Longaeva Partners L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.70B
Q ending 2026-03-31
Prior quarter
$1.19B
Q ending 2025-12-31
Change
+126.5% QoQ · +1429.4% YoY
Positions
204
reported holdings
Largest positions
Top 100 of 204 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Qqq Tr | QQQ | Put | $444.4M | 770K |
| Bank America Corp | BAC | Shares | $75.8M | 1.6M |
| Pnc Finl Svcs Group Inc | PNC | Shares | $68.0M | 327K |
| Boston Scientific Corp | BSX | Shares | $60.1M | 957K |
| Keycorp | KEY | Shares | $59.6M | 3.0M |
| Nvidia Corporation | NVDA | Call | $57.4M | 329K |
| Goldman Sachs Group Inc | GS | Shares | $57.2M | 68K |
| Morgan Stanley | MS | Shares | $51.6M | 313K |
| Minimed Group Inc | MMED | Shares | $47.4M | 3.2M |
| Citizens Finl Group Inc | CFG | Shares | $47.1M | 786K |
| Evercore Inc | EVR | Shares | $46.9M | 157K |
| Mastercard Incorporated | MA | Shares | $42.9M | 86K |
| Msci Inc | MSCI | Shares | $41.9M | 78K |
| S&P Global Inc | SPGI | Shares | $39.5M | 93K |
| Us Bancorp | USB | Shares | $39.2M | 753K |
| Vishay Intertechnology Inc | VSH | Shares | $34.1M | 1.9M |
| Cognizant Technology Solutio | CTSH | Shares | $33.7M | 549K |
| Schwab Charles Corp | SCHW | Shares | $32.8M | 349K |
| Kkr & Co Inc | KKR | Shares | $32.3M | 349K |
| Boston Scientific Corp | BSX | Call | $31.4M | 500K |
| Flagstar Bank National Assoc | FLG | Shares | $30.3M | 2.3M |
| Target Corp | TGT | Shares | $30.0M | 248K |
| Lantheus Hldgs Inc | LNTH | Shares | $29.1M | 384K |
| Medline Inc | MDLN | Shares | $28.3M | 635K |
| Acm Resh Inc | ACMR | Shares | $27.9M | 708K |
| Asml Hldg Nv | Shares | $26.0M | 20K | |
| Toast Inc | TOST | Shares | $24.9M | 941K |
| Wex Inc | WEX | Shares | $24.7M | 161K |
| Amazon Com Inc | AMZN | Shares | $24.0M | 115K |
| Nurix Therapeutics Inc | NRIX | Shares | $23.1M | 1.5M |
| Amer Sports Inc | Shares | $23.0M | 699K | |
| Pjt Partners Inc | PJT | Shares | $21.7M | 155K |
| Starbucks Corp | SBUX | Shares | $21.0M | 234K |
| Citigroup Inc | C | Shares | $20.5M | 181K |
| Franklin Resources Inc | BEN | Shares | $20.4M | 863K |
| Henry Jack & Assoc Inc | JKHY | Shares | $20.2M | 128K |
| Johnson Controls Internation | Shares | $19.5M | 149K | |
| Fortrea Hldgs Inc | FTRE | Shares | $19.3M | 2.0M |
| Genius Sports Limited | Call | $18.4M | 4.2M | |
| Remitly Global Inc | RELY | Shares | $17.6M | 1.1M |
| Nvidia Corporation | NVDA | Shares | $17.1M | 98K |
| Genius Sports Limited | Shares | $17.0M | 3.8M | |
| Meta Platforms Inc | META | Shares | $16.8M | 29K |
| American Airlines Group Inc | AAL | Call | $16.6M | 1.6M |
| Applied Matls Inc | AMAT | Shares | $16.6M | 49K |
| Nvent Elec Plc | Shares | $16.6M | 140K | |
| Piper Sandler Companies | PIPR | Shares | $16.2M | 212K |
| Ross Stores Inc | ROST | Shares | $16.0M | 74K |
