Linonia Partnership LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1100.8T
Holdings
11
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 2,210,524 | $258.0T | 23.44% | |
| 2 | VEEVVEEVA SYS INC | 793,224 | $183.8T | 16.70% | |
| 3 | TPDTEMPUR SEALY INTL INC | 3,201,430 | $181.9T | 16.53% | |
| 4 | T7DTRANSDIGM GROUP INC | 95,773 | $118.0T | 10.72% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 1,364,051 | $89.5T | 8.13% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 1,968,041 | $86.2T | 7.83% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 1,192,296 | $50.5T | 4.59% | |
| 8 | SHAKSHAKE SHACK INC | 483,636 | $50.3T | 4.57% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 741,742 | $43.6T | 3.96% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 287,325 | $23.6T | 2.14% | |
| 11 | LYVLIVE NATION ENTERTAINMENT IN | 146,000 | $15.4T | 1.40% |