Longaeva Partners L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.2B
Holdings
115
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BDXBECTON DICKINSON & CO | 1,131,330 | $219.6M | 18.42% | Call |
| 2 | EWEDWARDS LIFESCIENCES CORP | 1,104,367 | $94.1M | 7.90% | Call |
| 3 | SBUXSTARBUCKS CORP | 600,000 | $50.5M | 4.24% | Call |
| 4 | GENIGENIUS SPORTS LIMITED | 4,206,584 | $46.4M | 3.89% | Call |
| 5 | CAICARIS LIFE SCIENCES INC | 1,509,745 | $40.7M | 3.42% | |
| 6 | STUBSTUBHUB HLDGS INC | 2,450,047 | $33.1M | 2.78% | Call |
| 7 | DWDMORGAN STANLEY | 142,929 | $25.4M | 2.13% | |
| 8 | TPGTPG INC | 374,833 | $23.9M | 2.01% | |
| 9 | NVONOVO-NORDISK A S | 444,266 | $22.6M | 1.90% | |
| 10 | PNCPNC FINL SVCS GROUP INC | 106,306 | $22.2M | 1.86% | |
| 11 | CFGCITIZENS FINL GROUP INC | 373,607 | $21.8M | 1.83% | |
| 12 | PCTYPAYLOCITY HLDG CORP | 121,383 | $18.5M | 1.55% | |
| 13 | NRIXNURIX THERAPEUTICS INC | 927,729 | $17.6M | 1.48% | |
| 14 | ROSTROSS STORES INC | 96,767 | $17.4M | 1.46% | |
| 15 | VRSNVERISIGN INC | 71,278 | $17.3M | 1.45% | |
| 16 | EATBRINKER INTL INC | 119,904 | $17.2M | 1.44% | |
| 17 | AMZNAMAZON COM INC | 73,500 | $17.0M | 1.42% | |
| 18 | ASAMER SPORTS INC | 450,328 | $16.8M | 1.41% | |
| 19 | DKNGDRAFTKINGS INC NEW | 452,289 | $15.6M | 1.31% | |
| 20 | ANNXANNEXON INC | 3,100,000 | $15.6M | 1.31% | |
| 21 | TRVCCITIGROUP INC | 128,314 | $15.0M | 1.26% | |
| 22 | RJFRAYMOND JAMES FINL INC | 90,741 | $14.6M | 1.22% | |
| 23 | BENFRANKLIN RESOURCES INC | 562,264 | $13.4M | 1.13% | |
| 24 | KKRKKR & CO INC | 105,345 | $13.4M | 1.13% | |
| 25 | TOSTTOAST INC | 340,925 | $12.1M | 1.02% | |
| 26 | BIRKBIRKENSTOCK HOLDING PLC | 256,156 | $10.5M | 0.88% | |
| 27 | UNHUNITEDHEALTH GROUP INC | 30,967 | $10.2M | 0.86% | |
| 28 | FISFIDELITY NATL INFORMATION SV | 151,695 | $10.1M | 0.85% | |
| 29 | BETABETA TECHNOLOGIES INC | 349,608 | $9.9M | 0.83% | |
| 30 | GLBEGLOBAL E ONLINE LTD | 239,726 | $9.4M | 0.79% | |
| 31 | HBANHUNTINGTON BANCSHARES INC | 531,414 | $9.2M | 0.77% | |
| 32 | CNCCENTENE CORP DEL | 223,597 | $9.2M | 0.77% | |
| 33 | WF2WINTRUST FINL CORP | 64,715 | $9.0M | 0.76% | |
| 34 | NTRSNORTHERN TR CORP | 65,972 | $9.0M | 0.76% | |
| 35 | MNSTMONSTER BEVERAGE CORP NEW | 115,867 | $8.9M | 0.75% | |
| 36 | HLNEHAMILTON LANE INC | 63,619 | $8.5M | 0.72% | |
| 37 | RKTROCKET COS INC | 436,794 | $8.5M | 0.71% | |
| 38 | NIQNIQ GLOBAL INTELLIGENCE PLC | 497,489 | $8.2M | 0.69% | |
| 39 | TXNTEXAS INSTRS INC | 47,164 | $8.2M | 0.69% | |
| 40 | SSBSOUTHSTATE BK CORP | 86,192 | $8.1M | 0.68% | |
| 41 | SFMSPROUTS FMRS MKT INC | 101,644 | $8.1M | 0.68% | |
| 42 | ARESARES MANAGEMENT CORPORATION | 49,253 | $8.0M | 0.67% | |
| 43 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 94,606 | $7.9M | 0.66% | |
| 44 | AMGAFFILIATED MANAGERS GROUP IN | 26,553 | $7.7M | 0.64% | |
| 45 | MCMOELIS & CO | 110,660 | $7.6M | 0.64% | |
| 46 | YB4PSAVARA INC | 1,246,042 | $7.5M | 0.63% | |
| 47 | CCLCARNIVAL CORP | 232,869 | $7.1M | 0.60% | |
| 48 | XYZBLOCK INC | 104,842 | $6.8M | 0.57% | |
| 49 | KKR 6.25 03/01/28 DKKR & CO INC | 125,000 | $6.5M | 0.54% | |
