Longaeva Partners L.P.

13F filer · CIK 0002054122

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$4.58BU.S. long equity reported on 13F

Positions324222 new · 91 closed

Net flow last quarter+$930MBuys minus sells

Top 10 positions weight14.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026324 positions
SPCXSpace Exploration Technologies Corp	$102M	2.23%	Not reported	New	Q2 2026
JPMJPMorgan Chase & Co	$83.5M	1.82%	0.01%	Not reported	Q4 2025
BACBank of America Corp	$74M	1.62%	0.02%	-16.5%	Q1 2026
FITBFifth Third Bancorp	$65.1M	1.42%	0.13%	Not reported	Q4 2025
HBANHuntington Bancshares Inc	$59.7M	1.30%	0.17%	Not reported	Q4 2025
MCOMoodys Corp	$59.3M	1.29%	0.08%	New	Q2 2026
MTDMettler Toledo International Inc/	$53.6M	1.17%	0.21%	+353.6%	Q1 2026
LPLALPL Financial Holdings Inc.	$52.6M	1.15%	0.23%	New	Q2 2026
USBUS Bancorp \de\	$47.2M	1.03%	0.05%	+3.8%	Q1 2026
MSMorgan Stanley	$47.1M	1.03%	0.01%	-28.2%	Q4 2025
STUBStubHub Holdings, Inc.	$43.2M	0.94%	Not reported	Not reported	Q3 2025
MMEDMiniMed Group, Inc.	$42.1M	0.92%	1.00%	-11.5%	Q1 2026
VSHVishay Intertechnology Inc	$41.1M	0.90%	0.58%	-59.7%	Q1 2026
TPGTPG Inc.	$40.7M	0.89%	Not reported	Not reported	Q2 2025
PHParker-Hannifin Corp	$39M	0.85%	0.03%	+294.9%	Q1 2026
QUREuniQure N.V.	$37.1M	0.81%	1.16%	Not reported	Q3 2025
UNHUnitedhealth Group Inc	$37M	0.81%	0.01%	+344.7%	Q3 2025
VVisa Inc.	$35.4M	0.77%	0.01%	Not reported	Q4 2025
KEYKeycorp	$35M	0.76%	0.14%	-48.9%	Q1 2026
IEXIdex Corp	$34.2M	0.75%	0.20%	+106.6%	Q1 2026
TTTrane Technologies plc	$33.9M	0.74%	0.03%	+489.8%	Q1 2026
FDSFactset Research Systems Inc	$33.8M	0.74%	0.41%	New	Q2 2026
