Linonia Partnership LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Linonia Partnership LP disclosed 12 US equity positions worth $4.4bn in its Q4 2025 13F filing. The largest position was GWRE at 24.4% of the reported book, followed by SGI and ECHO. Against the Q3 2025 filing, it opened 4 new positions, added to 1 and reduced 1 among the top 12 holdings.
What did Linonia Partnership LP own in Q4 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 24.4% | $1.1bn | 5,362,728 | 24% | added |
| 2 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 17.7% | $783.7m | 8,778,047 | 0% | held |
| 3 | ECHO ECHOSTAR CORP | Communication Services | 15.1% | $665.1m | 6,119,103 | – | new |
| 4 | VEEV VEEVA SYS INC | Healthcare | 14.1% | $625.0m | 2,800,018 | -6% | reduced |
| 5 | LLYVK LIBERTY LIVE HOLDINGS INC | 10.8% | $477.9m | 5,746,719 | – | new | |
| 6 | FICO FAIR ISAAC CORP | Technology | 4.7% | $207.9m | 122,956 | – | new |
| 7 | LIBERTY LIVE HOLDINGS INC | 4.6% | $203.7m | 2,498,950 | – | new | |
| 8 | FWONA LIBERTY MEDIA CORP DEL | 4.3% | $189.3m | 2,118,059 | 0% | held | |
| 9 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.2% | $95.9m | 673,090 | 0% | held |
| 10 | LLYVK LIBERTY MEDIA CORP DEL | 1.6% | $70.6m | 716,285 | 0% | held | |
| 11 | TDG TRANSDIGM GROUP INC | Industrials | 0.3% | $14.7m | 11,022 | 0% | held |
| 12 | SHAK SHAKE SHACK INC | Consumer Cyclical | 0.2% | $7.8m | 95,502 | 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.