13F HOLDINGS REPORT
Longaeva Partners L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001193125-26-054304
Total Value
$1.19B
Positions
119
Other Managers
1
Confidential Omitted
No
Holdings (119)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BECTON DICKINSON & CO | BDX | 1,000,000 | $194.1M | 16.28% |
| 2 | EDWARDS LIFESCIENCES CORP | EW | 845,000 | $72.0M | 6.04% |
| 3 | STARBUCKS CORP | SBUX | 600,000 | $50.5M | 4.24% |
| 4 | CARIS LIFE SCIENCES INC | CAI | 1,509,745 | $40.7M | 3.42% |
| 5 | BECTON DICKINSON & CO | BDX | 131,330 | $25.5M | 2.14% |
| 6 | MORGAN STANLEY | MS-PQ | 142,929 | $25.4M | 2.13% |
| 7 | GENIUS SPORTS LIMITED | GENI | 2,286,584 | $25.2M | 2.11% |
| 8 | TPG INC | TPGXL | 374,833 | $23.9M | 2.01% |
| 9 | NOVO-NORDISK A S | NONOF | 444,266 | $22.6M | 1.90% |
| 10 | PNC FINL SVCS GROUP INC | 693475105 | 106,306 | $22.2M | 1.86% |
| 11 | EDWARDS LIFESCIENCES CORP | EW | 259,367 | $22.1M | 1.85% |
| 12 | CITIZENS FINL GROUP INC | CIA | 373,607 | $21.8M | 1.83% |
| 13 | GENIUS SPORTS LIMITED | GENI | 1,920,000 | $21.2M | 1.77% |
| 14 | STUBHUB HLDGS INC | STUB | 1,450,047 | $19.6M | 1.65% |
| 15 | PAYLOCITY HLDG CORP | PCTY | 121,383 | $18.5M | 1.55% |
| 16 | NURIX THERAPEUTICS INC | NRIX | 927,729 | $17.6M | 1.48% |
| 17 | ROSS STORES INC | ROST | 96,767 | $17.4M | 1.46% |
| 18 | VERISIGN INC | VRSN | 71,278 | $17.3M | 1.45% |
| 19 | BRINKER INTL INC | 109641100 | 119,904 | $17.2M | 1.44% |
| 20 | AMAZON COM INC | AMZN | 73,500 | $17.0M | 1.42% |
| 21 | AMER SPORTS INC | AS | 450,328 | $16.8M | 1.41% |
| 22 | DRAFTKINGS INC NEW | DKNG | 452,289 | $15.6M | 1.31% |
| 23 | ANNEXON INC | ANNX | 3,100,000 | $15.6M | 1.31% |
| 24 | CITIGROUP INC | C-PR | 128,314 | $15.0M | 1.26% |
| 25 | RAYMOND JAMES FINL INC | 754730109 | 90,741 | $14.6M | 1.22% |
| 26 | STUBHUB HLDGS INC | STUB | 1,000,000 | $13.5M | 1.13% |
| 27 | FRANKLIN RESOURCES INC | BEN | 562,264 | $13.4M | 1.13% |
| 28 | KKR & CO INC | KKRT | 105,345 | $13.4M | 1.13% |
| 29 | TOAST INC | TOST | 340,925 | $12.1M | 1.02% |
| 30 | BIRKENSTOCK HOLDING PLC | BIRK | 256,156 | $10.5M | 0.88% |
| 31 | UNITEDHEALTH GROUP INC | UNH | 30,967 | $10.2M | 0.86% |
| 32 | FIDELITY NATL INFORMATION SV | 31620M106 | 151,695 | $10.1M | 0.85% |
| 33 | BETA TECHNOLOGIES INC | BETA | 349,608 | $9.9M | 0.83% |
| 34 | GLOBAL E ONLINE LTD | GLBE | 239,726 | $9.4M | 0.79% |
| 35 | HUNTINGTON BANCSHARES INC | HBANP | 531,414 | $9.2M | 0.77% |
| 36 | CENTENE CORP DEL | CNC | 223,597 | $9.2M | 0.77% |
| 37 | WINTRUST FINL CORP | 97650W108 | 64,715 | $9.0M | 0.76% |
