Filed: 11/14/2025ACC: 0001193125-25-282266
📋 What this filing means
LONGAEVA PARTNERS L.P. filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $693.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$693.54M
Total AUM (reported)
16.70M
Total Shares
Allocation by class
COM$326.57M47.1%
UNIT SER 1$114.07M16.4%
CL A$76.49M11.0%
COM SHS$43.28M6.2%
COM CL A$34.63M5.0%
SHS$21.31M3.1%
ORD SHS$17.58M2.5%
Portfolio Concentration
Top 3$263.53M38.0%
4–10$187.13M27.0%
11–25$145.36M21.0%
Rest$97.53M14.1%
Top 3 weight
38.0%
Top 10 weight
65.0%
Voting Authority Distribution
Total shares with voting rights: 16.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
16.70M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other73
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings73
Rows:
INVESCO QQQ TR
OTRShares190K
TypeSH
Market value$114.07M
16.45%
Sole
0.00
Shared
190K
None
0.00
EDWARDS LIFESCIENCES CORP
OTRShares1.09M
TypeSH
Market value$85.12M
12.27%
Sole
0.00
Shared
1.09M
None
0.00
STUBHUB HLDGS INC
OTRShares3.82M
TypeSH
Market value$64.34M
9.28%
Sole
0.00
Shared
3.82M
None
0.00
HOLOGIC INC
OTRShares763.93K
TypeSH
Market value$51.56M
7.43%
Sole
0.00
Shared
763.93K
None
0.00
CARIS LIFE SCIENCES INC
OTRShares1.29M
TypeSH
Market value$38.90M
5.61%
Sole
0.00
Shared
1.29M
None
0.00
TPG INC
OTRShares385.44K
TypeSH
Market value$22.14M
3.19%
Sole
0.00
Shared
385.44K
None
0.00
AMAZON COM INC
OTRShares91.56K
TypeSH
Market value$20.10M
2.90%
Sole
0.00
Shared
91.56K
None
0.00
AMER SPORTS INC
OTRShares556.98K
TypeSH
Market value$19.35M
2.79%
Sole
0.00
Shared
556.98K
None
0.00
VIKING HOLDINGS LTD
OTRShares282.74K
TypeSH
Market value$17.58M
2.53%
Sole
0.00
Shared
282.74K
None
0.00
ROSS STORES INC
OTRShares114.77K
TypeSH
Market value$17.49M
2.52%
Sole
0.00
Shared
114.77K
None
0.00
BIRKENSTOCK HOLDING PLC
OTRShares356.29K
TypeSH
Market value$16.12M
2.32%
Sole
0.00
Shared
356.29K
None
0.00
BRIGHTSPRING HEALTH SVCS INC
OTRShares532.29K
TypeSH
Market value$15.73M
2.27%
Sole
0.00
Shared
532.29K
None
0.00
KLARNA GROUP PLC
OTRShares405.59K
TypeSH
Market value$14.86M
2.14%
Sole
0.00
Shared
405.59K
None
0.00
MOBILEYE GLOBAL INC
OTRShares873.33K
TypeSH
Market value$12.33M
1.78%
Sole
0.00
Shared
873.33K
None
0.00
UNITEDHEALTH GROUP INC
OTRShares35.46K
TypeSH
Market value$12.24M
1.77%
Sole
0.00
Shared
35.46K
None
0.00
DANAHER CORPORATION
OTRShares50K
TypeSH
Market value$9.91M
1.43%
Sole
0.00
Shared
50K
None
0.00
DARDEN RESTAURANTS INC
OTRShares46.02K
TypeSH
Market value$8.76M
1.26%
Sole
0.00
Shared
46.02K
None
0.00
WATERBRIDGE INFRASTRUCTURE L
OTRShares321.70K
TypeSH
Market value$8.11M
1.17%
Sole
0.00
Shared
321.70K
None
0.00
KKR & CO INC
OTRShares150K
TypeSH
Market value$7.85M
1.13%
Sole
0.00
Shared
150K
None
0.00
CHARLES RIV LABS INTL INC
OTRShares50K
TypeSH
Market value$7.82M
1.13%
Sole
0.00
Shared
50K
None
0.00
CENTURI HOLDINGS INC
OTRShares367.38K
TypeSH
Market value$7.78M
1.12%
Sole
0.00
Shared
367.38K
None
0.00
AIRBNB INC
OTRShares57.44K
TypeSH
Market value$6.97M
1.01%
Sole
0.00
Shared
57.44K
None
0.00
GALAXY DIGITAL INC.
