Linonia Partnership LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Linonia Partnership LP reported 10 stock positions worth $2.5 billion. Its top holding was Guidewire Software (GWRE) at 25.0% of the portfolio, followed by Somnigroup International (SGI, 17.9%) and Veeva Systems Class A (VEEV, 16.7%). Compared with Q4 2024, it opened 1 new position, added to 3 and reduced 1. The biggest buy was Guidewire Software (GWRE, shares +42%) and the biggest sale Transdigm (TDG, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001985479
- Portfolio Value
- $2.5B (Q1 2025)
- SEC Filing
- 0001512716-25-000010 ↗ filed May 14, 2025
Holdings Value
Holdings 10 stocks · $2.5B
| GWRE Guidewire Software Inc. | 25.01% | 3,396,310 | $636.3M | Add +41.8% |
| SGI Somnigroup International Inc. | 17.86% | 7,591,080 | $454.6M | Add +57.4% |
| VEEV Veeva Systems Inc. Class A | 16.72% | 1,836,557 | $425.4M | Add +52.7% |
| LLYVK Liberty Media Corp.-Liberty-C | 15.27% | 5,703,902 | $388.7M | No change |
| FWONA Liberty Media Corp. Class A | 7.54% | 2,354,476 | $191.8M | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 6.60% | 2,498,950 | $168.0M | No change |
| FWONK Liberty Media Corp. Class C | 5.14% | 1,454,353 | $130.9M | No change |
| LYV Live Nation Entertainment Inc. | 3.45% | 673,090 | $87.9M | New |
| TDG Transdigm Group Inc. | 1.80% | 33,159 | $45.9M | Reduce -31.1% |
| SHAK Shake Shack Inc. Class A | 0.60% | 172,305 | $15.2M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| TDG Transdigm Group Inc. | Reduce -31.1% | 1.80% | −1.41 |
Portfolio Buys Q4 2024 → Q1 2025
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 |