Longaeva Partners L.P.

CIK 0002054122 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Longaeva Partners L.P., Partner
Address: c/o Balyasny Asset Management L.P., 444 West Lake Street, 50th Floor, Chicago, IL, 60606
Phone: 312-499-2999
AUM: $1.19B

AUM over time

$4.58B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.19B1 positionsView on SEC.gov

			% of Portfolio
AFFILIATED MANAGERS GROUP IN	COM	$7.7M	0.6%	26,553 SH	New
ALIGN TECHNOLOGY INC	COM	$514K	0.0%	3,294 SH	New
ALLIANCE LAUNDRY HLDGS INC	COM	$4.9M	0.4%	239,760 SH	New
AMAZON COM INC	COM	$17.0M	1.4%Prev: 2.9%	73,500 SH	Decreased-18,063 SH
AMER SPORTS INC	COM SHS	$16.8M	1.4%Prev: 2.8%	450,328 SH	Decreased-106,648 SH
ANDERSEN GROUP INC	CL A	$1.8M	0.2%	69,028 SH	New
ANNEXON INC	COM	$15.6M	1.3%	3,100,000 SH	New
ARES MANAGEMENT CORPORATION	CL A COM STK	$8.0M	0.7%	49,253 SH	New
BEAM THERAPEUTICS INC	COM	$330K	0.0%	11,920 SH	New
BECTON DICKINSON & CO	COM	$219.6M	18.4%	1,131,330 SH	New
BENITEC BIOPHARMA INC	COM NEW	$3.9M	0.3%Prev: 0.1%	290,000 SH	Increased+252,463 SH
BETA TECHNOLOGIES INC	COM SHS CL A	$9.9M	0.8%	349,608 SH	New
BIOHAVEN LTD	COM	$732K	0.1%	64,800 SH	New
BIRKENSTOCK HOLDING PLC	COM SHS	$10.5M	0.9%Prev: 2.3%	256,156 SH	Decreased-100,134 SH
BKV CORP	COM	$580K	0.0%	21,364 SH	New
BLACK ROCK COFFEE BAR INC	CL A	$701K	0.1%Prev: 0.3%	31,517 SH	Decreased-62,858 SH
BLACKROCK INC	COM	$3.8M	0.3%	3,587 SH	New
BLOCK INC	CL A	$6.8M	0.6%	104,842 SH	New
BRINKER INTL INC	COM	$17.2M	1.4%	119,904 SH	New
BROADRIDGE FINL SOLUTIONS IN	COM	$717K	0.1%	3,213 SH	New
BURLINGTON STORES INC	COM	$3.6M	0.3%	12,521 SH	New
CARIS LIFE SCIENCES INC	COM	$40.7M	3.4%Prev: 5.6%	1,509,745 SH	Increased+223,777 SH
CARNIVAL CORP	UNIT 99/99/9999	$7.1M	0.6%Prev: 0.6%	232,869 SH	Increased+87,811 SH
CENTENE CORP DEL	COM	$9.2M	0.8%	223,597 SH	New
CENTRAL BANCOMPANY	COM CL A	$128K	0.0%	5,295 SH	New
CENTURI HOLDINGS INC	COM SHS	$4.5M	0.4%Prev: 1.1%	177,016 SH	Decreased-190,362 SH
CHIME FINL INC	COM SHS CL A	$4.5M	0.4%	176,981 SH	New
CITIGROUP INC	COM NEW	$15.0M	1.3%	128,314 SH	New
CITIZENS FINL GROUP INC	COM	$21.8M	1.8%	373,607 SH	New
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$7.9M	0.7%	94,606 SH	New
CONTINEUM THERAPEUTICS INC	CL A	$5.4M	0.5%	470,000 SH	New
DRAFTKINGS INC NEW	COM CL A	$15.6M	1.3%	452,289 SH	New
DUTCH BROS INC	CL A	$2.3M	0.2%Prev: 0.2%	36,884 SH	Increased+11,884 SH
E L F BEAUTY INC	COM	$1.3M	0.1%	17,500 SH	New
EDWARDS LIFESCIENCES CORP	COM	$94.1M	7.9%Prev: 12.3%	1,104,367 SH	Increased+9,882 SH
EPAM SYS INC	COM	$2.1M	0.2%	10,157 SH	New
ETSY INC	COM	$1.9M	0.2%	35,000 SH	New
EXZEO GROUP INC	COM SHS	$922K	0.1%	38,000 SH	New
