Longaeva Partners L.P.

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CIK 2054122

13F portfolio (2026-Q1)

$2.1B

Positions

193

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

193

Top 5

15.4%

Top 10

26.8%

Effective N

71.9

HHI

0.014

This quarter

141 new · 0 exit →

By sector

Financials37.8%

Health Care20.9%

Industrials16.2%

Information Technology11.4%

Consumer Discretionary9.1%

Communication Services1.8%

Unclassified1.4%

Utilities0.7%

Other0.7%

By market cap

Large ($10–200B)50.9%

Mid ($2–10B)20.2%

Mega (>$200B)17.7%

Unknown5.6%

Small ($300M–2B)5.2%

Micro (<$300M)0.3%

By region

North America96.3%

Europe2.0%

Other1.4%

Asia-Pacific0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Banks	20.90%	19
Capital Markets	14.24%	12
Pharmaceuticals & Biotechnology	10.91%	36
Commercial Services & Supplies	8.55%	8
Health Care Equipment & Supplies	7.83%	7
Machinery	6.29%	13
Software & IT Services	5.86%	8
Specialty Retail	5.35%	13
Semiconductors & Semiconductor Equipment	4.20%	9
Hotels, Restaurants & Leisure	1.99%	6
Unclassified	1.39%	8
Technology Hardware & Equipment	1.38%	6
Health Care Providers & Services	1.26%	4
Textiles, Apparel & Luxury Goods	1.11%	1
Aerospace & Defense	1.10%	7
Life Sciences Tools & Services	0.87%	2
Entertainment	0.83%	2
Road & Rail	0.79%	6
Utilities	0.72%	1
Distributors	0.59%	1
Airlines	0.58%	4
Insurance	0.57%	2
Chemicals	0.51%	1
Professional Services	0.48%	2
Electrical Equipment & Components	0.43%	2
Software	0.38%	2
Marine	0.26%	1
Construction & Engineering	0.25%	3
Metals & Mining	0.09%	1
Food Products	0.08%	1
Media & Publishing	0.08%	1
Media & Entertainment	0.07%	1
Diversified Consumer Services	0.03%	1
Leisure Products	0.02%	1
Oil, Gas & Consumable Fuels	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	BAC	BANK OF AMERICA CORP /DE/	Financials	3.65%
2	PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	3.27%
3	BSX	BOSTON SCIENTIFIC CORP	Health Care	2.89%
4	KEY	KEYCORP /NEW/	Financials	2.87%
5	GS	GOLDMAN SACHS GROUP INC	Financials	2.75%
6	MS	MORGAN STANLEY	Financials	2.48%
7	MMED	MiniMed Group, Inc.	Health Care	2.28%
8	CFG	CITIZENS FINANCIAL GROUP INC/RI	Financials	2.27%
9	EVR	Evercore Inc.	Financials	2.26%
10	MA	Mastercard Inc	Financials	2.06%

185/193 names classified · sector 98.6% of weight · industry 98.6% · mkt cap 94.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 5 quarters

FinancialsSCHW, TPG, BRO, GLXY, BAC · other

Health CareCAI, EW, BTSG, BDX, BSX · other

IndustrialsSARO, VIK, ADT, MSCI, SPGI · other

Consumer DiscretionaryAS, BIRK, QXO, ROST, EAT · other

Information TechnologyWAY, SAIL, KVYO, MBLY, PCTY · other

UtilitiesETR, AEP, VG, CTRI, KNTK

Communication ServicesSTUB, GENI, DKNG, META, MH · other

Consumer StaplesSFD, PRMB, SFM, MNST, CELH · other

MaterialsTTAM, ORLA, ONON, EL, ELF · other

EnergyWBI, BKV

UnclassifiedHOLX, KKR & CO INC, KLAR, ASPEN INSURANCE HOLDINGS LTD, GLBE · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 98.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (112 classified)Longaeva Partners L.P. centroid (Mid Core)

FinancialsIndustrialsInformation TechnologyConsumer DiscretionaryHealth CareCommunication ServicesUtilities

Style box summary for Longaeva Partners L.P.: centroid Mid Core. Heaviest cells: Mid Growth 15.2%, Large Value 11.8%, Large Growth 11.3%.