ALNYAlnylam Pharmaceuticals, Inc.	$33.2M	0.73%	0.08%	New	Q2 2026
GKOSGLAUKOS Corp	$33M	0.72%	0.40%	New	Q2 2026
FLGFlagstar Bank, National Association	$32.9M	0.72%	0.53%	-4.3%	Q4 2025
HAWKHawkEye 360, Inc.	$32.4M	0.71%	1.63%	New	Q2 2026
IBKRInteractive Brokers Group, Inc.	$31.6M	0.69%	0.14%	+56.9%	Q1 2026
AMEAmetek Inc/	$31.2M	0.68%	0.06%	+169.9%	Q1 2026
VRSKVerisk Analytics, Inc.	$30.8M	0.67%	0.13%	New	Q2 2026
BENFranklin Resources Inc	$30.3M	0.66%	0.18%	+5.4%	Q4 2025
DLRDigital Realty Trust, Inc.	$30.2M	0.66%	0.05%	New	Q2 2026
BLKBlackRock, Inc.	$29.8M	0.65%	0.02%	Not reported	Q4 2025
GLBEGlobal-E Online Ltd.	$29.8M	0.65%	0.51%	+150.6%	Q4 2025
NVONovo Nordisk A S	$29.8M	0.65%	Not reported	Not reported	Q4 2025
WALWestern Alliance Bancorporation	$29.6M	0.65%	0.33%	New	Q2 2026
NVTnVent Electric plc	$29.5M	0.64%	0.11%	+23.9%	Q1 2026
KEYSKeysight Technologies, Inc.	$28.2M	0.62%	0.05%	New	Q2 2026
JEFJefferies Financial Group Inc.	$26M	0.57%	0.26%	Not reported	Q4 2025
SBUXStarbucks Corp	$25.5M	0.56%	0.02%	+6.6%	Q1 2026
DKNGDraftKings Inc.	$25.5M	0.56%	Not reported	+9110.1%	Q4 2025
LLYELI LILLY & Co	$25M	0.55%	0.00%	New	Q2 2026
BDXBecton Dickinson & Co	$24.8M	0.54%	0.06%	Not reported	Q4 2025
AALAmerican Airlines Group Inc.	$24.8M	0.54%	0.21%	+772.4%	Q1 2026
HEIHeico Corp	$24.3M	0.53%	0.12%	+139.2%	Q1 2026
TOSTToast, Inc.	$24.3M	0.53%	0.40%	-7.2%	Q4 2025
BABoeing Co	$24.1M	0.53%	0.01%	+683.6%	Q1 2026
EVREvercore Inc.	$23.2M	0.51%	Not reported	-56.8%	Q1 2026
SPOTSpotify Technology S.A.	$23.1M	0.50%	0.02%	New	Q2 2026
BSXBoston Scientific Corp	$23.1M	0.50%	0.04%	-43.5%	Q1 2026
TXRHTexas Roadhouse, Inc.	$22.3M	0.49%	0.18%	New	Q2 2026

