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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
CLYM
151
Climb Bio
CLYM
$625M
$1.49M 0.07%
+217,768
BETA
152
Beta Technologies Inc
BETA
$3.92B
$1.41M 0.07%
95,925
-253,683
ROKU icon
153
Roku
ROKU
$17.7B
$1.38M 0.07%
+14,608
BNTC icon
154
Benitec Biopharma
BNTC
$380M
$1.33M 0.06%
125,000
-165,000
WU icon
155
Western Union
WU
$2.29B
$1.29M 0.06%
+148,203
JBHT icon
156
JB Hunt Transport Services
JBHT
$27.3B
$1.26M 0.06%
+5,941
EWTX icon
157
Edgewise Therapeutics
EWTX
$3.65B
$1.16M 0.06%
+36,931
SERV
158
Serve Robotics
SERV
$633M
$1.09M 0.05%
+129,367
MTB icon
159
M&T Bank
MTB
$33.4B
$1.09M 0.05%
+5,261
SMMT icon
160
Summit Therapeutics
SMMT
$10.2B
$1.09M 0.05%
+57,282
UPS icon
161
United Parcel Service
UPS
$92.4B
$1.09M 0.05%
+11,030
BWXT icon
162
BWX Technologies
BWXT
$17.8B
$1M 0.05%
+4,909
TDG icon
163
TransDigm Group
TDG
$70.3B
$977K 0.05%
+843
VOYG
164
Voyager Technologies
VOYG
$2.84B
$965K 0.05%
+41,273
BRCB
165
Black Rock Coffee Bar Inc
BRCB
$152M
$924K 0.04%
71,547
+40,030
SHOP icon
166
Shopify
SHOP
$143B
$924K 0.04%
+7,790
APO icon
167
Apollo Global Management
APO
$77.2B
$780K 0.04%
+6,999
PYXS icon
168
Pyxis Oncology
PYXS
$106M
$735K 0.04%
503,214
MWH
169
SOLV Energy Inc
MWH
$6.69B
$700K 0.03%
+23,317
PMVP icon
170
PMV Pharmaceuticals
PMVP
$58.1M
$685K 0.03%
+552,027
KNX icon
171
Knight Transportation
KNX
$13.4B
$652K 0.03%
+11,328
PXED
172
Phoenix Education Partners
PXED
$1.12B
$647K 0.03%
20,568
-1,862
ARVN icon
173
Arvinas
ARVN
$457M
$532K 0.03%
+50,205
SION
174
Sionna Therapeutics
SION
$1.63B
$509K 0.02%
12,693
-67,036
OIMAU
175
OneIM Acquisition Corp Units
OIMAU
$506K 0.02%
+50,000
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