Linonia Partnership LP
- SEC CIK
- 0001985479
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 10
- 0 vs. Q1 2025
- Portfolio value
- $3.06B
- +$517.9M (+20.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 3,396,310 | $799.7M | 26.1% | 00.0% | Unchanged | History |
| SGISomnigroup International Inc. | COM | 8,771,900 | $596.9M | 19.5% | +1,180,820+15.6% | Added | History |
| VEEVVeeva Systems Inc | Stock | 2,071,074 | $596.4M | 19.5% | +234,517+12.8% | Added | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 5,703,902 | $462.9M | 15.1% | 00.0% | Unchanged | History |
| FWONALiberty Media Corp | COM LBTY ONE S A | 2,118,059 | $201.1M | 6.6% | −236,417−10.0% | Reduced | History |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 2,498,950 | $198.6M | 6.5% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 673,090 | $101.8M | 3.3% | 00.0% | Unchanged | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 716,285 | $74.9M | 2.4% | −738,068−50.7% | Reduced | History |
| TDGTransDigm Group INC | COM | 11,022 | $16.8M | 0.5% | −22,137−66.8% | Reduced | History |
| SHAKShake Shack Inc. | CL A | 95,502 | $13.4M | 0.4% | −76,803−44.6% | Reduced | History |