Longaeva Partners L.P.
•CIK: 2054122•Filing: Q4 2025
**Longaeva Partners L.P.** manages $931M across a diversified portfolio of 115 positions. The fund exhibits significant concentration in select names, notably holding EW at $72.0M and SBUX at $50.5M. Further substantial allocations include CAI ($40.7M), BDX ($25.5M), and DWD ($25.4M). This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$773.9M
+ $157.3M in options
QoQ Performance
+66.6%
Positions
110
+ 4 options
Top 10 Concentration
35.0%
Latest Filing
Q4 2025
Top Holdings Allocation
EW
SBUX
EW7.7%
SBUX5.4%
CAI4.4%
BDX2.7%
DWD2.7%
TPG2.6%
NVO2.4%
PNC2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.4%
Consumer7.7%
Financial1.9%
Healthcare1.1%
Technology0.9%
🚪 Exited Positionssold since Q3 2025
+36 more exited positions
Changes from Q3 2025
NEW83 new positions
↑11 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025