Linonia Partnership LP 13F Holdings

CIK 0001985479 · NEW YORK, NY

As of Sep 30, 2025, Linonia Partnership LP reported 10 positions worth $3.8B in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
GUIDEWIRE SOFTWARE INCGWRETechnology4,312,151$991.2M25.95%
VEEVA SYSTEMS INCVEEVHealthcare2,970,254$884.9M23.17%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical8,775,347$740.0M19.38%
LIBERTY MEDIA CORPLLYVKCommunication Services5,746,719$557.3M14.59%
LIBERTY MEDIA CORPLLYVACommunication Services2,498,950$235.7M6.17%
LIBERTY MEDIA CORPFWONACommunication Services2,118,059$201.7M5.28%
LIVE NATION ENTERTAINMENT INCLYVCommunication Services673,090 10.0M2.88%
LIBERTY MEDIA CORPFWONKCommunication Services716,285$74.8M1.96%
TRANSDIGM GROUP INCTDGIndustrials11,022 4.5M0.38%
SHAKE SHACK INCSHAKConsumer Cyclical95,502$8.9M0.23%