13F HOLDINGS REPORT
Linonia Partnership LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001493152-25-006476
Total Value
$1.90B
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 | $403.9M | 21.25% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 5,703,902 | $388.2M | 20.42% |
| 3 | TEMPUR SEALY INTL INC | SGI | 4,824,379 | $273.5M | 14.39% |
| 4 | VEEVA SYS INC | VEEV | 1,202,972 | $252.9M | 13.31% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 2,354,476 | $197.9M | 10.41% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 2,498,950 | $166.3M | 8.75% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,454,353 | $134.8M | 7.09% |
| 8 | TRANSDIGM GROUP INC | TDG | 48,159 | $61.0M | 3.21% |
| 9 | SHAKE SHACK INC | SHAK | 172,305 | $22.4M | 1.18% |