Longaeva Partners L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$693.5B
Holdings
73
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 190,000 | $114.1B | 16.45% | Put |
| 2 | EWEDWARDS LIFESCIENCES CORP | 1,094,485 | $85.1B | 12.27% | Call |
| 3 | STUBSTUBHUB HLDGS INC | 3,820,605 | $64.3B | 9.28% | Call |
| 4 | HOLXHOLOGIC INC | 763,934 | $51.6B | 7.43% | Call |
| 5 | CAICARIS LIFE SCIENCES INC | 1,285,968 | $38.9B | 5.61% | |
| 6 | TPGTPG INC | 385,436 | $22.1B | 3.19% | |
| 7 | AMZNAMAZON COM INC | 91,563 | $20.1B | 2.90% | Call |
| 8 | ASAMER SPORTS INC | 556,976 | $19.4B | 2.79% | |
| 9 | VIKVIKING HOLDINGS LTD | 282,739 | $17.6B | 2.53% | |
| 10 | ROSTROSS STORES INC | 114,767 | $17.5B | 2.52% | |
| 11 | BIRKBIRKENSTOCK HOLDING PLC | 356,290 | $16.1B | 2.32% | |
| 12 | BTSGBRIGHTSPRING HEALTH SVCS INC | 532,294 | $15.7B | 2.27% | |
| 13 | KLARKLARNA GROUP PLC | 405,590 | $14.9B | 2.14% | |
| 14 | MBLYMOBILEYE GLOBAL INC | 873,325 | $12.3B | 1.78% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 35,461 | $12.2B | 1.77% | |
| 16 | DHRDANAHER CORPORATION | 50,000 | $9.9B | 1.43% | |
| 17 | DRIDARDEN RESTAURANTS INC | 46,016 | $8.8B | 1.26% | |
| 18 | WBIWATERBRIDGE INFRASTRUCTURE L | 321,704 | $8.1B | 1.17% | |
| 19 | KKR 6.25 03/01/28 DKKR & CO INC | 150,000 | $7.9B | 1.13% | |
| 20 | CRLCHARLES RIV LABS INTL INC | 50,000 | $7.8B | 1.13% | |
| 21 | CTRICENTURI HOLDINGS INC | 367,378 | $7.8B | 1.12% | |
| 22 | ABNBAIRBNB INC | 57,441 | $7.0B | 1.01% | |
| 23 | GLXYGALAXY DIGITAL INC. | 183,419 | $6.2B | 0.89% | |
| 24 | SAILSAILPOINT INC | 241,835 | $5.3B | 0.77% | |
| 25 | SNDKSANDISK CORP | 47,315 | $5.3B | 0.77% | |
| 26 | SAROSTANDARDAERO INC | 189,721 | $5.2B | 0.75% | |
| 27 | WAYWAYSTAR HLDG CORP | 136,046 | $5.2B | 0.74% | |
| 28 | SFDSMITHFIELD FOODS INC | 200,736 | $4.7B | 0.68% | |
| 29 | CELHCELSIUS HLDGS INC | 78,857 | $4.5B | 0.65% | |
| 30 | ARWRARROWHEAD PHARMACEUTICALS IN | 125,673 | $4.3B | 0.62% | |
| 31 | KVYOKLAVIYO INC | 153,221 | $4.2B | 0.61% | |
| 32 | CCLCARNIVAL CORP | 145,058 | $4.2B | 0.60% | |
| 33 | FIGRFIGURE TECHNOLOGY SOLUTIO | 115,000 | $4.2B | 0.60% | |
| 34 | MBXMBX BIOSCIENCES INC | 224,433 | $3.9B | 0.57% | |
| 35 | NKTRNEKTAR THERAPEUTICS | 62,729 | $3.6B | 0.51% | |
