13F HOLDINGS REPORT
Linonia Partnership LP
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001493152-24-044992
Total Value
$1.65B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 2,395,601 | $438.3M | 26.61% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 5,703,902 | $292.8M | 17.77% |
| 3 | TEMPUR SEALY INTL INC | SGI | 4,095,179 | $223.6M | 13.57% |
| 4 | VEEVA SYS INC | VEEV | 846,672 | $177.7M | 10.79% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 2,243,948 | $160.5M | 9.74% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 2,498,950 | $123.7M | 7.51% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,447,290 | $112.1M | 6.80% |
| 8 | TRANSDIGM GROUP INC | TDG | 48,159 | $68.7M | 4.17% |
| 9 | SHAKE SHACK INC | SHAK | 483,305 | $49.9M | 3.03% |