Filed: 2/17/2026ACC: 0001193125-26-054304
📋 What this filing means
LONGAEVA PARTNERS L.P. filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $1.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$1.19B
Total AUM (reported)
32.56M
Total Shares
Allocation by class
COM$794.09M66.6%
CL A$98.55M8.3%
COM CL A$59.89M5.0%
COM NEW$51.10M4.3%
SHARES CL A$46.36M3.9%
COM SHS$32.69M2.7%
ADR$22.60M1.9%
Portfolio Concentration
Top 3$364.23M30.6%
4–10$214.34M18.0%
11–25$243.34M20.4%
Rest$370.26M31.1%
Top 3 weight
30.6%
Top 10 weight
48.5%
Voting Authority Distribution
Total shares with voting rights: 32.56M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
32.56M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other115
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings115
Rows:
BECTON DICKINSON & CO
OTRShares1.13M
TypeSH
Market value$219.56M
18.42%
Sole
0.00
Shared
1.13M
None
0.00
EDWARDS LIFESCIENCES CORP
OTRShares1.10M
TypeSH
Market value$94.15M
7.90%
Sole
0.00
Shared
1.10M
None
0.00
STARBUCKS CORP
OTRShares600K
TypeSH
Market value$50.53M
4.24%
Sole
0.00
Shared
600K
None
0.00
GENIUS SPORTS LIMITED
OTRShares4.21M
TypeSH
Market value$46.36M
3.89%
Sole
0.00
Shared
4.21M
None
0.00
CARIS LIFE SCIENCES INC
OTRShares1.51M
TypeSH
Market value$40.73M
3.42%
Sole
0.00
Shared
1.51M
None
0.00
STUBHUB HLDGS INC
OTRShares2.45M
TypeSH
Market value$33.15M
2.78%
Sole
0.00
Shared
2.45M
None
0.00
MORGAN STANLEY
OTRShares142.93K
TypeSH
Market value$25.37M
2.13%
Sole
0.00
Shared
142.93K
None
0.00
TPG INC
OTRShares374.83K
TypeSH
Market value$23.93M
2.01%
Sole
0.00
Shared
374.83K
None
0.00
NOVO-NORDISK A S
OTRShares444.27K
TypeSH
Market value$22.60M
1.90%
Sole
0.00
Shared
444.27K
None
0.00
PNC FINL SVCS GROUP INC
OTRShares106.31K
TypeSH
Market value$22.19M
1.86%
Sole
0.00
Shared
106.31K
None
0.00
CITIZENS FINL GROUP INC
OTRShares373.61K
TypeSH
Market value$21.82M
1.83%
Sole
0.00
Shared
373.61K
None
0.00
PAYLOCITY HLDG CORP
OTRShares121.38K
TypeSH
Market value$18.51M
1.55%
Sole
0.00
Shared
121.38K
None
0.00
NURIX THERAPEUTICS INC
OTRShares927.73K
TypeSH
Market value$17.60M
1.48%
Sole
0.00
Shared
927.73K
None
0.00
ROSS STORES INC
OTRShares96.77K
TypeSH
Market value$17.43M
1.46%
Sole
0.00
Shared
96.77K
None
0.00
VERISIGN INC
OTRShares71.28K
TypeSH
Market value$17.32M
1.45%
Sole
0.00
Shared
71.28K
None
0.00
BRINKER INTL INC
OTRShares119.90K
TypeSH
Market value$17.21M
1.44%
Sole
0.00
Shared
119.90K
None
0.00
AMAZON COM INC
OTRShares73.50K
TypeSH
Market value$16.97M
1.42%
Sole
0.00
Shared
73.50K
None
0.00
AMER SPORTS INC
OTRShares450.33K
TypeSH
Market value$16.82M
1.41%
Sole
0.00
Shared
450.33K
None
0.00
DRAFTKINGS INC NEW
OTRShares452.29K
TypeSH
Market value$15.59M
1.31%
Sole
0.00
Shared
452.29K
None
0.00
ANNEXON INC
OTRShares3.10M
