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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
LMRI
101
Lumexa Imaging Holdings
LMRI
$926M
$4.79M 0.23%
557,423
+357,423
RARE icon
102
Ultragenyx Pharmaceutical
RARE
$2.35B
$4.78M 0.23%
+228,107
RLAY icon
103
Relay Therapeutics
RLAY
$3.11B
$4.68M 0.23%
+470,544
YSS
104
York Space Systems
YSS
$4.36B
$4.66M 0.22%
+210,000
KYIV
105
Kyivstar Group
KYIV
$3.21B
$4.64M 0.22%
+458,418
ALH
106
Alliance Laundry Holdings
ALH
$5.15B
$4.54M 0.22%
218,876
-20,884
TJX icon
107
TJX Companies
TJX
$186B
$4.52M 0.22%
+28,298
ELVN icon
108
Enliven Therapeutics
ELVN
$2.51B
$4.43M 0.21%
+113,065
PNR icon
109
Pentair
PNR
$11.7B
$4.39M 0.21%
+50,411
PRCT icon
110
Procept Biorobotics
PRCT
$1.59B
$4.38M 0.21%
+175,000
VSTM icon
111
Verastem
VSTM
$350M
$4.28M 0.21%
+807,755
NOC icon
112
Northrop Grumman
NOC
$79B
$4.28M 0.21%
+6,271
MTZ icon
113
MasTec
MTZ
$28.2B
$4.19M 0.2%
+13,014
EWBC icon
114
East-West Bancorp
EWBC
$17.8B
$3.94M 0.19%
+36,913
WERN icon
115
Werner Enterprises
WERN
$2.63B
$3.93M 0.19%
+133,683
VNET
116
VNET Group
VNET
$2.52B
$3.6M 0.17%
+429,542
UNP icon
117
Union Pacific
UNP
$160B
$3.58M 0.17%
+14,771
SHAK icon
118
Shake Shack
SHAK
$2.33B
$3.5M 0.17%
39,530
-2,970
FPS
119
Forgent Power Solutions
FPS
$15B
$3.47M 0.17%
+118,411
ANNX icon
120
Annexon
ANNX
$778M
$3.44M 0.17%
620,401
-2,479,599
HUBB icon
121
Hubbell
HUBB
$24.9B
$3.13M 0.15%
+6,371
AEO icon
122
American Eagle Outfitters
AEO
$3.05B
$3.06M 0.15%
+183,443
EQPT
123
EquipmentShare.com Inc
EQPT
$4.83B
$3.06M 0.15%
+149,976
RAL
124
Ralliant Corp
RAL
$7.37B
$3.04M 0.15%
+73,181
PLXS icon
125
Plexus
PLXS
$7.69B
$2.9M 0.14%
+14,334
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5
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