Linonia Partnership LP Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$1.6T
Holdings
9
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 2,395,601 | $438.3B | 26.61% | |
| 2 | FWONALIBERTY MEDIA CORP DEL | 5,703,902 | $292.8B | 17.77% | |
| 3 | TPDTEMPUR SEALY INTL INC | 4,095,179 | $223.6B | 13.57% | |
| 4 | VEEVVEEVA SYS INC | 846,672 | $177.7B | 10.79% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 2,243,948 | $160.5B | 9.74% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 2,498,950 | $123.7B | 7.51% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 1,447,290 | $112.1B | 6.80% | |
| 8 | T7DTRANSDIGM GROUP INC | 48,159 | $68.7B | 4.17% | |
| 9 | SHAKSHAKE SHACK INC | 483,305 | $49.9B | 3.03% |