Classified: 73.6% of book weight (112/193 names) · unclassified 26.4%: MMED, VSH, KKR, FLG, MDLN, ASML, NRIX, AS, FTRE, GENI +71 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 193 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	BACBANK AMERICA CORP	1,555,661	$76M	3.6%	NEW
2	PNCPNC FINL SVCS GROUP INC	326,695	$68M	3.3%	ADD 207%
3	BSXBOSTON SCIENTIFIC CORP	957,306	$60M	2.9%	NEW
4	KEYKEYCORP	2,972,970	$60M	2.9%	NEW
5	GSGOLDMAN SACHS GROUP INC	67,586	$57M	2.8%	NEW
6	MSMORGAN STANLEY	313,485	$52M	2.5%	ADD 119%
7	MMEDMINIMED GROUP INC	3,178,654	$47M	2.3%	NEW
8	CFGCITIZENS FINL GROUP INC	785,893	$47M	2.3%	ADD 110%
9	EVREVERCORE INC	157,263	$47M	2.3%	NEW
10	MAMASTERCARD INCORPORATED	85,782	$43M	2.1%	NEW
11	MSCIMSCI INC	77,680	$42M	2.0%	NEW
12	SPGIS&P GLOBAL INC	92,917	$40M	1.9%	NEW
13	USBUS BANCORP	753,339	$39M	1.9%	NEW
14	VSHVISHAY INTERTECHNOLOGY INC	1,897,211	$34M	1.6%	NEW
15	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	548,800	$34M	1.6%	ADD 480%
16	SCHWSCHWAB CHARLES CORP	349,153	$33M	1.6%	NEW
17	KKRKKR & CO INC	349,327	$32M	1.6%	ADD 232%
18	FLGFLAGSTAR BANK NATIONAL ASSOC	2,302,534	$30M	1.5%	ADD 545%
19	TGTTARGET CORP	247,500	$30M	1.4%	NEW
20	LNTHLANTHEUS HLDGS INC	383,945	$29M	1.4%	NEW
21	MDLNMEDLINE INC	635,000	$28M	1.4%	ADD 604%
22	ACMRACM RESH INC	708,379	$28M	1.3%	NEW
23	ASMLASML HOLDING N V	19,653	$26M	1.2%	NEW
24	TOSTTOAST INC	941,001	$25M	1.2%	ADD 176%
25	WEXWEX INC	161,275	$25M	1.2%	NEW
26	AMZNAMAZON COM INC	115,351	$24M	1.2%	ADD 57%
27	NRIXNURIX THERAPEUTICS INC	1,490,202	$23M	1.1%	ADD 61%
28	ASAMER SPORTS INC	698,513	$23M	1.1%	ADD 55%
29	PJTPJT PARTNERS INC	154,987	$22M	1.0%	NEW
30	SBUXSTARBUCKS CORP	233,870	$21M	1.0%	NEW
31	CCITIGROUP INC	180,620	$20M	1.0%	ADD 41%
32	BENFRANKLIN RESOURCES INC	862,737	$20M	1.0%	ADD 53%
33	JKHYHENRY JACK & ASSOC INC	128,056	$20M	1.0%	NEW
34	JCIJOHNSON CONTROLS INTERNATION	149,002	$20M	0.9%	NEW
35	FTREFORTREA HLDGS INC	2,046,727	$19M	0.9%	ADD 712%
36	RELYREMITLY GLOBAL INC	1,123,723	$18M	0.8%	ADD 277%
37	NVDANVIDIA CORPORATION	98,128	$17M	0.8%	NEW
38	GENIGENIUS SPORTS LIMITED	3,841,145	$17M	0.8%	ADD 68%
39	METAMETA PLATFORMS INC	29,436	$17M	0.8%	NEW
