Linonia Partnership LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1260.9T
Holdings
11
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 2,395,601 | $330.3T | 26.20% | |
| 2 | FWONALIBERTY MEDIA CORP DEL | 5,314,824 | $203.4T | 16.13% | |
| 3 | TPDTEMPUR SEALY INTL INC | 3,749,434 | $177.5T | 14.08% | |
| 4 | VEEVVEEVA SYS INC | 725,654 | $132.8T | 10.53% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 1,508,065 | $108.3T | 8.59% | |
| 6 | T7DTRANSDIGM GROUP INC | 79,719 | $101.8T | 8.08% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 2,278,633 | $85.5T | 6.78% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 880,193 | $56.5T | 4.48% | |
| 9 | SHAKSHAKE SHACK INC | 483,305 | $43.5T | 3.45% | |
| 10 | WMGWARNER MUSIC GROUP CORP | 689,475 | $21.1T | 1.68% | |
| 11 | LOARLOAR HOLDINGS INC | 1,000 | $53.4B | 0.00% |