Investor
Longaeva Partners L.P.
CIK 0002054122 · filed 2026-05-15 · SEC filing
13F book
$2.7B
Positions
193
141 new · 62 sold
Largest name
2.8%
Bank America Corp
Est. mark
−$39.7M
Price effect on 52 names still held. Flow $1.28B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bank America Corp | — | 1.56M | $75.8M | 2.8% | — | New |
| Pnc Finl Svcs Group Inc | — | 326.7K | $68M | 2.5% | −$68K | Added$45.8M |
| Boston Scientific Corp | BSX | 957.3K | $60.1M | 2.2% | — | New |
| Keycorp | — | 2.97M | $59.6M | 2.2% | — | New |
| Goldman Sachs Group Inc | — | 67.6K | $57.2M | 2.1% | — | New |
| Morgan Stanley | — | 313.5K | $51.6M | 1.9% | −$1.85M | Added$26.2M |
| MiniMed Group, Inc. | MMED | 3.18M | $47.4M | 1.8% | — | New |
| Citizens Finl Group Inc | — | 785.9K | $47.1M | 1.7% | $582.8K | Added$25.3M |
| Evercore Inc. | EVR | 157.3K | $46.9M | 1.7% | — | New |
| Mastercard Inc | MA | 85.8K | $42.9M | 1.6% | — | New |
| MSCI Inc. | MSCI | 77.7K | $41.9M | 1.6% | — | New |
| S&P Global Inc. | SPGI | 92.9K | $39.5M | 1.5% | — | New |
| Us Bancorp Del | — | 753.3K | $39.2M | 1.5% | — | New |
| Vishay Intertechnology Inc | VSH | 1.9M | $34.1M | 1.3% | — | New |
| Cognizant Technology Solutio | — | 548.8K | $33.7M | 1.2% | −$2.05M | Added$25.8M |
| Schwab Charles Corp | — | 349.2K | $32.8M | 1.2% | — | New |
| Kkr & Co Inc | — | 349.3K | $32.3M | 1.2% | −$3.68M | Added$18.9M |
| Flagstar Bank National Assoc | — | 2.3M | $30.3M | 1.1% | $207.2K | Added$25.8M |
| Target Corp | TGT | 247.5K | $30M | 1.1% | — | New |
| Lantheus Hldgs Inc | — | 383.9K | $29.1M | 1.1% | — | New |
| Medline Inc. | MDLN | 635K | $28.3M | 1.0% | $225.6K | Added$24.5M |
| Acm Resh Inc | — | 708.4K | $27.9M | 1.0% | — | New |
| Asml Holding N V | — | 19.7K | $26M | 1.0% | — | New |
| Toast, Inc. | TOST | 941K | $24.9M | 0.9% | −$3.07M | Added$12.8M |
| WEX Inc. | WEX | 161.3K | $24.7M | 0.9% | — | New |
| Amazon Com Inc | AMZN | 115.4K | $24M | 0.9% | −$1.66M | Added$7.06M |
| Nurix Therapeutics, Inc. | NRIX | 1.49M | $23.1M | 0.9% | −$3.22M | Added$5.5M |
| Amer Sports, Inc. | AS | 698.5K | $23M | 0.9% | −$1.99M | Added$6.18M |
| PJT Partners Inc. | PJT | 155K | $21.7M | 0.8% | — | New |
| Starbucks Corp | SBUX | 233.9K | $21M | 0.8% | — | New |
| Citigroup Inc | — | 180.6K | $20.5M | 0.8% | −$420.9K | Added$5.51M |
| Franklin Resources Inc | BEN | 862.7K | $20.4M | 0.8% | −$151.8K | Added$6.95M |
| Henry Jack & Assoc Inc | — | 128.1K | $20.2M | 0.7% | — | New |
| Johnson Ctls Intl Plc | — | 149K | $19.5M | 0.7% | — | New |
| Fortrea Hldgs Inc | — | 2.05M | $19.3M | 0.7% | −$1.97M | Added$14.9M |
| Remitly Global, Inc. | RELY | 1.12M | $17.6M | 0.7% | $556.7K | Added$13.5M |
