Linonia Partnership LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Linonia Partnership LP reported 11 stock positions worth $1.3 billion. Its top holding was Guidewire Software (GWRE) at 26.2% of the portfolio, followed by Liberty Media Corp.-Liberty-C (LLYVK, 16.1%) and Somnigroup International (SGI, 14.1%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 6 and reduced 3. The biggest buy was Liberty Media Corp.-Liberty-C (LLYVK, shares +170%) and the biggest sale Veeva Systems Class A (VEEV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001985479
- Portfolio Value
- $1.3B (Q2 2024)
- SEC Filing
- 0001493152-24-031958 ↗ filed Aug 14, 2024
Holdings Value
Holdings 11 stocks · $1.3B
| GWRE Guidewire Software Inc. | 26.20% | 2,395,601 | $330.3M | Add +8.4% |
| LLYVK Liberty Media Corp.-Liberty-C | 16.13% | 5,314,824 | $203.4M | Add +170.1% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 14.08% | 3,749,434 | $177.5M | Add +17.1% |
| VEEV Veeva Systems Inc. Class A | 10.53% | 725,654 | $132.8M | Reduce -8.5% |
| FWONK Liberty Media Corp. Class C | 8.59% | 1,508,065 | $108.3M | Add +10.6% |
| TDG Transdigm Group Inc. | 8.08% | 79,719 | $101.8M | Reduce -16.8% |
| LLYVA Liberty Media Corp.-Liberty-A | 6.78% | 2,278,633 | $85.5M | Add +91.1% |
| FWONA Liberty Media Corp. Class A | 4.48% | 880,193 | $56.5M | Add +18.7% |
| SHAK Shake Shack Inc. Class A | 3.45% | 483,305 | $43.5M | Reduce -0.1% |
| WMG Warner Music Group Corp. Class A | 1.68% | 689,475 | $21.1M | New |
| LOAR Loar Holdings Inc. | 0.00% | 1,000 | $53K | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| LLYVK Liberty Media Corp.-Liberty-C | Add +170.1% | 16.13% | +8.30 |
| GWRE Guidewire Software Inc. | Add +8.4% | 26.20% | +2.76 |
| LLYVA Liberty Media Corp.-Liberty-A | Add +91.1% | 6.78% | +2.19 |
| WMG Warner Music Group Corp. Class A | New | 1.68% | +1.68 |
| FWONA Liberty Media Corp. Class A | Add +18.7% | 4.48% | +0.53 |
| FWONK Liberty Media Corp. Class C | Add +10.6% | 8.59% | +0.46 |
| LOAR Loar Holdings Inc. | New | 0.00% | +0.00 |
| SGI Somnigroup International Inc. | Add +17.1% | 14.08% | −2.45 |
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 |