Longaeva Partners L.P.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Longaeva Partners L.P. reported 71 stock positions worth $462.3 million. Its top holding was Stubhub Class A (STUB) at 9.8% of the portfolio, followed by Hologic (HOLX, 9.0%) and Caris Life Sciences (CAI, 8.4%). Compared with Q2 2025, it opened 40 new positions, sold out of 21, added to 6 and reduced 25. The biggest buy was a new position in Stubhub Class A (STUB) and the biggest sale an exit from Brown & Brown (BRO).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0002054122
- Portfolio Value
- $462.3M (Q3 2025)
- SEC Filing
- 0001193125-25-282266 ↗ filed Nov 14, 2025
Holdings Value
Holdings 71 stocks · $462.3M
| STUB Stubhub Holdings Inc. Class A | 9.82% | 2,695,605 | $45.4M | New |
| HOLX Hologic Inc. | 8.98% | 614,934 | $41.5M | Add +132.1% |
| CAI Caris Life Sciences Inc. | 8.41% | 1,285,968 | $38.9M | Reduce -11.9% |
| TPG TPG Inc. | 4.79% | 385,436 | $22.1M | Reduce -2.2% |
| EW Edwards Lifesciences Corp. | 4.20% | 249,485 | $19.4M | Reduce -3.1% |
| AS Amer Sports Inc. | 4.19% | 556,976 | $19.4M | Add +3.1% |
| VIK Viking Holdings Ltd. | 3.80% | 282,739 | $17.6M | Reduce -15.9% |
| ROST Ross Stores Inc. | 3.78% | 114,767 | $17.5M | New |
| BIRK Birkenstock Holding PLC | 3.49% | 356,290 | $16.1M | Reduce -3.3% |
| BTSG Brightspring Health Services | 3.40% | 532,294 | $15.7M | Reduce -34.1% |
| KLAR Klarna Group PLC | 3.22% | 405,590 | $14.9M | New |
| MBLY Mobileye Global Inc. Class A | 2.67% | 873,325 | $12.3M | New |
| UNH Unitedhealth Group Inc. | 2.65% | 35,461 | $12.2M | New |
| DHR Danaher Corp. | 2.14% | 50,000 | $9.9M | New |
| DRI Darden Restaurants Inc. | 1.89% | 46,016 | $8.8M | New |
| WBI Waterbridge Infrastruc Class A | 1.76% | 321,704 | $8.1M | New |
| CRL Charles River Laboratories | 1.69% | 50,000 | $7.8M | New |
| CTRI Centuri Holdings Inc. | 1.68% | 367,378 | $7.8M | Add +949.6% |
| ABNB Airbnb Inc. Class A | 1.51% | 57,441 | $7.0M | New |
| GLXY Galaxy Digital Inc. Class A | 1.34% | 183,419 | $6.2M | Reduce -73.8% |
| AMZN Amazon.com Inc. | 1.19% | 24,963 | $5.5M | New |
| SAIL Sailpoint Inc. | 1.16% | 241,835 | $5.3M | Reduce -48.1% |
| SNDK Sandisk Corp. | 1.15% | 47,315 | $5.3M | Reduce -68.5% |
| SARO Standardaero Inc. | 1.12% | 189,721 | $5.2M | Reduce -75.5% |
| WAY Waystar Holding Corp. | 1.12% | 136,046 | $5.2M | Reduce -62.5% |
| SFD Smithfield Foods Inc. | 1.02% | 200,736 | $4.7M | Reduce -36.0% |
| CELH Celsius Holdings Inc. | 0.98% | 78,857 | $4.5M | New |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.94% | 125,673 | $4.3M | New |
| KVYO Klaviyo Inc. Class A | 0.92% | 153,221 | $4.2M | Reduce -49.2% |
| CCL Carnival Corp. | 0.91% | 145,058 | $4.2M | New |
| FIGR Figure Technology Solut Class A | 0.90% | 115,000 | $4.2M | New |
| MBX MBX Biosciences Inc. | 0.85% | 224,433 | $3.9M | New |
| NKTR Nektar Therapeutics | 0.77% | 62,729 | $3.6M | New |
