13F-HR filed by Longaeva Partners L.P.
Longaeva Partners L.P. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 119 holding rows worth $1,192,163,719.
- Accession
- 0001193125-26-054304
- Filer
- CIK 2054122
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 119 entries on the cover page, a total value of $1,192,163,719 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,192,163,719 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 |
|---|---|---|---|---|---|---|
| BECTON DICKINSON & CO | 075887109 | COM | 1,000,000 | $194,070,000 | dollars as filed | call |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 845,000 | $72,036,250 | dollars as filed | call |
| Starbucks Corporation | 855244109 | COM | 600,000 | $50,526,000 | dollars as filed | call |
| CARIS LIFE SCIENCES INC | 142152107 | COMMON STOCK | 1,509,745 | $40,732,920 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 131,330 | $25,487,213 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 142,929 | $25,374,185 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 2,286,584 | $25,198,156 | dollars as filed | |
| TPG INC COM CL A | 872657101 | Stock | 374,833 | $23,929,339 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 444,266 | $22,604,254 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 106,306 | $22,189,251 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 259,367 | $22,111,037 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 373,607 | $21,822,385 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 1,920,000 | $21,158,400 | dollars as filed | call |
| STUBHUB HOLDINGS INC CLASS A | 86384P109 | COMMON STOCK | 1,450,047 | $19,619,136 | dollars as filed | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 121,383 | $18,510,908 | dollars as filed | |
| NURIX THERAPEUTICS INC | 67080M103 | COMMON STOCK | 927,729 | $17,599,019 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 96,767 | $17,431,607 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 71,278 | $17,316,990 | dollars as filed | |
| BRINKER INTL INC COM | 109641100 | Stock | 119,904 | $17,208,622 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 73,500 | $16,965,270 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 450,328 | $16,819,751 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 452,289 | $15,585,879 | dollars as filed | |
| ANNEXON INC | 03589W102 | COM | 3,100,000 | $15,562,000 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 128,314 | $14,972,961 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 90,741 | $14,572,097 | dollars as filed | |
| STUBHUB HOLDINGS INC CLASS A | 86384P109 | COMMON STOCK | 1,000,000 | $13,530,000 | dollars as filed | call |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 562,264 | $13,432,487 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 105,345 | $13,429,381 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 340,925 | $12,106,247 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 256,156 | $10,476,780 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 30,967 | $10,222,516 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 151,695 | $10,081,650 | dollars as filed | |
| BETA TECHNOLOGIES INC COM SHS CL A | 086921103 | Stock | 349,608 | $9,862,442 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 239,726 | $9,423,629 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 531,414 | $9,220,033 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 223,597 | $9,201,017 | dollars as filed | |
| WINTRUST FINL CORP COM | 97650W108 | Stock | 64,715 | $9,048,451 | dollars as filed | |
| NORTHERN TR CORP COM | 665859104 | Stock | 65,972 | $9,011,115 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 115,867 | $8,883,523 | dollars as filed | |
| HAMILTON LANE INC | 407497106 | CL A | 63,619 | $8,544,668 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 436,794 | $8,456,332 | dollars as filed | |
| NIQ GLOBAL INTELLIGENCE PLC | G63755105 | ORDINARY SHARES | 497,489 | $8,203,594 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 47,164 | $8,182,482 | dollars as filed | |
| SOUTHSTATE BK CORP COM | 84472E102 | Stock | 86,192 | $8,111,529 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 101,644 | $8,097,977 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 49,253 | $7,960,762 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 94,606 | $7,852,298 | dollars as filed | |
| AFFILIATED MANAGERS GROUP COM | 008252108 | Stock | 26,553 | $7,654,699 | dollars as filed | |
| MOELIS & CO | 60786M105 | CL A | 110,660 | $7,606,768 | dollars as filed | |
| SAVARA INC | 805111101 | COM | 1,246,042 | $7,513,633 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 232,869 | $7,111,819 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 104,842 | $6,824,166 | dollars as filed | |
| KKR & CO INC | 48251W500 | CMN | 125,000 | $6,480,000 | dollars as filed | |
| PINNACLE FINANCIAL PARTNERS IN | 72346Q104 | COM | 67,341 | $6,425,005 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 293,865 | $5,880,239 | dollars as filed | |
| CONTINEUM THERAPEUTICS INC CL A | 21217B100 | Stock | 470,000 | $5,372,100 | dollars as filed | |
| ALLIANCE LAUNDRY HLDGS INC | 01862Q107 | COM | 239,760 | $4,879,116 | dollars as filed | |
