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Longaeva Partners L.P.

All holdings · as of Dec 31, 2025

114 positions

CompanyClassValue ↓Shares% of portfolio
Caris Life Sciences, Inc.—$40.73M1,509,7454.8%
Becton Dickinson & Co—$25.49M131,3303.0%
Morgan Stanley—$25.37M142,9293.0%
Genius Sports Ltd—$25.20M2,286,5843.0%
TPG Inc.—$23.93M374,8332.8%
NOVO-NORDISK A S—$22.60M444,2662.7%
The PNC Financial Services Group, Inc.—$22.19M106,3062.6%
Edwards Lifesciences Corp—$22.11M259,3672.6%
CITIZENS FINANCIAL GROUP INC/RI—$21.82M373,6072.6%
StubHub Holdings, Inc.—$19.62M1,450,0472.3%
Paylocity Holding Corp—$18.51M121,3832.2%
Nurix Therapeutics, Inc.—$17.60M927,7292.1%
ROSS STORES, INC.—$17.43M96,7672.1%
VeriSign Inc—$17.32M71,2782.1%
BRINKER INTERNATIONAL, INC—$17.21M119,9042.0%
Amazon.com Inc—$16.97M73,5002.0%
AMER SPORTS INC—$16.82M450,3282.0%
DraftKings Inc.—$15.59M452,2891.9%
Annexon, Inc.—$15.56M3,100,0001.9%
CITIGROUP INC—$14.97M128,3141.8%
RAYMOND JAMES FINANCIAL INC—$14.57M90,7411.7%
Franklin Resources, Inc.—$13.43M562,2641.6%
KKR & Co. Inc.—$13.43M105,3451.6%
Toast, Inc.—$12.11M340,9251.4%
Birkenstock Holding plc—$10.48M256,1561.2%
UNITEDHEALTH GROUP INC—$10.22M30,9671.2%
Fidelity National Information Services Inc—$10.08M151,6951.2%
BETA Technologies, Inc.BETACommon Stock$9.86M349,6081.2%
GLOBAL E ONLINE LTD—$9.42M239,7261.1%
HUNTINGTON BANCSHARES INC /MD—$9.22M531,4141.1%
Centene Corp—$9.20M223,5971.1%
Wintrust Financial Corp—$9.05M64,7151.1%
NORTHERN TRUST CORP—$9.01M65,9721.1%
Monster Beverage Corp—$8.88M115,8671.1%
Hamilton Lane INC—$8.54M63,6191.0%
Rocket Companies, Inc.—$8.46M436,7941.0%
NIQ GLOBAL INTELLIGENCE PLC—$8.20M497,4891.0%
TEXAS INSTRUMENTS INC—$8.18M47,1641.0%
SouthState Bank CorpSSBCommon Stock$8.11M86,1921.0%
Sprouts Farmers Market, Inc.—$8.10M101,6441.0%
Ares Management Corporation—$7.96M49,2530.9%
Cognizant Technology Solutions Corp—$7.85M94,6060.9%
Affiliated Managers Group Inc—$7.65M26,5530.9%
Moelis & Co—$7.61M110,6600.9%
Savara IncSVRACommon Stock$7.51M1,246,0420.9%
Carnival Corp Ltd.—$7.11M232,8690.8%
Block, Inc.—$6.82M104,8420.8%
KKR & CO INC—$6.48M125,0000.8%
Pinnacle Financial Partners, Inc.—$6.43M67,3410.8%
WaterBridge Infrastructure LLC—$5.88M293,8650.7%
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