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CIK: 0002054122
Total reported value
$4.6B
$4.6B
53 檔
4.3%
According to the latest 13F quarterly dataset, Longaeva Partners L.P. managed an equity portfolio of $4.6B at the end of Q2 2025, spanning 53 distinct U.S. exchange-listed positions.
During Q2 2025, Longaeva Partners L.P.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including HUM, CAI, QXO) accounted for 4.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUM | Humana Inc | Stock-Healthcare | 17.06% | +0.41% | NEW | |
| 2 | CAI | Caris Life Sciences Inc | Stock-Other | 7.96% | — | — | |
| 3 | QXO | Qxo Inc | Stock-Industrials | 5.11% | +0.12% | NEW | |
| 4 | BRO | Brown & Brown Inc | Stock-Financials | 5.09% | — | — | |
| 5 | SARO | Standardaero Inc | Stock-Other | 5.00% | — | +34.57% | |
| 6 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 4.27% | -0.46% | — | |
| 7 | TPG | Tpg Inc | Stock-Financials | 4.22% | +0.89% | NEW | |
| 8 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.11% | — | — | |
| 9 | BTSG | Brightspring Health Services | Stock-Other | 3.89% | +0.20% | +708.27% | |
| 10 | BIRK | Birkenstock Holding plc | Stock-Other | 3.70% | — | — | |
| 11 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 3.66% | +0.03% | NEW | |
| 12 | HO1 | Hologic Inc | Stock-Other | 3.53% | — | — | |
| 13 | GLXY | Galaxy Digital Inc-a | Stock-Other | 3.13% | — | — | |
| 14 | WAY | Waystar Holding CORP | Stock-Other | 3.03% | +0.28% | NEW | |
| 15 | SAIL | Sailpoint Inc | Stock-Other | 2.18% | — | +33.11% | |
| 16 | KVYO | Klaviyo Inc-a | Stock-Other | 2.07% | — | — | |
| 17 | NDAQ | Nasdaq Inc | Stock-Financials | 1.82% | — | — | |
| 18 | AHL-PD | Aspen Insurance Holdings Limited | Stock-Other | 1.72% | — | — | |
| 19 | KKR 6.25 03-01-28 DBond | Kkr & Co Inc | Bond | 1.64% | — | -42.86% | |
| 20 | SFD | Smithfield Foods Inc | Stock-Other | 1.51% | — | -25.52% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.47% | -1.22% | EXIT | |
| 22 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.43% | — | +89.35% | |
| 23 | SNDK | Sandisk CORP | Stock-Tech | 1.39% | — | — | |
| 24 | TTAN | Servicetitan Inc-a | Stock-Tech | 1.37% | — | — | |
| 25 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.31% | — | — | |
| 26 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.24% | +0.39% | NEW | |
| 27 | VG | Venture Global Inc-cl A | Stock-Energy | 1.21% | — | -32.44% | |
| 28 | BBNX | Beta Bionics Inc | Stock-Other | 0.58% | — | -28.72% | |
| 29 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.56% | — | — | |
| 30 | VOYG | Voyager Technologies Inc-a | Stock-Other | 0.49% | -0.04% | EXIT | |
| 31 | HNGE | Hinge Health Inc-a | Stock-Other | 0.48% | — | — | |
| 32 | K4F | Onestream Inc | Stock-Other | 0.38% | — | — | |
| 33 | ETOR | eToro Group Ltd. | Stock-Other | 0.38% | — | — | |
| 34 | CHYM | Chime Financial Inc-cl A | Stock-Other | 0.35% | -0.09% | EXIT | |
| 35 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 0.31% | — | — | |
| 36 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.24% | — | — | |
| 37 | MRX | Marex Group plc | Stock-Other | 0.20% | — | — | |
| 38 | SLDE | Slide Insurance Holdings Inc | Stock-Other | 0.20% | — | — | |
| 39 | LOAR | Loar Holdings Inc | Stock-Other | 0.18% | +0.04% | NEW | |
| 40 | MNTN | Mntn Inc-a | Stock-Other | 0.16% | — | — | |
| 41 | CTRI | Centuri Holdings Inc | Stock-Other | 0.16% | — | — | |
| 42 | OMDA | Omada Health Inc | Stock-Other | 0.16% | — | — | |
| 43 | TTAM | Titan America SA | Stock-Other | 0.15% | — | — | |
| 44 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 0.14% | — | -68.65% | |
| 45 | AKBA | Akebia Therapeutics Inc | Stock-Other | 0.14% | — | -61.66% | |
| 46 | GGAL | Grupo Financiero Galicia-adr | Stock-Other | 0.13% | — | — | |
| 47 | BNTC | Benitec Biopharma Inc | Stock-Other | 0.12% | -0.05% | -35.00% | |
| 48 | KMTS | Kestra Medical Technologies, Ltd. | Stock-Other | 0.10% | — | +144.13% | |
| 49 | KRMN | Karman Holdings Inc | Stock-Industrials | 0.09% | +0.17% | NEW | |
| 50 | KNTK | Kinetik Holdings Inc | Stock-Other | 0.09% | -0.23% | — |
According to official SEC Form 13F filings, Longaeva Partners L.P. reported a total U.S. public equity portfolio value of $4.6B across 53 disclosed positions in Q2 2025.
During Q2 2025, Longaeva Partners L.P.'s top holdings by market value included HUM (17.1%)、CAI (8.0%)、QXO (5.1%). The largest single position, HUM, represented 17.1% of total portfolio value.
In Q2 2025, Longaeva Partners L.P. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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