40	AMATAPPLIED MATLS INC	48,642	$17M	0.8%	NEW
41	NVTNVENT ELECTRIC PLC	140,238	$17M	0.8%	NEW
42	PIPRPIPER SANDLER COMPANIES	211,601	$16M	0.8%	NEW
43	ROSTROSS STORES INC	73,767	$16M	0.8%	TRIM −24%
44	AZNASTRAZENECA PLC	80,130	$16M	0.8%	NEW
45	PFEPFIZER INC	560,615	$16M	0.8%	NEW
46	IBKRINTERACTIVE BROKERS GROUP IN	231,496	$16M	0.7%	NEW
47	VRSNVERISIGN INC	61,259	$15M	0.7%	TRIM −14%
48	HDHOME DEPOT INC	46,000	$15M	0.7%	NEW
49	KNTKKINETIK HOLDINGS INC	311,000	$15M	0.7%	ADD 260%
50	BTDRBITDEER TECHNOLOGIES GROUP	1,696,268	$15M	0.7%	NEW
51	IEXIDEX CORP	72,952	$14M	0.7%	NEW
52	AFRMAFFIRM HLDGS INC	285,099	$13M	0.6%	NEW
53	COGTCOGENT BIOSCIENCES INC	335,000	$13M	0.6%	NEW
54	GWWWW GRAINGER INC	11,267	$12M	0.6%	NEW
55	ARWRARROWHEAD PHARMACEUTICALS IN	194,589	$12M	0.6%	NEW
56	MTDMETTLER TOLEDO INTERNATIONAL	9,250	$12M	0.6%	NEW
57	BNYBANK NEW YORK MELLON CORP	95,176	$11M	0.5%	NEW
58	VRTXVERTEX PHARMACEUTICALS INC	24,935	$11M	0.5%	NEW
59	ONONON HLDG AG	313,000	$11M	0.5%	NEW
60	BNTXBIONTECH SE	119,204	$11M	0.5%	NEW
61	GLBEGLOBAL E ONLINE LTD	342,516	$11M	0.5%	ADD 43%
62	ASBASSOCIATED BANC CORP	405,311	$10M	0.5%	NEW
63	ONBOLD NATL BANCORP IND	464,469	$10M	0.5%	NEW
64	AMEAMETEK INC	47,729	$10M	0.5%	NEW
65	BAHBOOZ ALLEN HAMILTON HLDG COR	123,386	$10M	0.5%	NEW
66	CTNMCONTINEUM THERAPEUTICS INC	732,088	$10M	0.5%	ADD 56%
67	QGENQIAGEN NV	230,000	$9M	0.4%	NEW
68	FHNFIRST HORIZON CORPORATION	399,537	$9M	0.4%	ADD 145%
69	PHPARKER-HANNIFIN CORP	10,101	$9M	0.4%	NEW
70	DXCMDEXCOM	135,000	$8M	0.4%	NEW
71	STXSEAGATE TECHNOLOGY HLDNGS PL	21,502	$8M	0.4%	NEW
72	BURLBURLINGTON STORES INC	24,934	$8M	0.4%	ADD 99%
73	HEIHEICO CORP NEW	28,536	$8M	0.4%	NEW
74	IMTXIMMATICS N.V	780,967	$8M	0.4%	ADD 1651%
75	MLTXMOONLAKE IMMUNOTHERAPEUTICS	410,000	$8M	0.4%	NEW
76	MARMARRIOTT INTL INC NEW	22,100	$7M	0.3%	ADD 61%
77	SSBSOUTHSTATE BK CORP	77,688	$7M	0.3%	TRIM −10%
78	INSPINSPIRE MED SYS INC	138,761	$7M	0.3%	NEW
79	SNPSSYNOPSYS INC	17,617	$7M	0.3%	NEW
80	SVRASAVARA INC	1,275,000	$7M	0.3%	ADD 2%
81	FISVFISERV INC	123,042	$7M	0.3%	NEW
82	TMDXTRANSMEDICS GROUP INC	69,057	$7M	0.3%	NEW
83	AMGNAMGEN INC	19,413	$7M	0.3%	NEW