| FLAGSTAR FINANCIAL INC | 649445400 | COM NEW | 357,189 | $4,497,010 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 177,016 | $4,469,654 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 176,981 | $4,454,612 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 252,074 | $4,348,277 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 13,764 | $4,270,143 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 13,050 | $4,204,971 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 60,000 | $4,173,000 | dollars as filed | |
| MCGRAW HILL INC | 580907103 | COM | 250,251 | $4,129,142 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 297,689 | $4,108,108 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 11,489 | $4,029,307 | dollars as filed | |
| UL SOLUTIONS INC | 903731107 | CLASS A COM SHS | 50,823 | $4,007,902 | dollars as filed | |
| BENITEC BIOPHARMA INC | 08205P209 | COMMON STOCK | 290,000 | $3,906,300 | dollars as filed | |
| First Horizon Corporation | 320517105 | Common Capital Stock, par value $0.625 per share | 163,336 | $3,903,730 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 128,110 | $3,883,014 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 36,997 | $3,874,326 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 3,587 | $3,839,310 | dollars as filed | |
| MEDLINE INC COM CL A | 58507V107 | Stock | 90,238 | $3,789,996 | dollars as filed | |
| LUMEXA IMAGING HOLDINGS INC | 550249106 | COMMON STOCK | 200,000 | $3,700,000 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 12,521 | $3,616,691 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 50,000 | $3,570,500 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 42,500 | $3,449,725 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 115,000 | $3,324,650 | dollars as filed | |
| GRUPO AEROMEXICO SAB DE CV | 40054J109 | SPONSORED ADS | 150,000 | $3,294,000 | dollars as filed | |
| SIONNA THERAPEUTICS INC | 829401108 | COMMON STOCK | 79,729 | $3,280,051 | dollars as filed | |
| KINETIK HOLDINGS INC COM NEW CL A | 02215L209 | Stock | 86,364 | $3,113,422 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 62,049 | $2,904,514 | dollars as filed | |
| RANI THERAPEUTICS HLDGS INC | 753018100 | CMN | 2,113,435 | $2,853,137 | dollars as filed | |
| WAYSTAR HLDG CORP | 946784105 | COM | 86,642 | $2,837,526 | dollars as filed | |
| RH | 74967X103 | COM | 14,500 | $2,597,675 | dollars as filed | |
| JEFFERIES FINANCIAL GROUP IN | 47233W109 | COM | 40,617 | $2,517,035 | dollars as filed | |
| WEALTHFRONT CORP | 947002101 | COMMON STOCK | 175,000 | $2,378,250 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 36,884 | $2,258,038 | dollars as filed | |
| IMMUNOME INC | 45257U108 | COM | 102,500 | $2,201,700 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 10,157 | $2,080,966 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 35,000 | $1,940,400 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 25,000 | $1,889,000 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 93,545 | $1,804,483 | dollars as filed | |
| ANDERSEN GROUP INC | 033853102 | CL A | 69,028 | $1,789,896 | dollars as filed | |
| SEPTERNA INC COM | 81734D104 | Stock | 49,902 | $1,391,268 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 17,500 | $1,330,700 | dollars as filed | |
| SLIDE INS HLDGS INC | 831349105 | COM | 63,027 | $1,227,766 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 27,006 | $1,189,614 | dollars as filed | |
| FIGURE TECHNOLOGY SOLUTIO | 349381103 | COM CL A | 27,414 | $1,119,588 | dollars as filed | |
| EXZEO GROUP INC | 30234F101 | COMMON STOCK | 38,000 | $921,500 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 34,123 | $893,340 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 12,772 | $754,187 | dollars as filed | |
| BIOHAVEN LTD | G1110E107 | COM | 64,800 | $731,592 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 3,213 | $717,045 | dollars as filed | |
| BLACK ROCK COFFEE BAR INC A | 092244102 | COMMON STOCK | 31,517 | $701,253 | dollars as filed | |
| PHOENIX EDUCATION PARTNERS I | 718968100 | COMMON STOCK | 22,430 | $679,629 | dollars as filed | |
| BKV CORPORATION | 05603J108 | COMMON STOCK | 21,364 | $580,033 | dollars as filed | |
| PYXIS ONCOLOGY INC COMMON STOCK | 747324101 | Stock | 503,214 | $578,696 | dollars as filed | |
| EYEPOINT INC COM NEW | 30233G209 | Stock | 30,000 | $548,100 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 3,294 | $514,358 | dollars as filed | |
| IMMIX BIOPHARMA INC | 45258H106 | COMMON STOCK | 98,040 | $512,749 | dollars as filed | |
| IMMATICS N.V | N44445109 | SHS | 44,601 | $468,311 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 15,518 | $445,056 | dollars as filed | |
| KESTRA MED TECHNOLOGIES LTD | G52441105 | SHS | 16,565 | $439,304 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 11,920 | $330,422 | dollars as filed | |
| PROTARA THERAPEUTICS INC | 74365U107 | COM STK | 33,857 | $180,458 | dollars as filed | |
| CENTRAL BANCOMPANY | 152413100 | COMMON STOCK | 5,295 | $127,715 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 24 | $486 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001193125-26-054304 | this filing | 2026-02-17 | acceptance time not in the bulk data set |