The Analysis of Longaeva Partners L.P.'s Holdings

Currently, Longaeva Partners L.P. holds 72 types of securities in its portfolio with a total value $470.1M. In the most recent quarter, they have increased their positions in STUB (+2.7M shares, valued at $45.4M), HOLX (+349.9K shares, valued at $23.6M), ROST (+114.8K shares, valued at $17.5M); decreased their positions in QXO (-1.1M shares, valued at $20.0M), GLXY (-516.6K shares, valued at $17.5M), SARO (-584.0K shares, valued at $15.9M); initiated new positions in STUB (+2.7M shares, valued at $45.4M), ROST (+114.8K shares, valued at $17.5M), KLAR (+405.6K shares, valued at $14.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STUB STUBHUB HLDGS INC2.7M sharesnew addition2025-09-302025-11-14

HOLX HOLOGIC INC614.9K shares132.05%2025-09-302025-11-14

CAI CARIS LIFE SCIENCES INC1.3M shares-11.90%2025-09-302025-11-14

TPG TPG INC385.4K shares-2.24%2025-09-302025-11-14

EW EDWARDS LIFESCIENCES CORP249.5K shares-3.06%2025-09-302025-11-14

AS AMER SPORTS INC557.0K shares3.14%2025-09-302025-11-14

VIK VIKING HOLDINGS LTD282.7K shares-15.91%2025-09-302025-11-14

ROST ROSS STORES INC114.8K sharesnew addition2025-09-302025-11-14

Sponsored

BIRK BIRKENSTOCK HOLDING PLC356.3K shares-3.34%2025-09-302025-11-14

BTSG BRIGHTSPRING HEALTH SVCS INC532.3K shares-34.13%2025-09-302025-11-14

KLAR KLARNA GROUP PLC405.6K sharesnew addition2025-09-302025-11-14

MBLY MOBILEYE GLOBAL INC873.3K sharesnew addition2025-09-302025-11-14

UNH UNITEDHEALTH GROUP INC35.5K sharesnew addition2025-09-302025-11-14

DHR DANAHER CORPORATION50.0K sharesnew addition2025-09-302025-11-14

DRI DARDEN RESTAURANTS INC46.0K sharesnew addition2025-09-302025-11-14

WBI WATERBRIDGE INFRASTRUCTURE L321.7K sharesnew addition2025-09-302025-11-14

Sponsored

KKR-PD KKR & CO INC150.0K shares0.00%2025-09-302025-11-14

CRL CHARLES RIV LABS INTL INC50.0K sharesnew addition2025-09-302025-11-14

CTRI CENTURI HOLDINGS INC367.4K shares949.65%2025-09-302025-11-14

ABNB AIRBNB INC57.4K sharesnew addition2025-09-302025-11-14

GLXY GALAXY DIGITAL INC.183.4K shares-73.80%2025-09-302025-11-14

AMZN AMAZON COM INC25.0K sharesnew addition2025-09-302025-11-14

SAIL SAILPOINT INC241.8K shares-48.14%2025-09-302025-11-14

SNDK SANDISK CORP47.3K shares-68.46%2025-09-302025-11-14

Sponsored

SARO STANDARDAERO INC189.7K shares-75.48%2025-09-302025-11-14

WAY WAYSTAR HLDG CORP136.0K shares-62.53%2025-09-302025-11-14

SFD SMITHFIELD FOODS INC200.7K shares-35.97%2025-09-302025-11-14

CELH CELSIUS HLDGS INC78.9K sharesnew addition2025-09-302025-11-14

ARWR ARROWHEAD PHARMACEUTICALS IN125.7K sharesnew addition2025-09-302025-11-14

KVYO KLAVIYO INC153.2K shares-49.18%2025-09-302025-11-14

CCL CARNIVAL CORP145.1K sharesnew addition2025-09-302025-11-14

FIGR FIGURE TECHNOLOGY SOLUTIO115.0K sharesnew addition2025-09-302025-11-14

Sponsored

MBX MBX BIOSCIENCES INC224.4K sharesnew addition2025-09-302025-11-14

NKTR NEKTAR THERAPEUTICS62.7K sharesnew addition2025-09-302025-11-14

