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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
+15.15%
1 Year Est. Return
+37.16%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$490M
AUM Growth
+$313M
Cap. Flow
+$275M
Cap. Flow %
56.08%
Top 10 Hldgs %
58.34%
Holding
57
New
36
Increased
7
Reduced
10
Closed
3

Top Buys

Rank Stock Value
1
CAI
Caris Life Sciences
CAI
+$39.3M
2
BRO icon
Brown & Brown
BRO
+$25.3M
3
EW icon
Edwards Lifesciences
EW
+$19.2M
4
QXO
QXO Inc
QXO
+$19.1M
5
BIRK icon
Birkenstock
BIRK
+$18.9M

Top Sells

Rank Stock Value
1
SCHW
Charles Schwab
SCHW
+$40.2M
2
ETR icon
Entergy
ETR
+$17.1M
3
AEP icon
American Electric Power
AEP
+$16.4M
4
ADT icon
ADT
ADT
+$9.97M
5
KKR.PRD
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
+$5.52M

Sector Composition

Rank Sector Weight
1 Healthcare 26.24%
2 Financials 18.92%
3 Consumer Discretionary 14.37%
4 Industrials 11.18%
5 Technology 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHWY icon
26
Chewy
CHWY
$8.54B
$6.39M 1.31%
+150,000
New +$5.98M
TTWO icon
27
Take-Two Interactive
TTWO
$43B
$6.07M 1.24%
+25,000
New +$5.63M
VG
28
Venture Global Inc
VG
$35.6B
$5.91M 1.21%
379,474
-182,221
-32% -$2.11M
BBNX
29
Beta Bionics
BBNX
$706M
$2.86M 0.58%
196,607
-79,218
-29% -$1.12M
CRCL
30
Circle Internet Group
CRCL
$15.5B
$2.72M 0.56%
+15,000
New +$2.44M
VOYG
31
Voyager Technologies
VOYG
$1.5B
$2.41M 0.49%
+61,500
New +$2.93M
HNGE
32
Hinge Health
HNGE
$5.75B
$2.37M 0.48%
+45,813
New +$1.85M
OS
33
DELISTED
OneStream Inc
OS
$1.87M 0.38%
+66,069
New +$1.65M
ETOR
34
eToro Group
ETOR
$2.93B
$1.85M 0.38%
+27,785
New +$1.79M
CHYM
35
Chime Financial
CHYM
$7.88B
$1.73M 0.35%
+50,000
New +$1.65M
ESLT icon
36
Elbit Systems
ESLT
$38.4B
$1.52M 0.31%
+3,375
New +$1.37M
CCC
37
CCC Intelligent Solutions
CCC
$3.42B
$1.18M 0.24%
+125,087
New +$1.12M
MRX
38
Marex Group Limited Ordinary Shares
MRX
$4.72B
$987K 0.2%
+25,000
New +$1.04M
SLDE
39
Slide Insurance Holdings
SLDE
$2.32B
$986K 0.2%
+45,500
New +$980K
LOAR icon
40
Loar Holdings
LOAR
$6.64B
$862K 0.18%
+10,000
New +$865K
MNTN
41
MNTN Inc
MNTN
$634M
$789K 0.16%
+36,056
New +$829K
CTRI icon
42
Centuri Holdings
CTRI
$2.79B
$785K 0.16%
+35,000
New +$685K
OMDA
43
Omada Health Inc
OMDA
$1.22B
$770K 0.16%
+42,074
New +$728K
TTAM
44
Titan America SA
TTAM
$3.16B
$749K 0.15%
60,000
– –
PRMB
45
Primo Brands
PRMB
$8.24B
$708K 0.14%
23,911
-52,370
-69% -$1.67M
AKBA icon
46
Akebia Therapeutics
AKBA
$327M
$698K 0.14%
191,691
-308,309
-62% -$847K
GGAL icon
47
Galicia Financial Group
GGAL
$7.92B
$619K 0.13%
+12,277
New +$703K
BNTC icon
48
Benitec Biopharma
BNTC
$394M
$608K 0.12%
51,997
-28,003
-35% -$392K
KMTS
49
Kestra Medical Technologies
KMTS
$1.23B
$510K 0.1%
30,761
+18,161
+144% +$396K
KRMN
50
Karman Holdings
KRMN
$6.29B
$438K 0.09%
8,704
-16,296
-65% -$656K
1
2
3

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Longaeva Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Longaeva Partners held 57 positions worth $490M, up 177% from $177M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Longaeva Partners deployed $275M of net new capital in Q2 2025, opening 36 new positions and adding to 7 existing holdings. Its largest new stake was Caris Life Sciences: 1,459,745 shares worth $39M.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Charles Schwab, an estimated $40.2M trimmed.

  • Longaeva Partners's largest Q2 2025 buy was Caris Life Sciences: 1,459,745 shares worth $39M.
  • Longaeva Partners added most to BrightSpring Health Services in Q2 2025, an estimated $14.8M increase.
  • Longaeva Partners's biggest Q2 2025 reduction was Charles Schwab, cutting an estimated $40.2M.
  • Longaeva Partners fully exited Entergy in Q2 2025, selling an estimated $17.1M.
  • Longaeva Partners's ten largest holdings make up 58% of its $490M portfolio in Q2 2025.
  • Longaeva Partners opened 36 new positions and closed 3 in Q2 2025.
  • Longaeva Partners's portfolio value rose 177% quarter-over-quarter to $490M.

Based on Longaeva Partners's 13F filing for Q2 2025, filed 14 Aug 2025.