Linonia Partnership LP
CIK: 0001985479SEC EDGAR →
Portfolio Value
$4.4B
Holdings
12
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | 5,362,728 | $1.1B | 24.39% |
| 2 | SOMNIGROUP INTERNATIONAL INC | 8,778,047 | $783.7M | 17.73% |
| 3 | ECHOSTAR CORP | 6,119,103 | $665.1M | 15.05% |
| 4 | VEEVA SYS INC | 2,800,018 | $625.0M | 14.14% |
| 5 | LIBERTY LIVE HOLDINGS INC | 5,746,719 | $477.9M | 10.81% |
| 6 | FAIR ISAAC CORP | 122,956 | $207.9M | 4.70% |
| 7 | LIBERTY LIVE HOLDINGS INC | 2,498,950 | $203.7M | 4.61% |
| 8 | LIBERTY MEDIA CORP DEL | 2,118,059 | $189.3M | 4.28% |
| 9 | LIVE NATION ENTERTAINMENT IN | 673,090 | $95.9M | 2.17% |
| 10 | LIBERTY MEDIA CORP DEL | 716,285 | $70.6M | 1.60% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $2.0B | 44.1% |
| Communication Services | 5 | $1.0B | 23.5% |
| Unknown | 2 | $798.4M | 18.1% |
| Healthcare | 1 | $625.0M | 14.1% |
| Consumer Cyclical | 1 | $7.8M | 0.2% |