13F HOLDINGS REPORT
Linonia Partnership LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001985479-25-000006
Total Value
$3.06B
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 | $799.7M | 26.11% |
| 2 | SOMNIGROUP INTERNATIONAL INC | SGI | 8,771,900 | $596.9M | 19.49% |
| 3 | VEEVA SYS INC | VEEV | 2,071,074 | $596.4M | 19.47% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 5,703,902 | $462.9M | 15.12% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 2,118,059 | $201.1M | 6.57% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 2,498,950 | $198.6M | 6.49% |
| 7 | LIVE NATION ENTERTAINMENT IN | LYV | 673,090 | $101.8M | 3.32% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 716,285 | $74.9M | 2.44% |
| 9 | TRANSDIGM GROUP INC | TDG | 11,022 | $16.8M | 0.55% |
| 10 | SHAKE SHACK INC | SHAK | 95,502 | $13.4M | 0.44% |