13F HOLDINGS REPORT
Linonia Partnership LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001985479-26-000004
Total Value
$4.42B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 5,362,728 | $1.08B | 24.39% |
| 2 | SOMNIGROUP INTERNATIONAL INC | SGI | 8,778,047 | $783.7M | 17.73% |
| 3 | ECHOSTAR CORP | SATS | 6,119,103 | $665.1M | 15.05% |
| 4 | VEEVA SYS INC | VEEV | 2,800,018 | $625.0M | 14.14% |
| 5 | LIBERTY LIVE HOLDINGS INC | LLYVK | 5,746,719 | $477.9M | 10.81% |
| 6 | FAIR ISAAC CORP | FICO | 122,956 | $207.9M | 4.70% |
| 7 | LIBERTY LIVE HOLDINGS INC | LLYVK | 2,498,950 | $203.7M | 4.61% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 2,118,059 | $189.3M | 4.28% |
| 9 | LIVE NATION ENTERTAINMENT IN | LYV | 673,090 | $95.9M | 2.17% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 716,285 | $70.6M | 1.60% |
| 11 | TRANSDIGM GROUP INC | TDG | 11,022 | $14.7M | 0.33% |
| 12 | SHAKE SHACK INC | SHAK | 95,502 | $7.8M | 0.18% |