In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Longaeva Partners L.P. reported 52 stock positions worth $408.4 million . Its top holding was Caris Life Sciences (CAI) at 9.5% of the portfolio, followed by Qxo (QXO, 6.1% ) and Brown & Brown (BRO, 6.1% ). Compared with Q1 2025, it opened 35 new positions, sold out of 3, added to 7 and reduced 9. The biggest buy was a new position in Caris Life Sciences (CAI) and the biggest sale Schwab (charles) (SCHW, shares −86% ).
Location Chicago, IL
CIK 0002054122
Portfolio Value $408.4M (Q2 2025) Holdings 52 stocks · $408.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 CAI Caris Life Sciences Inc. 1,459,745 $39.0M New QXO Qxo Inc. 1,162,406 $25.0M New BRO Brown & Brown Inc. 225,000 $24.9M New SARO Standardaero Inc. 773,750 $24.5M Add +34.6% AS Amer Sports Inc. 540,000 $20.9M New TPG TPG Inc. 394,273 $20.7M New EW Edwards Lifesciences Corp. 257,350 $20.1M New BTSG Brightspring Health Services 808,052 $19.1M Add +708.3% BIRK Birkenstock Holding PLC 368,590 $18.1M New VIK Viking Holdings Ltd. 336,233 $17.9M Add +10.7% HOLX Hologic Inc. 265,000 $17.3M New GLXY Galaxy Digital Inc. Class A 700,000 $15.3M New WAY Waystar Holding Corp. 363,091 $14.8M Add +15.5% SAIL Sailpoint Inc. 466,357 $10.7M Add +33.1% HUM Humana Inc. 41,830 $10.2M New KVYO Klaviyo Inc. Class A 301,503 $10.1M New NDAQ Nasdaq Inc. 99,961 $8.9M New AHL Aspen Insurance Holdings Class A 268,440 $8.4M New SFD Smithfield Foods Inc. 313,482 $7.4M Reduce -25.5% SCHW Schwab (charles) Corp. 78,666 $7.2M Reduce -85.9% RACE Ferrari NV 14,266 $7.0M Add +89.3% SNDK Sandisk Corp. 150,000 $6.8M New TTAN Servicetitan Inc. Class A 62,500 $6.7M New CHWY Chewy Inc. Class A 150,000 $6.4M New TTWO Take-Two Interactive Softwre 25,000 $6.1M New VG Venture Global Inc. Class A 379,474 $5.9M Reduce -32.4% BBNX Beta Bionics Inc. 196,607 $2.9M Reduce -28.7% CRCL Circle Internet Group Inc. 15,000 $2.7M New VOYG Voyager Technologies Inc. Class A 61,500 $2.4M New HNGE Hinge Health Inc. Class A 45,813 $2.4M New OS Onestream Inc. 66,069 $1.9M New ETOR Etoro Group Ltd. Class A 27,785 $1.9M New CHYM Chime Financial Inc. Class A 50,000 $1.7M New ESLT Elbit Systems Ltd. 3,375 $1.5M New CCC CCC Intelligent Solutions Ho 125,087 $1.2M New MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC 25,000 $987K New SLDE Slide Insurance Holdings Inc. 45,500 $986K New LOAR Loar Holdings Inc. 10,000 $862K New MNTN MNTN Inc. Class A 36,056 $789K New CTRI Centuri Holdings Inc. 35,000 $785K New OMDA Omada Health Inc. 42,074 $770K New TTAM Titan America SA 60,000 $749K No change PRMB Primo Brands Corp. 23,911 $708K Reduce -68.7% AKBA Akebia Therapeutics Inc. 191,691 $698K Reduce -61.7% GGAL Grupo Financiero Galicia-ADR 12,277 $619K New BNTC Benitec Biopharma Inc. 51,997 $608K Reduce -35.0% KMTS Kestra Medical Technologies 30,761 $510K Add +144.1% KRMN Karman Holdings Inc. 8,704 $438K Reduce -65.2% KNTK Kinetik Holdings Inc. 9,481 $418K New KARO Karooooo Ltd. 4,999 $245K New NPCE Neuropace Inc. 10,933 $122K Reduce -89.1% TRVI Trevi Therapeutics Inc. 10,000 $55K New
Options reported separately and not counted above: HUM calls ($73.3M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $8.0M (not counted above) Total filed on the 13F, all lines: $416.5M.
