Longaeva Partners L.P. Top Holdings and 13F Report (2026)

About Longaeva Partners L.P.

Investment Activity

Longaeva Partners L.P. has $2.70 billion in total holdings as of March 31, 2026.
Longaeva Partners L.P. owns shares of 194 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 86.43% of the portfolio was purchased this quarter.
About 27.72% of the portfolio was sold this quarter.
This quarter, Longaeva Partners L.P. has purchased 115 new stocks and bought additional shares in 31 stocks.
Longaeva Partners L.P. sold shares of 21 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

Invesco QQQ: $444,570,586
Boston Scientific: $91,445,952
Bank of America: $75,838,474
NVIDIA: $74,491,123
The PNC Financial Services Group: $67,981,963

Largest New Holdings this Quarter

46090E103 - Invesco QQQ: $444,570,586 Holding
101137107 - Boston Scientific: $91,445,952 Holding
060505104 - Bank of America: $75,838,474 Holding
67066G104 - NVIDIA: $74,491,123 Holding
493267108 - KeyCorp: $59,608,049 Holding

Largest Purchases this Quarter

Invesco QQQ: 770,246 shares (about $444.57M)
Boston Scientific: 1,457,306 shares (about $91.45M)
Bank of America: 1,555,661 shares (about $75.84M)
NVIDIA: 427,128 shares (about $74.49M)
KeyCorp: 2,972,970 shares (about $59.61M)

