Longaeva Partners L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$176.6B
Holdings
21
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHWSCHWAB CHARLES CORP | 559,300 | $43.8B | 24.79% | |
| 2 | ETRENTERGY CORP NEW | 200,000 | $17.1B | 9.68% | |
| 3 | AEPAMERICAN ELEC PWR CO INC | 150,000 | $16.4B | 9.28% | |
| 4 | SAROSTANDARDAERO INC | 575,000 | $15.3B | 8.67% | |
| 5 | KKR 6.25 03/01/28 DKKR & CO INC | 262,500 | $13.0B | 7.34% | |
| 6 | VIKVIKING HOLDINGS LTD | 303,723 | $12.1B | 6.84% | |
| 7 | WAYWAYSTAR HLDG CORP | 314,300 | $11.7B | 6.65% | |
| 8 | ADTADT INC DEL | 1,225,151 | $10.0B | 5.65% | |
| 9 | SFDSMITHFIELD FOODS INC | 420,915 | $8.6B | 4.86% | |
| 10 | SAILSAILPOINT INC | 350,365 | $6.6B | 3.72% | |
| 11 | VGVENTURE GLOBAL INC | 561,695 | $5.8B | 3.28% | |
| 12 | BBNXBETA BIONICS INC | 275,825 | $3.4B | 1.91% | |
| 13 | RACEFERRARI N V | 7,534 | $3.2B | 1.83% | |
| 14 | PRMBPRIMO BRANDS CORPORATION | 76,281 | $2.7B | 1.53% | |
| 15 | BTSGBRIGHTSPRING HEALTH SVCS INC | 99,973 | $1.8B | 1.02% | |
| 16 | NPCENEUROPACE INC | 99,985 | $1.2B | 0.70% | |
| 17 | BNTCBENITEC BIOPHARMA INC | 80,000 | $1.0B | 0.59% | |
| 18 | AKBAAKEBIA THERAPEUTICS INC | 500,000 | $960.0M | 0.54% | |
| 19 | KRMNKARMAN HLDGS INC | 25,000 | $835.5M | 0.47% | |
| 20 | TTAMTITAN AMER SA | 60,000 | $811.2M | 0.46% | |
| 21 | KMTSKESTRA MED TECHNOLOGIES LTD | 12,600 | $314.0M | 0.18% |