Linonia Partnership LP Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$757.7T
Holdings
10
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 1,742,158 | $190.0T | 25.07% | |
| 2 | VEEVVEEVA SYS INC | 815,725 | $157.0T | 20.73% | |
| 3 | TPDTEMPUR SEALY INTL INC | 2,382,677 | $121.4T | 16.03% | |
| 4 | T7DTRANSDIGM GROUP INC | 95,773 | $96.9T | 12.79% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 1,127,628 | $71.2T | 9.40% | |
| 6 | SHAKSHAKE SHACK INC | 553,772 | $41.0T | 5.42% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 592,916 | $41.0T | 5.42% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 599,269 | $34.7T | 4.59% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 98,999 | $3.7T | 0.49% | |
| 10 | FWONALIBERTY MEDIA CORP DEL | 16,904 | $617.8B | 0.08% |