13F HOLDINGS REPORT
Linonia Partnership LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001985479-25-000023
Total Value
$3.82B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 4,312,151 | $991.2M | 25.95% |
| 2 | VEEVA SYS INC | VEEV | 2,970,254 | $884.9M | 23.17% |
| 3 | SOMNIGROUP INTERNATIONAL INC | SGI | 8,775,347 | $740.0M | 19.38% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 5,746,719 | $557.3M | 14.59% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 2,498,950 | $235.7M | 6.17% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 2,118,059 | $201.7M | 5.28% |
| 7 | LIVE NATION ENTERTAINMENT IN | LYV | 673,090 | $110.0M | 2.88% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 716,285 | $74.8M | 1.96% |
| 9 | TRANSDIGM GROUP INC | TDG | 11,022 | $14.5M | 0.38% |
| 10 | SHAKE SHACK INC | SHAK | 95,502 | $8.9M | 0.23% |