Linonia Partnership LP
CIK 1985479 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- GWRE25.95%
- VEEV23.17%
- SGI19.38%
- LLYVK14.59%
- LLYVA6.17%
- FWONA5.28%
- LYV2.88%
- FWONK1.96%
- TDG0.38%
- SHAK0.23%
Share classes counted separately99.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEEVWeight increased · +3.70 pp19.47% → 23.17%Shares +899.18K (+43.42%)
- FWONAWeight decreased · -1.29 pp6.57% → 5.28%Shares 0 (0.00%)
- LLYVKWeight decreased · -0.53 pp15.12% → 14.59%Shares +42.82K (+0.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $991.19M | 25.95% | 4.31M shares | 26.11% → 25.95%-0.16 pp +915.84K (+26.97%) | Added | ↗▾ |
| 02 | VEEVVEEVA SYSTEMS INC-CLASS ACL A COM View history and evidence | $884.87M | 23.17% | 2.97M shares | 19.47% → 23.17%+3.70 pp +899.18K (+43.42%) | Added | ↗▾ |
| 03 | SGISOMNIGROUP INTERNATIONAL INC View history and evidence | $740.03M | 19.38% | 8.78M shares | 19.49% → 19.38%-0.11 pp +3.45K (+0.04%) | Added | ↗▾ |
| 04 | LLYVKLIBERTY MEDIA CORP-LIBERTY-CCOM LBTY LIV S C View history and evidence | $557.26M | 14.59% | 5.75M shares | 15.12% → 14.59%-0.53 pp +42.82K (+0.75%) | Added | ↗▾ |
| 05 | LLYVALIBERTY MEDIA CORP-LIBERTY-ACOM LBTY LIV S A View history and evidence | $235.65M | 6.17% | 2.50M shares | 6.49% → 6.17%-0.32 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | FWONALIBERTY MEDIA CORP-CLASS ACOM LBTY ONE S A View history and evidence | $201.68M | 5.28% | 2.12M shares | 6.57% → 5.28%-1.29 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | LYVLIVE NATION ENTERTAINMENT IN View history and evidence | $109.98M | 2.88% | 673.09K shares | 3.32% → 2.88%-0.44 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | FWONKLIBERTY MEDIA CORP-CCOM LBTY ONE S C View history and evidence | $74.82M | 1.96% | 716.28K shares | 2.44% → 1.96%-0.48 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | TDGTRANSDIGM GROUP INC View history and evidence | $14.53M | 0.38% | 11.02K shares | 0.55% → 0.38%-0.17 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | SHAKSHAKE SHACK INC - CLASS ACL A View history and evidence | $8.94M | 0.23% | 95.50K shares | 0.44% → 0.23%-0.21 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1985479 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3818942347
}Take these holdings further.
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