OTRShares183.42K
TypeSH
Market value$6.20M
0.89%
Sole
0.00
Shared
183.42K
None
0.00
SAILPOINT INC
OTRShares241.84K
TypeSH
Market value$5.34M
0.77%
Sole
0.00
Shared
241.84K
None
0.00
SANDISK CORP
OTRShares47.31K
TypeSH
Market value$5.31M
0.77%
Sole
0.00
Shared
47.31K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TROTR | UNIT SER 1 | 190K | SH | $114.07M 16.45% | 0.00 | 190K | 0.00 |
EDWARDS LIFESCIENCES CORPOTR | COM | 1.09M | SH | $85.12M 12.27% | 0.00 | 1.09M | 0.00 |
STUBHUB HLDGS INCOTR | CL A | 3.82M | SH | $64.34M 9.28% | 0.00 | 3.82M | 0.00 |
HOLOGIC INCOTR | COM | 763.93K | SH | $51.56M 7.43% | 0.00 | 763.93K | 0.00 |
CARIS LIFE SCIENCES INCOTR | COM | 1.29M | SH | $38.90M 5.61% | 0.00 | 1.29M | 0.00 |
TPG INCOTR | COM CL A | 385.44K | SH | $22.14M 3.19% | 0.00 | 385.44K | 0.00 |
AMAZON COM INCOTR | COM | 91.56K | SH | $20.10M 2.90% | 0.00 | 91.56K | 0.00 |
AMER SPORTS INCOTR | COM SHS | 556.98K | SH | $19.35M 2.79% | 0.00 | 556.98K | 0.00 |
VIKING HOLDINGS LTDOTR | ORD SHS | 282.74K | SH | $17.58M 2.53% | 0.00 | 282.74K | 0.00 |
ROSS STORES INCOTR | COM | 114.77K | SH | $17.49M 2.52% | 0.00 | 114.77K | 0.00 |
BIRKENSTOCK HOLDING PLCOTR | COM SHS | 356.29K | SH | $16.12M 2.32% | 0.00 | 356.29K | 0.00 |
BRIGHTSPRING HEALTH SVCS INCOTR | COM | 532.29K | SH | $15.73M 2.27% | 0.00 | 532.29K | 0.00 |
KLARNA GROUP PLCOTR | SHS | 405.59K | SH | $14.86M 2.14% | 0.00 | 405.59K | 0.00 |
MOBILEYE GLOBAL INCOTR | COMMON CLASS A | 873.33K | SH | $12.33M 1.78% | 0.00 | 873.33K | 0.00 |
UNITEDHEALTH GROUP INCOTR | COM | 35.46K | SH | $12.24M 1.77% | 0.00 | 35.46K | 0.00 |
DANAHER CORPORATIONOTR | COM | 50K | SH | $9.91M 1.43% | 0.00 | 50K | 0.00 |
DARDEN RESTAURANTS INCOTR | COM | 46.02K | SH | $8.76M 1.26% | 0.00 | 46.02K | 0.00 |
WATERBRIDGE INFRASTRUCTURE LOTR | CL A SHS REPSTG | 321.70K | SH | $8.11M 1.17% | 0.00 | 321.70K | 0.00 |
KKR & CO INCOTR | 6.25 CON SER D | 150K | SH | $7.85M 1.13% | 0.00 | 150K | 0.00 |
CHARLES RIV LABS INTL INCOTR | COM | 50K | SH | $7.82M 1.13% | 0.00 | 50K | 0.00 |
CENTURI HOLDINGS INCOTR | COM SHS | 367.38K | SH | $7.78M 1.12% | 0.00 | 367.38K | 0.00 |
AIRBNB INCOTR | COM CL A | 57.44K | SH | $6.97M 1.01% | 0.00 | 57.44K | 0.00 |
GALAXY DIGITAL INC.OTR | CL A | 183.42K | SH | $6.20M 0.89% | 0.00 | 183.42K | 0.00 |
SAILPOINT INCOTR | COM | 241.84K | SH | $5.34M 0.77% | 0.00 | 241.84K | 0.00 |
SANDISK CORPOTR | COM | 47.31K | SH | $5.31M 0.77% | 0.00 | 47.31K | 0.00 |
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