| 36 | KMTSKESTRA MED TECHNOLOGIES LTD | 136,182 | $3.2B | 0.47% | |
| 37 | QUREUNIQURE NV | 55,000 | $3.2B | 0.46% | |
| 38 | RACEFERRARI N V | 5,977 | $2.9B | 0.42% | |
| 39 | ABVXABIVAX SA | 32,886 | $2.8B | 0.40% | |
| 40 | AMLXAMYLYX PHARMACEUTICALS INC | 200,000 | $2.7B | 0.39% | |
| 41 | SFMSPROUTS FMRS MKT INC | 24,545 | $2.7B | 0.39% | |
| 42 | BBNXBETA BIONICS INC | 125,483 | $2.5B | 0.36% | |
| 43 | OLAORLA MNG LTD NEW | 225,000 | $2.4B | 0.35% | |
| 44 | NTSKNETSKOPE INC | 105,000 | $2.4B | 0.34% | |
| 45 | BRCBBLACK ROCK COFFEE BAR INC | 94,375 | $2.3B | 0.32% | |
| 46 | ALHCALIGNMENT HEALTHCARE INC | 125,000 | $2.2B | 0.31% | |
| 47 | QXOQXO INC | 112,011 | $2.1B | 0.31% | |
| 48 | PTRNPATTERN GROUP INC | 146,609 | $2.0B | 0.29% | |
| 49 | SIONSIONNA THERAPEUTICS INC | 61,457 | $1.8B | 0.26% | |
| 50 | NIQNIQ GLOBAL INTELLIGENCE PLC | 100,872 | $1.6B | 0.23% | |
| 51 | AHLASPEN INSURANCE HOLDINGS LTD | 39,189 | $1.4B | 0.21% | |
| 52 | CRBGCOREBRIDGE FINL INC | 43,675 | $1.4B | 0.20% | |
| 53 | BROSDUTCH BROS INC | 25,000 | $1.3B | 0.19% | |
| 54 | SLDESLIDE INS HLDGS INC | 81,119 | $1.3B | 0.18% | |
| 55 | PYXSPYXIS ONCOLOGY INC | 503,214 | $1.1B | 0.16% | |
| 56 | SEPNSEPTERNA INC | 57,064 | $1.1B | 0.15% | |
| 57 | TSCOTRACTOR SUPPLY CO | 18,128 | $1.0B | 0.15% | |
| 58 | DNTHDIANTHUS THERAPEUTICS INC | 25,000 | $983.8M | 0.14% | |
| 59 | SRRKSCHOLAR ROCK HLDG CORP | 26,386 | $982.6M | 0.14% | |
| 60 | VOYGVOYAGER TECHNOLOGIES INC | 30,250 | $900.8M | 0.13% | |
| 61 | KRMNKARMAN HLDGS INC | 11,660 | $841.9M | 0.12% | |
| 62 | TTAMTITAN AMER SA | 51,304 | $766.5M | 0.11% | |
| 63 | DLODLOCAL LTD | 37,500 | $535.5M | 0.08% | |
| 64 | BNTCBENITEC BIOPHARMA INC | 37,537 | $526.6M | 0.08% | |
| 65 | ZONECLEANCORE SOLUTIONS INC | 260,577 | $526.4M | 0.08% | |
| 66 | ADTADT INC DEL | 55,242 | $481.2M | 0.07% | |
| 67 | ETORETORO GROUP LTD | 10,619 | $438.2M | 0.06% | |
| 68 | VGVENTURE GLOBAL INC | 30,163 | $428.0M | 0.06% | |
| 69 | AQSTAQUESTIVE THERAPEUTICS INC | 71,015 | $397.0M | 0.06% | |
| 70 | CUBICUSTOMERS BANCORP INC | 2,080 | $136.0M | 0.02% | |
| 71 | KNTKKINETIK HOLDINGS INC | 975 | $41.7M | 0.01% | |
| 72 | TTANSERVICETITAN INC | 328 | $33.1M | 0.00% | |
| 73 | LOARLOAR HOLDINGS INC | 296 | $23.7M | 0.00% |