Linonia Partnership

Latest statistics and disclosures from Linonia Partnership's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GWRE, VEEV, SGI, LLYVK, LLYVA, and represent 89.27% of Linonia Partnership's stock portfolio.
  • Added to shares of these 4 stocks: VEEV (+$268M), GWRE (+$211M), LLYVK, SGI.
  • Linonia Partnership was a net buyer of stock by $483M.
  • Linonia Partnership has $3.8B in assets under management (AUM), dropping by 24.70%.
  • Central Index Key (CIK): 0001985479

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Positions held by Linonia Partnership consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Linonia Partnership

Linonia Partnership holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Guidewire Software (GWRE) 26.0 $991M +26% 4.3M 229.86
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Veeva Sys Cl A Com (VEEV) 23.2 $885M +43% 3.0M 297.91
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Tempur-Pedic International (SGI) 19.4 $740M 8.8M 84.33
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Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 14.6 $557M 5.7M 96.97
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Liberty Media Corp Del Com Lbty Liv S A (LLYVA) 6.2 $236M 2.5M 94.30
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Liberty Media Corp Del Com Lbty One S A (FWONA) 5.3 $202M 2.1M 95.22
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Live Nation Entertainment (LYV) 2.9 $110M 673k 163.40
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Liberty Media Corp Del Com Lbty One S C (FWONK) 2.0 $75M 716k 104.45
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TransDigm Group Incorporated (TDG) 0.4 $15M 11k 1318.02
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Shake Shack Cl A (SHAK) 0.2 $8.9M 96k 93.61
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Past Filings by Linonia Partnership

SEC 13F filings are viewable for Linonia Partnership going back to 2024