Linonia Partnership LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Linonia Partnership LP reported 11 stock positions worth $1.1 billion. Its top holding was Guidewire Software (GWRE) at 23.4% of the portfolio, followed by Veeva Systems Class A (VEEV, 16.7%) and Somnigroup International (SGI, 16.5%). Compared with Q4 2023, it opened 1 new position, added to 6 and reduced 3. The biggest buy was Liberty Media Corp.-Liberty-C (LLYVK, shares +1888%) and the biggest sale Veeva Systems Class A (VEEV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001985479
- Portfolio Value
- $1.1B (Q1 2024)
- SEC Filing
- 0001493152-24-019599 ↗ filed May 15, 2024
Holdings Value
Holdings 11 stocks · $1.1B
| GWRE Guidewire Software Inc. | 23.44% | 2,210,524 | $258.0M | Add +26.9% |
| VEEV Veeva Systems Inc. Class A | 16.70% | 793,224 | $183.8M | Reduce -2.8% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 16.53% | 3,201,430 | $181.9M | Add +34.4% |
| TDG Transdigm Group Inc. | 10.72% | 95,773 | $118.0M | No change |
| FWONK Liberty Media Corp. Class C | 8.13% | 1,364,051 | $89.5M | Add +21.0% |
| LLYVK Liberty Media Corp.-Liberty-C | 7.83% | 1,968,041 | $86.2M | Add +1887.9% |
| LLYVA Liberty Media Corp.-Liberty-A | 4.59% | 1,192,296 | $50.5M | Add +6953.3% |
| SHAK Shake Shack Inc. Class A | 4.57% | 483,636 | $50.3M | Reduce -12.7% |
| FWONA Liberty Media Corp. Class A | 3.96% | 741,742 | $43.6M | Add +23.8% |
| PCOR Procore Technologies Inc. | 2.14% | 287,325 | $23.6M | Reduce -51.5% |
| LYV Live Nation Entertainment Inc. | 1.40% | 146,000 | $15.4M | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| LLYVK Liberty Media Corp.-Liberty-C | Add +1887.9% | 7.83% | +7.35 |
| LLYVA Liberty Media Corp.-Liberty-A | Add +6953.3% | 4.59% | +4.51 |
| LYV Live Nation Entertainment Inc. | New | 1.40% | +1.40 |
| SGI Somnigroup International Inc. | Add +34.4% | 16.53% | +0.50 |
| FWONA Liberty Media Corp. Class A | Add +23.8% | 3.96% | −0.63 |
| FWONK Liberty Media Corp. Class C | Add +21.0% | 8.13% | −1.27 |
| GWRE Guidewire Software Inc. | Add +26.9% | 23.44% | −1.64 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $5.6B | MELI, GWRE, VEEV, RBLX, NYT |
| Q1 2026 | 14 | $5.4B | GWRE, VEEV, NYT, SGI, LLYVK |
| Q4 2025 | 12 | $4.4B | GWRE, SGI, ECHO, VEEV, LLYVK |
| Q3 2025 | 10 | $3.8B | GWRE, VEEV, SGI, LLYVK, LLYVA |
| Q2 2025 | 10 | $3.1B | GWRE, SGI, VEEV, LLYVK, FWONA |
| Q1 2025 | 10 | $2.5B | GWRE, SGI, VEEV, LLYVK, FWONA |
| Q4 2024 | 9 | $1.9B | GWRE, LLYVK, SGI, VEEV, FWONA |
| Q3 2024 | 9 | $1.6B | GWRE, LLYVK, SGI, VEEV, FWONA |
| Q2 2024 | 11 | $1.3B | GWRE, LLYVK, SGI, VEEV, FWONK |
| Q1 2024 | 11 | $1.1B | GWRE, VEEV, SGI, TDG, FWONK |