| 38 | NORTHERN TR CORP | NTRSO | 65,972 | $9.0M | 0.76% |
| 39 | MONSTER BEVERAGE CORP NEW | MNST | 115,867 | $8.9M | 0.75% |
| 40 | HAMILTON LANE INC | HLNE | 63,619 | $8.5M | 0.72% |
| 41 | ROCKET COS INC | 77311W101 | 436,794 | $8.5M | 0.71% |
| 42 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | 497,489 | $8.2M | 0.69% |
| 43 | TEXAS INSTRS INC | 882508104 | 47,164 | $8.2M | 0.69% |
| 44 | SOUTHSTATE BK CORP | 84472E102 | 86,192 | $8.1M | 0.68% |
| 45 | SPROUTS FMRS MKT INC | 85208M102 | 101,644 | $8.1M | 0.68% |
| 46 | ARES MANAGEMENT CORPORATION | ARES-PB | 49,253 | $8.0M | 0.67% |
| 47 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 94,606 | $7.9M | 0.66% |
| 48 | AFFILIATED MANAGERS GROUP IN | MGRE | 26,553 | $7.7M | 0.64% |
| 49 | MOELIS & CO | MC | 110,660 | $7.6M | 0.64% |
| 50 | SAVARA INC | SVRA | 1,246,042 | $7.5M | 0.63% |
| 51 | CARNIVAL CORP | CUKPF | 232,869 | $7.1M | 0.60% |
| 52 | BLOCK INC | BSQKZ | 104,842 | $6.8M | 0.57% |
| 53 | KKR & CO INC | KKRT | 125,000 | $6.5M | 0.54% |
| 54 | PINNACLE FINL PARTNERS INC | 72346Q104 | 67,341 | $6.4M | 0.54% |
| 55 | WATERBRIDGE INFRASTRUCTURE L | WBI | 293,865 | $5.9M | 0.49% |
| 56 | CONTINEUM THERAPEUTICS INC | CTNM | 470,000 | $5.4M | 0.45% |
| 57 | ALLIANCE LAUNDRY HLDGS INC | ALH | 239,760 | $4.9M | 0.41% |
| 58 | FLAGSTAR BANK NATIONAL ASSOC | FLG-PU | 357,189 | $4.5M | 0.38% |
| 59 | CENTURI HOLDINGS INC | CTRI | 177,016 | $4.5M | 0.37% |
| 60 | CHIME FINL INC | 16935C109 | 176,981 | $4.5M | 0.37% |
| 61 | FORTREA HLDGS INC | FTRE | 252,074 | $4.3M | 0.36% |
| 62 | MARRIOTT INTL INC NEW | 571903202 | 13,764 | $4.3M | 0.36% |
| 63 | JPMORGAN CHASE & CO. | VYLD | 13,050 | $4.2M | 0.35% |
| 64 | STRUCTURE THERAPEUTICS INC | GPCR | 60,000 | $4.2M | 0.35% |
| 65 | MCGRAW HILL INC | MH | 250,251 | $4.1M | 0.35% |
| 66 | REMITLY GLOBAL INC | RELY | 297,689 | $4.1M | 0.34% |
| 67 | VISA INC | V | 11,489 | $4.0M | 0.34% |
| 68 | UL SOLUTIONS INC | ULS | 50,823 | $4.0M | 0.34% |
| 69 | BENITEC BIOPHARMA INC | BNTC | 290,000 | $3.9M | 0.33% |
| 70 | FIRST HORIZON CORPORATION | FHN-PH | 163,336 | $3.9M | 0.33% |
| 71 | ORUKA THERAPEUTICS INC | ORKA | 128,110 | $3.9M | 0.33% |
| 72 | LAUDER ESTEE COS INC | 518439104 | 36,997 | $3.9M | 0.32% |
| 73 | BLACKROCK INC | BLK | 3,587 | $3.8M | 0.32% |
| 74 | MEDLINE INC | MDLN | 90,238 | $3.8M | 0.32% |
| 75 | LUMEXA IMAGING HOLDINGS INC | LMRI | 200,000 | $3.7M | 0.31% |
| 76 | BURLINGTON STORES INC | BURL | 12,521 | $3.6M | 0.30% |
| 77 | VIKING HOLDINGS LTD | VIK | 50,000 | $3.6M | 0.30% |
| 78 | SHAKE SHACK INC | SHAK | 42,500 | $3.4M | 0.29% |