| Astrazeneca Plc | Shares | $15.8M | 80K | |
| Pfizer Inc | PFE | Shares | $15.7M | 561K |
| Interactive Brokers Group In | IBKR | Shares | $15.5M | 231K |
| Verisign Inc | VRSN | Shares | $15.2M | 61K |
| Home Depot Inc | HD | Shares | $15.1M | 46K |
| Kinetik Holdings Inc | KNTK | Shares | $15.1M | 311K |
| Bitdeer Technologies Group | Shares | $14.7M | 1.7M | |
| Idex Corp | IEX | Shares | $13.8M | 73K |
| Pfizer Inc | PFE | Call | $13.5M | 480K |
| Affirm Hldgs Inc | AFRM | Shares | $13.1M | 285K |
| Cogent Biosciences Inc | COGT | Shares | $12.9M | 335K |
| Ww Grainger Inc | GWW | Shares | $12.3M | 11K |
| Arrowhead Pharmaceuticals In | ARWR | Shares | $12.2M | 195K |
| Mettler Toledo International | MTD | Shares | $11.7M | 9K |
| Bank New York Mellon Corp | BNY | Shares | $11.3M | 95K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $11.1M | 25K |
| Stubhub Hldgs Inc | STUB | Call | $10.9M | 1.8M |
| On Hldg Ag | Shares | $10.6M | 313K | |
| Biontech Se | BNTX | Shares | $10.6M | 119K |
| Global E Online Ltd | Shares | $10.6M | 343K | |
| Associated Banc-Corp | ASB | Shares | $10.5M | 405K |
| Old Natl Bancorp Ind | ONB | Shares | $10.3M | 464K |
| Ametek Inc | AME | Shares | $10.2M | 48K |
| Booz Allen Hamilton Hldg Cor | BAH | Shares | $9.6M | 123K |
| Applied Matls Inc | AMAT | Call | $9.6M | 28K |
| Contineum Therapeutics Inc | CTNM | Shares | $9.6M | 732K |
| Qiagen Nv | Shares | $9.2M | 230K | |
| First Horizon Corporation | FHN | Shares | $9.1M | 400K |
| Parker-Hannifin Corp | PH | Shares | $9.0M | 10K |
| Dexcom Inc | DXCM | Shares | $8.5M | 135K |
| Seagate Technology Hldngs Pl | Shares | $8.4M | 22K | |
| Meta Platforms Inc | META | Call | $8.2M | 14K |
| Burlington Stores Inc | BURL | Shares | $8.1M | 25K |
| Heico Corp New | HEI | Shares | $7.8M | 29K |
| Immatics N.V | Shares | $7.7M | 781K | |
| Moonlake Immunotherapeutics | MLTX | Shares | $7.6M | 410K |
| Marriott Intl Inc New | MAR | Shares | $7.2M | 22K |
| Southstate Bk Corp | SSB | Shares | $7.2M | 78K |
| Inspire Med Sys Inc | INSP | Shares | $7.2M | 139K |
| Synopsys Inc | SNPS | Shares | $7.0M | 18K |
| Savara Inc | SVRA | Shares | $7.0M | 1.3M |
| Fiserv Inc | FISV | Shares | $6.9M | 123K |
| Transmedics Group Inc | TMDX | Shares | $6.9M | 69K |
| Amgen Inc | AMGN | Shares | $6.8M | 19K |
| Oruka Therapeutics Inc | ORKA | Shares | $6.7M | 137K |
| Asml Hldg Nv | Call | $6.6M | 5K | |
| Centene Corp Del | CNC | Shares | $6.5M | 199K |
| Diodes Inc | DIOD | Shares | $6.5M | 95K |
| Wyndham Hotels & Resorts Inc | WH | Shares | $6.5M | 80K |
| Charles Riv Labs Intl Inc | CRL | Shares | $6.3M | 37K |
| Rbc Bearings Inc | RBC | Shares | $6.2M | 11K |
| Saia Inc | SAIA | Shares | $6.0M | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.