KMTS KESTRA MED TECHNOLOGIES LTD136.2K shares342.71%2025-09-302025-11-14

QURE UNIQURE NV55.0K sharesnew addition2025-09-302025-11-14

RACE FERRARI N V6.0K shares-58.10%2025-09-302025-11-14

ABVX ABIVAX SA32.9K sharesnew addition2025-09-302025-11-14

AMLX AMYLYX PHARMACEUTICALS INC200.0K sharesnew addition2025-09-302025-11-14

SFM SPROUTS FMRS MKT INC24.5K sharesnew addition2025-09-302025-11-14

Sponsored

BBNX BETA BIONICS INC125.5K shares-36.18%2025-09-302025-11-14

ORLA ORLA MNG LTD NEW225.0K sharesnew addition2025-09-302025-11-14

NTSK NETSKOPE INC105.0K sharesnew addition2025-09-302025-11-14

BRCB BLACK ROCK COFFEE BAR INC94.4K sharesnew addition2025-09-302025-11-14

ALHC ALIGNMENT HEALTHCARE INC125.0K sharesnew addition2025-09-302025-11-14

QXO QXO INC112.0K shares-90.36%2025-09-302025-11-14

PTRN PATTERN GROUP INC146.6K sharesnew addition2025-09-302025-11-14

SION SIONNA THERAPEUTICS INC61.5K sharesnew addition2025-09-302025-11-14

Sponsored

NIQ NIQ GLOBAL INTELLIGENCE PLC100.9K sharesnew addition2025-09-302025-11-14

AHL ASPEN INSURANCE HOLDINGS LTD39.2K shares-85.40%2025-09-302025-11-14

CRBG COREBRIDGE FINL INC43.7K sharesnew addition2025-09-302025-11-14

BROS DUTCH BROS INC25.0K sharesnew addition2025-09-302025-11-14

SLDE SLIDE INS HLDGS INC81.1K shares78.28%2025-09-302025-11-14

PYXS PYXIS ONCOLOGY INC503.2K sharesnew addition2025-09-302025-11-14

SEPN SEPTERNA INC57.1K sharesnew addition2025-09-302025-11-14

TSCO TRACTOR SUPPLY CO18.1K sharesnew addition2025-09-302025-11-14

Sponsored

DNTH DIANTHUS THERAPEUTICS INC25.0K sharesnew addition2025-09-302025-11-14

SRRK SCHOLAR ROCK HLDG CORP26.4K sharesnew addition2025-09-302025-11-14

VOYG VOYAGER TECHNOLOGIES INC30.3K shares-50.81%2025-09-302025-11-14

KRMN KARMAN HLDGS INC11.7K shares33.96%2025-09-302025-11-14

TTAM TITAN AMER SA51.3K shares-14.49%2025-09-302025-11-14

DLO DLOCAL LTD37.5K sharesnew addition2025-09-302025-11-14

BNTC BENITEC BIOPHARMA INC37.5K shares-27.81%2025-09-302025-11-14

ZONE CLEANCORE SOLUTIONS INC260.6K sharesnew addition2025-09-302025-11-14

Sponsored

ADT ADT INC DEL55.2K sharesnew addition2025-09-302025-11-14

ETOR ETORO GROUP LTD10.6K shares-61.78%2025-09-302025-11-14

VG VENTURE GLOBAL INC30.2K shares-92.05%2025-09-302025-11-14

AQST AQUESTIVE THERAPEUTICS INC71.0K sharesnew addition2025-09-302025-11-14

CUBI CUSTOMERS BANCORP INC2.1K sharesnew addition2025-09-302025-11-14

KNTK KINETIK HOLDINGS INC975 shares-89.72%2025-09-302025-11-14

TTAN SERVICETITAN INC328 shares-99.48%2025-09-302025-11-14

LOAR LOAR HOLDINGS INC296 shares-97.04%2025-09-302025-11-14

Sponsored

Call Option Holdings

EW Call CallEDWARDS LIFESCIENCES CORP845.0K sharesnew addition2025-09-302025-11-14

STUB Call CallSTUBHUB HLDGS INC1.1M sharesnew addition2025-09-302025-11-14

AMZN Call CallAMAZON COM INC66.6K sharesnew addition2025-09-302025-11-14

HOLX Call CallHOLOGIC INC149.0K sharesnew addition2025-09-302025-11-14

Put Option Holdings

QQQ Put PutINVESCO QQQ TR190.0K sharesnew addition2025-09-302025-11-14