Linonia Partnership LP Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.9T
Holdings
9
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 2,395,601 | $403.9B | 21.25% | |
| 2 | FWONALIBERTY MEDIA CORP DEL | 5,703,902 | $388.2B | 20.42% | |
| 3 | TPDTEMPUR SEALY INTL INC | 4,824,379 | $273.5B | 14.39% | |
| 4 | VEEVVEEVA SYS INC | 1,202,972 | $252.9B | 13.31% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 2,354,476 | $197.9B | 10.41% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 2,498,950 | $166.3B | 8.75% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 1,454,353 | $134.8B | 7.09% | |
| 8 | T7DTRANSDIGM GROUP INC | 48,159 | $61.0B | 3.21% | |
| 9 | SHAKSHAKE SHACK INC | 172,305 | $22.4B | 1.18% |