13F HOLDINGS REPORT
Linonia Partnership LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001512716-25-000010
Total Value
$2.54B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 3,396,310 | $636.3M | 25.01% |
| 2 | SOMNIGROUP INTERNATIONAL INC | SGI | 7,591,080 | $454.6M | 17.86% |
| 3 | VEEVA SYS INC | VEEV | 1,836,557 | $425.4M | 16.72% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 5,703,902 | $388.7M | 15.27% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 2,354,476 | $191.8M | 7.54% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 2,498,950 | $168.0M | 6.60% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,454,353 | $130.9M | 5.14% |
| 8 | LIVE NATION ENTERTAINMENT IN | LYV | 673,090 | $87.9M | 3.45% |
| 9 | TRANSDIGM GROUP INC | TDG | 33,159 | $45.9M | 1.80% |
| 10 | SHAKE SHACK INC | SHAK | 172,305 | $15.2M | 0.60% |