13F HOLDINGS REPORT
Longaeva Partners L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000950123-25-008225
Total Value
$489.8M
Positions
54
Other Managers
1
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 300,000 | $73.3M | 14.97% |
| 2 | CARIS LIFE SCIENCES INC | CAI | 1,459,745 | $39.0M | 7.96% |
| 3 | QXO INC | QXO-PB | 1,162,406 | $25.0M | 5.11% |
| 4 | BROWN & BROWN INC | BRO | 225,000 | $24.9M | 5.09% |
| 5 | STANDARDAERO INC | SARO | 773,750 | $24.5M | 5.00% |
| 6 | AMER SPORTS INC | AS | 540,000 | $20.9M | 4.27% |
| 7 | TPG INC | TPGXL | 394,273 | $20.7M | 4.22% |
| 8 | EDWARDS LIFESCIENCES CORP | EW | 257,350 | $20.1M | 4.11% |
| 9 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 808,052 | $19.1M | 3.89% |
| 10 | BIRKENSTOCK HOLDING PLC | BIRK | 368,590 | $18.1M | 3.70% |
| 11 | VIKING HOLDINGS LTD | VIK | 336,233 | $17.9M | 3.66% |
| 12 | HOLOGIC INC | HOLX | 265,000 | $17.3M | 3.53% |
| 13 | GALAXY DIGITAL INC. | GLXY | 700,000 | $15.3M | 3.13% |
| 14 | WAYSTAR HLDG CORP | WAY | 363,091 | $14.8M | 3.03% |
| 15 | SAILPOINT INC | SAIL | 466,357 | $10.7M | 2.18% |
| 16 | HUMANA INC | HUM | 41,830 | $10.2M | 2.09% |
| 17 | KLAVIYO INC | KVYO | 301,503 | $10.1M | 2.07% |
| 18 | NASDAQ INC | NDAQ | 99,961 | $8.9M | 1.82% |
| 19 | ASPEN INSURANCE HOLDINGS LTD | AHL-PF | 268,440 | $8.4M | 1.72% |
| 20 | KKR & CO INC | KKRT | 150,000 | $8.0M | 1.64% |
| 21 | SMITHFIELD FOODS INC | SFD | 313,482 | $7.4M | 1.51% |
| 22 | SCHWAB CHARLES CORP | SCHW-PJ | 78,666 | $7.2M | 1.47% |
| 23 | FERRARI N V | RACE | 14,266 | $7.0M | 1.43% |
| 24 | SANDISK CORP | SNDK | 150,000 | $6.8M | 1.39% |
| 25 | SERVICETITAN INC | TTAN | 62,500 | $6.7M | 1.37% |
| 26 | CHEWY INC | CHWY | 150,000 | $6.4M | 1.31% |
| 27 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 25,000 | $6.1M | 1.24% |
| 28 | VENTURE GLOBAL INC | VG | 379,474 | $5.9M | 1.21% |
| 29 | BETA BIONICS INC | BBNX | 196,607 | $2.9M | 0.58% |
| 30 | CIRCLE INTERNET GROUP INC | CRCL | 15,000 | $2.7M | 0.56% |
| 31 | VOYAGER TECHNOLOGIES INC | VOYG | 61,500 | $2.4M | 0.49% |
| 32 | HINGE HEALTH INC | HNGE | 45,813 | $2.4M | 0.48% |
| 33 | ONESTREAM INC | OS | 66,069 | $1.9M | 0.38% |
| 34 | ETORO GROUP LTD | ETOR | 27,785 | $1.9M | 0.38% |
| 35 | CHIME FINL INC | 16935C109 | 50,000 | $1.7M | 0.35% |
| 36 | ELBIT SYS LTD | ESLT | 3,375 | $1.5M | 0.31% |
| 37 | CCC INTELLIGENT SOLUTIONS HL | CCC | 125,087 | $1.2M | 0.24% |
| 38 | MAREX GROUP PLC | MRX | 25,000 | $986,750 | 0.20% |
| 39 | SLIDE INS HLDGS INC | 831349105 | 45,500 | $985,530 | 0.20% |
| 40 | LOAR HOLDINGS INC | LOAR | 10,000 | $861,700 | 0.18% |
| 41 | MNTN INC | MNTN | 36,056 | $788,545 | 0.16% |
| 42 | CENTURI HOLDINGS INC | CTRI | 35,000 | $785,400 | 0.16% |
| 43 | OMADA HEALTH INC | OMDA | 42,074 | $769,954 | 0.16% |
| 44 | TITAN AMER SA | B9151N105 | 60,000 | $748,800 | 0.15% |
| 45 | PRIMO BRANDS CORPORATION | PRMB | 23,911 | $708,244 | 0.14% |
| 46 | AKEBIA THERAPEUTICS INC | AKBA | 191,691 | $697,755 | 0.14% |
| 47 | GRUPO FINANCIERO GALICIA S.A | GGAL | 12,277 | $618,638 | 0.13% |
| 48 | BENITEC BIOPHARMA INC | BNTC | 51,997 | $608,365 | 0.12% |
| 49 | KESTRA MED TECHNOLOGIES LTD | BEKE | 30,761 | $510,017 | 0.10% |
| 50 | KARMAN HLDGS INC | KRMN | 8,704 | $438,420 | 0.09% |
| 51 | KINETIK HOLDINGS INC | KNTK | 9,481 | $417,638 | 0.09% |
| 52 | KAROOOOO LTD | KARO | 4,999 | $244,851 | 0.05% |
| 53 | NEUROPACE INC | NPCE | 10,933 | $121,794 | 0.02% |
| 54 | TREVI THERAPEUTICS INC | TRVI | 10,000 | $54,700 | 0.01% |