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LP
Longaeva Partners Portfolio holdings
AUM
$2.08B
1-Year Est. Return
38.32%
This Fund
S&P 500
1 Year Est. Return
+38.32%
AUM
$2.08B
AUM Growth
+$1.24B
(+147%)
Holding
255
Top Buys
| 1 | +$80.3M | |
| 2 | +$76.6M | |
| 3 | +$62.3M | |
| 4 |
Goldman Sachs
GS
|
+$60.3M |
| 5 |
MMED
MiniMed Group Inc
MMED
|
+$52.4M |
Top Sells
| 1 | +$40.7M | |
| 2 | +$25.5M | |
| 3 | +$23.9M | |
| 4 |
NVO
Novo Nordisk
NVO
|
+$22.6M |
| 5 |
Edwards Lifesciences
EW
|
+$22.1M |
Sector Composition
| 1 | Financials | 40.52% |
| 2 | Healthcare | 21.8% |
| 3 | Technology | 15.71% |
| 4 | Industrials | 8.89% |
| 5 | Consumer Discretionary | 8.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amazon
AMZN
$2.6T
| $24M | 1.16% |
115,351
+41,851
|
|
||
27
Nurix Therapeutics
NRIX
$1.77B
| $23.1M | 1.11% |
1,490,202
+562,473
|
|
||
28
Amer Sports
AS
$20.6B
| $23M | 1.11% |
698,513
+248,185
|
|
||
29
PJT Partners
PJT
$4.01B
| $21.7M | 1.04% |
+154,987
|
|
||
30
Starbucks
SBUX
$117B
| $21M | 1.01% |
+233,870
|
|
||
31
Citigroup
C
$236B
| $20.5M | 0.99% |
180,620
+52,306
|
|
||
32
Franklin Resources
BEN
$16.5B
| $20.4M | 0.98% |
862,737
+300,473
|
|
||
33
Jack Henry & Associates
JKHY
$8.99B
| $20.2M | 0.97% |
+128,056
|
|
||
34
Johnson Controls International
JCI
$88.3B
| $19.5M | 0.94% |
+149,002
|
|
||
35
Fortrea Holdings
FTRE
$1.61B
| $19.3M | 0.93% |
2,046,727
+1,794,653
|
|
||
36
Remitly
RELY
$3.89B
| $17.6M | 0.85% |
1,123,723
+826,034
|
|
||
37
NVIDIA
NVDA
$4.96T
| $17.1M | 0.82% |
+98,128
|
|
||
38
Genius Sports
GENI
$1.88B
| $17M | 0.82% |
3,841,145
+1,554,561
|
|
||
39
Meta Platforms (Facebook)
META
$1.45T
| $16.8M | 0.81% |
+29,436
|
|
||
40
Applied Materials
AMAT
$439B
| $16.6M | 0.8% |
+48,642
|
|
||
41
nVent Electric
NVT
$26.7B
| $16.6M | 0.8% |
+140,238
|
|
||
42
Piper Sandler
PIPR
$5.26B
| $16.2M | 0.78% |
+211,601
|
|
||
43
Ross Stores
ROST
$77B
| $16M | 0.77% |
73,767
-23,000
|
|
||
44
AstraZeneca
AZN
$284B
| $15.8M | 0.76% |
+80,130
|
|
||
45
Pfizer
PFE
$150B
| $15.7M | 0.76% |
+560,615
|
|
||
46
Interactive Brokers
IBKR
$39.5B
| $15.5M | 0.75% |
+231,496
|
|
||
47
VeriSign
VRSN
$25.5B
| $15.2M | 0.73% |
61,259
-10,019
|
|
||
48
Home Depot
HD
$325B
| $15.1M | 0.73% |
+46,000
|
|
||
49
Kinetik
KNTK
$3.45B
| $15.1M | 0.72% |
311,000
+224,636
|
|
||
50
Bitdeer Technologies
BTDR
$4.28B
| $14.7M | 0.71% |
+1,696,268
|
|