Linonia Partnership Lp
13F Holdings
Filed: 2025-02-13
Portfolio Value
1.90B
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15.4%
Number of Holdings
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info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001985479
Filing Date
2025-02-13 00:00:00
Address
414 West 14th Street
New York
NY
Prior Value
1.65B
Top 10 Holdings %
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Portfolio Value
Linonia Partnership Lp
(13F - 2024-12-31)
Guidewire Software Inc
-
2025-02-13
Value
403.85M
Shares
Portfolio %
21.25%
Liberty Media Corp Del
-
2025-02-13
Value
388.21M
Shares
Portfolio %
20.42%
Tempur Sealy Intl Inc
-
2025-02-13
Value
273.49M
Shares
Portfolio %
14.39%
Veeva Sys Inc
-
2025-02-13
Value
252.92M
Shares
Portfolio %
13.31%
Liberty Media Corp Del
-
2025-02-13
Value
197.87M
Shares
Portfolio %
10.41%
Liberty Media Corp Del
-
2025-02-13
Value
166.33M
Shares
Portfolio %
8.75%
Liberty Media Corp Del
-
2025-02-13
Value
134.76M
Shares
Portfolio %
7.09%
Transdigm Group Inc
-
2025-02-13
Value
61.03M
Shares
Portfolio %
3.21%
Shake Shack Inc
-
2025-02-13
Value
22.37M
Shares
Portfolio %
1.18%
Top Increases | Linonia Partnership Lp
(2024-09-30 → 2024-12-31)
Top Decreases | Linonia Partnership Lp
(2024-09-30 → 2024-12-31)
Transdigm Group Inc
-
2025-02-13
Value Change
arrow_downward -7698216.00
Shares
Portfolio % Change
arrow_downward 0.96%
Portfolio %
3.21%
Shake Shack Inc
-
2025-02-13
Value Change
arrow_downward -27516720.00
Shares
Portfolio % Change
arrow_downward 1.85%
Portfolio %
1.18%
Guidewire Software Inc
-
2025-02-13
Value Change
arrow_downward -34400830.00
Shares
Portfolio % Change
arrow_downward 5.36%
Portfolio %
21.25%
Linonia Partnership Lp
(13F - 2024-12-31)
Comparing to 2024-09-30
New/Increased Position added or increased from
previous period
Closed/Decreased Position closed or decreased
from previous period
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Increase
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Decrease
Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
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