EYEPOINT INC	COM NEW	$548K	0.0%	30,000 SH	New
FIDELITY NATL INFORMATION SV	COM	$10.1M	0.8%	151,695 SH	New
FIFTH THIRD BANCORP	COM	$2.9M	0.2%	62,049 SH	New
FIGURE TECHNOLOGY SOLUTIO	COM CL A	$1.1M	0.1%Prev: 0.6%	27,414 SH	Decreased-87,586 SH
FIRST HORIZON CORPORATION	COM	$3.9M	0.3%	163,336 SH	New
FLAGSTAR BANK NATIONAL ASSOC	COM NEW	$4.5M	0.4%	357,189 SH	New
FORTREA HLDGS INC	COMMON STOCK	$4.3M	0.4%	252,074 SH	New
FRANKLIN RESOURCES INC	COM	$13.4M	1.1%	562,264 SH	New
GENIUS SPORTS LIMITED	SHARES CL A	$46.4M	3.9%	4,206,584 SH	New
GLOBAL E ONLINE LTD	SHS	$9.4M	0.8%	239,726 SH	New
GRUPO AEROMEXICO SAB DE CV	SPONSORED ADS	$3.3M	0.3%	150,000 SH	New
HAMILTON LANE INC	CL A	$8.5M	0.7%	63,619 SH	New
HUNTINGTON BANCSHARES INC	COM	$9.2M	0.8%	531,414 SH	New
IMMATICS N.V	SHS	$468K	0.0%	44,601 SH	New
IMMIX BIOPHARMA INC	COM	$513K	0.0%	98,040 SH	New
IMMUNOME INC	COM	$2.2M	0.2%	102,500 SH	New
JEFFERIES FINL GROUP INC	COM	$2.5M	0.2%	40,617 SH	New
JPMORGAN CHASE & CO.	COM	$4.2M	0.4%	13,050 SH	New
KESTRA MED TECHNOLOGIES LTD	SHS	$439K	0.0%Prev: 0.5%	16,565 SH	Decreased-119,617 SH
KINETIK HOLDINGS INC	COM NEW CL A	$3.1M	0.3%Prev: 0.0%	86,364 SH	Increased+85,389 SH
KKR & CO INC	6.25 CON SER D	$6.5M	0.5%Prev: 1.1%	125,000 SH	Decreased-25,000 SH
KKR & CO INC	COM	$13.4M	1.1%	105,345 SH	New
KLARNA GROUP PLC	SHS	$3.3M	0.3%Prev: 2.1%	115,000 SH	Decreased-290,590 SH
LAUDER ESTEE COS INC	CL A	$3.9M	0.3%	36,997 SH	New
LUMEXA IMAGING HOLDINGS INC	COM	$3.7M	0.3%	200,000 SH	New
MARRIOTT INTL INC NEW	CL A	$4.3M	0.4%	13,764 SH	New
MCGRAW HILL INC	COM	$4.1M	0.3%	250,251 SH	New
MEDLINE INC	COM CL A	$3.8M	0.3%	90,238 SH	New
MOELIS & CO	CL A	$7.6M	0.6%	110,660 SH	New
MONSTER BEVERAGE CORP NEW	COM	$8.9M	0.7%	115,867 SH	New
MORGAN STANLEY	COM NEW	$25.4M	2.1%	142,929 SH	New
NIQ GLOBAL INTELLIGENCE PLC	ORDINARY SHARES	$8.2M	0.7%Prev: 0.2%	497,489 SH	Increased+396,617 SH
NORTHERN TR CORP	COM	$9.0M	0.8%	65,972 SH	New
NOVO-NORDISK A S	ADR	$22.6M	1.9%	444,266 SH	New
NURIX THERAPEUTICS INC	COM	$17.6M	1.5%	927,729 SH	New
ORUKA THERAPEUTICS INC	COM	$3.9M	0.3%	128,110 SH	New
PAYLOCITY HLDG CORP	COM	$18.5M	1.6%	121,383 SH	New
PHOENIX ED PARTNERS INC	COM	$680K	0.1%	22,430 SH	New
PINNACLE FINL PARTNERS INC	COM	$6.4M	0.5%	67,341 SH	New
PNC FINL SVCS GROUP INC	COM	$22.2M	1.9%	106,306 SH	New
PROTARA THERAPEUTICS INC	COM STK	$180K	0.0%	33,857 SH	New
PYXIS ONCOLOGY INC	COMMON STOCK	$579K	0.0%Prev: 0.2%	503,214 SH	Decreased
QXO INC	COM NEW	$1.8M	0.2%Prev: 0.3%	93,545 SH	Decreased-18,466 SH
RANI THERAPEUTICS HLDGS INC	COM CL A	$2.9M	0.2%	2,113,435 SH	New
RAYMOND JAMES FINL INC	COM	$14.6M	1.2%	90,741 SH	New
REMITLY GLOBAL INC	COM	$4.1M	0.3%	297,689 SH	New
RH	COM	$2.6M	0.2%	14,500 SH	New