| 79 | KLARNA GROUP PLC | KLAR | 115,000 | $3.3M | 0.28% |
| 80 | GRUPO AEROMEXICO SAB DE CV | 40054J109 | 150,000 | $3.3M | 0.28% |
| 81 | SIONNA THERAPEUTICS INC | SION | 79,729 | $3.3M | 0.28% |
| 82 | KINETIK HOLDINGS INC | KNTK | 86,364 | $3.1M | 0.26% |
| 83 | FIFTH THIRD BANCORP | FITBM | 62,049 | $2.9M | 0.24% |
| 84 | RANI THERAPEUTICS HLDGS INC | RANI | 2,113,435 | $2.9M | 0.24% |
| 85 | WAYSTAR HLDG CORP | WAY | 86,642 | $2.8M | 0.24% |
| 86 | RH | RH | 14,500 | $2.6M | 0.22% |
| 87 | JEFFERIES FINL GROUP INC | 47233W109 | 40,617 | $2.5M | 0.21% |
| 88 | WEALTHFRONT CORP | WLTH | 175,000 | $2.4M | 0.20% |
| 89 | DUTCH BROS INC | BROS | 36,884 | $2.3M | 0.19% |
| 90 | IMMUNOME INC | IMNM | 102,500 | $2.2M | 0.18% |
| 91 | EPAM SYS INC | EPAM | 10,157 | $2.1M | 0.17% |
| 92 | ETSY INC | ETSY | 35,000 | $1.9M | 0.16% |
| 93 | WYNDHAM HOTELS & RESORTS INC | WH | 25,000 | $1.9M | 0.16% |
| 94 | QXO INC | QXO-PB | 93,545 | $1.8M | 0.15% |
| 95 | ANDERSEN GROUP INC | ANDG | 69,028 | $1.8M | 0.15% |
| 96 | SEPTERNA INC | SEPN | 49,902 | $1.4M | 0.12% |
| 97 | E L F BEAUTY INC | ELF | 17,500 | $1.3M | 0.11% |
| 98 | SLIDE INS HLDGS INC | 831349105 | 63,027 | $1.2M | 0.10% |
| 99 | SCHOLAR ROCK HLDG CORP | SRRK | 27,006 | $1.2M | 0.10% |
| 100 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 27,414 | $1.1M | 0.09% |
| 101 | EXZEO GROUP INC | XZO | 38,000 | $921,500 | 0.08% |
| 102 | SOFI TECHNOLOGIES INC | SOFI | 34,123 | $893,340 | 0.07% |
| 103 | TEMPUS AI INC | TEM | 12,772 | $754,187 | 0.06% |
| 104 | BIOHAVEN LTD | BHVN | 64,800 | $731,592 | 0.06% |
| 105 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 3,213 | $717,045 | 0.06% |
| 106 | BLACK ROCK COFFEE BAR INC | BRCB | 31,517 | $701,253 | 0.06% |
| 107 | PHOENIX ED PARTNERS INC | 718968100 | 22,430 | $679,629 | 0.06% |
| 108 | BKV CORP | BKV | 21,364 | $580,033 | 0.05% |
| 109 | PYXIS ONCOLOGY INC | PYXS | 503,214 | $578,696 | 0.05% |
| 110 | EYEPOINT INC | EYPT | 30,000 | $548,100 | 0.05% |
| 111 | ALIGN TECHNOLOGY INC | ALGN | 3,294 | $514,358 | 0.04% |
| 112 | IMMIX BIOPHARMA INC | IMMX | 98,040 | $512,749 | 0.04% |
| 113 | IMMATICS N.V | IMTX | 44,601 | $468,311 | 0.04% |
| 114 | STANDARDAERO INC | SARO | 15,518 | $445,056 | 0.04% |
| 115 | KESTRA MED TECHNOLOGIES LTD | BEKE | 16,565 | $439,304 | 0.04% |
| 116 | BEAM THERAPEUTICS INC | BEAM | 11,920 | $330,422 | 0.03% |
| 117 | PROTARA THERAPEUTICS INC | TARA | 33,857 | $180,458 | 0.02% |
| 118 | CENTRAL BANCOMPANY | CBC | 5,295 | $127,715 | 0.01% |
| 119 | SAILPOINT INC | SAIL | 24 | $486 | 0.00% |