TypeSH
Market value$15.56M
1.31%
Sole
0.00
Shared
3.10M
None
0.00
CITIGROUP INC
OTRShares128.31K
TypeSH
Market value$14.97M
1.26%
Sole
0.00
Shared
128.31K
None
0.00
RAYMOND JAMES FINL INC
OTRShares90.74K
TypeSH
Market value$14.57M
1.22%
Sole
0.00
Shared
90.74K
None
0.00
FRANKLIN RESOURCES INC
OTRShares562.26K
TypeSH
Market value$13.43M
1.13%
Sole
0.00
Shared
562.26K
None
0.00
KKR & CO INC
OTRShares105.34K
TypeSH
Market value$13.43M
1.13%
Sole
0.00
Shared
105.34K
None
0.00
TOAST INC
OTRShares340.93K
TypeSH
Market value$12.11M
1.02%
Sole
0.00
Shared
340.93K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BECTON DICKINSON & COOTR | COM | 1.13M | SH | $219.56M 18.42% | 0.00 | 1.13M | 0.00 |
EDWARDS LIFESCIENCES CORPOTR | COM | 1.10M | SH | $94.15M 7.90% | 0.00 | 1.10M | 0.00 |
STARBUCKS CORPOTR | COM | 600K | SH | $50.53M 4.24% | 0.00 | 600K | 0.00 |
GENIUS SPORTS LIMITEDOTR | SHARES CL A | 4.21M | SH | $46.36M 3.89% | 0.00 | 4.21M | 0.00 |
CARIS LIFE SCIENCES INCOTR | COM | 1.51M | SH | $40.73M 3.42% | 0.00 | 1.51M | 0.00 |
STUBHUB HLDGS INCOTR | CL A | 2.45M | SH | $33.15M 2.78% | 0.00 | 2.45M | 0.00 |
MORGAN STANLEYOTR | COM NEW | 142.93K | SH | $25.37M 2.13% | 0.00 | 142.93K | 0.00 |
TPG INCOTR | COM CL A | 374.83K | SH | $23.93M 2.01% | 0.00 | 374.83K | 0.00 |
NOVO-NORDISK A SOTR | ADR | 444.27K | SH | $22.60M 1.90% | 0.00 | 444.27K | 0.00 |
PNC FINL SVCS GROUP INCOTR | COM | 106.31K | SH | $22.19M 1.86% | 0.00 | 106.31K | 0.00 |
CITIZENS FINL GROUP INCOTR | COM | 373.61K | SH | $21.82M 1.83% | 0.00 | 373.61K | 0.00 |
PAYLOCITY HLDG CORPOTR | COM | 121.38K | SH | $18.51M 1.55% | 0.00 | 121.38K | 0.00 |
NURIX THERAPEUTICS INCOTR | COM | 927.73K | SH | $17.60M 1.48% | 0.00 | 927.73K | 0.00 |
ROSS STORES INCOTR | COM | 96.77K | SH | $17.43M 1.46% | 0.00 | 96.77K | 0.00 |
VERISIGN INCOTR | COM | 71.28K | SH | $17.32M 1.45% | 0.00 | 71.28K | 0.00 |
BRINKER INTL INCOTR | COM | 119.90K | SH | $17.21M 1.44% | 0.00 | 119.90K | 0.00 |
AMAZON COM INCOTR | COM | 73.50K | SH | $16.97M 1.42% | 0.00 | 73.50K | 0.00 |
AMER SPORTS INCOTR | COM SHS | 450.33K | SH | $16.82M 1.41% | 0.00 | 450.33K | 0.00 |
DRAFTKINGS INC NEWOTR | COM CL A | 452.29K | SH | $15.59M 1.31% | 0.00 | 452.29K | 0.00 |
ANNEXON INCOTR | COM | 3.10M | SH | $15.56M 1.31% | 0.00 | 3.10M | 0.00 |
CITIGROUP INCOTR | COM NEW | 128.31K | SH | $14.97M 1.26% | 0.00 | 128.31K | 0.00 |
RAYMOND JAMES FINL INCOTR | COM | 90.74K | SH | $14.57M 1.22% | 0.00 | 90.74K | 0.00 |
FRANKLIN RESOURCES INCOTR | COM | 562.26K | SH | $13.43M 1.13% | 0.00 | 562.26K | 0.00 |
KKR & CO INCOTR | COM | 105.34K | SH | $13.43M 1.13% | 0.00 | 105.34K | 0.00 |
TOAST INCOTR | CL A | 340.93K | SH | $12.11M 1.02% | 0.00 | 340.93K | 0.00 |
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