84	ORKAORUKA THERAPEUTICS INC	136,884	$7M	0.3%	ADD 7%
85	CNCCENTENE CORP DEL	199,000	$7M	0.3%	TRIM −11%
86	DIODDIODES INC	94,881	$6M	0.3%	NEW
87	WHWYNDHAM HOTELS & RESORTS INC	79,700	$6M	0.3%	ADD 219%
88	CRLCHARLES RIV LABS INTL INC	36,721	$6M	0.3%	NEW
89	RBCRBC BEARINGS INC	11,483	$6M	0.3%	NEW
90	SAIASAIA INC	17,089	$6M	0.3%	NEW
91	LUVSOUTHWEST AIRLS CO	154,535	$6M	0.3%	NEW
92	GEVGE VERNOVA INC	6,354	$6M	0.3%	NEW
93	GDSGDS HLDGS LTD	135,882	$5M	0.3%	NEW
94	UNHUNITEDHEALTH GROUP INC	20,000	$5M	0.3%	TRIM −35%
95	BLTEBELITE BIO INC	33,492	$5M	0.3%	NEW
96	CCLCARNIVAL CORP	205,000	$5M	0.3%	TRIM −12%
97	WFCWELLS FARGO CO NEW	63,780	$5M	0.2%	NEW
98	BANCBANC OF CALIFORNIA INC	285,796	$5M	0.2%	NEW
99	WMTWALMART INC	40,000	$5M	0.2%	NEW
100	TTTRANE TECHNOLOGIES PLC	11,689	$5M	0.2%	NEW
101	LMRILUMEXA IMAGING HOLDINGS INC	557,423	$5M	0.2%	ADD 179%
102	RAREULTRAGENYX PHARMACEUTICAL IN	228,107	$5M	0.2%	NEW
103	RLAYRELAY THERAPEUTICS INC	470,544	$5M	0.2%	NEW
104	YSSYORK SPACE SYSTEMS INC	210,000	$5M	0.2%	NEW
105	KYIVKYIVSTAR GROUP LTD	458,418	$5M	0.2%	NEW
106	ALHALLIANCE LAUNDRY HLDGS INC	218,876	$5M	0.2%	TRIM −9%
107	TJXTJX COS INC NEW	28,298	$5M	0.2%	NEW
108	ELVNENLIVEN THERAPEUTICS INC	113,065	$4M	0.2%	NEW
109	PNRPENTAIR PLC	50,411	$4M	0.2%	NEW
110	PRCTPROCEPT BIOROBOTICS CORP	175,000	$4M	0.2%	NEW
111	VSTMVERASTEM INC	807,755	$4M	0.2%	NEW
112	NOCNORTHROP GRUMMAN CORP	6,271	$4M	0.2%	NEW
113	MTZMASTEC INC	13,014	$4M	0.2%	NEW
114	EWBCEAST WEST BANCORP INC	36,913	$4M	0.2%	NEW
115	WERNWERNER ENTERPRISES INC	133,683	$4M	0.2%	NEW
116	VNETVNET GROUP INC	429,542	$4M	0.2%	NEW
117	UNPUNION PAC CORP	14,771	$4M	0.2%	NEW
118	SHAKSHAKE SHACK INC	39,530	$3M	0.2%	TRIM −7%
119	FPSForgent Power Solutions Inc	118,411	$3M	0.2%	NEW
120	ANNXANNEXON INC	620,401	$3M	0.2%	TRIM −80%
121	HUBBHUBBELL INC	6,371	$3M	0.2%	NEW
122	AEOAMERICAN EAGLE OUTFITTERS IN	183,443	$3M	0.1%	NEW
123	EQPTEQUIPMENTSHARE COM INC	149,976	$3M	0.1%	NEW
124	RALRALLIANT CORP	73,181	$3M	0.1%	NEW
125	PLXSPLEXUS CORP	14,334	$3M	0.1%	NEW
126	BABOEING CO	14,234	$3M	0.1%	NEW
127	UCTTULTRA CLEAN HLDGS INC	45,004	$3M	0.1%	NEW
128	ERASERASCA INC	171,233	$3M	0.1%	NEW
