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LP

Longaeva Partners Portfolio holdings

AUM $2.08B
1-Year Est. Return 38.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$76.6M
3
+$62.3M
4
GS icon
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
EW icon
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
MAR icon
76
Marriott International
MAR
$105B
$7.23M 0.35%
22,100
+8,336
SSB icon
77
SouthState Bank Corp
SSB
$9.53B
$7.19M 0.35%
77,688
-8,504
INSP icon
78
Inspire Medical Systems
INSP
$1.22B
$7.16M 0.34%
+138,761
SNPS icon
79
Synopsys
SNPS
$87.1B
$6.98M 0.34%
+17,617
SVRA icon
80
Savara
SVRA
$1.09B
$6.96M 0.34%
1,275,000
+28,958
FISV
81
Fiserv Inc
FISV
$28.3B
$6.87M 0.33%
+123,042
TMDX icon
82
Transmedics
TMDX
$2.58B
$6.86M 0.33%
+69,057
AMGN icon
83
Amgen
AMGN
$193B
$6.83M 0.33%
+19,413
ORKA
84
Oruka Therapeutics
ORKA
$4.19B
$6.71M 0.32%
136,884
+8,774
CNC icon
85
Centene
CNC
$31.3B
$6.52M 0.31%
199,000
-24,597
DIOD icon
86
Diodes
DIOD
$4.88B
$6.48M 0.31%
+94,881
WH icon
87
Wyndham Hotels & Resorts
WH
$5.79B
$6.47M 0.31%
79,700
+54,700
CRL icon
88
Charles River Laboratories
CRL
$9.08B
$6.33M 0.3%
+36,721
RBC icon
89
RBC Bearings
RBC
$19.1B
$6.24M 0.3%
+11,483
SAIA icon
90
Saia
SAIA
$13B
$6M 0.29%
+17,089
LUV icon
91
Southwest Airlines
LUV
$21.5B
$5.81M 0.28%
+154,535
GEV icon
92
GE Vernova
GEV
$247B
$5.55M 0.27%
+6,354
GDS icon
93
GDS Holdings
GDS
$6.72B
$5.47M 0.26%
+135,882
UNH icon
94
UnitedHealth
UNH
$369B
$5.41M 0.26%
20,000
-10,967
BLTE
95
Belite Bio
BLTE
$5.52B
$5.34M 0.26%
+33,492
CCL icon
96
Carnival Corporation Ltd
CCL
$38.9B
$5.31M 0.26%
205,000
-27,869
WFC icon
97
Wells Fargo
WFC
$252B
$5.08M 0.24%
+63,780
BANC icon
98
Banc of California
BANC
$3.06B
$5.02M 0.24%
+285,796
WMT icon
99
Walmart Inc
WMT
$961B
$4.97M 0.24%
+40,000
TT icon
100
Trane Technologies
TT
$102B
$4.87M 0.23%
+11,689
2 3
4
5 6