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ SCHW Schwab (charles) Corp. Reduce -85.9% 1.76% −25.00 ETR Entergy Corp. Sold out 0.00% −10.45 AEP American Electric Power Sold out 0.00% −10.02 ADT Adt Inc. Sold out 0.00% −6.10 SFD Smithfield Foods Inc. Reduce -25.5% 1.81% −3.44 VG Venture Global Inc. Class A Reduce -32.4% 1.45% −2.09 PRMB Primo Brands Corp. Reduce -68.7% 0.17% −1.48 BBNX Beta Bionics Inc. Reduce -28.7% 0.70% −1.36 NPCE Neuropace Inc. Reduce -89.1% 0.03% −0.72 BNTC Benitec Biopharma Inc. Reduce -35.0% 0.15% −0.49 AKBA Akebia Therapeutics Inc. Reduce -61.7% 0.17% −0.42 KRMN Karman Holdings Inc. Reduce -65.2% 0.11% −0.40
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ CAI Caris Life Sciences Inc. New 9.55% +9.55 QXO Qxo Inc. New 6.13% +6.13 BRO Brown & Brown Inc. New 6.11% +6.11 AS Amer Sports Inc. New 5.12% +5.12 TPG TPG Inc. New 5.06% +5.06 EW Edwards Lifesciences Corp. New 4.93% +4.93 BIRK Birkenstock Holding PLC New 4.44% +4.44 HOLX Hologic Inc. New 4.23% +4.23 GLXY Galaxy Digital Inc. Class A New 3.75% +3.75 BTSG Brightspring Health Services Add +708.3% 4.67% +3.56 HUM Humana Inc. New 2.50% +2.50 KVYO Klaviyo Inc. Class A New 2.48% +2.48 NDAQ Nasdaq Inc. New 2.19% +2.19 AHL Aspen Insurance Holdings Class A New 2.07% +2.07 SNDK Sandisk Corp. New 1.67% +1.67 TTAN Servicetitan Inc. Class A New 1.64% +1.64 CHWY Chewy Inc. Class A New 1.57% +1.57 TTWO Take-Two Interactive Softwre New 1.49% +1.49 CRCL Circle Internet Group Inc. New 0.67% +0.67 VOYG Voyager Technologies Inc. Class A New 0.59% +0.59 HNGE Hinge Health Inc. Class A New 0.58% +0.58 OS Onestream Inc. New 0.46% +0.46 ETOR Etoro Group Ltd. Class A New 0.45% +0.45 CHYM Chime Financial Inc. Class A New 0.42% +0.42 ESLT Elbit Systems Ltd. New 0.37% +0.37 CCC CCC Intelligent Solutions Ho New 0.29% +0.29 MRX Marex UK Holdings Ltd. New 0.24% +0.24 SLDE Slide Insurance Holdings Inc. New 0.24% +0.24 LOAR Loar Holdings Inc. New 0.21% +0.21 MNTN MNTN Inc. Class A New 0.19% +0.19 CTRI Centuri Holdings Inc. New 0.19% +0.19 OMDA Omada Health Inc. New 0.19% +0.19 GGAL Grupo Financiero Galicia-ADR New 0.15% +0.15 KNTK Kinetik Holdings Inc. New 0.10% +0.10 KARO Karooooo Ltd. New 0.06% +0.06 TRVI Trevi Therapeutics Inc. New 0.01% +0.01 KMTS Kestra Medical Technologies Add +144.1% 0.12% −0.07 RACE Ferrari NV Add +89.3% 1.71% −0.26 SAIL Sailpoint Inc. Add +33.1% 2.61% −1.40 VIK Viking Holdings Ltd. Add +10.7% 4.39% −2.99 SARO Standardaero Inc. Add +34.6% 6.00% −3.37 WAY Waystar Holding Corp. Add +15.5% 3.63% −3.54
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ HUM Humana Inc. call New 300,000 $73.3M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 326 $3.5B SPCX, JPM, BAC, FITB, HBAN Q1 2026 193 $2.1B BAC, PNC, BSX, KEY, GS Q4 2025 113 $834.4M CAI, BDX, MS, GENI, TPG Q3 2025 71 $462.3M STUB, HOLX, CAI, TPG, EW Q2 2025 52 $408.4M CAI, QXO, BRO, SARO, AS Q1 2025 20 $163.6M SCHW, ETR, AEP, SARO, VIK