| Nvidia Corp | NVDA | 98.1K | $17.1M | 0.6% | — | New |
| Genius Sports Limited | — | 3.84M | $17M | 0.6% | −$15.1M | Added−$8.18M |
| Meta Platforms, Inc. | META | 29.4K | $16.8M | 0.6% | — | New |
| Applied Matls Inc | — | 48.6K | $16.6M | 0.6% | — | New |
| Nvent Electric Plc | NVT | 140.2K | $16.6M | 0.6% | — | New |
| Piper Sandler Companies | PIPR | 211.6K | $16.2M | 0.6% | — | New |
| Ross Stores, Inc. | ROST | 73.8K | $16M | 0.6% | $2.69M | Cut−$1.45M |
| Astrazeneca Plc Ord | AZN | 80.1K | $15.8M | 0.6% | — | New |
| Pfizer Inc | PFE | 560.6K | $15.7M | 0.6% | — | New |
| Interactive Brokers Group In | — | 231.5K | $15.5M | 0.6% | — | New |
| Verisign Inc | — | 61.3K | $15.2M | 0.6% | $331.4K | Cut−$2.1M |
| Home Depot, Inc. | HD | 46K | $15.1M | 0.6% | — | New |
| Kinetik Holdings Inc. | KNTK | 311K | $15.1M | 0.6% | $1.07M | Added$11.9M |
| Bitdeer Technologies Group | BTDR | 1.7M | $14.7M | 0.5% | — | New |
| Idex Corp | — | 73K | $13.8M | 0.5% | — | New |
| Affirm Hldgs Inc | — | 285.1K | $13.1M | 0.5% | — | New |
| Cogent Biosciences, Inc. | COGT | 335K | $12.9M | 0.5% | — | New |
| Ww Grainger Inc | — | 11.3K | $12.3M | 0.5% | — | New |
| Arrowhead Pharmaceuticals In | — | 194.6K | $12.2M | 0.5% | — | New |
| Mettler Toledo International Inc/ | MTD | 9.25K | $11.7M | 0.4% | — | New |
| Bank New York Mellon Corp | — | 95.2K | $11.3M | 0.4% | — | New |
| Vertex Pharmaceuticals Inc | — | 24.9K | $11.1M | 0.4% | — | New |
| On Hldg Ag | — | 313K | $10.6M | 0.4% | — | New |
| Biontech Se | BNTX | 119.2K | $10.6M | 0.4% | — | New |
| Global-E Online Ltd. | GLBE | 342.5K | $10.6M | 0.4% | −$2.03M | Added$1.14M |
| Associated Banc Corp | — | 405.3K | $10.5M | 0.4% | — | New |
| Old Natl Bancorp Ind | — | 464.5K | $10.3M | 0.4% | — | New |
| Ametek Inc/ | AME | 47.7K | $10.2M | 0.4% | — | New |
| Booz Allen Hamilton Hldg Cor | — | 123.4K | $9.63M | 0.4% | — | New |
| Contineum Therapeutics, Inc. | CTNM | 732.1K | $9.56M | 0.4% | $766.1K | Added$4.19M |
| Qiagen Nv Ord Shares | — | 230K | $9.21M | 0.3% | — | New |
| First Horizon Corporation | — | 399.5K | $9.09M | 0.3% | −$186.2K | Added$5.19M |
| Parker-Hannifin Corp | PH | 10.1K | $9.04M | 0.3% | — | New |
| Dexcom Inc | DXCM | 135K | $8.48M | 0.3% | — | New |
| Seagate Technology Hldngs Pl | — | 21.5K | $8.42M | 0.3% | — | New |
| Burlington Stores, Inc. | BURL | 24.9K | $8.11M | 0.3% | $457.4K | Added$4.5M |
| Heico Corp New | — | 28.5K | $7.82M | 0.3% | — | New |
| Immatics N.V. | IMTX | 781K | $7.68M | 0.3% | −$29.4K | Added$7.22M |
| Moonlake Immunotherapeutics | MLTX | 410K | $7.64M | 0.3% | — | New |
