Portfolio (Quarterly)
Guide ↗
Longaeva Partners L.P.
· CIK 0002054122| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | WLTH | WEALTHFRONT CORP | Technology | 175,000 | $2.4M | 0.20% | SOLD |
| 42 | BROS | DUTCH BROS INC | Consumer Cyclical | 36,884 | $2.3M | 0.19% | SOLD |
| 43 | IMNM | IMMUNOME INC | Healthcare | 102,500 | $2.2M | 0.18% | SOLD |
| 44 | EPAM | EPAM SYS INC | Technology | 10,157 | $2.1M | 0.17% | SOLD |
| 45 | — | ETSY INC | — | 35,000 | $1.9M | 0.16% | SOLD |
| 46 | QXO | QXO INC | Industrials | 93,545 | $1.8M | 0.15% | SOLD |
| 47 | ANDG | ANDERSEN GROUP INC | Consumer Cyclical | 69,028 | $1.8M | 0.15% | SOLD |
| 48 | ELF | E L F BEAUTY INC | Consumer Defensive | 17,500 | $1.3M | 0.11% | SOLD |
| 49 | SLDE | SLIDE INS HLDGS INC | Financial Services | 63,027 | $1.2M | 0.10% | SOLD |
| 50 | SRRK | SCHOLAR ROCK HLDG CORP | Healthcare | 27,006 | $1.2M | 0.10% | SOLD |
| 51 | FIGR | FIGURE TECHNOLOGY SOLUTIO | Financial Services | 27,414 | $1.1M | 0.09% | SOLD |
| 52 | XZO | EXZEO GROUP INC | Financial Services | 38,000 | $922K | 0.08% | SOLD |
| 53 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 34,123 | $893K | 0.07% | SOLD |
| 54 | TEM | TEMPUS AI INC | Healthcare | 12,772 | $754K | 0.06% | SOLD |
| 55 | — | BIOHAVEN LTD | — | 64,800 | $732K | 0.06% | SOLD |
| 56 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 3,213 | $717K | 0.06% | SOLD |
| 57 | BKV | BKV CORP | Energy | 21,364 | $580K | 0.05% | SOLD |
| 58 | EYPT | EYEPOINT INC | Healthcare | 30,000 | $548K | 0.05% | SOLD |
| 59 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 3,294 | $514K | 0.04% | SOLD |
| 60 | IMMX | IMMIX BIOPHARMA INC | Healthcare | 98,040 | $513K | 0.04% | SOLD |
Sector Allocation
Financial Services
39.8%
Healthcare
21.9%
Technology
17.0%
Industrials
8.7%
Consumer Cyclical
7.3%
Consumer Defensive
2.1%
Communication Services
2.0%
Energy
0.8%
Utilities
0.3%
Basic Materials
0.1%