Largest Sales this Quarter

Starbucks: 366,130 shares (about $32.80M)
Annexon: 2,479,599 shares (about $13.74M)
WATERBRIDGE INFRASTRUCTURE L: 282,615 shares (about $7.57M)
Ares Management: 46,178 shares (about $5.04M)
Ross Stores: 23,000 shares (about $4.98M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQ Invesco QQQ	$444,570,586	$444,570,586 â–²	New Holding	770,246	16.5%	Finance
BSX Boston Scientific	$91,445,952	$91,445,952 â–²	New Holding	1,457,306	3.4%	Medical
BAC Bank of America	$75,838,474	$75,838,474 â–²	New Holding	1,555,661	2.8%	Finance
NVDA NVIDIA	$74,491,123	$74,491,123 â–²	New Holding	427,128	2.8%	Computer and Technology
PNC The PNC Financial Services Group	$67,981,963	$45,860,747 â–²	207.3%	326,695	2.5%	Finance
KEY KeyCorp	$59,608,049	$59,608,049 â–²	New Holding	2,972,970	2.2%	Finance
GS The Goldman Sachs Group	$57,177,080	$57,177,080 â–²	New Holding	67,586	2.1%	Finance
MS Morgan Stanley	$51,590,226	$28,068,401 â–²	119.3%	313,485	1.9%	Finance
MINIMED GROUP INC	$47,425,518	$47,425,518 â–²	New Holding	3,178,654	1.8%	COM
CFG Citizens Financial Group	$47,130,003	$24,724,791 â–²	110.4%	785,893	1.7%	Finance
EVR Evercore	$46,944,578	$46,944,578 â–²	New Holding	157,263	1.7%	Finance
MA Mastercard	$42,861,834	$42,861,834 â–²	New Holding	85,782	1.6%	Business Services
MSCI MSCI	$41,870,297	$41,870,297 â–²	New Holding	77,680	1.6%	Finance
SPGI S&P Global	$39,521,317	$39,521,317 â–²	New Holding	92,917	1.5%	Finance
USB U.S. Bancorp	$39,181,161	$39,181,161 â–²	New Holding	753,339	1.5%	Finance
GENI Genius Sports	$35,415,834	$16,780,667 â–²	90.0%	7,994,545	1.3%	Computer and Technology
VSH Vishay Intertechnology	$34,149,798	$34,149,798 â–²	New Holding	1,897,211	1.3%	Computer and Technology
CTSH Cognizant Technology Solutions	$33,668,880	$27,864,802 â–²	480.1%	548,800	1.2%	Computer and Technology
SCHW Charles Schwab	$32,813,399	$32,813,399 â–²	New Holding	349,153	1.2%	Finance
ASML ASML	$32,568,436	$32,568,436 â–²	New Holding	24,653	1.2%	Computer and Technology
KKR KKR & Co. Inc.	$32,312,748	$22,568,335 â–²	231.6%	349,327	1.2%	Finance
FLAGSTAR BANK NATIONAL ASSOC	$30,324,373	$25,620,194 â–²	544.6%	2,302,534	1.1%	COM NEW
TGT Target	$29,997,000	$29,997,000 â–²	New Holding	247,500	1.1%	Retail/Wholesale
PFE Pfizer	$29,220,469	$29,220,469 â–²	New Holding	1,040,615	1.1%	Medical
LNTH Lantheus	$29,122,228	$29,122,228 â–²	New Holding	383,945	1.1%	Medical
MEDLINE INC	$28,257,500	$24,241,909 â–²	603.7%	635,000	1.0%	COM CL A
ACMR ACM Research	$27,874,714	$27,874,714 â–²	New Holding	708,379	1.0%	Computer and Technology
AMAT Applied Materials	$26,195,469	$26,195,469 â–²	New Holding	76,642	1.0%	Computer and Technology
META Meta Platforms	$25,022,678	$25,022,678 â–²	New Holding	43,736	0.9%	Computer and Technology
TOST Toast	$24,945,937	$15,908,015 â–²	176.0%	941,001	0.9%	Computer and Technology
WEX WEX	$24,681,526	$24,681,526 â–²	New Holding	161,275	0.9%	Business Services
AMZN Amazon.com	$24,024,153	$8,716,308 â–²	56.9%	115,351	0.9%	Retail/Wholesale
NRIX Nurix Therapeutics	$23,098,131	$8,718,332 â–²	60.6%	1,490,202	0.9%	Medical
AMER SPORTS INC	$22,995,048	$8,170,250 â–²	55.1%	698,513	0.9%	COM SHS
PJT PJT Partners	$21,654,784	$21,654,784 â–²	New Holding	154,987	0.8%	Finance
SBUX Starbucks	$20,952,413	$32,801,586 â–¼	-61.0%	233,870	0.8%	Retail/Wholesale
C Citigroup	$20,484,114	$5,932,023 â–²	40.8%	180,620	0.8%	Financial Services
BEN Franklin Resources	$20,377,848	$7,097,172 â–²	53.4%	862,737	0.8%	Finance
JKHY Jack Henry & Associates	$20,237,970	$20,237,970 â–²	New Holding	128,056	0.7%	Computer and Technology
JCI Johnson Controls International	$19,511,812	$19,511,812 â–²	New Holding	149,002	0.7%	Construction
FTRE Fortrea	$19,280,168	$16,905,631 â–²	712.0%	2,046,727	0.7%	Medical
AAL American Airlines Group	$18,335,027	$18,335,027 â–²	New Holding	1,707,172	0.7%	Transportation
REMITLY GLOBAL INC	$17,608,739	$12,943,952 â–²	277.5%	1,123,723	0.7%	COM
NVT nVent Electric	$16,587,351	$16,587,351 â–²	New Holding	140,238	0.6%	Computer and Technology
PIPER SANDLER COMPANIES	$16,198,057	$16,198,057 â–²	New Holding	211,601	0.6%	COM NEW
ROST Ross Stores	$15,980,145	$4,982,490 â–¼	-23.8%	73,767	0.6%	Retail/Wholesale
AZNCF AstraZeneca	$15,803,239	$15,803,239 â–²	New Holding	80,130	0.6%	Medical
IBKR Interactive Brokers Group	$15,526,437	$15,526,437 â–²	New Holding	231,496	0.6%	Finance
VRSN VeriSign	$15,214,285	$2,488,319 â–¼	-14.1%	61,259	0.6%	Computer and Technology