Q1 2026Reported May 15, 2026193 positions
BACBank of America Corp	$75.8M	2.81%	0.02%	New	Q1 2026
PNCPNC Financial Services Group, Inc.	$68M	2.52%	0.08%	+207.3%	Q4 2025
BSXBoston Scientific Corp	$60.1M	2.22%	0.06%	New	Q1 2026
KEYKeycorp	$59.6M	2.21%	0.27%	New	Q1 2026
GSGoldman Sachs Group Inc	$57.2M	2.12%	0.02%	New	Q1 2026
MSMorgan Stanley	$51.6M	1.91%	0.02%	+119.3%	Q4 2025
MMEDMiniMed Group, Inc.	$47.4M	1.76%	Not reported	New	Q1 2026
CFGCitizens Financial Group Inc	$47.1M	1.75%	0.18%	+110.4%	Q4 2025
EVREvercore Inc.	$46.9M	1.74%	Not reported	New	Q1 2026
MAMastercard Inc	$42.9M	1.59%	0.01%	New	Q1 2026
MSCIMSCI Inc.	$41.9M	1.55%	0.11%	New	Q1 2026
SPGIS&P Global Inc.	$39.5M	1.46%	0.03%	New	Q1 2026
USBUS Bancorp \de\	$39.2M	1.45%	0.05%	New	Q1 2026
VSHVishay Intertechnology Inc	$34.1M	1.26%	1.45%	New	Q1 2026
CTSHCognizant Technology Solutions Corp	$33.7M	1.25%	0.12%	+480.1%	Q4 2025
SCHWSchwab Charles Corp	$32.8M	1.21%	0.02%	Not reported	Q1 2025
KKRKKR & Co. Inc.	$32.3M	1.20%	0.04%	+231.6%	Q4 2025
FLGFlagstar Bank, National Association	$30.3M	1.12%	0.55%	+544.6%	Q4 2025
TGTTarget Corp	$30M	1.11%	0.05%	New	Q1 2026
LNTHLantheus Holdings, Inc.	$29.1M	1.08%	0.59%	New	Q1 2026
MDLNMedline Inc.	$28.3M	1.05%	Not reported	+603.7%	Q4 2025
ACMRACM Research, Inc.	$27.9M	1.03%	1.67%	New	Q1 2026
ASMLAsml Holding NV	$26M	0.96%	0.01%	New	Q1 2026
TOSTToast, Inc.	$24.9M	0.92%	0.43%	+176.0%	Q4 2025
WEXWEX Inc.	$24.7M	0.91%	0.46%	New	Q1 2026
AMZNAmazon Com Inc	$24M	0.89%	0.00%	+56.9%	Q3 2025
NRIXNurix Therapeutics, Inc.	$23.1M	0.86%	1.44%	+60.6%	Q4 2025
ASAmer Sports, Inc.	$23M	0.85%	0.13%	+55.1%	Q2 2025
PJTPJT Partners Inc.	$21.7M	0.80%	0.62%	New	Q1 2026
SBUXStarbucks Corp	$21M	0.78%	0.02%	New	Q1 2026
CCitigroup Inc	$20.5M	0.76%	0.01%	+40.8%	Q4 2025
BENFranklin Resources Inc	$20.4M	0.75%	0.17%	+53.4%	Q4 2025
JKHYJack Henry & Associates Inc	$20.2M	0.75%	0.18%	New	Q1 2026
JCIJohnson Controls International plc	$19.5M	0.72%	0.02%	New	Q1 2026
FTREFortrea Holdings Inc.	$19.3M	0.71%	2.16%	+712.0%	Q4 2025
RELYRemitly Global, Inc.	$17.6M	0.65%	0.53%	+277.5%	Q4 2025
NVDANvidia Corp	$17.1M	0.63%	0.00%	New	Q1 2026
GENIGenius Sports Ltd	$17M	0.63%	38.41%	+68.0%	Q4 2025
METAMeta Platforms, Inc.	$16.8M	0.62%	Not reported	New	Q1 2026
AMATApplied Materials Inc	$16.6M	0.62%	0.01%	New	Q1 2026
NVTnVent Electric plc	$16.6M	0.61%	0.09%	New	Q1 2026
PIPRPiper Sandler Companies	$16.2M	0.60%	0.31%	New	Q1 2026
ROSTRoss Stores, Inc.	$16M	0.59%	0.02%	-23.8%	Q3 2025
AZNAstrazeneca PLC	$15.8M	0.59%	Not reported	New	Q1 2026
PFEPfizer Inc	$15.7M	0.58%	0.01%	New	Q1 2026
IBKRInteractive Brokers Group, Inc.	$15.5M	0.57%	0.09%	New	Q1 2026
VRSNVerisign Inc	$15.2M	0.56%	0.07%	-14.1%	Q4 2025
HDHome Depot, Inc.	$15.1M	0.56%	0.00%	New	Q1 2026
KNTKKinetik Holdings Inc.	$15.1M	0.56%	0.23%	+260.1%	Q2 2025
BTDRBitdeer Technologies Group	$14.7M	0.54%	0.72%	New	Q1 2026

