Linonia Partnership LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.1T
Holdings
10
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 3,396,310 | $799.7B | 26.11% | |
| 2 | TPDSOMNIGROUP INTERNATIONAL INC | 8,771,900 | $596.9B | 19.49% | |
| 3 | VEEVVEEVA SYS INC | 2,071,074 | $596.4B | 19.47% | |
| 4 | FWONALIBERTY MEDIA CORP DEL | 5,703,902 | $462.9B | 15.12% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 2,118,059 | $201.1B | 6.57% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 2,498,950 | $198.6B | 6.49% | |
| 7 | LYVLIVE NATION ENTERTAINMENT IN | 673,090 | $101.8B | 3.32% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 716,285 | $74.9B | 2.44% | |
| 9 | T7DTRANSDIGM GROUP INC | 11,022 | $16.8B | 0.55% | |
| 10 | SHAKSHAKE SHACK INC | 95,502 | $13.4B | 0.44% |