Linonia Partnership LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Linonia Partnership LP reported 9 stock positions worth $1.9 billion. Its top holding was Guidewire Software (GWRE) at 21.2% of the portfolio, followed by Liberty Media Corp.-Liberty-C (LLYVK, 20.4%) and Somnigroup International (SGI, 14.4%). Compared with Q3 2024, it added to 4 and reduced 1. The biggest buy was Veeva Systems Class A (VEEV, shares +42%) and the biggest sale Shake Shack Class A (SHAK, shares −64%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001985479
Portfolio Value
$1.9B (Q4 2024)
SEC Filing
0001493152-25-006476 ↗ filed Feb 13, 2025

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 Q3 2024 Q4 2024: $1.9B $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 · $1.9B
GWRE Guidewire Software Inc. 21.25% 2,395,601 $403.9M No change
LLYVK Liberty Media Corp.-Liberty-C 20.42% 5,703,902 $388.2M No change
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC 14.39% 4,824,379 $273.5M Add +17.8%
VEEV Veeva Systems Inc. Class A 13.31% 1,202,972 $252.9M Add +42.1%
FWONA Liberty Media Corp. Class A 10.41% 2,354,476 $197.9M Add +4.9%
LLYVA Liberty Media Corp.-Liberty-A 8.75% 2,498,950 $166.3M No change
FWONK Liberty Media Corp. Class C 7.09% 1,454,353 $134.8M Add +0.5%
TDG Transdigm Group Inc. 3.21% 48,159 $61.0M No change
SHAK Shake Shack Inc. Class A 1.18% 172,305 $22.4M Reduce -64.3%

Portfolio Sells Q3 2024 → Q4 2024
SHAK Shake Shack Inc. Class A Reduce -64.3% 1.18% −1.85

Portfolio Buys Q3 2024 → Q4 2024
VEEV Veeva Systems Inc. Class A Add +42.1% 13.31% +2.52
SGI Somnigroup International Inc. Add +17.8% 14.39% +0.81
FWONA Liberty Media Corp. Class A Add +4.9% 10.41% +0.67
FWONK Liberty Media Corp. Class C Add +0.5% 7.09% +0.29

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