| Marriott Intl Inc New | — | 22.1K | $7.23M | 0.3% | $231.6K | Added$2.96M |
| Southstate Bk Corp | — | 77.7K | $7.19M | 0.3% | −$123.5K | Cut−$923.8K |
| Inspire Med Sys Inc | — | 138.8K | $7.16M | 0.3% | — | New |
| Synopsys Inc | SNPS | 17.6K | $6.98M | 0.3% | — | New |
| Savara Inc | SVRA | 1.27M | $6.96M | 0.3% | −$710.2K | Added−$552.1K |
| Fiserv Inc | FISV | 123K | $6.87M | 0.3% | — | New |
| TransMedics Group, Inc. | TMDX | 69.1K | $6.86M | 0.3% | — | New |
| Amgen Inc | AMGN | 19.4K | $6.83M | 0.3% | — | New |
| Oruka Therapeutics, Inc. | ORKA | 136.9K | $6.71M | 0.2% | $2.4M | Added$2.83M |
| Centene Corp Del | — | 199K | $6.52M | 0.2% | −$1.67M | Cut−$2.69M |
| Diodes Inc | — | 94.9K | $6.48M | 0.2% | — | New |
| Wyndham Hotels & Resorts, Inc. | WH | 79.7K | $6.47M | 0.2% | $141.8K | Added$4.59M |
| Charles Riv Labs Intl Inc | — | 36.7K | $6.33M | 0.2% | — | New |
| Rbc Bearings Inc | RBC | 11.5K | $6.24M | 0.2% | — | New |
| Saia Inc | SAIA | 17.1K | $6M | 0.2% | — | New |
| Southwest Airls Co | — | 154.5K | $5.81M | 0.2% | — | New |
| GE Vernova Inc. | GEV | 6.35K | $5.55M | 0.2% | — | New |
| Gds Hldgs Ltd | — | 135.9K | $5.47M | 0.2% | — | New |
| Unitedhealth Group Inc | UNH | 20K | $5.41M | 0.2% | −$1.19M | Cut−$4.81M |
| Belite Bio, Inc | BLTE | 33.5K | $5.34M | 0.2% | — | New |
| Carnival Corp Ltd. | CCL | 205K | $5.31M | 0.2% | −$955.3K | Cut−$1.81M |
| Wells Fargo Co New | — | 63.8K | $5.08M | 0.2% | — | New |
| Banc Of California Inc | — | 285.8K | $5.02M | 0.2% | — | New |
| Walmart Inc. | WMT | 40K | $4.97M | 0.2% | — | New |
| Trane Technologies Plc | TT | 11.7K | $4.87M | 0.2% | — | New |
| Lumexa Imaging Holdings, Inc. | LMRI | 557.4K | $4.79M | 0.2% | −$1.98M | Added$1.09M |
| Ultragenyx Pharmaceutical In | — | 228.1K | $4.78M | 0.2% | — | New |
| Relay Therapeutics, Inc. | RLAY | 470.5K | $4.68M | 0.2% | — | New |
| York Space Systems Inc. | YSS | 210K | $4.66M | 0.2% | — | New |
| Kyivstar Group Ltd | — | 458.4K | $4.64M | 0.2% | — | New |
| Alliance Laundry Hldgs Inc | — | 218.9K | $4.54M | 0.2% | $85.4K | Cut−$339.6K |
| Tjx Cos Inc New | — | 28.3K | $4.52M | 0.2% | — | New |
| Enliven Therapeutics, Inc. | ELVN | 113.1K | $4.43M | 0.2% | — | New |
| PENTAIR plc | PNR | 50.4K | $4.39M | 0.2% | — | New |
| Procept Biorobotics Corp | PRCT | 175K | $4.38M | 0.2% | — | New |
| Verastem, Inc. | VSTM | 807.8K | $4.28M | 0.2% | — | New |
| Northrop Grumman Corp | — | 6.27K | $4.28M | 0.2% | — | New |
| Mastec Inc | MTZ | 13K | $4.19M | 0.2% | — | New |
| East West Bancorp Inc | EWBC | 36.9K | $3.94M | 0.1% | — | New |
| Werner Enterprises Inc | WERN | 133.7K | $3.93M | 0.1% | — | New |