| 50 | PNFPPINNACLE FINL PARTNERS INC | 67,341 | $6.4M | 0.54% | |
| 51 | WBIWATERBRIDGE INFRASTRUCTURE L | 293,865 | $5.9M | 0.49% | |
| 52 | CTNMCONTINEUM THERAPEUTICS INC | 470,000 | $5.4M | 0.45% | |
| 53 | ALHALLIANCE LAUNDRY HLDGS INC | 239,760 | $4.9M | 0.41% | |
| 54 | QC10FLAGSTAR BANK NATIONAL ASSOC | 357,189 | $4.5M | 0.38% | |
| 55 | CTRICENTURI HOLDINGS INC | 177,016 | $4.5M | 0.37% | |
| 56 | CHYMCHIME FINL INC | 176,981 | $4.5M | 0.37% | |
| 57 | FTREFORTREA HLDGS INC | 252,074 | $4.3M | 0.36% | |
| 58 | MARMARRIOTT INTL INC NEW | 13,764 | $4.3M | 0.36% | |
| 59 | JPMJPMORGAN CHASE & CO. | 13,050 | $4.2M | 0.35% | |
| 60 | GPCRSTRUCTURE THERAPEUTICS INC | 60,000 | $4.2M | 0.35% | |
| 61 | MHMCGRAW HILL INC | 250,251 | $4.1M | 0.35% | |
| 62 | RELYREMITLY GLOBAL INC | 297,689 | $4.1M | 0.34% | |
| 63 | VVISA INC | 11,489 | $4.0M | 0.34% | |
| 64 | ULSUL SOLUTIONS INC | 50,823 | $4.0M | 0.34% | |
| 65 | BNTCBENITEC BIOPHARMA INC | 290,000 | $3.9M | 0.33% | |
| 66 | FT2FIRST HORIZON CORPORATION | 163,336 | $3.9M | 0.33% | |
| 67 | ORKAORUKA THERAPEUTICS INC | 128,110 | $3.9M | 0.33% | |
| 68 | ELLAUDER ESTEE COS INC | 36,997 | $3.9M | 0.32% | |
| 69 | BLKBLACKROCK INC | 3,587 | $3.8M | 0.32% | |
| 70 | MDLNMEDLINE INC | 90,238 | $3.8M | 0.32% | |
| 71 | LMRILUMEXA IMAGING HOLDINGS INC | 200,000 | $3.7M | 0.31% | |
| 72 | BURLBURLINGTON STORES INC | 12,521 | $3.6M | 0.30% | |
| 73 | VIKVIKING HOLDINGS LTD | 50,000 | $3.6M | 0.30% | |
| 74 | SHAKSHAKE SHACK INC | 42,500 | $3.4M | 0.29% | |
| 75 | KLARKLARNA GROUP PLC | 115,000 | $3.3M | 0.28% | |
| 76 | AEROGRUPO AEROMEXICO SAB DE CV | 150,000 | $3.3M | 0.28% | |
| 77 | SIONSIONNA THERAPEUTICS INC | 79,729 | $3.3M | 0.28% | |
| 78 | KNTKKINETIK HOLDINGS INC | 86,364 | $3.1M | 0.26% | |
| 79 | FITBFIFTH THIRD BANCORP | 62,049 | $2.9M | 0.24% | |
| 80 | RANIRANI THERAPEUTICS HLDGS INC | 2,113,435 | $2.9M | 0.24% | |
| 81 | WAYWAYSTAR HLDG CORP | 86,642 | $2.8M | 0.24% | |
| 82 | RHRH | 14,500 | $2.6M | 0.22% | |
| 83 | JEFJEFFERIES FINL GROUP INC | 40,617 | $2.5M | 0.21% | |
| 84 | WLTHWEALTHFRONT CORP | 175,000 | $2.4M | 0.20% | |
| 85 | BROSDUTCH BROS INC | 36,884 | $2.3M | 0.19% | |
| 86 | IMNMIMMUNOME INC | 102,500 | $2.2M | 0.18% | |
| 87 | EPAMEPAM SYS INC | 10,157 | $2.1M | 0.17% | |
| 88 | ETSYETSY INC | 35,000 | $1.9M | 0.16% | |
| 89 | WHWYNDHAM HOTELS & RESORTS INC | 25,000 | $1.9M | 0.16% | |
| 90 | QXOQXO INC | 93,545 | $1.8M | 0.15% | |
| 91 | ANDGANDERSEN GROUP INC | 69,028 | $1.8M | 0.15% | |
| 92 | SEPNSEPTERNA INC | 49,902 | $1.4M | 0.12% | |
| 93 | ELFE L F BEAUTY INC | 17,500 | $1.3M | 0.11% | |
| 94 | SLDESLIDE INS HLDGS INC | 63,027 | $1.2M | 0.10% | |
| 95 | SRRKSCHOLAR ROCK HLDG CORP | 27,006 | $1.2M | 0.10% | |
| 96 | FIGRFIGURE TECHNOLOGY SOLUTIO | 27,414 | $1.1M | 0.09% | |
| 97 | XZOEXZEO GROUP INC | 38,000 | $921K | 0.08% | |
| 98 | SOFISOFI TECHNOLOGIES INC | 34,123 | $893K | 0.07% | |
| 99 | TEMTEMPUS AI INC | 12,772 | $754K | 0.06% | |
| 100 | BHVNBIOHAVEN LTD | 64,800 | $731K | 0.06% |
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