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Longaeva Partners L.P.
Longaeva Partners LP is a New York-based hedge fund founded in 2024. The firm is dedicated to excellence in the global equity markets, with a mission to create enduring value for investors and foster meaningful partnerships. Established initially as an internal unit of the multi-strategy asset manager Balyasny Asset Management, Longaeva Partners leverages deep market research, diverse perspectives, and adaptable investment strategies. The team has a proven track record of generating superior returns, and the firm serves institutional and sophisticated investors seeking long-term capital appreciation. Employee count is presumed to be small as of its recent founding.
Investment Strategy
Longaeva Partners LP focuses on the global equity markets, employing deep fundamental research and forward-thinking insights to identify long-term investment opportunities. Their approach is to harness diverse ideas and adapt to evolving markets, aiming for superior risk-adjusted returns by delivering enduring value and shaping the future of investing. The firm values persistence, adaptability, and longevity in both selection and management of assets, seeking to turn challenges into opportunities for their investors.
Latest 13F Filing Activity
Longaeva Partners L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 52 equity positions and 1 options positions with a total 13F market value of $490M. The fund increased holdings in Caris Life Sciences Inc., Qxo Inc., Brown & Brown Inc. among other positions. Longaeva Partners L.P. reduced exposure to Schwab Charles Corp., Entergy Corp. New, American Elec PWR Co. Inc. among others.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CAI | CARIS LIFE SCIENCES INC | 7.96% | $39.0M | 1,459,745 | $26.72 | $26.72 | +$39.0M |
Q QXO | QXO INC | 5.11% | $25.0M | 1,162,406 | $21.54 | $21.54 | +$25.0M |
B BRO | BROWN & BROWN INC | 5.09% | $24.9M | 225,000 | $110.87 | $110.87 | +$24.9M |
S SARO | STANDARDAERO INC | 5.00% | $24.5M | 773,750 | $27.93 | $31.65 | +$9.2M |
A AS | AMER SPORTS INC | 4.27% | $20.9M | 540,000 | $38.76 | $38.76 | +$20.9M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
H HUM | HUMANA INC | New | Call | $73.3M | 3,000 | $244.48 | $244.48 | +3,000 | +$73.3M |
Industry Allocation
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