| VNET Group, Inc. | VNET | 429.5K | $3.6M | 0.1% | — | New |
| Union Pac Corp | — | 14.8K | $3.58M | 0.1% | — | New |
| Shake Shack Inc. | SHAK | 39.5K | $3.5M | 0.1% | $288.6K | Cut$47.5K |
| Forgent Power Solutions, Inc. | FPS | 118.4K | $3.47M | 0.1% | — | New |
| Annexon, Inc. | ANNX | 620.4K | $3.44M | 0.1% | $322.6K | Cut−$12.1M |
| Hubbell Inc | HUBB | 6.37K | $3.13M | 0.1% | — | New |
| American Eagle Outfitters In | — | 183.4K | $3.06M | 0.1% | — | New |
| EquipmentShare.com Inc | EQPT | 150K | $3.06M | 0.1% | — | New |
| Ralliant Corp | RAL | 73.2K | $3.04M | 0.1% | — | New |
| Plexus Corp | PLXS | 14.3K | $2.9M | 0.1% | — | New |
| Boeing Co | — | 14.2K | $2.83M | 0.1% | — | New |
| Ultra Clean Hldgs Inc | — | 45K | $2.8M | 0.1% | — | New |
| Erasca, Inc. | ERAS | 171.2K | $2.77M | 0.1% | — | New |
| Cullinan Therapeutics, Inc. | CGEM | 183.7K | $2.61M | 0.1% | — | New |
| Entrada Therapeutics, Inc. | TRDA | 205K | $2.59M | 0.1% | — | New |
| CytomX Therapeutics, Inc. | CTMX | 550K | $2.58M | 0.1% | — | New |
| Chime Finl Inc | — | 136.2K | $2.55M | 0.1% | −$877.1K | Cut−$1.9M |
| Helix Acquisition Corp. III | HLXC | 247.5K | $2.51M | 0.1% | — | New |
| Averin Cap Acquisition Corp | — | 250K | $2.5M | 0.1% | — | New |
| Vertiv Holdings Co | VRT | 9.97K | $2.5M | 0.1% | — | New |
| Costco Whsl Corp New | — | 2.5K | $2.49M | 0.1% | — | New |
| Allegiant Travel Co | ALGT | 29.2K | $2.37M | 0.1% | — | New |
| Bobs Disc Furniture Inc | — | 200K | $2.35M | 0.1% | — | New |
| Cracker Barrel Old Ctry Stor | — | 80.1K | $2.25M | 0.1% | — | New |
| Grupo Aeromexico Sab De Cv | — | 150K | $2.1M | 0.1% | −$1.19M | Held |
| Rockwell Automation, Inc | ROK | 5.66K | $2.03M | 0.1% | — | New |
| USA Rare Earth, Inc. | USAR | 124.7K | $1.89M | 0.1% | — | New |
| Septerna, Inc. | SEPN | 74.6K | $1.79M | 0.1% | −$192.1K | Added$400.6K |
| Digitalocean Hldgs Inc | — | 20.2K | $1.73M | 0.1% | — | New |
| Rani Therapeutics Hldgs Inc | — | 2.33M | $1.71M | 0.1% | −$1.3M | Added−$1.14M |
| American Airls Group Inc | AAL | 157.2K | $1.69M | 0.1% | — | New |
| Once Upon a Farm, PBC | OFRM | 100K | $1.64M | 0.1% | — | New |
| Brightspring Health Svcs Inc | — | 38.3K | $1.63M | 0.1% | — | New |
| McGraw Hill, Inc. | MH | 118.9K | $1.63M | 0.1% | −$333K | Cut−$2.5M |
| Everspin Technologies Inc. | MRAM | 172.8K | $1.52M | 0.1% | — | New |
| Climb Bio, Inc. | CLYM | 217.8K | $1.49M | 0.1% | — | New |
| BETA Technologies, Inc. | BETA | 95.9K | $1.41M | 0.1% | −$1.3M | Cut−$8.45M |
| Roku, Inc | ROKU | 14.6K | $1.38M | 0.1% | — | New |
| Benitec Biopharma Inc. | BNTC | 125K | $1.33M | 0.0% | −$352.5K | Cut−$2.58M |
