13F-HR filed by Longaeva Partners L.P.
Longaeva Partners L.P. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 77 holding rows worth $693,540,164.
- Accession
- 0001193125-25-282266
- Filer
- CIK 2054122
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 77 entries on the cover page, a total value of $693,540,164 stated on the cover page (in dollars after the unit check, H1), rows summing to $693,540,164 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 |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 190,000 | $114,070,300 | dollars as filed | put |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 845,000 | $65,715,650 | dollars as filed | call |
| STUBHUB HOLDINGS INC CLASS A | 86384P109 | COMMON STOCK | 2,695,605 | $45,393,988 | dollars as filed | |
| HOLOGIC INC | 436440101 | COM | 614,934 | $41,501,896 | dollars as filed | |
| CARIS LIFE SCIENCES INC | 142152107 | COMMON STOCK | 1,285,968 | $38,900,532 | dollars as filed | |
| TPG INC COM CL A | 872657101 | Stock | 385,436 | $22,143,298 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 249,485 | $19,402,448 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 556,976 | $19,354,916 | dollars as filed | |
| STUBHUB HOLDINGS INC CLASS A | 86384P109 | COMMON STOCK | 1,125,000 | $18,945,000 | dollars as filed | call |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 282,739 | $17,575,056 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 114,767 | $17,489,343 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 356,290 | $16,122,123 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 532,294 | $15,734,611 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 405,590 | $14,864,874 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 66,600 | $14,623,362 | dollars as filed | call |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 873,325 | $12,331,349 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 35,461 | $12,244,683 | dollars as filed | |
| HOLOGIC INC | 436440101 | COM | 149,000 | $10,056,010 | dollars as filed | call |
| Danaher Corporation | 235851102 | COM | 50,000 | $9,913,000 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 46,016 | $8,759,606 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 321,704 | $8,113,375 | dollars as filed | |
| KKR & CO INC | 48251W500 | CMN | 150,000 | $7,852,500 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 50,000 | $7,823,000 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 367,378 | $7,777,392 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 57,441 | $6,974,486 | dollars as filed | |
| GALAXY DIGITAL INC. CL A | 36317J209 | Stock | 183,419 | $6,201,396 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 24,963 | $5,481,126 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 241,835 | $5,339,717 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 47,315 | $5,308,743 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 189,721 | $5,177,486 | dollars as filed | |
| WAYSTAR HLDG CORP | 946784105 | COM | 136,046 | $5,158,864 | dollars as filed | |
| SMITHFIELD FOODS INC | 832248207 | COMMON STOCK | 200,736 | $4,713,281 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 78,857 | $4,533,489 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 125,673 | $4,334,462 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 153,221 | $4,242,689 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 145,058 | $4,193,627 | dollars as filed | |
| FIGURE TECHNOLOGY SOLUTIO | 349381103 | COM CL A | 115,000 | $4,182,550 | dollars as filed | |
| MBX BIOSCIENCES INC COM | 55287L101 | Stock | 224,433 | $3,927,578 | dollars as filed | |
| NEKTAR THERAPEUTICS | 640268306 | COMMON STOCK | 62,729 | $3,569,280 | dollars as filed | |
| KESTRA MED TECHNOLOGIES LTD | G52441105 | SHS | 136,182 | $3,235,684 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 55,000 | $3,210,350 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 5,977 | $2,900,160 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 32,886 | $2,792,021 | dollars as filed | |
| AMYLYX PHARMACEUTICALS INC | 03237H101 | COM | 200,000 | $2,718,000 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 24,545 | $2,670,496 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 125,483 | $2,493,347 | dollars as filed | |
| ORLA MNG LTD NEW | 68634K106 | COM | 225,000 | $2,427,057 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 105,000 | $2,386,650 | dollars as filed | |
| BLACK ROCK COFFEE BAR INC A | 092244102 | COMMON STOCK | 94,375 | $2,251,788 | dollars as filed | |
| ALIGNMENT HEALTHCARE INC COM | 01625V104 | Stock | 125,000 | $2,181,250 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 112,011 | $2,134,930 | dollars as filed | |
| PATTERN GROUP INC | 70339W104 | COM SER A | 146,609 | $2,008,543 | dollars as filed | |
| SIONNA THERAPEUTICS INC | 829401108 | COMMON STOCK | 61,457 | $1,807,450 | dollars as filed | |
| NIQ GLOBAL INTELLIGENCE PLC | G63755105 | ORDINARY SHARES | 100,872 | $1,583,690 | dollars as filed | |
| ASPEN INSURANCE HOLDINGS LTD | G05384501 | ORD SHS CL A | 39,189 | $1,438,628 | dollars as filed | |
| COREBRIDGE FINL INC COM | 21871X109 | Stock | 43,675 | $1,399,784 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 25,000 | $1,308,500 | dollars as filed | |
| SLIDE INS HLDGS INC | 831349105 | COM | 81,119 | $1,280,463 | dollars as filed | |
| PYXIS ONCOLOGY INC COMMON STOCK | 747324101 | Stock | 503,214 | $1,117,135 | dollars as filed | |
| SEPTERNA INC COM | 81734D104 | Stock | 57,064 | $1,073,374 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 18,128 | $1,030,939 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 25,000 | $983,750 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 26,386 | $982,615 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 30,250 | $900,845 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 11,660 | $841,852 | dollars as filed | |
| TITAN AMERICA SA | B9151N105 | COMMON STOCK | 51,304 | $766,482 | dollars as filed | |
| DLOCAL LTD | G29018101 | CLASS A COM | 37,500 | $535,500 | dollars as filed | |
| BENITEC BIOPHARMA INC | 08205P209 | COMMON STOCK | 37,537 | $526,644 | dollars as filed | |
| CLEANCORE SOLUTIONS INC | 184492106 | CLASS B COM SHS | 260,577 | $526,366 | dollars as filed | |
| ADT INC DEL COM | 00090Q103 | Stock | 55,242 | $481,158 | dollars as filed | |
| ETORO GROUP LTD A | G32089107 | COMMON STOCK | 10,619 | $438,246 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 30,163 | $428,013 | dollars as filed | |
| AQUESTIVE THERAPEUTICS INC COM | 03843E104 | Stock | 71,015 | $396,974 | dollars as filed | |
| CUSTOMERS BANCORP INC | 23204G100 | COM | 2,080 | $135,970 | dollars as filed | |
| KINETIK HOLDINGS INC COM NEW CL A | 02215L209 | Stock | 975 | $41,672 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 328 | $33,072 | dollars as filed | |
| LOAR HOLDINGS INC COM SHS | 53947R105 | Stock | 296 | $23,680 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001193125-25-282266 | this filing | 2025-11-14 | acceptance time not in the bulk data set |