Longaeva Partners L.P.
CIK 2054122 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- CAI4.84%
- BDX3.03%
- MS3.02%
- GENI3.00%
- TPG2.85%
- NVO2.69%
- PNC2.64%
- EW2.63%
- CFG2.60%
- STUB2.33%
Share classes counted separately29.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- STUBWeight decreased · -7.33 pp9.66% → 2.33%Shares -1.25M (-46.21%)
- CAIWeight decreased · -3.43 pp8.27% → 4.84%Shares +223.78K (+17.40%)
- BIRKWeight decreased · -2.18 pp3.43% → 1.25%Shares -100.13K (-28.10%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CAICARIS LIFE SCIENCES INC View history and evidence | $40.73M | 4.84% | 1.51M shares | 8.27% → 4.84%-3.43 pp +223.78K (+17.40%) | Added | ↗▾ |
| 02 | BDXBECTON DICKINSON AND CO View history and evidence | $25.49M | 3.03% | 131.33K shares | Prior unavailable +131.33K | New | ↗▾ |
| 03 | MSMORGAN STANLEYCOM NEW View history and evidence | $25.37M | 3.02% | 142.93K shares | Prior unavailable +142.93K | New | ↗▾ |
| 04 | GENIGENIUS SPORTS LTDSHARES CL A View history and evidence | $25.20M | 3.00% | 2.29M shares | Prior unavailable +2.29M | New | ↗▾ |
| 05 | TPGTPG INCCOM CL A View history and evidence | $23.93M | 2.85% | 374.83K shares | 4.71% → 2.85%-1.86 pp -10.60K (-2.75%) | Reduced | ↗▾ |
| 06 | NVONOVO-NORDISK A/S-SPONS ADRADR View history and evidence | $22.60M | 2.69% | 444.27K shares | Prior unavailable +444.27K | New | ↗▾ |
| 07 | PNCPNC FINANCIAL SERVICES GROUP View history and evidence | $22.19M | 2.64% | 106.31K shares | Prior unavailable +106.31K | New | ↗▾ |
| 08 | EWEDWARDS LIFESCIENCES CORP View history and evidence | $22.11M | 2.63% | 259.37K shares | 4.13% → 2.63%-1.50 pp +9.88K (+3.96%) | Added | ↗▾ |
| 09 | CFGCITIZENS FINANCIAL GROUP View history and evidence | $21.82M | 2.60% | 373.61K shares | Prior unavailable +373.61K | New | ↗▾ |
| 10 | STUBSTUBHUB HOLDINGS INC-CLASS ACL A View history and evidence | $19.62M | 2.33% | 1.45M shares | 9.66% → 2.33%-7.33 pp -1.25M (-46.21%) | Reduced | ↗▾ |
Options overlay 5
$351.32M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
BDXBECTON DICKINSON AND CO View history and evidence | Call | 1.00M | $194.07M | +1.00M | ▾ |
EWEDWARDS LIFESCIENCES CORP View history and evidence | Call | 845.00K | $72.04M | 0 (0.00%) | ▾ |
SBUXSTARBUCKS CORP View history and evidence | Call | 600.00K | $50.53M | +600.00K | ▾ |
3 / 5 options · preview only
Exited positions 43
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST SERIES 1 | Put | -190,000 | -$114.07M | SEC filing ↗ | SEC filing ↗ |
| 436440101 HOLOGIC INC | Non-derivative | -614,934 | -$41.50M | SEC filing ↗ | SEC filing ↗ |
| BTSG BRIGHTSPRING HEALTH SERVICES | Non-derivative | -532,294 | -$15.73M | SEC filing ↗ | SEC filing ↗ |
3 / 43 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2054122 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1192163719
}Research all 119 reported holdings.
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