Linonia Partnership LP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.5T
Holdings
10
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 3,396,310 | $636.3B | 25.01% | |
| 2 | TPDSOMNIGROUP INTERNATIONAL INC | 7,591,080 | $454.6B | 17.86% | |
| 3 | VEEVVEEVA SYS INC | 1,836,557 | $425.4B | 16.72% | |
| 4 | FWONALIBERTY MEDIA CORP DEL | 5,703,902 | $388.7B | 15.27% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 2,354,476 | $191.8B | 7.54% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 2,498,950 | $168.0B | 6.60% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 1,454,353 | $130.9B | 5.14% | |
| 8 | LYVLIVE NATION ENTERTAINMENT IN | 673,090 | $87.9B | 3.45% | |
| 9 | T7DTRANSDIGM GROUP INC | 33,159 | $45.9B | 1.80% | |
| 10 | SHAKSHAKE SHACK INC | 172,305 | $15.2B | 0.60% |