Longaeva Partners L.P.

Chicago, IL · CIK 2054122 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChicago, IL

$3.5bn reported value +66.6% vs Q1 2026

326positions

18.6%in top 10

225 new 43 added 56 reduced 92 sold out vs Q1 2026

Options: 10 call positions ($298.8m notional), 3 put positions ($815.9m notional) – listed below, not included above.

This report includes the holdings of 1 other manager that shares the investment decisions:

Balyasny Asset Management L.P. – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	596,829	$102.0m2.95%	2.95%	New
2	JPMORGAN CHASE & CO COM JPM	JPM	254,986	$83.5m2.41%	2.41%	New
3	BANK AMERICA CORP COM BAC	BAC	1,299,450	$74.0m2.14%	2.14%	Reduced -256.2k	-256,211 -16.5%
4	FIFTH THIRD BANCORP COM FITB	FITB	1,154,808	$65.1m1.88%	1.88%	New
5	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	3,368,279	$59.7m1.72%	1.72%	New
6	MOODYS CORP COM MCO	MCO	130,864	$59.3m1.71%	1.71%	New
7	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	41,960	$53.6m1.55%	1.55%	Added +32.7k	+32,710 353.6%
8	LPL FINL HLDGS INC COM LPLA	LPLA	186,650	$52.6m1.52%	1.52%	New
9	US BANCORP DEL COM NEW USB	USB	782,007	$47.2m1.36%	1.36%	Added +28.7k	+28,668 3.8%
10	MORGAN STANLEY COM NEW MS	MS	225,079	$47.1m1.36%	1.36%	Reduced -88.4k	-88,406 -28.2%
11	STUBHUB HLDGS INC CL A STUB	STUB	3,352,993	$43.2m1.25%	1.25%	New
12	MINIMED GROUP INC COM MMED	MMED	2,812,970	$42.1m1.21%	1.21%	Reduced -365.7k	-365,684 -11.5%
13	VISHAY INTERTECHNOLOGY INC COM VSH	VSH	764,322	$41.1m1.19%	1.19%	Reduced -1.1m	-1,132,889 -59.7%
14	TPG INC COM CL A TPG	TPG	1,004,864	$40.7m1.18%	1.18%	New
15	PARKER-HANNIFIN CORP COM PH	PH	39,889	$39.0m1.13%	1.13%	Added +29.8k	+29,788 294.9%
16	UNIQURE NV SHS QURE	QURE	804,594	$37.1m1.07%	1.07%	New
17	UNITEDHEALTH GROUP INC COM UNH	UNH	88,930	$37.0m1.07%	1.07%	Added +68.9k	+68,930 344.6%
18	VISA INC COM CL A V	V	103,310	$35.4m1.02%	1.02%	New
19	KEYCORP COM KEY	KEY	1,518,711	$35.0m1.01%	1.01%	Reduced -1.5m	-1,454,259 -48.9%
20	IDEX CORP COM IEX	IEX	150,747	$34.2m0.99%	0.99%	Added +77.8k	+77,795 106.6%
21	TRANE TECHNOLOGIES PLC SHS TT	TT	68,940	$33.9m0.98%	0.98%	Added +57.3k	+57,251 489.8%
22	FACTSET RESH SYS INC COM FDS	FDS	146,725	$33.8m0.97%	0.97%	New
23	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	110,261	$33.2m0.96%	0.96%	New
24	GLAUKOS CORP COM GKOS	GKOS	236,192	$33.0m0.95%	0.95%	New
25	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	2,203,795	$32.9m0.95%	0.95%	Reduced -98.7k	-98,739 -4.3%
26	HAWKEYE 360 INC COM SHS HAWK	HAWK	1,601,346	$32.4m0.94%	0.94%	New
27	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	363,108	$31.6m0.91%	0.91%	Added +131.6k	+131,612 56.9%
28	AMETEK INC COM AME	AME	128,842	$31.2m0.90%	0.90%	Added +81.1k	+81,113 169.9%