129	CGEMCULLINAN THERAPEUTICS INC	183,691	$3M	0.1%	NEW
130	TRDAENTRADA THERAPEUTICS INC	204,978	$3M	0.1%	NEW
131	CTMXCYTOMX THERAPEUTICS INC.	550,000	$3M	0.1%	NEW
132	CHYMCHIME FINL INC	136,189	$3M	0.1%	TRIM −23%
133	HLXCHELIX ACQUISITION CORP III	247,500	$3M	0.1%	NEW
134	ACAAUAVERIN CAP ACQUISITION CORP	250,000	$2M	0.1%	NEW
135	VRTVERTIV HOLDINGS CO	9,966	$2M	0.1%	NEW
136	COSTCOSTCO WHSL CORP NEW	2,500	$2M	0.1%	NEW
137	ALGTALLEGIANT TRAVEL CO	29,244	$2M	0.1%	NEW
138	BOBSBOBS DISC FURNITURE INC	200,000	$2M	0.1%	NEW
139	CBRLCRACKER BARREL OLD CTRY STOR	80,100	$2M	0.1%	NEW
140	AEROGRUPO AEROMEXICO SAB DE CV	150,000	$2M	0.1%	HOLD
141	ROKROCKWELL AUTOMATION INC	5,659	$2M	0.1%	NEW
142	USARUSA RARE EARTH INC	124,687	$2M	0.1%	NEW
143	SEPNSEPTERNA INC	74,567	$2M	0.1%	ADD 49%
144	DOCNDIGITALOCEAN HLDGS INC	20,219	$2M	0.1%	NEW
145	RANIRANI THERAPEUTICS HLDGS INC	2,329,459	$2M	0.1%	ADD 10%
146	AALAMERICAN AIRLS GROUP INC	157,172	$2M	0.1%	NEW
147	OFRMONCE UPON A FARM PBC	100,000	$2M	0.1%	NEW
148	BTSGBRIGHTSPRING HEALTH SVCS INC	38,307	$2M	0.1%	NEW
149	MHMCGRAW HILL INC	118,944	$2M	0.1%	TRIM −52%
150	MRAMEVERSPIN TECHNOLOGIES INC	172,774	$2M	0.1%	NEW
151	CLYMCLIMB BIO INC	217,768	$1M	0.1%	NEW
152	BETABETA TECHNOLOGIES INC	95,925	$1M	0.1%	TRIM −73%
153	ROKUROKU INC	14,608	$1M	0.1%	NEW
154	BNTCBENITEC BIOPHARMA INC	125,000	$1M	0.1%	TRIM −57%
155	WUWESTERN UN CO	148,203	$1M	0.1%	NEW
156	JBHTHUNT J B TRANS SVCS INC	5,941	$1M	0.1%	NEW
157	EWTXEDGEWISE THERAPEUTICS INC	36,931	$1M	0.1%	NEW
158	SERVSERVE ROBOTICS INC	129,367	$1M	0.1%	NEW
159	MTBM & T BK CORP	5,261	$1M	0.1%	NEW
160	SMMTSUMMIT THERAPEUTICS INC	57,282	$1M	0.1%	NEW
161	UPSUNITED PARCEL SERVICE INC	11,030	$1M	0.1%	NEW
162	BWXTBWX TECHNOLOGIES INC	4,909	$1M	0.0%	NEW
163	TDGTRANSDIGM GROUP INC	843	$977,003	0.0%	NEW
164	VOYGVOYAGER TECHNOLOGIES INC	41,273	$965,375	0.0%	NEW
165	BRCBBLACK ROCK COFFEE BAR INC	71,547	$924,387	0.0%	ADD 127%
166	SHOPSHOPIFY INC	7,790	$924,057	0.0%	NEW
167	APOAPOLLO GLOBAL MGMT INC	6,999	$779,829	0.0%	NEW
168	PYXSPYXIS ONCOLOGY INC	503,214	$734,692	0.0%	HOLD
169	MWHSOLV ENERGY INC	23,317	$700,210	0.0%	NEW
