EdgeMarket › What Longaeva Partners L.P. reported owning
What Longaeva Partners L.P. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.7BPositions
204Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BAC BANK OF AMERICA CORP /DE/ | 75.8M | 2.8% | 1.6M | 61.69 | +27.6% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 68.0M | 2.5% | 326.7K | 243.13 | +24.7% |
| BSX BOSTON SCIENTIFIC CORP | 60.1M | 2.2% | 957.3K | 50.37 | -52.5% |
| KEY KEYCORP /NEW/ | 59.6M | 2.2% | 3.0M | 21.87 | +20.0% |
| GS GOLDMAN SACHS GROUP INC | 57.2M | 2.1% | 67.6K | 1,039.28 | +44.2% |
| MS MORGAN STANLEY | 51.6M | 1.9% | 313.5K | 214.20 | +48.6% |
| MMED MiniMed Group, Inc. | 47.4M | 1.8% | 3.2M | 20.45 | — |
| CFG CITIZENS FINANCIAL GROUP INC/RI | 47.1M | 1.7% | 785.9K | 69.86 | +43.1% |
| EVR Evercore Inc. | 46.9M | 1.7% | 157.3K | 291.89 | -4.1% |
| MA Mastercard Inc | 42.9M | 1.6% | 85.8K | 580.63 | -2.0% |
| MSCI MSCI Inc. | 41.9M | 1.6% | 77.7K | 563.49 | -1.9% |
| SPGI S&P Global Inc. | 39.5M | 1.5% | 92.9K | 431.29 | -22.6% |
| USB US BANCORP \DE\ | 39.2M | 1.5% | 753.3K | 62.05 | +33.7% |
| VSH VISHAY INTERTECHNOLOGY INC | 34.1M | 1.3% | 1.9M | 31.63 | +114.2% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | 33.7M | 1.2% | 548.8K | 61.87 | -12.2% |
| SCHW SCHWAB CHARLES CORP | 32.8M | 1.2% | 349.2K | 112.30 | +17.6% |
| KKR KKR & Co. Inc. | 32.3M | 1.2% | 349.3K | 108.48 | -21.4% |
| FLG FLAGSTAR BANK, NATIONAL ASSOCIATION | 30.3M | 1.1% | 2.3M | 13.47 | +12.2% |
| TGT TARGET CORP | 30.0M | 1.1% | 247.5K | 165.44 | +67.6% |
| LNTH Lantheus Holdings, Inc. | 29.1M | 1.1% | 383.9K | 99.97 | +78.1% |
| MDLN Medline Inc. | 28.3M | 1.0% | 635.0K | 34.26 | — |
| ACMR ACM Research, Inc. | 27.9M | 1.0% | 708.4K | 79.41 | +215.6% |
| ASML ASML HOLDING NV | 26.0M | 1.0% | 19.7K | 1,763.76 | +135.3% |
| TOST Toast, Inc. | 24.9M | 0.9% | 941.0K | 36.64 | -13.6% |
| WEX WEX Inc. | 24.7M | 0.9% | 161.3K | 199.93 | +18.3% |
| AMZN AMAZON COM INC | 24.0M | 0.9% | 115.4K | 258.63 | +15.6% |
| NRIX Nurix Therapeutics, Inc. | 23.1M | 0.9% | 1.5M | 26.72 | +180.4% |
| AS Amer Sports, Inc. | 23.0M | 0.9% | 698.5K | 32.63 | -12.2% |
| PJT PJT Partners Inc. | 21.7M | 0.8% | 155.0K | 174.96 | -1.0% |
| SBUX STARBUCKS CORP | 21.0M | 0.8% | 233.9K | 107.08 | +19.6% |
| C CITIGROUP INC | 20.5M | 0.8% | 180.6K | 131.65 | +41.3% |
| BEN FRANKLIN RESOURCES INC | 20.4M | 0.8% | 862.7K | 34.31 | +39.7% |
| JKHY JACK HENRY & ASSOCIATES INC | 20.2M | 0.7% | 128.1K | 166.20 | +1.5% |
| JCI Johnson Controls International plc | 19.5M | 0.7% | 149.0K | 143.05 | +35.0% |
| FTRE Fortrea Holdings Inc. | 19.3M | 0.7% | 2.0M | 18.39 | +137.9% |
| RELY Remitly Global, Inc. | 17.6M | 0.7% | 1.1M | 26.67 | +41.6% |
| NVDA NVIDIA CORP | 17.1M | 0.6% | 98.1K | 214.72 | +22.4% |
| GENI Genius Sports Ltd | 17.0M | 0.6% | 3.8M | 8.06 | -36.2% |
| META Meta Platforms, Inc. | 16.8M | 0.6% | 29.4K | 549.90 | -26.5% |
| AMAT APPLIED MATERIALS INC /DE | 16.6M | 0.6% | 48.6K | 492.32 | +205.9% |
| NVT nVent Electric plc | 16.6M | 0.6% | 140.2K | 151.98 | +72.6% |
| PIPR PIPER SANDLER COMPANIES | 16.2M | 0.6% | 211.6K | 75.02 | -6.8% |
| ROST ROSS STORES, INC. | 16.0M | 0.6% | 73.8K | 239.04 | +63.3% |
| AZN ASTRAZENECA PLC | 15.8M | 0.6% | 80.1K | 165.98 | — |
| PFE PFIZER INC | 15.7M | 0.6% | 560.6K | 28.07 | +10.6% |
| IBKR Interactive Brokers Group, Inc. | 15.5M | 0.6% | 231.5K | 93.87 | +50.3% |
| VRSN VERISIGN INC/CA | 15.2M | 0.6% | 61.3K | 281.80 | +3.8% |
| HD HOME DEPOT, INC. | 15.1M | 0.6% | 46.0K | 335.61 | -16.5% |
| KNTK Kinetik Holdings Inc. | 15.1M | 0.6% | 311.0K | 54.50 | +37.2% |
| BTDR Bitdeer Technologies Group | 14.7M | 0.5% | 1.7M | 11.37 | -12.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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