29	VERISK ANALYTICS INC COM VRSK	VRSK	171,428	$30.8m0.89%	0.89%	New
30	FRANKLIN RESOURCES INC COM BEN	BEN	909,366	$30.3m0.87%	0.87%	Added +46.6k	+46,629 5.4%
31	DIGITAL RLTY TR INC COM DLR	DLR	168,012	$30.2m0.87%	0.87%	New
32	BLACKROCK INC COM BLK	BLK	31,002	$29.8m0.86%	0.86%	New
33	GLOBAL E ONLINE LTD SHS GLBE	GLBE	858,170	$29.8m0.86%	0.86%	Added +515.7k	+515,654 150.6%
34	NOVO-NORDISK A S ADR NVO	NVO	621,143	$29.8m0.86%	0.86%	New
35	WESTERN ALLIANCE BANCORP COM WAL	WAL	359,912	$29.6m0.85%	0.85%	New
36	NVENT ELECTRIC PLC SHS NVT	NVT	173,707	$29.5m0.85%	0.85%	Added +33.5k	+33,469 23.9%
37	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	80,625	$28.2m0.82%	0.82%	New
38	JEFFERIES FINL GROUP INC COM JEF	JEF	519,676	$26.0m0.75%	0.75%	New
39	STARBUCKS CORP COM SBUX	SBUX	249,370	$25.5m0.74%	0.74%	Added +15.5k	+15,500 6.6%
40	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	1,008,780	$25.5m0.74%	0.74%	Added +997.8k	+997,827 9110.1%
41	ELI LILLY & CO COM LLY	LLY	20,808	$25.0m0.72%	0.72%	New
42	BECTON DICKINSON & CO COM BDX	BDX	163,973	$24.8m0.72%	0.72%	New
43	AMERICAN AIRLS GROUP INC COM AAL	AAL	1,371,139	$24.8m0.72%	0.72%	Added +1.2m	+1,213,967 772.4%
44	HEICO CORP NEW COM HEI	HEI	68,270	$24.3m0.70%	0.70%	Added +39.7k	+39,734 139.2%
45	TOAST INC CL A TOST	TOST	872,976	$24.3m0.70%	0.70%	Reduced -68.0k	-68,025 -7.2%
46	BOEING CO COM BA	BA	111,541	$24.1m0.70%	0.70%	Added +97.3k	+97,307 683.6%
47	EVERCORE INC CLASS A EVR	EVR	67,925	$23.2m0.67%	0.67%	Reduced -89.3k	-89,338 -56.8%
48	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	50,340	$23.1m0.67%	0.67%	New
49	BOSTON SCIENTIFIC CORP COM BSX	BSX	540,836	$23.1m0.67%	0.67%	Reduced -416.5k	-416,470 -43.5%
50	TEXAS ROADHOUSE INC COM TXRH	TXRH	115,403	$22.3m0.64%	0.64%	New
51	CENCORA INC COM COR	COR	78,265	$22.1m0.64%	0.64%	New
52	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	100,000	$22.1m0.64%	0.64%	New
53	GOLDMAN SACHS GROUP INC COM GS	GS	21,717	$22.0m0.63%	0.63%	Reduced -45.9k	-45,869 -67.9%
54	BANC OF CALIFORNIA INC COM BANC	BANC	1,058,731	$21.6m0.62%	0.62%	Added +772.9k	+772,935 270.4%
55	INSMED INC COM PAR $.01 INSM	INSM	201,226	$21.5m0.62%	0.62%	New
56	QIAGEN NV ORD SHARES QGEN	QGEN	530,000	$20.7m0.60%	0.60%	Added +300.0k	+300,000 130.4%
57	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	204,295	$20.5m0.59%	0.59%	New
58	BITDEER TECHNOLOGIES GROUP CL A ORD SHS BTDR	BTDR	1,255,812	$19.9m0.58%	0.58%	Reduced -440.5k	-440,456 -26.0%
59	GLOBAL PMTS INC COM GPN	GPN	271,812	$19.7m0.57%	0.57%	New
60	BOOZ ALLEN HAMILTON HLDG COR CL A BAH	BAH	318,641	$19.3m0.56%	0.56%	Added +195.3k	+195,255 158.2%
61	WILLIAMS COS INC COM WMB	WMB	257,537	$19.1m0.55%	0.55%	New