ROCKET COS INC	COM CL A	$8.5M	0.7%	436,794 SH	New
ROSS STORES INC	COM	$17.4M	1.5%Prev: 2.5%	96,767 SH	Decreased-18,000 SH
SAILPOINT INC	COM	$486	0.0%Prev: 0.8%	24 SH	Decreased-241,811 SH
SAVARA INC	COM	$7.5M	0.6%	1,246,042 SH	New
SCHOLAR ROCK HLDG CORP	COM	$1.2M	0.1%Prev: 0.1%	27,006 SH	Increased+620 SH
SEPTERNA INC	COM	$1.4M	0.1%Prev: 0.2%	49,902 SH	Increased-7,162 SH
SHAKE SHACK INC	CL A	$3.4M	0.3%	42,500 SH	New
SIONNA THERAPEUTICS INC	COM	$3.3M	0.3%Prev: 0.3%	79,729 SH	Increased+18,272 SH
SLIDE INS HLDGS INC	COM	$1.2M	0.1%Prev: 0.2%	63,027 SH	Decreased-18,092 SH
SOFI TECHNOLOGIES INC	COM	$893K	0.1%	34,123 SH	New
SOUTHSTATE BK CORP	COM	$8.1M	0.7%	86,192 SH	New
SPROUTS FMRS MKT INC	COM	$8.1M	0.7%Prev: 0.4%	101,644 SH	Increased+77,099 SH
STANDARDAERO INC	COM	$445K	0.0%Prev: 0.7%	15,518 SH	Decreased-174,203 SH
STARBUCKS CORP	COM	$50.5M	4.2%	600,000 SH	New
STRUCTURE THERAPEUTICS INC	SPONSORED ADS	$4.2M	0.4%	60,000 SH	New
STUBHUB HLDGS INC	CL A	$33.1M	2.8%Prev: 9.3%	2,450,047 SH	Decreased-1,370,558 SH
TEMPUS AI INC	CL A	$754K	0.1%	12,772 SH	New
TEXAS INSTRS INC	COM	$8.2M	0.7%	47,164 SH	New
TOAST INC	CL A	$12.1M	1.0%	340,925 SH	New
TPG INC	COM CL A	$23.9M	2.0%Prev: 3.2%	374,833 SH	Increased-10,603 SH
UL SOLUTIONS INC	CLASS A COM SHS	$4.0M	0.3%	50,823 SH	New
UNITEDHEALTH GROUP INC	COM	$10.2M	0.9%Prev: 1.8%	30,967 SH	Decreased-4,494 SH
VERISIGN INC	COM	$17.3M	1.5%	71,278 SH	New
VIKING HOLDINGS LTD	ORD SHS	$3.6M	0.3%Prev: 2.5%	50,000 SH	Decreased-232,739 SH
VISA INC	COM CL A	$4.0M	0.3%	11,489 SH	New
WATERBRIDGE INFRASTRUCTURE L	CL A SHS REPSTG	$5.9M	0.5%Prev: 1.2%	293,865 SH	Decreased-27,839 SH
WAYSTAR HLDG CORP	COM	$2.8M	0.2%Prev: 0.7%	86,642 SH	Decreased-49,404 SH
WEALTHFRONT CORP	COM	$2.4M	0.2%	175,000 SH	New
WINTRUST FINL CORP	COM	$9.0M	0.8%	64,715 SH	New
WYNDHAM HOTELS & RESORTS INC	COM	$1.9M	0.2%	25,000 SH	New

Sold (vs prior filing)

ABIVAX SA — $2.8M
ADT INC DEL — $481K
AIRBNB INC — $7.0M
ALIGNMENT HEALTHCARE INC — $2.2M
AMYLYX PHARMACEUTICALS INC — $2.7M
AQUESTIVE THERAPEUTICS INC — $397K
ARROWHEAD PHARMACEUTICALS IN — $4.3M
ASPEN INSURANCE HOLDINGS LTD — $1.4M
BETA BIONICS INC — $2.5M
BRIGHTSPRING HEALTH SVCS INC — $15.7M
CELSIUS HLDGS INC — $4.5M
CHARLES RIV LABS INTL INC — $7.8M
CLEANCORE SOLUTIONS INC — $526K
COREBRIDGE FINL INC — $1.4M
CUSTOMERS BANCORP INC — $136K
DANAHER CORPORATION — $9.9M
DARDEN RESTAURANTS INC — $8.8M
DIANTHUS THERAPEUTICS INC — $984K
DLOCAL LTD — $536K
ETORO GROUP LTD — $438K
… and 21 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001193125-26-054304	$1.19B	View
Nov 14, 2025	Q3 2025	13F-HR	0001193125-25-282266	$693.5M	View
Aug 14, 2026	Q2 2026