170	PMVPPMV PHARMACEUTICALS INC	552,027	$684,513	0.0%	NEW
171	KNXKNIGHT-SWIFT TRANSN HLDGS IN	11,328	$652,266	0.0%	NEW
172	PXEDPHOENIX ED PARTNERS INC	20,568	$647,069	0.0%	TRIM −8%
173	ARVNARVINAS INC	50,205	$532,173	0.0%	NEW
174	SIONSIONNA THERAPEUTICS INC	12,693	$508,862	0.0%	TRIM −84%
175	OIMAUONEIM ACQUISITION CORP	50,000	$505,500	0.0%	NEW
176	PAYXPAYCHEX INC	4,601	$423,844	0.0%	NEW
177	LECOLINCOLN ELEC HLDGS INC	1,674	$416,960	0.0%	NEW
178	PCSCPERCEPTIVE CAP SOLUTIONS COR	36,614	$401,656	0.0%	NEW
179	SNDASONIDA SENIOR LIVING INC	11,848	$382,098	0.0%	NEW
180	BEAMBEAM THERAPEUTICS INC	15,518	$369,794	0.0%	ADD 30%
181	TSCOTRACTOR SUPPLY CO	8,080	$366,024	0.0%	NEW
182	XENEXENON PHARMACEUTICALS INC	6,250	$363,438	0.0%	NEW
183	TROWPRICE T ROWE GROUP INC	3,863	$348,211	0.0%	NEW
184	ARESARES MANAGEMENT CORPORATION	3,075	$335,482	0.0%	TRIM −94%
185	PTONPELOTON INTERACTIVE INC	77,110	$330,802	0.0%	NEW
186	WBIWATERBRIDGE INFRASTRUCTURE L	11,250	$301,388	0.0%	TRIM −96%
187	LENLENNAR CORP	3,221	$279,712	0.0%	NEW
188	DKNGDRAFTKINGS INC NEW	10,953	$236,804	0.0%	TRIM −98%
189	LIILENNOX INTL INC	496	$230,208	0.0%	NEW
190	RHRH	1,497	$209,311	0.0%	TRIM −90%
191	QQQINVESCO QQQ TR	246	$141,986	0.0%	NEW
192	IBMINTERNATIONAL BUSINESS MACHS	380	$92,108	0.0%	NEW
193	FASTFASTENAL CO	1,338	$62,083	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BACBANK AMERICA CORP

—

1.6M

$76M

PNCPNC FINL SVCS GROUP INC

—

106K

327K

$68M

BSXBOSTON SCIENTIFIC CORP

—

957K

$60M

KEYKEYCORP

—

3.0M

$60M

GSGOLDMAN SACHS GROUP INC

—

68K

$57M

MSMORGAN STANLEY

—

143K

313K

$52M

MMEDMINIMED GROUP INC

—

3.2M

$47M

CFGCITIZENS FINL GROUP INC

—

374K

786K

$47M

EVREVERCORE INC

—

157K

$47M

MAMASTERCARD INCORPORATED

—

86K

$43M

MSCIMSCI INC

—

78K

$42M

SPGIS&P GLOBAL INC

—

93K

$40M

USBUS BANCORP

—

753K

$39M

VSHVISHAY INTERTECHNOLOGY INC

—

1.9M

$34M

CTSHCOGNIZANT TECHNOLOGY SOLUTIO

—

95K

549K

$34M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Longaeva Partners L.P.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 193 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Longaeva Partners L.P.