Linonia Partnership LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Linonia Partnership LP reported 9 stock positions worth $1.6 billion. Its top holding was Guidewire Software (GWRE) at 26.6% of the portfolio, followed by Liberty Media Corp.-Liberty-C (LLYVK, 17.8%) and Somnigroup International (SGI, 13.6%). Compared with Q2 2024, it sold out of 2, added to 5 and reduced 2. The biggest buy was Liberty Media Class A (FWONA, shares +155%) and the biggest sale Transdigm (TDG, shares −40%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001985479
Portfolio Value
$1.6B (Q3 2024)
SEC Filing
0001493152-24-044992 ↗ filed Nov 13, 2024

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $1.1B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.6B $1.6B Q3 2024 Q4 2024: $1.9B Q4 2024 Q1 2025: $2.5B Q1 2025 Q2 2025: $3.1B Q2 2025 Q3 2025: $3.8B Q3 2025 Q4 2025: $4.4B Q4 2025 Q1 2026: $5.4B Q1 2026 Q2 2026: $5.6B Q2 2026

Holdings 9 stocks · $1.6B
GWRE Guidewire Software Inc. 26.61% 2,395,601 $438.3M No change
LLYVK Liberty Media Corp.-Liberty-C 17.77% 5,703,902 $292.8M Add +7.3%
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC 13.57% 4,095,179 $223.6M Add +9.2%
VEEV Veeva Systems Inc. Class A 10.79% 846,672 $177.7M Add +16.7%
FWONA Liberty Media Corp. Class A 9.74% 2,243,948 $160.5M Add +154.9%
LLYVA Liberty Media Corp.-Liberty-A 7.51% 2,498,950 $123.7M Add +9.7%
FWONK Liberty Media Corp. Class C 6.80% 1,447,290 $112.1M Reduce -4.0%
TDG Transdigm Group Inc. 4.17% 48,159 $68.7M Reduce -39.6%
SHAK Shake Shack Inc. Class A 3.03% 483,305 $49.9M No change

Portfolio Sells Q2 2024 → Q3 2024
TDG Transdigm Group Inc. Reduce -39.6% 4.17% −3.91
FWONK Liberty Media Corp. Class C Reduce -4.0% 6.80% −1.79
WMG Warner Music Group Corp. Class A Sold out 0.00% −1.68
LOAR Loar Holdings Inc. Sold out 0.00% −0.00

Portfolio Buys Q2 2024 → Q3 2024
FWONA Liberty Media Corp. Class A Add +154.9% 9.74% +5.26
LLYVK Liberty Media Corp.-Liberty-C Add +7.3% 17.77% +1.64
LLYVA Liberty Media Corp.-Liberty-A Add +9.7% 7.51% +0.73
VEEV Veeva Systems Inc. Class A Add +16.7% 10.79% +0.26
SGI Somnigroup International Inc. Add +9.2% 13.57% −0.50

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$5.6BMELI, GWRE, VEEV, RBLX, NYT
Q1 2026 14$5.4BGWRE, VEEV, NYT, SGI, LLYVK
Q4 2025 12$4.4BGWRE, SGI, ECHO, VEEV, LLYVK
Q3 2025 10$3.8BGWRE, VEEV, SGI, LLYVK, LLYVA
Q2 2025 10$3.1BGWRE, SGI, VEEV, LLYVK, FWONA
Q1 2025 10$2.5BGWRE, SGI, VEEV, LLYVK, FWONA
Q4 2024 9$1.9BGWRE, LLYVK, SGI, VEEV, FWONA
Q3 2024 9$1.6BGWRE, LLYVK, SGI, VEEV, FWONA
Q2 2024 11$1.3BGWRE, LLYVK, SGI, VEEV, FWONK
Q1 2024 11$1.1BGWRE, VEEV, SGI, TDG, FWONK