Linonia Partnership LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Linonia Partnership LP disclosed 10 US equity positions worth $2.5bn in its Q1 2025 13F filing. The largest position was GWRE at 25.0% of the reported book, followed by SGI and VEEV. Against the Q4 2024 filing, it opened 1 new position, added to 3 and reduced 1 among the top 10 holdings.
What did Linonia Partnership LP own in Q1 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 25.0% | $636.3m | 3,396,310 | 42% | added |
| 2 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 17.9% | $454.6m | 7,591,080 | 57% | added |
| 3 | VEEV VEEVA SYS INC | Healthcare | 16.7% | $425.4m | 1,836,557 | 53% | added |
| 4 | LIBERTY MEDIA CORP DEL | 15.3% | $388.7m | 5,703,902 | 0% | held | |
| 5 | FWONA LIBERTY MEDIA CORP DEL | 7.5% | $191.8m | 2,354,476 | 0% | held | |
| 6 | LIBERTY MEDIA CORP DEL | 6.6% | $168.0m | 2,498,950 | 0% | held | |
| 7 | LLYVK LIBERTY MEDIA CORP DEL | 5.1% | $130.9m | 1,454,353 | 0% | held | |
| 8 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 3.5% | $87.9m | 673,090 | – | new |
| 9 | TDG TRANSDIGM GROUP INC | Industrials | 1.8% | $45.9m | 33,159 | -31% | reduced |
| 10 | SHAK SHAKE SHACK INC | Consumer Cyclical | 0.6% | $15.2m | 172,305 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.