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CIK: 0002054122
Total reported value
$4.6B
$4.6B
73 檔
7.7%
During the Q3 2025 filing period, Longaeva Partners L.P. (CIK: 0002054122) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.6B across 73 reported positions.
In Q3 2025, Longaeva Partners L.P. displayed an active expansion posture, initiating 58 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 16.45% | -15.58% | — | |
| 2 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 12.27% | — | +325.29% | |
| 3 | STUB | Stubhub Holdings Inc-class A | Stock-Other | 9.28% | +0.54% | — | |
| 4 | HO1 | Hologic Inc | Stock-Other | 7.43% | — | +188.28% | |
| 5 | CAI | Caris Life Sciences Inc | Stock-Other | 5.61% | — | -11.90% | |
| 6 | TPG | Tpg Inc | Stock-Financials | 3.19% | +0.89% | NEW | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | -0.71% | — | |
| 8 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 2.79% | -0.46% | +3.14% | |
| 9 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 2.53% | +0.03% | NEW | |
| 10 | ROST | Ross Stores Inc | Stock-Consumer Disc | 2.52% | -0.39% | — | |
| 11 | BIRK | Birkenstock Holding plc | Stock-Other | 2.32% | — | -3.34% | |
| 12 | BTSG | Brightspring Health Services | Stock-Other | 2.27% | +0.20% | -34.13% | |
| 13 | KLAR | Klarna Group plc | Stock-Other | 2.14% | — | — | |
| 14 | MBLY | Mobileye Global Inc-a | Stock-Other | 1.78% | +0.18% | NEW | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.77% | +0.61% | — | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 1.43% | — | — | |
| 17 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.26% | — | — | |
| 18 | WBI | Waterbridge Infrastruc-cl A | Stock-Other | 1.17% | -0.01% | EXIT | |
| 19 | KKR 6.25 03-01-28 DBond | Kkr & Co Inc | Bond | 1.13% | — | — | |
| 20 | CRL | Charles River Laboratories | Stock-Healthcare | 1.13% | -0.23% | EXIT | |
| 21 | CTRI | Centuri Holdings Inc | Stock-Other | 1.12% | — | +949.65% | |
| 22 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.01% | — | — | |
| 23 | GLXY | Galaxy Digital Inc-a | Stock-Other | 0.89% | — | -73.80% | |
| 24 | SAIL | Sailpoint Inc | Stock-Other | 0.77% | — | -48.14% | |
| 25 | SNDK | Sandisk CORP | Stock-Tech | 0.77% | — | -68.46% | |
| 26 | SARO | Standardaero Inc | Stock-Other | 0.75% | — | -75.48% | |
| 27 | WAY | Waystar Holding CORP | Stock-Other | 0.74% | +0.28% | NEW | |
| 28 | SFD | Smithfield Foods Inc | Stock-Other | 0.68% | — | -35.97% | |
| 29 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.65% | — | — | |
| 30 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.62% | -0.45% | EXIT | |
| 31 | KVYO | Klaviyo Inc-a | Stock-Other | 0.61% | — | -49.18% | |
| 32 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.60% | -0.20% | EXIT | |
| 33 | FIGR | Figure Technology Solut-cl A | Stock-Other | 0.60% | — | — | |
| 34 | MBX | Mbx Biosciences Inc | Stock-Other | 0.57% | — | — | |
| 35 | NKTR | Nektar Therapeutics | Stock-Other | 0.51% | — | — | |
| 36 | KMTS | Kestra Medical Technologies, Ltd. | Stock-Other | 0.47% | — | +342.71% | |
| 37 | QURE | uniQure N.V. | Stock-Other | 0.46% | +0.81% | NEW | |
| 38 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.42% | — | -58.10% | |
| 39 | ABVX | Abivax Sa-adr | Stock-Other | 0.40% | +0.12% | NEW | |
| 40 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.39% | — | — | |
| 41 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.39% | +0.39% | NEW | |
| 42 | BBNX | Beta Bionics Inc | Stock-Other | 0.36% | — | -36.18% | |
| 43 | ORLA | Orla Mining LTD | Stock-Other | 0.35% | — | — | |
| 44 | NTSK | Netskope Inc-cl A | Stock-Other | 0.34% | — | — | |
| 45 | BRCB | Black Rock Coffee Bar Inc-a | Stock-Other | 0.32% | -0.03% | EXIT | |
| 46 | ALHC | Alignment Healthcare Inc | Stock-Other | 0.31% | — | — | |
| 47 | QXO | Qxo Inc | Stock-Industrials | 0.31% | +0.12% | NEW | |