| KMTS Kestra Medical Technologies | 0.70% | 136,182 | $3.2M | Add +342.7% |
| QURE Uniqure NV | 0.69% | 55,000 | $3.2M | New |
| RACE Ferrari NV | 0.63% | 5,977 | $2.9M | Reduce -58.1% |
| ABVX Abivax SA-ADR | 0.60% | 32,886 | $2.8M | New |
| AMLX Amylyx Pharmaceuticals Inc. | 0.59% | 200,000 | $2.7M | New |
| SFM Sprouts Farmers Market Inc. | 0.58% | 24,545 | $2.7M | New |
| BBNX Beta Bionics Inc. | 0.54% | 125,483 | $2.5M | Reduce -36.2% |
| ORLA Orla Mining Ltd. filed as ORLA MNG LTD NEW | 0.53% | 225,000 | $2.4M | New |
| NTSK Netskope Inc. Class A | 0.52% | 105,000 | $2.4M | New |
| BRCB Black Rock Coffee Bar Inc. Class A | 0.49% | 94,375 | $2.3M | New |
| ALHC Alignment Healthcare Inc. | 0.47% | 125,000 | $2.2M | New |
| QXO Qxo Inc. | 0.46% | 112,011 | $2.1M | Reduce -90.4% |
| PTRN Pattern Group Inc. Class A | 0.43% | 146,609 | $2.0M | New |
| SION Sionna Therapeutics Inc. | 0.39% | 61,457 | $1.8M | New |
| NIQ Niq Global Intelligence PLC | 0.34% | 100,872 | $1.6M | New |
| AHL Aspen Insurance Holdings Class A | 0.31% | 39,189 | $1.4M | Reduce -85.4% |
| CRBG Corebridge Financial Inc. | 0.30% | 43,675 | $1.4M | New |
| BROS Dutch Bros Inc. Class A | 0.28% | 25,000 | $1.3M | New |
| SLDE Slide Insurance Holdings Inc. | 0.28% | 81,119 | $1.3M | Add +78.3% |
| PYXS Pyxis Oncology Inc. | 0.24% | 503,214 | $1.1M | New |
| SEPN Septerna Inc. | 0.23% | 57,064 | $1.1M | New |
| TSCO Tractor Supply Company | 0.22% | 18,128 | $1.0M | New |
| DNTH Dianthus Therapeutics Inc. | 0.21% | 25,000 | $984K | New |
| SRRK Scholar Rock Holding Corp. | 0.21% | 26,386 | $983K | New |
| VOYG Voyager Technologies Inc. Class A | 0.19% | 30,250 | $901K | Reduce -50.8% |
| KRMN Karman Holdings Inc. | 0.18% | 11,660 | $842K | Add +34.0% |
| TTAM Titan America SA | 0.17% | 51,304 | $766K | Reduce -14.5% |
| DLO Dlocal Ltd. | 0.12% | 37,500 | $536K | New |
| BNTC Benitec Biopharma Inc. | 0.11% | 37,537 | $527K | Reduce -27.8% |
| ZONE Zone Frontier Inc. filed as CLEANCORE SOLUTIONS INC | 0.11% | 260,577 | $526K | New |
| ADT Adt Inc. | 0.10% | 55,242 | $481K | New |
| ETOR Etoro Group Ltd. Class A | 0.09% | 10,619 | $438K | Reduce -61.8% |
| VG Venture Global Inc. Class A | 0.09% | 30,163 | $428K | Reduce -92.0% |
| AQST Aquestive Therapeutics Inc. | 0.09% | 71,015 | $397K | New |
| CUBI Customers Bancorp Inc. | 0.03% | 2,080 | $136K | New |
| KNTK Kinetik Holdings Inc. | 0.01% | 975 | $42K | Reduce -89.7% |
| TTAN Servicetitan Inc. Class A | 0.01% | 328 | $33K | Reduce -99.5% |
| LOAR Loar Holdings Inc. | 0.01% | 296 | $24K | Reduce -97.0% |
Options reported separately and not counted above: QQQ puts ($114.1M), EW calls ($65.7M), STUB calls ($18.9M), AMZN calls ($14.6M), HOLX calls ($10.1M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $7.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 150,000 | $7.9M | No change |
Total filed on the 13F, all lines: $470.1M.
