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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
-3.4%
1 Year Est. Return
+37.16%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.7B
AUM Growth
+$1.51B
Cap. Flow
+$1.75B
Cap. Flow %
64.98%
Top 10 Hldgs %
35.87%
Holding
269
New
150
Increased
33
Reduced
19
Closed
65

Top Buys

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$80.3M
2
BSX icon
Boston Scientific
BSX
+$76.6M
3
KEY icon
KeyCorp
KEY
+$62.3M
4
GS icon
Goldman Sachs
GS
+$60.3M
5
MMED
MiniMed Group Inc
MMED
+$52.4M

Top Sells

Rank Stock Value
1
CAI
Caris Life Sciences
CAI
+$40.7M
2
BDX icon
Becton Dickinson
BDX
+$25.5M
3
TPG icon
TPG
TPG
+$23.9M
4
NVO
Novo Nordisk
NVO
+$22.6M
5
EW icon
Edwards Lifesciences
EW
+$22.1M

Sector Composition

Rank Sector Weight
1 Financials 31.18%
2 Healthcare 16.78%
3 Technology 12.09%
4 Industrials 6.84%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RH icon
201
RH
RH
$3.3B
$209K 0.01%
1,497
-13,003
-90% -$2.37M
QQQ icon
202
Invesco QQQ Trust
QQQ
$455B
$142K 0.01%
+246
New +$149K
IBM icon
203
IBM
IBM
$202B
$92.1K ﹤0.01%
+380
New +$103K
FAST icon
204
Fastenal
FAST
$54B
$62.1K ﹤0.01%
+1,338
New +$60K
ALGN icon
205
Align Technology
ALGN
$12B
– –
-3,294
Closed -$514K
AMG icon
206
Affiliated Managers Group
AMG
$9.46B
– –
-26,553
Closed -$7.65M
BDX icon
207
CALL
Becton Dickinson
BDX
$43.1B
– –
-1,000,000
Closed -$194M
BDX icon
208
Becton Dickinson
BDX
$43.1B
– –
-131,330
Closed -$25.5M
BHVN icon
209
Biohaven
BHVN
$2.16B
– –
-64,800
Closed -$732K
BIRK icon
210
Birkenstock
BIRK
$7.47B
– –
-256,156
Closed -$10.5M
BLK icon
211
Blackrock
BLK
$164B
– –
-3,587
Closed -$3.84M
BR icon
212
Broadridge
BR
$17.2B
– –
-3,213
Closed -$717K
BROS icon
213
Dutch Bros
BROS
$8.78B
– –
-36,884
Closed -$2.26M
EAT icon
214
Brinker International
EAT
$8.02B
– –
-119,904
Closed -$17.2M
EL icon
215
Estee Lauder
EL
$29B
– –
-36,997
Closed -$3.87M
ELF icon
216
e.l.f. Beauty
ELF
$4.56B
– –
-17,500
Closed -$1.33M
EPAM icon
217
EPAM Systems
EPAM
$4.69B
– –
-10,157
Closed -$2.08M
ETSY icon
218
Etsy
ETSY
$7.65B
– –
-35,000
Closed -$1.94M
EW icon
219
CALL
Edwards Lifesciences
EW
$47.6B
– –
-845,000
Closed -$72M
EW icon
220
Edwards Lifesciences
EW
$47.6B
– –
-259,367
Closed -$22.1M
EYPT icon
221
EyePoint Inc
EYPT
$1.02B
– –
-30,000
Closed -$548K
FIS icon
222
Fidelity National Information Services
FIS
$21.5B
– –
-151,695
Closed -$10.1M
FITB
223
Fifth Third Bancorp
FITB
$52B
– –
-62,049
Closed -$2.9M
GPCR icon
224
Structure Therapeutics
GPCR
$3.49B
– –
-60,000
Closed -$4.17M
HBAN icon
225
Huntington Bancshares
HBAN
$35.1B
– –
-531,414
Closed -$9.22M
7 8
9
10 11

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CI
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LSA
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HC
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SCM
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Longaeva Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Longaeva Partners held 269 positions worth $2.7B, up 127% from $1.19B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Longaeva Partners deployed $1.75B of net new capital in Q1 2026, opening 150 new positions and adding to 33 existing holdings. Its largest new stake was Bank of America: 1,555,661 shares worth $75.8M.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 22% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Annexon, an estimated $14M trimmed.

  • Longaeva Partners's largest Q1 2026 buy was Bank of America: 1,555,661 shares worth $75.8M.
  • Longaeva Partners added most to PNC Financial Services in Q1 2026, an estimated $48M increase.
  • Longaeva Partners's biggest Q1 2026 reduction was Annexon, cutting an estimated $14M.
  • Longaeva Partners fully exited Caris Life Sciences in Q1 2026, selling an estimated $40.7M.
  • Longaeva Partners's ten largest holdings make up 36% of its $2.7B portfolio in Q1 2026.
  • Longaeva Partners opened 150 new positions and closed 65 in Q1 2026.
  • Longaeva Partners's portfolio value rose 127% quarter-over-quarter to $2.7B.

Based on Longaeva Partners's 13F filing for Q1 2026, filed 15 May 2026.