| 48 | PTRN | Pattern Group Inc-cl A | Stock-Other | 0.29% | — | — | |
| 49 | SION | Sionna Therapeutics Inc | Stock-Other | 0.26% | +0.17% | — | |
| 50 | NIQ | NIQ Global Intelligence plc | Stock-Other | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BTSG | Brightspring Health Services | +1.3% | -34.13% | Add |
| 2 | KMTS | Kestra Medical Technologies, Ltd. | +0.3% | +342.71% | Add |
| 3 | TTAM | Titan America SA | -0.4% | -14.49% | Trim |
| 4 | KRMN | Karman Holdings Inc | -0.4% | +33.96% | Trim |
| 5 | BNTC | Benitec Biopharma Inc | -0.5% | -27.81% | Trim |
| 6 | RACE | Ferrari N.V. | -1.4% | -58.10% | Trim |
| 7 | BBNX | Beta Bionics Inc | -1.6% | -36.18% | Trim |
| 8 | SAIL | Sailpoint Inc | -3% | -48.14% | Trim |
| 9 | VG | Venture Global Inc-cl A | -3.2% | -92.05% | Trim |
| 10 | SFD | Smithfield Foods Inc | -4.2% | -35.97% | Trim |
| 11 | VIK | Viking Holdings Ltd | -4.3% | -15.91% | Trim |
| 12 | ADT | Adt Inc | -5.6% | — | Trim |
| 13 | WAY | Waystar Holding CORP | -5.9% | -62.53% | Trim |
| 14 | KKR 6.25 03-01-28 DBond | Kkr & Co Inc | -6.2% | — | Trim |
| 15 | SARO | Standardaero Inc | -7.9% | -75.48% | Trim |
| 16 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 17 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 18 | STUB | Stubhub Holdings Inc-class A | — | NEW | New buy |
| 19 | HO1 | Hologic Inc | — | NEW | New buy |
| 20 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 21 | CAI | Caris Life Sciences Inc | — | NEW | New buy |
| 22 | TPG | Tpg Inc | — | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 24 | AS | Amer Sports, Inc. | — | NEW | New buy |
| 25 | ROST | Ross Stores Inc | — | NEW | New buy |
| 26 | ETR | Entergy CORP | — | EXIT | Sold out |
| 27 | AEP | American Electric Power | — | EXIT | Sold out |
| 28 | BIRK | Birkenstock Holding plc | — | NEW | New buy |
| 29 | KLAR | Klarna Group plc | — | NEW | New buy |
| 30 | MBLY | Mobileye Global Inc-a | — | NEW | New buy |
| 31 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 32 | DHR | Danaher CORP | — | NEW | New buy |
| 33 | DRI | Darden Restaurants Inc | — | NEW | New buy |
| 34 | WBI | Waterbridge Infrastruc-cl A | — | NEW | New buy |
| 35 | CRL | Charles River Laboratories | — | NEW | New buy |
| 36 | CTRI | Centuri Holdings Inc | — | NEW | New buy |
| 37 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 38 | GLXY | Galaxy Digital Inc-a | — | NEW | New buy |
| 39 | SNDK | Sandisk CORP | — | NEW | New buy |
| 40 | CELH | Celsius Holdings Inc | — | NEW | New buy |
| 41 | ARWR | Arrowhead Pharmaceuticals In | — | NEW | New buy |
| 42 | KVYO | Klaviyo Inc-a | — | NEW | New buy |
| 43 | CCL1EUR | Carnival CORP LTD | — | NEW | New buy |
| 44 | FIGR | Figure Technology Solut-cl A | — | NEW | New buy |
| 45 | MBX | Mbx Biosciences Inc | — | NEW | New buy |
| 46 | NKTR | Nektar Therapeutics | — | NEW | New buy |
| 47 | QURE | uniQure N.V. | — | NEW | New buy |
| 48 | ABVX | Abivax Sa-adr | — | NEW | New buy |
| 49 | AMLX | Amylyx Pharmaceuticals Inc | — | NEW | New buy |
| 50 | PRMB | Primo Brands CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Longaeva Partners L.P. reported a total U.S. public equity portfolio value of $4.6B across 73 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, EW, STUB) accounted for 7.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQ
市值: $114.1M
Top Position Liquidated / Trimmed
SCHW
前期市值: $43.8M
During Q3 2025, Longaeva Partners L.P.'s top holdings by market value included QQQ (16.4%)、EW (12.3%)、STUB (9.3%). The largest single position, QQQ, represented 16.4% of total portfolio value.
In Q3 2025, Longaeva Partners L.P. made 79 total portfolio adjustments, initiating 58 new buys, adding to 2 positions, trimming 13 holdings, and fully liquidating 6 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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