Linonia Partnership LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$4.4B
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 5,362,728 | $1.1B | 24.39% | |
| 2 | TPDSOMNIGROUP INTERNATIONAL INC | 8,778,047 | $783.7M | 17.73% | |
| 3 | SATSECHOSTAR CORP | 6,119,103 | $665.1M | 15.05% | |
| 4 | VEEVVEEVA SYS INC | 2,800,018 | $625.0M | 14.14% | |
| 5 | LLYVKLIBERTY LIVE HOLDINGS INC | 5,746,719 | $477.9M | 10.81% | |
| 6 | FICOFAIR ISAAC CORP | 122,956 | $207.9M | 4.70% | |
| 7 | LLYVALIBERTY LIVE HOLDINGS INC | 2,498,950 | $203.7M | 4.61% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 2,118,059 | $189.3M | 4.28% | |
| 9 | LYVLIVE NATION ENTERTAINMENT IN | 673,090 | $95.9M | 2.17% | |
| 10 | FWONALIBERTY MEDIA CORP DEL | 716,285 | $70.6M | 1.60% | |
| 11 | T7DTRANSDIGM GROUP INC | 11,022 | $14.7M | 0.33% | |
| 12 | SHAKSHAKE SHACK INC | 95,502 | $7.8M | 0.18% |