| Western Un Co | — | 148.2K | $1.29M | 0.0% | — | New |
| Hunt J B Trans Svcs Inc | — | 5.94K | $1.26M | 0.0% | — | New |
| Edgewise Therapeutics, Inc. | EWTX | 36.9K | $1.16M | 0.0% | — | New |
| Serve Robotics Inc | — | 129.4K | $1.09M | 0.0% | — | New |
| M & T Bk Corp | — | 5.26K | $1.09M | 0.0% | — | New |
| Summit Therapeutics Inc. | SMMT | 57.3K | $1.09M | 0.0% | — | New |
| United Parcel Service Inc | UPS | 11K | $1.09M | 0.0% | — | New |
| BWX Technologies, Inc. | BWXT | 4.91K | $1M | 0.0% | — | New |
| Transdigm Group Inc | TDG | 843 | $977K | 0.0% | — | New |
| Voyager Technologies Inc | — | 41.3K | $965.4K | 0.0% | — | New |
| Black Rock Coffee Bar, Inc. | BRCB | 71.5K | $924.4K | 0.0% | −$294.1K | Added$223.1K |
| Shopify Inc. | SHOP | 7.79K | $924.1K | 0.0% | — | New |
| Apollo Global Mgmt Inc | — | 7K | $779.8K | 0.0% | — | New |
| Pyxis Oncology, Inc. | PYXS | 503.2K | $734.7K | 0.0% | $156K | Held |
| SOLV Energy, Inc. | MWH | 23.3K | $700.2K | 0.0% | — | New |
| PMV Pharmaceuticals, Inc. | PMVP | 552K | $684.5K | 0.0% | — | New |
| Knight-Swift Transn Hldgs In | — | 11.3K | $652.3K | 0.0% | — | New |
| Phoenix Ed Partners Inc | — | 20.6K | $647.1K | 0.0% | $23.9K | Cut−$32.6K |
| Arvinas, Inc. | ARVN | 50.2K | $532.2K | 0.0% | — | New |
| Sionna Therapeutics, Inc. | SION | 12.7K | $508.9K | 0.0% | −$13.3K | Cut−$2.77M |
| Oneim Acquisition Corp | — | 50K | $505.5K | 0.0% | — | New |
| Paychex Inc | PAYX | 4.6K | $423.8K | 0.0% | — | New |
| Lincoln Elec Hldgs Inc | — | 1.67K | $417K | 0.0% | — | New |
| Perceptive Cap Solutions Cor | — | 36.6K | $401.7K | 0.0% | — | New |
| Sonida Senior Living, Inc. | SNDA | 11.8K | $382.1K | 0.0% | — | New |
| Beam Therapeutics Inc. | BEAM | 15.5K | $369.8K | 0.0% | −$46.4K | Added$39.4K |
| Tractor Supply Co | — | 8.08K | $366K | 0.0% | — | New |
| Xenon Pharmaceuticals Inc. | XENE | 6.25K | $363.4K | 0.0% | — | New |
| Price T Rowe Group Inc | TROW | 3.86K | $348.2K | 0.0% | — | New |
| Ares Management Corporation | — | 3.08K | $335.5K | 0.0% | −$161.5K | Cut−$7.63M |
| Peloton Interactive, Inc. | PTON | 77.1K | $330.8K | 0.0% | — | New |
| Waterbridge Infrastructure L | — | 11.3K | $301.4K | 0.0% | $76.3K | Cut−$5.58M |
| Lennar Corp | — | 3.22K | $279.7K | 0.0% | — | New |
| Draftkings Inc New | — | 11K | $236.8K | 0.0% | −$140.6K | Cut−$15.3M |
| Lennox Intl Inc | — | 496 | $230.2K | 0.0% | — | New |
| RH | RH | 1.5K | $209.3K | 0.0% | −$58.9K | Cut−$2.39M |
| Invesco Qqq Tr | — | 246 | $142K | 0.0% | — | New |
| International Business Machs | — | 380 | $92.1K | 0.0% | — | New |
| Fastenal Co | FAST | 1.34K | $62.1K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.