva Partners L.P. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.2B across 115 holdings. The largest position is BECTON DICKINSON & CO (BDX), representing 18.4% of the portfolio. Compared to the previous quarter, the fund opened 84 new positions and closed 42 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.