62	HUMANA INC COM HUM	HUM	47,378	$18.8m0.54%	0.54%	New
63	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	44,232	$18.4m0.53%	0.53%	New
64	SPROUTS FMRS MKT INC COM SFM	SFM	210,960	$17.8m0.52%	0.52%	New
65	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	70,937	$17.7m0.51%	0.51%	New
66	MADISON AIR SOLUTIONS CORP COM SHS CL A MAIR	MAIR	454,392	$17.7m0.51%	0.51%	New
67	AMER SPORTS INC COM SHS AS	AS	521,473	$17.6m0.51%	0.51%	Reduced -177.0k	-177,040 -25.4%
68	XPO INC COM XPO	XPO	84,513	$17.3m0.50%	0.50%	New
69	JOHNSON CTLS INTL PLC SHS JCI	JCI	118,276	$17.3m0.50%	0.50%	Reduced -30.7k	-30,726 -20.6%
70	ON HLDG AG NAMEN AKT A ONON	ONON	483,000	$17.1m0.49%	0.49%	Added +170.0k	+170,000 54.3%
71	KINDER MORGAN INC DEL COM KMI	KMI	534,265	$17.1m0.49%	0.49%	New
72	ABBVIE INC COM ABBV	ABBV	67,093	$16.9m0.49%	0.49%	New
73	LOUISIANA PAC CORP COM LPX	LPX	213,511	$16.8m0.49%	0.49%	New
74	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	68,792	$16.6m0.48%	0.48%	New
75	EPAM SYS INC COM EPAM	EPAM	202,856	$16.1m0.46%	0.46%	New
76	ENLIVEN THERAPEUTICS INC COM ELVN	ELVN	312,560	$15.9m0.46%	0.46%	Added +199.5k	+199,495 176.4%
77	KINETIK HOLDINGS INC COM NEW CL A KNTK	KNTK	311,859	$15.1m0.44%	0.44%	Added +859	+859 0.3%
78	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	30,279	$15.0m0.43%	0.43%	Added +5.3k	+5,344 21.4%
79	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	272,485	$14.6m0.42%	0.42%	New
80	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	2,379,279	$14.4m0.42%	0.42%	Reduced -1.5m	-1,461,866 -38.1%
81	GRAINGER W W INC COM GWW	GWW	10,591	$14.4m0.42%	0.42%	Reduced -676	-676 -6.0%
82	BRIDGEBIO PHARMA INC COM BBIO	BBIO	187,863	$14.0m0.40%	0.40%	New
83	ARXIS INC CL A COM ARXS	ARXS	300,155	$13.8m0.40%	0.40%	New
84	BLOCK INC CL A XYZ	XYZ	177,808	$13.5m0.39%	0.39%	New
85	CONTINEUM THERAPEUTICS INC CL A CTNM	CTNM	812,757	$13.3m0.38%	0.38%	Added +80.7k	+80,669 11.0%
86	HOME DEPOT INC COM HD	HD	37,235	$13.1m0.38%	0.38%	Reduced -8.8k	-8,765 -19.1%
87	TANGO THERAPEUTICS INC COM TNGX	TNGX	414,902	$13.0m0.37%	0.37%	New
88	WAYSTAR HLDG CORP COM WAY	WAY	631,729	$13.0m0.37%	0.37%	New
89	WYNDHAM HOTELS & RESORTS INC COM WH	WH	151,006	$12.7m0.37%	0.37%	Added +71.3k	+71,306 89.5%
90	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	113,039	$12.6m0.36%	0.36%	Added +110.0k	+109,964 3576.1%
91	HAEMONETICS CORP MASS COM HAE	HAE	163,822	$12.3m0.35%	0.35%	New
92	RHYTHM PHARMACEUTICALS INC COM RYTM	RYTM	110,074	$12.2m0.35%	0.35%	New
93	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	167,660	$11.7m0.34%	0.34%	Added +129.4k	+129,353 337.7%
94	SPHERE ENTERTAINMENT CO CL A SPHR	SPHR	67,099	$11.6m0.34%	0.34%	New