Q4 2025Reported Feb 17, 2026113 positions
CAICaris Life Sciences, Inc.	$40.7M	3.42%	0.53%	+17.4%	Q2 2025
BDXBecton Dickinson & Co	$25.5M	2.14%	0.05%	New	Q4 2025
MSMorgan Stanley	$25.4M	2.13%	0.01%	New	Q4 2025
GENIGenius Sports Ltd	$25.2M	2.11%	22.87%	New	Q4 2025
TPGTPG Inc.	$23.9M	2.01%	Not reported	-2.8%	Q2 2025
NVONovo Nordisk A S	$22.6M	1.90%	Not reported	New	Q4 2025
PNCPNC Financial Services Group, Inc.	$22.2M	1.86%	0.03%	New	Q4 2025
EWEdwards Lifesciences Corp	$22.1M	1.85%	0.04%	+4.0%	Q2 2025
CFGCitizens Financial Group Inc	$21.8M	1.83%	0.09%	New	Q4 2025
STUBStubHub Holdings, Inc.	$19.6M	1.65%	Not reported	-46.2%	Q3 2025
PCTYPaylocity Holding Corp	$18.5M	1.55%	0.23%	New	Q4 2025
NRIXNurix Therapeutics, Inc.	$17.6M	1.48%	0.91%	New	Q4 2025
ROSTRoss Stores, Inc.	$17.4M	1.46%	0.03%	-15.7%	Q3 2025
VRSNVerisign Inc	$17.3M	1.45%	0.08%	New	Q4 2025
EATBrinker International, Inc	$17.2M	1.44%	0.28%	New	Q4 2025
AMZNAmazon Com Inc	$17M	1.42%	0.00%	+194.4%	Q3 2025
ASAmer Sports, Inc.	$16.8M	1.41%	0.08%	-19.2%	Q2 2025
DKNGDraftKings Inc.	$15.6M	1.31%	Not reported	New	Q4 2025
ANNXAnnexon, Inc.	$15.6M	1.31%	2.08%	New	Q4 2025
CCitigroup Inc	$15M	1.26%	0.01%	New	Q4 2025
RJFRaymond James Financial Inc	$14.6M	1.22%	0.05%	New	Q4 2025
BENFranklin Resources Inc	$13.4M	1.13%	0.11%	New	Q4 2025
KKRKKR & Co. Inc.	$13.4M	1.13%	0.01%	New	Q4 2025
TOSTToast, Inc.	$12.1M	1.02%	0.16%	New	Q4 2025
BIRKBirkenstock Holding plc	$10.5M	0.88%	0.14%	-28.1%	Q2 2025
UNHUnitedhealth Group Inc	$10.2M	0.86%	0.00%	-12.7%	Q3 2025
FISFidelity National Information Services, Inc.	$10.1M	0.85%	0.03%	New	Q4 2025
BETABETA Technologies, Inc.	$9.86M	0.83%	0.93%	New	Q4 2025
GLBEGlobal-E Online Ltd.	$9.42M	0.79%	0.14%	New	Q4 2025
HBANHuntington Bancshares Inc	$9.22M	0.77%	0.03%	New	Q4 2025
CNCCentene Corp	$9.2M	0.77%	0.05%	New	Q4 2025
WTFCWintrust Financial Corp	$9.05M	0.76%	0.10%	New	Q4 2025
NTRSNorthern Trust Corp	$9.01M	0.76%	0.04%	New	Q4 2025
MNSTMonster Beverage Corp	$8.88M	0.75%	0.01%	New	Q4 2025
HLNEHamilton Lane INC	$8.54M	0.72%	Not reported	New	Q4 2025
RKTRocket Companies, Inc.	$8.46M	0.71%	Not reported	New	Q4 2025
NIQNIQ Global Intelligence plc	$8.2M	0.69%	0.17%	+393.2%	Q3 2025
TXNTexas Instruments Inc	$8.18M	0.69%	0.01%	New	Q4 2025
SSBSouthState Bank Corp	$8.11M	0.68%	0.09%	New	Q4 2025
SFMSprouts Farmers Market, Inc.	$8.1M	0.68%	0.11%	+314.1%	Q3 2025
ARESAres Management Corp	$7.96M	0.67%	0.02%	New	Q4 2025
CTSHCognizant Technology Solutions Corp	$7.85M	0.66%	0.02%	New	Q4 2025
AMGAffiliated Managers Group, Inc.	$7.65M	0.64%	0.09%	New	Q4 2025
MCMoelis & Co	$7.61M	0.64%	Not reported	New	Q4 2025
SVRASavara Inc	$7.51M	0.63%	0.61%	New	Q4 2025
CCLCarnival Corp Ltd.	$7.11M	0.60%	0.02%	+60.5%	Q3 2025
XYZBlock, Inc.	$6.82M	0.57%	Not reported	New	Q4 2025
PNFPPinnacle Financial Partners, Inc.	$6.43M	0.54%	0.09%	New	Q4 2025
WBIWaterBridge Infrastructure LLC	$5.88M	0.49%	Not reported	-8.7%	Q3 2025
CTNMContineum Therapeutics, Inc.	$5.37M	0.45%	2.03%	New	Q4 2025

