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LP

Longaeva Partners Portfolio holdings

AUM $2.7B
1-Year Est. Return 37.16%
This Fund
S&P 500
This Quarter Est. Return
-3.4%
1 Year Est. Return
+37.16%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.7B
AUM Growth
+$1.51B
Cap. Flow
+$1.75B
Cap. Flow %
64.98%
Top 10 Hldgs %
35.87%
Holding
269
New
150
Increased
33
Reduced
19
Closed
65

Top Buys

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$80.3M
2
BSX icon
Boston Scientific
BSX
+$76.6M
3
KEY icon
KeyCorp
KEY
+$62.3M
4
GS icon
Goldman Sachs
GS
+$60.3M
5
MMED
MiniMed Group Inc
MMED
+$52.4M

Top Sells

Rank Stock Value
1
CAI
Caris Life Sciences
CAI
+$40.7M
2
BDX icon
Becton Dickinson
BDX
+$25.5M
3
TPG icon
TPG
TPG
+$23.9M
4
NVO
Novo Nordisk
NVO
+$22.6M
5
EW icon
Edwards Lifesciences
EW
+$22.1M

Sector Composition

Rank Sector Weight
1 Financials 31.18%
2 Healthcare 16.78%
3 Technology 12.09%
4 Industrials 6.84%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
1
PUT
Invesco QQQ Trust
QQQ
$455B
$444M 16.46%
+770,000
New +$468M
BAC icon
2
Bank of America
BAC
$435B
$75.8M 2.81%
+1,555,661
New +$80.3M
PNC icon
3
PNC Financial Services
PNC
$100B
$68M 2.52%
326,695
+220,389
+207% +$48M
BSX icon
4
Boston Scientific
BSX
$65.8B
$60.1M 2.22%
+957,306
New +$76.6M
KEY icon
5
KeyCorp
KEY
$24.3B
$59.6M 2.21%
+2,972,970
New +$62.3M
NVDA icon
6
CALL
NVIDIA
NVDA
$5.01T
$57.4M 2.12%
+329,000
New +$60.4M
GS icon
7
Goldman Sachs
GS
$313B
$57.2M 2.12%
+67,586
New +$60.3M
MS icon
8
Morgan Stanley
MS
$337B
$51.6M 1.91%
313,485
+170,556
+119% +$29.5M
MMED
9
MiniMed Group Inc
MMED
$4.73B
$47.4M 1.76%
+3,178,654
New +$52.4M
CFG icon
10
Citizens Financial Group
CFG
$30.4B
$47.1M 1.75%
785,893
+412,286
+110% +$25.3M
EVR icon
11
Evercore
EVR
$13.1B
$46.9M 1.74%
+157,263
New +$51.5M
MA icon
12
Mastercard
MA
$477B
$42.9M 1.59%
+85,782
New +$45.2M
MSCI icon
13
MSCI
MSCI
$40B
$41.9M 1.55%
+77,680
New +$43.8M
SPGI icon
14
S&P Global
SPGI
$126B
$39.5M 1.46%
+92,917
New +$43.1M
USB icon
15
US Bancorp
USB
$99.6B
$39.2M 1.45%
+753,339
New +$41.4M
VSH icon
16
Vishay Intertechnology
VSH
$5.86B
$34.1M 1.26%
+1,897,211
New +$34.5M
CTSH icon
17
Cognizant
CTSH
$21.5B
$33.7M 1.25%
548,800
+454,194
+480% +$32.5M
SCHW
18
Charles Schwab
SCHW
$177B
$32.8M 1.22%
+349,153
New +$34.2M
KKR icon
19
KKR & Co
KKR
$89.2B
$32.3M 1.2%
349,327
+243,982
+232% +$25.7M
BSX icon
20
CALL
Boston Scientific
BSX
$65.8B
$31.4M 1.16%
+500,000
New +$40M
FLG
21
Flagstar Bank National Association
FLG
$5.77B
$30.3M 1.12%
2,302,534
+1,945,345
+545% +$25.5M
TGT icon
22
Target
TGT
$62.1B
$30M 1.11%
+247,500
New +$27.9M
LNTH icon
23
Lantheus
LNTH
$6.82B
$29.1M 1.08%
+383,945
New +$27.6M
MDLN
24
Medline Inc
MDLN
$32.8B
$28.3M 1.05%
635,000
+544,762
+604% +$24.1M
ACMR icon
25
ACM Research
ACMR
$5.83B
$27.9M 1.03%
+708,379
New +$37.6M
1
2 3 4 5

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Longaeva Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Longaeva Partners held 269 positions worth $2.7B, up 127% from $1.19B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Longaeva Partners deployed $1.75B of net new capital in Q1 2026, opening 150 new positions and adding to 33 existing holdings. Its largest new stake was Bank of America: 1,555,661 shares worth $75.8M.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 22% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Annexon, an estimated $14M trimmed.

  • Longaeva Partners's largest Q1 2026 buy was Bank of America: 1,555,661 shares worth $75.8M.
  • Longaeva Partners added most to PNC Financial Services in Q1 2026, an estimated $48M increase.
  • Longaeva Partners's biggest Q1 2026 reduction was Annexon, cutting an estimated $14M.
  • Longaeva Partners fully exited Caris Life Sciences in Q1 2026, selling an estimated $40.7M.
  • Longaeva Partners's ten largest holdings make up 36% of its $2.7B portfolio in Q1 2026.
  • Longaeva Partners opened 150 new positions and closed 65 in Q1 2026.
  • Longaeva Partners's portfolio value rose 127% quarter-over-quarter to $2.7B.

Based on Longaeva Partners's 13F filing for Q1 2026, filed 15 May 2026.