Portfolio Sells Q2 2025 → Q3 2025
| BRO Brown & Brown Inc. | Sold out | 0.00% | −6.11 |
| QXO Qxo Inc. | Reduce -90.4% | 0.46% | −5.67 |
| SARO Standardaero Inc. | Reduce -75.5% | 1.12% | −4.88 |
| WAY Waystar Holding Corp. | Reduce -62.5% | 1.12% | −2.52 |
| HUM Humana Inc. | Sold out | 0.00% | −2.50 |
| GLXY Galaxy Digital Inc. Class A | Reduce -73.8% | 1.34% | −2.41 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −2.19 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −1.76 |
| AHL Aspen Insurance Holdings Class A | Reduce -85.4% | 0.31% | −1.76 |
| TTAN Servicetitan Inc. Class A | Reduce -99.5% | 0.01% | −1.63 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −1.57 |
| KVYO Klaviyo Inc. Class A | Reduce -49.2% | 0.92% | −1.56 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −1.49 |
| SAIL Sailpoint Inc. | Reduce -48.1% | 1.16% | −1.46 |
| VG Venture Global Inc. Class A | Reduce -92.0% | 0.09% | −1.35 |
| BTSG Brightspring Health Services | Reduce -34.1% | 3.40% | −1.26 |
| CAI Caris Life Sciences Inc. | Reduce -11.9% | 8.41% | −1.13 |
| RACE Ferrari NV | Reduce -58.1% | 0.63% | −1.09 |
| BIRK Birkenstock Holding PLC | Reduce -3.3% | 3.49% | −0.95 |
| SFD Smithfield Foods Inc. | Reduce -36.0% | 1.02% | −0.79 |
| EW Edwards Lifesciences Corp. | Reduce -3.1% | 4.20% | −0.73 |
| CRCL Circle Internet Group Inc. | Sold out | 0.00% | −0.67 |
| VIK Viking Holdings Ltd. | Reduce -15.9% | 3.80% | −0.58 |
| HNGE Hinge Health Inc. Class A | Sold out | 0.00% | −0.58 |
| SNDK Sandisk Corp. | Reduce -68.5% | 1.15% | −0.52 |
| OS Onestream Inc. | Sold out | 0.00% | −0.46 |
| CHYM Chime Financial Inc. Class A | Sold out | 0.00% | −0.42 |
| VOYG Voyager Technologies Inc. Class A | Reduce -50.8% | 0.19% | −0.40 |
| ESLT Elbit Systems Ltd. | Sold out | 0.00% | −0.37 |
| ETOR Etoro Group Ltd. Class A | Reduce -61.8% | 0.09% | −0.36 |
| CCC CCC Intelligent Solutions Ho | Sold out | 0.00% | −0.29 |
| TPG TPG Inc. | Reduce -2.2% | 4.79% | −0.27 |
| MRX Marex UK Holdings Ltd. | Sold out | 0.00% | −0.24 |
| LOAR Loar Holdings Inc. | Reduce -97.0% | 0.01% | −0.21 |
| MNTN MNTN Inc. Class A | Sold out | 0.00% | −0.19 |
| OMDA Omada Health Inc. | Sold out | 0.00% | −0.19 |
| PRMB Primo Brands Corp. | Sold out | 0.00% | −0.17 |
| AKBA Akebia Therapeutics Inc. | Sold out | 0.00% | −0.17 |
| BBNX Beta Bionics Inc. | Reduce -36.2% | 0.54% | −0.16 |
| GGAL Grupo Financiero Galicia-ADR | Sold out | 0.00% | −0.15 |
| KNTK Kinetik Holdings Inc. | Reduce -89.7% | 0.01% | −0.09 |
| KARO Karooooo Ltd. | Sold out | 0.00% | −0.06 |
| BNTC Benitec Biopharma Inc. | Reduce -27.8% | 0.11% | −0.04 |
| NPCE Neuropace Inc. | Sold out | 0.00% | −0.03 |
| TTAM Titan America SA | Reduce -14.5% | 0.17% | −0.02 |
| TRVI Trevi Therapeutics Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| STUB Stubhub Holdings Inc. Class A | New | 9.82% | +9.82 |