HD Home Depot	$15,128,940	$15,128,940 â–²	New Holding	46,000	0.6%	Retail/Wholesale
KINETIK HOLDINGS INC	$15,055,510	$10,874,629 â–²	260.1%	311,000	0.6%	COM NEW CL A
BTDR Bitdeer Technologies Group	$14,672,718	$14,672,718 â–²	New Holding	1,696,268	0.5%	Business Services
IEX IDEX	$13,828,052	$13,828,052 â–²	New Holding	72,952	0.5%	Industrials
AFRM Affirm	$13,063,236	$13,063,236 â–²	New Holding	285,099	0.5%	Computer and Technology
COGT Cogent Biosciences	$12,894,150	$12,894,150 â–²	New Holding	335,000	0.5%	Medical
GWW W.W. Grainger	$12,290,156	$12,290,156 â–²	New Holding	11,267	0.5%	Industrials
ARWR Arrowhead Pharmaceuticals	$12,200,730	$12,200,730 â–²	New Holding	194,589	0.5%	Medical
MTD Mettler-Toledo International	$11,666,100	$11,666,100 â–²	New Holding	9,250	0.4%	Medical
BK BNY	$11,290,729	$11,290,729 â–²	New Holding	95,176	0.4%	Finance
VRTX Vertex Pharmaceuticals	$11,134,475	$11,134,475 â–²	New Holding	24,935	0.4%	Medical
STUBHUB HLDGS INC	$10,920,000	$4,368,293 â–¼	-28.6%	1,750,000	0.4%	CL A
ONON ON	$10,648,260	$10,648,260 â–²	New Holding	313,000	0.4%	Retail/Wholesale
BNTX BioNTech	$10,594,852	$10,594,852 â–²	New Holding	119,204	0.4%	Medical
GLBE Global-e Online	$10,566,619	$3,171,072 â–²	42.9%	342,516	0.4%	Retail/Wholesale
ASB Associated Banc	$10,481,342	$10,481,342 â–²	New Holding	405,311	0.4%	Finance
ONB Old National Bancorp	$10,264,765	$10,264,765 â–²	New Holding	464,469	0.4%	Finance
AME AMETEK	$10,231,188	$10,231,188 â–²	New Holding	47,729	0.4%	Computer and Technology
BAH Booz Allen Hamilton	$9,627,810	$9,627,810 â–²	New Holding	123,386	0.4%	Business Services
CONTINEUM THERAPEUTICS INC	$9,561,069	$3,422,869 â–²	55.8%	732,088	0.4%	CL A
QIAGEN NV	$9,209,200	$9,209,200 â–²	New Holding	230,000	0.3%	ORD SHARES
FHN First Horizon	$9,093,462	$5,375,935 â–²	144.6%	399,537	0.3%	Finance
PH Parker-Hannifin	$9,042,819	$9,042,819 â–²	New Holding	10,101	0.3%	Industrials
DXCM DexCom	$8,478,000	$8,478,000 â–²	New Holding	135,000	0.3%	Medical
STX Seagate Technology	$8,423,624	$8,423,624 â–²	New Holding	21,502	0.3%	Computer and Technology
BURL Burlington Stores	$8,113,025	$4,038,942 â–²	99.1%	24,934	0.3%	Retail/Wholesale
HEI Heico	$7,824,571	$7,824,571 â–²	New Holding	28,536	0.3%	Aerospace
IMTX Immatics	$7,684,715	$7,245,841 â–²	1,651.0%	780,967	0.3%	Medical
MLTX MoonLake Immunotherapeutics	$7,642,400	$7,642,400 â–²	New Holding	410,000	0.3%	Medical
MAR Marriott International	$7,228,247	$2,726,456 â–²	60.6%	22,100	0.3%	Consumer Discretionary
SOUTHSTATE BK CORP	$7,187,694	$786,790 â–¼	-9.9%	77,688	0.3%	COM
INSP Inspire Medical Systems	$7,157,292	$7,157,292 â–²	New Holding	138,761	0.3%	Medical
SNPS Synopsys	$6,984,788	$6,984,788 â–²	New Holding	17,617	0.3%	Computer and Technology
SVRA Savara	$6,961,500	$158,111 â–²	2.3%	1,275,000	0.3%	Medical
FISERV INC	$6,865,744	$6,865,744 â–²	New Holding	123,042	0.3%	COM
TMDX TransMedics Group	$6,864,956	$6,864,956 â–²	New Holding	69,057	0.3%	Medical
AMGN Amgen	$6,830,464	$6,830,464 â–²	New Holding	19,413	0.3%	Medical
ORUKA THERAPEUTICS INC	$6,714,160	$430,365 â–²	6.8%	136,884	0.2%	COM
CNC Centene	$6,515,260	$805,306 â–¼	-11.0%	199,000	0.2%	Medical
DIOD Diodes	$6,476,577	$6,476,577 â–²	New Holding	94,881	0.2%	Computer and Technology
WH Wyndham Hotels & Resorts	$6,474,031	$4,443,281 â–²	218.8%	79,700	0.2%	Consumer Discretionary
CRL Charles River Laboratories International	$6,334,373	$6,334,373 â–²	New Holding	36,721	0.2%	Medical
RBC RBC Bearings	$6,236,647	$6,236,647 â–²	New Holding	11,483	0.2%	Industrials
SAIA Saia	$6,003,024	$6,003,024 â–²	New Holding	17,089	0.2%	Transportation
LUV Southwest Airlines	$5,805,880	$5,805,880 â–²	New Holding	154,535	0.2%	Transportation
DKNG DraftKings	$5,641,804	$4,136,684 â–¼	-42.3%	260,953	0.2%	Consumer Discretionary
GE VERNOVA INC	$5,546,407	$5,546,407 â–²	New Holding	6,354	0.2%	COM
GDS GDS	$5,474,686	$5,474,686 â–²	New Holding	135,882	0.2%	Business Services
UNH UnitedHealth Group	$5,411,800	$2,967,561 â–¼	-35.4%	20,000	0.2%	Medical
BLTE Belite Bio	$5,339,964	$5,339,964 â–²	New Holding	33,492	0.2%	Medical
CCL Carnival	$5,305,400	$721,250 â–¼	-12.0%	205,000	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Longaeva Partners L.P. Top Holdings and 13F Report (2026)

About Longaeva Partners L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Longaeva Partners L.P. Top Holdings and 13F Report (2026)

About Longaeva Partners L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLongaeva Partners L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools