Longaeva Partners

Longaeva Partners as of March 31, 2026

Portfolio Holdings for Longaeva Partners

Longaeva Partners holds 194 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 16.5 $445M 770k 577.18
Boston Scientific Corporation Call Option (BSX) 3.4 $91M 1.5M 62.75
Bank of America Corporation (BAC) 2.8 $76M 1.6M 48.75
NVIDIA Corporation Call Option (NVDA) 2.8 $75M 427k 174.40
PNC Financial Services (PNC) 2.5 $68M 327k 208.09
Key (KEY) 2.2 $60M 3.0M 20.05
Goldman Sachs (GS) 2.1 $57M 68k 845.99
Morgan Stanley Com New (MS) 1.9 $52M 314k 164.57
Minimed Group 1.8 $47M 3.2M 14.92
Citizens Financial (CFG) 1.7 $47M 786k 59.97
Evercore Class A (EVR) 1.7 $47M 157k 298.51
Mastercard Incorporated Cl A (MA) 1.6 $43M 86k 499.66
Msci (MSCI) 1.6 $42M 78k 539.01
S&p Global (SPGI) 1.5 $40M 93k 425.34
Us Bancorp Com New (USB) 1.5 $39M 753k 52.01
Genius Sports Shares Cl A Call Option (GENI) 1.3 $35M 8.0M 4.43
Vishay Intertechnology (VSH) 1.3 $34M 1.9M 18.00
Cognizant Technology Solutio Cl A (CTSH) 1.2 $34M 549k 61.35
Charles Schwab Corporation (SCHW) 1.2 $33M 349k 93.98
Asml Hldg Nv N Y Registry Shs Call Option (ASML) 1.2 $33M 25k 1320.83
Kkr & Co (KKR) 1.2 $32M 349k 92.50
Flagstar Bank National Assoc Com New (FLG) 1.1 $30M 2.3M 13.17
Target Corporation (TGT) 1.1 $30M 248k 121.20
Pfizer Call Option (PFE) 1.1 $29M 1.0M 28.08
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 1.1 $29M 384k 75.85
Medline Com Cl A (MDLN) 1.0 $28M 635k 44.50
Acm Resh Com Cl A (ACMR) 1.0 $28M 708k 39.35
Applied Materials Call Option (AMAT) 1.0 $26M 77k 341.79
Meta Platforms Cl A Call Option (META) 0.9 $25M 44k 572.13
Toast Cl A (TOST) 0.9 $25M 941k 26.51
Wright Express (WEX) 0.9 $25M 161k 153.04
Amazon (AMZN) 0.9 $24M 115k 208.27
Nurix Therapeutics (NRIX) 0.9 $23M 1.5M 15.50
Amer Sports Com Shs (AS) 0.9 $23M 699k 32.92
Pjt Partners Com Cl A (PJT) 0.8 $22M 155k 139.72
Starbucks Corporation (SBUX) 0.8 $21M 234k 89.59
Citigroup Com New (C) 0.8 $21M 181k 113.41
Franklin Resources (BEN) 0.8 $20M 863k 23.62
Jack Henry & Associates (JKHY) 0.7 $20M 128k 158.04
Johnson Controls Internation SHS (JCI) 0.7 $20M 149k 130.95
Fortrea Hldgs Common Stock (FTRE) 0.7 $19M 2.0M 9.42
American Airls Call Option (AAL) 0.7 $18M 1.7M 10.74
Remitly Global (RELY) 0.7 $18M 1.1M 15.67
Nvent Elec SHS (NVT) 0.6 $17M 140k 118.28
Piper Sandler Companies Com New (PIPR) 0.6 $16M 212k 76.55
Ross Stores (ROST) 0.6 $16M 74k 216.63
Astrazeneca Ord (AZN) 0.6 $16M 80k 197.22
Interactive Brokers Group In Com Cl A (IBKR) 0.6 $16M 232k 67.07
Verisign (VRSN) 0.6 $15M 61k 248.36
Home Depot (HD) 0.6 $15M 46k 328.89
Kinetik Holdings Com New Cl A (KNTK) 0.6 $15M 311k 48.41
Bitdeer Technologies Group Cl A Ord Shs (BTDR) 0.5 $15M 1.7M 8.65
IDEX Corporation (IEX) 0.5 $14M 73k 189.55
Affirm Hldgs Com Cl A (AFRM) 0.5 $13M 285k 45.82
Cogent Biosciences (COGT) 0.5 $13M 335k 38.49
W.W. Grainger (GWW) 0.5 $12M 11k 1090.81
Arrowhead Pharmaceuticals (ARWR) 0.5 $12M 195k 62.70
Mettler-Toledo International (MTD) 0.4 $12M 9.3k 1261.20
Bank of New York Mellon Corporation (BK) 0.4 $11M 95k 118.63
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $11M 25k 446.54
Stubhub Hldgs Cl A Call Option (STUB) 0.4 $11M 1.8M 6.24
On Hldg Namen Akt A (ONON) 0.4 $11M 313k 34.02
Biontech Se Sponsored Ads (BNTX) 0.4 $11M 119k 88.88
Global E Online SHS (GLBE) 0.4 $11M 343k 30.85
Associated Banc- (ASB) 0.4 $11M 405k 25.86
Old National Ban (ONB) 0.4 $10M 465k 22.10
Ametek (AME) 0.4 $10M 48k 214.36
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.4 $9.6M 123k 78.03
Contineum Therapeutics Cl A (CTNM) 0.4 $9.6M 732k 13.06
Qiagen Nv Ord Shares (QGEN) 0.3 $9.2M 230k 40.04
First Horizon National Corporation (FHN) 0.3 $9.1M 400k 22.76
Parker-Hannifin Corporation (PH) 0.3 $9.0M 10k 895.24
Dex (DXCM) 0.3 $8.5M 135k 62.80
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $8.4M 22k 391.76
Burlington Stores (BURL) 0.3 $8.1M 25k 325.38
HEICO Corporation (HEI) 0.3 $7.8M 29k 274.20
Immatics SHS (IMTX) 0.3 $7.7M 781k 9.84
Moonlake Immunotherapeutics Class A Ord (MLTX) 0.3 $7.6M 410k 18.64
Marriott Intl Cl A (MAR) 0.3 $7.2M 22k 327.07
Southstate Bk Corp (SSB) 0.3 $7.2M 78k 92.52
Inspire Med Sys (INSP) 0.3 $7.2M 139k 51.58
Synopsys (SNPS) 0.3 $7.0M 18k 396.48
Savara (SVRA) 0.3 $7.0M 1.3M 5.46
Fiserv (FISV) 0.3 $6.9M 123k 55.80
Transmedics Group (TMDX) 0.3 $6.9M 69k 99.41
Amgen (AMGN) 0.3 $6.8M 19k 351.85
Oruka Therapeutics (ORKA) 0.2 $6.7M 137k 49.05
Centene Corporation (CNC) 0.2 $6.5M 199k 32.74
Diodes Incorporated (DIOD) 0.2 $6.5M 95k 68.26
Wyndham Hotels And Resorts (WH) 0.2 $6.5M 80k 81.23
Charles River Laboratories (CRL) 0.2 $6.3M 37k 172.50
RBC Bearings Incorporated (RBC) 0.2 $6.2M 12k 543.12
Saia (SAIA) 0.2 $6.0M 17k 351.28
Southwest Airlines (LUV) 0.2 $5.8M 155k 37.57
Draftkings Com Cl A Call Option (DKNG) 0.2 $5.6M 261k 21.62
Ge Vernova (GEV) 0.2 $5.5M 6.4k 872.90
GDS HLDGS Sponsored Ads (GDS) 0.2 $5.5M 136k 40.29
UnitedHealth (UNH) 0.2 $5.4M 20k 270.59
Belite Bio Sponsored Ads (BLTE) 0.2 $5.3M 34k 159.44
Carnival Corp Common Stock (CCL) 0.2 $5.3M 205k 25.88
Wells Fargo & Company (WFC) 0.2 $5.1M 64k 79.61
Banc Of California (BANC) 0.2 $5.0M 286k 17.58
Wal-Mart Stores (WMT) 0.2 $5.0M 40k 124.28
Trane Technologies SHS (TT) 0.2 $4.9M 12k 416.74
Lumexa Imaging Holdings (LMRI) 0.2 $4.8M 557k 8.60
Ultragenyx Pharmaceutical (RARE) 0.2 $4.8M 228k 20.95
Relay Therapeutics (RLAY) 0.2 $4.7M 471k 9.95
York Space Systems 0.2 $4.7M 210k 22.17
Kyivstar Group Ord Shs (KYIV) 0.2 $4.6M 458k 10.12
Alliance Laundry Hldgs (ALH) 0.2 $4.5M 219k 20.74
TJX Companies (TJX) 0.2 $4.5M 28k 159.70
Enliven Therapeutics (ELVN) 0.2 $4.4M 113k 39.20
Pentair SHS (PNR) 0.2 $4.4M 50k 87.11
Procept Biorobotics Corp (PRCT) 0.2 $4.4M 175k 25.01
Verastem Com New (VSTM) 0.2 $4.3M 808k 5.30
Northrop Grumman Corporation (NOC) 0.2 $4.3M 6.3k 682.24
MasTec (MTZ) 0.2 $4.2M 13k 321.74
East West Ban (EWBC) 0.1 $3.9M 37k 106.76
Werner Enterprises (WERN) 0.1 $3.9M 134k 29.41
Vnet Group Sponsored Ads A (VNET) 0.1 $3.6M 430k 8.39
Union Pacific Corporation (UNP) 0.1 $3.6M 15k 242.62
Shake Shack Cl A (SHAK) 0.1 $3.5M 40k 88.47
Forgent Power Solutions Com Shs Cl A (FPS) 0.1 $3.5M 118k 29.27
Annexon (ANNX) 0.1 $3.4M 620k 5.54
Hubbell (HUBB) 0.1 $3.1M 6.4k 490.74
American Eagle Outfitters (AEO) 0.1 $3.1M 183k 16.70
Equipmentshare Com Cl A 0.1 $3.1M 150k 20.37
Ralliant Corp (RAL) 0.1 $3.0M 73k 41.59
Plexus (PLXS) 0.1 $2.9M 14k 202.54
Boeing Company (BA) 0.1 $2.8M 14k 199.03
Ultra Clean Holdings (UCTT) 0.1 $2.8M 45k 62.18
Erasca (ERAS) 0.1 $2.8M 171k 16.18
Cullinan Oncology (CGEM) 0.1 $2.6M 184k 14.21
Entrada Therapeutics (TRDA) 0.1 $2.6M 205k 12.62
Cytomx Therapeutics (CTMX) 0.1 $2.6M 550k 4.70
Chime Finl Com Shs Cl A (CHYM) 0.1 $2.6M 136k 18.73
Helix Acquisition Corp Iii Usd Cl A Ord Shs 0.1 $2.5M 248k 10.16
Averin Cap Acquisition Corp Unit 01/30/2031 (ACAAU) 0.1 $2.5M 250k 9.99
Vertiv Holdings Com Cl A (VRT) 0.1 $2.5M 10k 250.58
Costco Wholesale Corporation (COST) 0.1 $2.5M 2.5k 996.43
Allegiant Travel Company (ALGT) 0.1 $2.4M 29k 81.04
Bobs Disc Furniture Com Shs 0.1 $2.4M 200k 11.75
Cracker Barrel Old Country Store (CBRL) 0.1 $2.3M 80k 28.11
Grupo Aeromexico Sab De Cv Sponsored Ads (AERO) 0.1 $2.1M 150k 14.01
Rockwell Automation (ROK) 0.1 $2.0M 5.7k 358.88
USA Rare Earth Inc A (USAR) 0.1 $1.9M 125k 15.13
Septerna (SEPN) 0.1 $1.8M 75k 24.03
Digitalocean Hldgs (DOCN) 0.1 $1.7M 20k 85.78
Rani Therapeutics Hldgs Com Cl A (RANI) 0.1 $1.7M 2.3M 0.73
Once Upon A Farm Pbc (OFRM) 0.1 $1.6M 100k 16.35
Brightspring Health Svcs (BTSG) 0.1 $1.6M 38k 42.61
Mcgraw Hill (MH) 0.1 $1.6M 119k 13.70
Everspin Technologies (MRAM) 0.1 $1.5M 173k 8.79
Eliem Therapeutics (CLYM) 0.1 $1.5M 218k 6.85
Beta Technologies Com Shs Cl A (BETA) 0.1 $1.4M 96k 14.70
Roku Com Cl A (ROKU) 0.1 $1.4M 15k 94.62
Benitec Biopharma Com New (BNTC) 0.0 $1.3M 125k 10.65
Western Union Company (WU) 0.0 $1.3M 148k 8.73
J.B. Hunt Transport Services (JBHT) 0.0 $1.3M 5.9k 211.90
Edgewise Therapeutics (EWTX) 0.0 $1.2M 37k 31.50
Serve Robotics (SERV) 0.0 $1.1M 129k 8.44
M&T Bank Corporation (MTB) 0.0 $1.1M 5.3k 206.72
Summit Therapeutics (SMMT) 0.0 $1.1M 57k 18.96
United Parcel Svcs CL B (UPS) 0.0 $1.1M 11k 98.38
Bwx Technologies (BWXT) 0.0 $1.0M 4.9k 204.49
TransDigm Group Incorporated (TDG) 0.0 $977k 843.00 1158.96
Voyager Technologies Com Cl A (VOYG) 0.0 $965k 41k 23.39
Black Rock Coffee Bar Cl A (BRCB) 0.0 $924k 72k 12.92
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $924k 7.8k 118.62
Apollo Global Mgmt (APO) 0.0 $780k 7.0k 111.42
Pyxis Oncology Common Stock (PYXS) 0.0 $735k 503k 1.46
Solv Energy Com Shs Cl A (MWH) 0.0 $700k 23k 30.03
Pmv Pharmaceuticals (PMVP) 0.0 $685k 552k 1.24
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $652k 11k 57.58
Phoenix Ed Partners (PXED) 0.0 $647k 21k 31.46
Arvinas Ord (ARVN) 0.0 $532k 50k 10.60
Sionna Therapeutics (SION) 0.0 $509k 13k 40.09
Oneim Acquisition Corp Unit 01/07/2031 0.0 $506k 50k 10.11
Paychex (PAYX) 0.0 $424k 4.6k 92.12
Lincoln Electric Holdings (LECO) 0.0 $417k 1.7k 249.08
Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) 0.0 $402k 37k 10.97
Capital Sr Living Corp (SNDA) 0.0 $382k 12k 32.25
Beam Therapeutics (BEAM) 0.0 $370k 16k 23.83
Tractor Supply Company (TSCO) 0.0 $366k 8.1k 45.30
Xenon Pharmaceuticals (XENE) 0.0 $363k 6.3k 58.15
T. Rowe Price (TROW) 0.0 $348k 3.9k 90.14
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $336k 3.1k 109.10
Peloton Interactive Cl A Com (PTON) 0.0 $331k 77k 4.29
Waterbridge Infrastructure L Cl A Shs Repstg (WBI) 0.0 $301k 11k 26.79
Lennar Corp Cl A (LEN) 0.0 $280k 3.2k 86.84
Lennox International (LII) 0.0 $230k 496.00 464.13
Rh (RH) 0.0 $209k 1.5k 139.82
International Business Machines (IBM) 0.0 $92k 380.00 242.39
Fastenal Company (FAST) 0.0 $62k 1.3k 46.40