Longaeva Partners L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$489.8B
Holdings
53
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUMHUMANA INC | 341,830 | $83.6B | 17.06% | Call |
| 2 | CAICARIS LIFE SCIENCES INC | 1,459,745 | $39.0B | 7.96% | |
| 3 | QXOQXO INC | 1,162,406 | $25.0B | 5.11% | |
| 4 | BROBROWN & BROWN INC | 225,000 | $24.9B | 5.09% | |
| 5 | SAROSTANDARDAERO INC | 773,750 | $24.5B | 5.00% | |
| 6 | ASAMER SPORTS INC | 540,000 | $20.9B | 4.27% | |
| 7 | TPGTPG INC | 394,273 | $20.7B | 4.22% | |
| 8 | EWEDWARDS LIFESCIENCES CORP | 257,350 | $20.1B | 4.11% | |
| 9 | BTSGBRIGHTSPRING HEALTH SVCS INC | 808,052 | $19.1B | 3.89% | |
| 10 | BIRKBIRKENSTOCK HOLDING PLC | 368,590 | $18.1B | 3.70% | |
| 11 | VIKVIKING HOLDINGS LTD | 336,233 | $17.9B | 3.66% | |
| 12 | HOLXHOLOGIC INC | 265,000 | $17.3B | 3.53% | |
| 13 | GLXYGALAXY DIGITAL INC. | 700,000 | $15.3B | 3.13% | |
| 14 | WAYWAYSTAR HLDG CORP | 363,091 | $14.8B | 3.03% | |
| 15 | SAILSAILPOINT INC | 466,357 | $10.7B | 2.18% | |
| 16 | KVYOKLAVIYO INC | 301,503 | $10.1B | 2.07% | |
| 17 | NDAQNASDAQ INC | 99,961 | $8.9B | 1.82% | |
| 18 | AHLASPEN INSURANCE HOLDINGS LTD | 268,440 | $8.4B | 1.72% | |
| 19 | KKR 6.25 03/01/28 DKKR & CO INC | 150,000 | $8.0B | 1.64% | |
| 20 | SFDSMITHFIELD FOODS INC | 313,482 | $7.4B | 1.51% | |
| 21 | SCHWSCHWAB CHARLES CORP | 78,666 | $7.2B | 1.47% | |
| 22 | RACEFERRARI N V | 14,266 | $7.0B | 1.43% | |
| 23 | SNDKSANDISK CORP | 150,000 | $6.8B | 1.39% | |
| 24 | TTANSERVICETITAN INC | 62,500 | $6.7B | 1.37% | |
| 25 | CHWYCHEWY INC | 150,000 | $6.4B | 1.31% | |
| 26 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 25,000 | $6.1B | 1.24% | |
| 27 | VGVENTURE GLOBAL INC | 379,474 | $5.9B | 1.21% | |
| 28 | BBNXBETA BIONICS INC | 196,607 | $2.9B | 0.58% | |
| 29 | CRCLCIRCLE INTERNET GROUP INC | 15,000 | $2.7B | 0.56% | |
| 30 | VOYGVOYAGER TECHNOLOGIES INC | 61,500 | $2.4B | 0.49% | |
| 31 | HNGEHINGE HEALTH INC | 45,813 | $2.4B | 0.48% | |
| 32 | OSONESTREAM INC | 66,069 | $1.9B | 0.38% | |
| 33 | ETORETORO GROUP LTD | 27,785 | $1.9B | 0.38% | |
| 34 | CHYMCHIME FINL INC | 50,000 | $1.7B | 0.35% | |
| 35 | ESLTELBIT SYS LTD | 3,375 | $1.5B | 0.31% | |
| 36 | CCCCCC INTELLIGENT SOLUTIONS HL | 125,087 | $1.2B | 0.24% | |
| 37 | MRXMAREX GROUP PLC | 25,000 | $986.8M | 0.20% | |
| 38 | SLDESLIDE INS HLDGS INC | 45,500 | $985.5M | 0.20% | |
| 39 | LOARLOAR HOLDINGS INC | 10,000 | $861.7M | 0.18% | |
| 40 | MNTNMNTN INC | 36,056 | $788.5M | 0.16% | |
| 41 | CTRICENTURI HOLDINGS INC | 35,000 | $785.4M | 0.16% | |
| 42 | OMDAOMADA HEALTH INC | 42,074 | $770.0M | 0.16% | |
| 43 | TTAMTITAN AMER SA | 60,000 | $748.8M | 0.15% | |
| 44 | PRMBPRIMO BRANDS CORPORATION | 23,911 | $708.2M | 0.14% | |
| 45 | AKBAAKEBIA THERAPEUTICS INC | 191,691 | $697.8M | 0.14% | |
| 46 | GGALGRUPO FINANCIERO GALICIA S.A | 12,277 | $618.6M | 0.13% | |
| 47 | BNTCBENITEC BIOPHARMA INC | 51,997 | $608.4M | 0.12% | |
| 48 | KMTSKESTRA MED TECHNOLOGIES LTD | 30,761 | $510.0M | 0.10% | |
| 49 | KRMNKARMAN HLDGS INC | 8,704 | $438.4M | 0.09% | |
| 50 | KNTKKINETIK HOLDINGS INC | 9,481 | $417.6M | 0.09% | |
| 51 | KAROKAROOOOO LTD | 4,999 | $244.9M | 0.05% | |
| 52 | NPCENEUROPACE INC | 10,933 | $121.8M | 0.02% | |
| 53 | TRVITREVI THERAPEUTICS INC | 10,000 | $54.7M | 0.01% |