95	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	101,216	$11.6m0.33%	0.33%	Added +93.4k	+93,426 1199.3%
96	GARTNER INC COM IT	IT	88,845	$11.5m0.33%	0.33%	New
97	EOG RES INC COM EOG	EOG	86,295	$11.2m0.32%	0.32%	New
98	ZILLOW GROUP INC CL A ZG	ZG	349,593	$11.0m0.32%	0.32%	New
99	LIFTOFF MOBILE INC COM LFTO	LFTO	444,000	$10.7m0.31%	0.31%	New
100	FLEX LTD ORD FLEX	FLEX	63,050	$10.2m0.30%	0.30%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PNC FINL SVCS GROUP INC PNC	PNC	326,695	$68.0m326.7k shares
CITIZENS FINL GROUP INC CFG	CFG	785,893	$47.1m785.9k shares
MASTERCARD INCORPORATED MA	MA	85,782	$42.9m85.8k shares
MSCI INC MSCI	MSCI	77,680	$41.9m77.7k shares
S&P GLOBAL INC SPGI	SPGI	92,917	$39.5m92.9k shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	548,800	$33.7m548.8k shares
SCHWAB CHARLES CORP SCHW	SCHW	349,153	$32.8m349.2k shares
KKR & CO INC KKR	KKR	349,327	$32.3m349.3k shares
MEDLINE INC MDLN	MDLN	635,000	$28.3m635.0k shares
WEX INC WEX	WEX	161,275	$24.7m161.3k shares
NURIX THERAPEUTICS INC NRIX	NRIX	1,490,202	$23.1m1.5m shares
PJT PARTNERS INC PJT	PJT	154,987	$21.7m155.0k shares
CITIGROUP INC C	C	180,620	$20.5m180.6k shares
HENRY JACK & ASSOC INC JKHY	JKHY	128,056	$20.2m128.1k shares
META PLATFORMS INC META	META	29,436	$16.8m29.4k shares
APPLIED MATLS INC AMAT	AMAT	48,642	$16.6m48.6k shares
PIPER SANDLER COMPANIES PIPR	PIPR	211,601	$16.2m211.6k shares
ASTRAZENECA PLC AZN	AZN	80,130	$15.8m80.1k shares
PFIZER INC PFE	PFE	560,615	$15.7m560.6k shares
VERISIGN INC VRSN	VRSN	61,259	$15.2m61.3k shares
AFFIRM HLDGS INC AFRM	AFRM	285,099	$13.1m285.1k shares
COGENT BIOSCIENCES INC COGT	COGT	335,000	$12.9m335.0k shares
ARROWHEAD PHARMACEUTICALS IN ARWR	ARWR	194,589	$12.2m194.6k shares
BIONTECH SE BNTX	BNTX	119,204	$10.6m119.2k shares
ASSOCIATED BANC CORP ASB	ASB	405,311	$10.5m405.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	940,000	$702.0m940.0k shares	New
SELECT SECTOR SPDR TR XLV · Call	XLV	Call	487,500	$77.3m487.5k shares	New
GOLDMAN SACHS GROUP INC GS · Put	GS	Put	73,000	$73.8m73.0k shares	New
PFIZER INC PFE · Call	PFE	Call	2,980,000	$71.8m3.0m shares	Added
BOSTON SCIENTIFIC CORP BSX · Call	BSX	Call	1,000,000	$42.7m1.0m shares	Added
INVESCO QQQ TR QQQ · Put	QQQ	Put	54,500	$40.1m54.5k shares	Reduced
META PLATFORMS INC META · Call	META	Call	54,300	$30.6m54.3k shares	Added
GENIUS SPORTS LIMITED GENI · Call	GENI	Call	4,737,800	$28.7m4.7m shares	Added
QIAGEN NV QGEN · Call	QGEN	Call	500,000	$19.6m500.0k shares	New
TESLA INC TSLA · Call	TSLA	Call	19,000	$8.0m19.0k shares	New
SABLE OFFSHORE CORP SOC · Call	SOC	Call	2,589,200	$8.0m2.6m shares	New
DRAFTKINGS INC NEW DKNG · Call	DKNG	Call	250,000	$6.3m250.0k shares	Unchanged
ORACLE CORP ORCL · Call	ORCL	Call	40,500	$5.9m40.5k shares	New