13F-HR filed by Longaeva Partners L.P.
Longaeva Partners L.P. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 54 holding rows worth $489,826,865.
- Accession
- 0000950123-25-008225
- Filer
- CIK 2054122
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 54 entries on the cover page, a total value of $489,826,865 stated on the cover page (in dollars after the unit check, H1), rows summing to $489,826,865 with VALUE read as dollars as filed, 13F file number 028-25596. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerBalyasny Asset Management L.P.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| HUMANA INC COM | 444859102 | Stock | 300,000 | $73,344,000 | dollars as filed | call |
| CARIS LIFE SCIENCES INC | 142152107 | COMMON STOCK | 1,459,745 | $39,004,386 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 1,162,406 | $25,038,225 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 225,000 | $24,945,750 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 773,750 | $24,489,188 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 540,000 | $20,930,400 | dollars as filed | |
| TPG INC COM CL A | 872657101 | Stock | 394,273 | $20,679,619 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 257,350 | $20,127,344 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 808,052 | $19,061,947 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 368,590 | $18,127,256 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 336,233 | $17,917,857 | dollars as filed | |
| HOLOGIC INC | 436440101 | COM | 265,000 | $17,267,400 | dollars as filed | |
| GALAXY DIGITAL INC. CL A | 36317J209 | Stock | 700,000 | $15,330,000 | dollars as filed | |
| WAYSTAR HLDG CORP | 946784105 | COM | 363,091 | $14,839,529 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 466,357 | $10,660,921 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 41,830 | $10,226,598 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 301,503 | $10,124,471 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 99,961 | $8,938,513 | dollars as filed | |
| ASPEN INSURANCE HOLDINGS LTD | G05384501 | ORD SHS CL A | 268,440 | $8,447,807 | dollars as filed | |
| KKR & CO INC | 48251W500 | CMN | 150,000 | $8,040,000 | dollars as filed | |
| SMITHFIELD FOODS INC | 832248207 | COMMON STOCK | 313,482 | $7,376,231 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 78,666 | $7,177,486 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 14,266 | $7,000,897 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 150,000 | $6,802,500 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 62,500 | $6,698,750 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 150,000 | $6,393,000 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 25,000 | $6,071,250 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 379,474 | $5,912,205 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 196,607 | $2,862,598 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 15,000 | $2,719,350 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 61,500 | $2,413,875 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 45,813 | $2,370,823 | dollars as filed | |
| ONESTREAM INC | 68278B107 | CL A | 66,069 | $1,869,753 | dollars as filed | |
| ETORO GROUP LTD A | G32089107 | COMMON STOCK | 27,785 | $1,850,203 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 50,000 | $1,725,500 | dollars as filed | |
| ELBIT SYS LTD ORD | M3760D101 | Stock | 3,375 | $1,517,063 | dollars as filed | |
| CCC INTELLIGENT SOLUTIONS HLD COM | 12510Q100 | Stock | 125,087 | $1,177,069 | dollars as filed | |
| MAREX GROUP PLC | G5S37H101 | COMMON STOCK | 25,000 | $986,750 | dollars as filed | |
| SLIDE INS HLDGS INC | 831349105 | COM | 45,500 | $985,530 | dollars as filed | |
| LOAR HOLDINGS INC COM SHS | 53947R105 | Stock | 10,000 | $861,700 | dollars as filed | |
| MNTN INC | 55318A108 | CL A | 36,056 | $788,545 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 35,000 | $785,400 | dollars as filed | |
| OMADA HEALTH INC | 68170A108 | COM | 42,074 | $769,954 | dollars as filed | |
| TITAN AMERICA SA | B9151N105 | COMMON STOCK | 60,000 | $748,800 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 23,911 | $708,244 | dollars as filed | |
| AKEBIA THERAPEUTICS INC | 00972D105 | COMMON STOCK | 191,691 | $697,755 | dollars as filed | |
| GRUPO FINANCIERO GALICIA | 399909100 | SPONSORED ADR | 12,277 | $618,638 | dollars as filed | |
| BENITEC BIOPHARMA INC | 08205P209 | COMMON STOCK | 51,997 | $608,365 | dollars as filed | |
| KESTRA MED TECHNOLOGIES LTD | G52441105 | SHS | 30,761 | $510,017 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 8,704 | $438,420 | dollars as filed | |
| KINETIK HOLDINGS INC COM NEW CL A | 02215L209 | Stock | 9,481 | $417,638 | dollars as filed | |
| Karooooo Ltd | Y4600W108 | COM | 4,999 | $244,851 | dollars as filed | |
| NEUROPACE INC | 641288105 | COMMON STOCK | 10,933 | $121,794 | dollars as filed | |
| TREVI THERAPEUTICS INC COM | 89532M101 | Stock | 10,000 | $54,700 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000950123-25-008225 | this filing | 2025-08-14 | acceptance time not in the bulk data set |