| HOLX Hologic Inc. | Add +132.1% | 8.98% | +4.75 |
| ROST Ross Stores Inc. | New | 3.78% | +3.78 |
| KLAR Klarna Group PLC | New | 3.22% | +3.22 |
| MBLY Mobileye Global Inc. Class A | New | 2.67% | +2.67 |
| UNH Unitedhealth Group Inc. | New | 2.65% | +2.65 |
| DHR Danaher Corp. | New | 2.14% | +2.14 |
| DRI Darden Restaurants Inc. | New | 1.89% | +1.89 |
| WBI Waterbridge Infrastruc Class A | New | 1.76% | +1.76 |
| CRL Charles River Laboratories | New | 1.69% | +1.69 |
| ABNB Airbnb Inc. Class A | New | 1.51% | +1.51 |
| CTRI Centuri Holdings Inc. | Add +949.6% | 1.68% | +1.49 |
| AMZN Amazon.com Inc. | New | 1.19% | +1.19 |
| CELH Celsius Holdings Inc. | New | 0.98% | +0.98 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 0.94% | +0.94 |
| CCL Carnival Corp. | New | 0.91% | +0.91 |
| FIGR Figure Technology Solut Class A | New | 0.90% | +0.90 |
| MBX MBX Biosciences Inc. | New | 0.85% | +0.85 |
| NKTR Nektar Therapeutics | New | 0.77% | +0.77 |
| QURE Uniqure NV | New | 0.69% | +0.69 |
| ABVX Abivax SA-ADR | New | 0.60% | +0.60 |
| AMLX Amylyx Pharmaceuticals Inc. | New | 0.59% | +0.59 |
| SFM Sprouts Farmers Market Inc. | New | 0.58% | +0.58 |
| KMTS Kestra Medical Technologies | Add +342.7% | 0.70% | +0.58 |
| ORLA Orla Mining Ltd. | New | 0.53% | +0.53 |
| NTSK Netskope Inc. Class A | New | 0.52% | +0.52 |
| BRCB Black Rock Coffee Bar Inc. Class A | New | 0.49% | +0.49 |
| ALHC Alignment Healthcare Inc. | New | 0.47% | +0.47 |
| PTRN Pattern Group Inc. Class A | New | 0.43% | +0.43 |
| SION Sionna Therapeutics Inc. | New | 0.39% | +0.39 |
| NIQ Niq Global Intelligence PLC | New | 0.34% | +0.34 |
| CRBG Corebridge Financial Inc. | New | 0.30% | +0.30 |
| BROS Dutch Bros Inc. Class A | New | 0.28% | +0.28 |
| PYXS Pyxis Oncology Inc. | New | 0.24% | +0.24 |
| SEPN Septerna Inc. | New | 0.23% | +0.23 |
| TSCO Tractor Supply Company | New | 0.22% | +0.22 |
| DNTH Dianthus Therapeutics Inc. | New | 0.21% | +0.21 |
| SRRK Scholar Rock Holding Corp. | New | 0.21% | +0.21 |
| DLO Dlocal Ltd. | New | 0.12% | +0.12 |
| ZONE Zone Frontier Inc. | New | 0.11% | +0.11 |
| ADT Adt Inc. | New | 0.10% | +0.10 |
| AQST Aquestive Therapeutics Inc. | New | 0.09% | +0.09 |
| KRMN Karman Holdings Inc. | Add +34.0% | 0.18% | +0.07 |
| SLDE Slide Insurance Holdings Inc. | Add +78.3% | 0.28% | +0.04 |
| CUBI Customers Bancorp Inc. | New | 0.03% | +0.03 |
| AS Amer Sports Inc. | Add +3.1% | 4.19% | −0.94 |
Options Activity Q2 2025 → Q3 2025
| QQQ Invesco QQQ Trust Series 1 | put | New | 190,000 | $114.1M |
| HUM Humana Inc. | call | Sold out | 300,000 | $73.3Mbefore exit |
| EW Edwards Lifesciences Corp. | call | New | 845,000 | $65.7M |
| STUB Stubhub Holdings Inc. Class A | call | New | 1,125,000 | $18.9M |
| AMZN Amazon.com Inc. | call | New | 66,600 | $14.6M |
| HOLX Hologic Inc. | call | New | 149,000 | $10.1M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.