Q3 2025Reported Nov 14, 202570 positions
STUBStubHub Holdings, Inc.	$45.4M	6.55%	Not reported	New	Q3 2025
HOLXHologic Inc	$41.5M	5.98%	0.28%	+132.1%	Q2 2025
CAICaris Life Sciences, Inc.	$38.9M	5.61%	0.46%	-11.9%	Q2 2025
TPGTPG Inc.	$22.1M	3.19%	Not reported	-2.2%	Q2 2025
EWEdwards Lifesciences Corp	$19.4M	2.80%	0.04%	-3.1%	Q2 2025
ASAmer Sports, Inc.	$19.4M	2.79%	0.10%	+3.1%	Q2 2025
VIKViking Holdings Ltd	$17.6M	2.53%	Not reported	-15.9%	Q1 2025
ROSTRoss Stores, Inc.	$17.5M	2.52%	0.04%	New	Q3 2025
BIRKBirkenstock Holding plc	$16.1M	2.32%	0.19%	-3.3%	Q2 2025
BTSGBrightSpring Health Services, Inc.	$15.7M	2.27%	0.29%	-34.1%	Q1 2025
KLARKlarna Group plc	$14.9M	2.14%	Not reported	New	Q3 2025
MBLYMobileye Global Inc.	$12.3M	1.78%	0.40%	New	Q3 2025
UNHUnitedhealth Group Inc	$12.2M	1.77%	0.00%	New	Q3 2025
DHRDanaher Corp	$9.91M	1.43%	0.01%	New	Q3 2025
DRIDarden Restaurants Inc	$8.76M	1.26%	0.04%	New	Q3 2025
WBIWaterBridge Infrastructure LLC	$8.11M	1.17%	Not reported	New	Q3 2025
CRLCharles River Laboratories International, Inc.	$7.82M	1.13%	0.10%	New	Q3 2025
CTRICenturi Holdings, Inc.	$7.78M	1.12%	0.41%	+949.7%	Q2 2025
ABNBAirbnb, Inc.	$6.97M	1.01%	Not reported	New	Q3 2025
GLXYGalaxy Digital Inc.	$6.2M	0.89%	183419.00%	-73.8%	Q2 2025
AMZNAmazon Com Inc	$5.48M	0.79%	0.00%	New	Q3 2025
SAILSailPoint, Inc.	$5.34M	0.77%	0.04%	-48.1%	Q1 2025
SNDKSandisk Corp	$5.31M	0.77%	0.03%	-68.5%	Q2 2025
SAROStandardAero, Inc.	$5.18M	0.75%	0.06%	-75.5%	Q1 2025
WAYWaystar Holding Corp.	$5.16M	0.74%	0.08%	-62.5%	Q1 2025
SFDSmithfield Foods Inc	$4.71M	0.68%	0.05%	-36.0%	Q1 2025
CELHCelsius Holdings, Inc.	$4.53M	0.65%	0.03%	New	Q3 2025
ARWRArrowhead Pharmaceuticals, Inc.	$4.33M	0.62%	0.09%	New	Q3 2025
KVYOKlaviyo, Inc.	$4.24M	0.61%	Not reported	-49.2%	Q2 2025
CCLCarnival Corp Ltd.	$4.19M	0.60%	0.01%	New	Q3 2025
FIGRFigure Technology Solutions, Inc.	$4.18M	0.60%	Not reported	New	Q3 2025
MBXMBX Biosciences, Inc.	$3.93M	0.57%	0.50%	New	Q3 2025
NKTRNektar Therapeutics	$3.57M	0.51%	0.32%	New	Q3 2025
KMTSKestra Medical Technologies, Ltd.	$3.24M	0.47%	0.26%	+342.7%	Q1 2025
QUREuniQure N.V.	$3.21M	0.46%	0.09%	New	Q3 2025
RACEFerrari N.V.	$2.9M	0.42%	0.00%	-58.1%	Q1 2025
ABVXAbivax S.A.	$2.79M	0.40%	0.05%	New	Q3 2025
AMLXAmylyx Pharmaceuticals, Inc.	$2.72M	0.39%	0.18%	New	Q3 2025
SFMSprouts Farmers Market, Inc.	$2.67M	0.39%	0.03%	New	Q3 2025
BBNXBeta Bionics, Inc.	$2.49M	0.36%	0.29%	-36.2%	Q1 2025
NTSKNetskope Inc	$2.39M	0.34%	Not reported	New	Q3 2025
BRCBBlack Rock Coffee Bar, Inc.	$2.25M	0.32%	Not reported	New	Q3 2025
ALHCAlignment Healthcare, Inc.	$2.18M	0.31%	0.06%	New	Q3 2025
QXOQXO, Inc.	$2.13M	0.31%	0.02%	-90.4%	Q2 2025
PTRNPattern Group Inc.	$2.01M	0.29%	Not reported	New	Q3 2025
SIONSionna Therapeutics, Inc.	$1.81M	0.26%	0.14%	New	Q3 2025
NIQNIQ Global Intelligence plc	$1.58M	0.23%	0.03%	New	Q3 2025
AHLAspen Insurance Holdings Ltd	$1.44M	0.21%	Not reported	-85.4%	Q2 2025
CRBGCorebridge Financial, Inc.	$1.4M	0.20%	0.01%	New	Q3 2025
BROSDutch Bros Inc.	$1.31M	0.19%	0.02%	New	Q3 2025

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