Longaeva Partners L.P. Portfolio Holdings by Sector
Longaeva Partners L.P.
- $490 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Healthcare Plans | Healthcare
HUM HUM 2 stocks |
$83.6 Million
40.37% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$24.9 Million
12.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TPG 1 stocks |
$20.7 Million
9.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW NPCE 2 stocks |
$20.2 Million
9.78% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$17.3 Million
8.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
NDAQ 1 stocks |
$8.94 Million
4.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$7.18 Million
3.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$7 Million
3.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CHWY 1 stocks |
$6.39 Million
3.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$6.07 Million
2.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
ESLT 1 stocks |
$1.52 Million
0.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CCCS 1 stocks |
$1.18 Million
0.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
AKBA TRVI 2 stocks |
$752,455
0.36% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
GGAL 1 stocks |
$618,638
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KNTK 1 stocks |
$417,638
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
KARO 1 stocks |
$244,851
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|