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CIK: 0001985479
Total reported value
$5.6B
$5.6B
10 檔
37.5%
As reported in its official Q1 2025 Form 13F filing, Linonia Partnership LP's tracked investment portfolio stood at $5.6B with 10 total positions.
During Q1 2025, Linonia Partnership LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software Inc | Stock-Tech | 25.01% | -6.01% | +41.77% | |
| 2 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 17.86% | -2.78% | +57.35% | |
| 3 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 16.72% | -2.09% | +52.67% | |
| 4 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 15.27% | — | — | |
| 5 | FWONA | Liberty Media Corp-formula-a | Stock-Other | 7.54% | +0.24% | — | |
| 6 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 6.60% | — | — | |
| 7 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 5.14% | -3.76% | — | |
| 8 | LYV | Live Nation Entertainment In | Stock-Comm Services | 3.45% | +0.29% | — | |
| 9 | TDG | Transdigm Group Inc | Stock-Industrials | 1.80% | +0.02% | -31.15% | |
| 10 | SHAK | Shake Shack Inc - Class A | Stock-Consumer Disc | 0.60% | -0.16% | EXIT |
According to official SEC Form 13F filings, Linonia Partnership LP reported a total U.S. public equity portfolio value of $5.6B across 10 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GWRE, SGI, VEEV) accounted for 37.5% of total reported equity market value during Q1 2025.
During Q1 2025, Linonia Partnership LP's top holdings by market value included GWRE (25.0%)、SGI (17.9%)、VEEV (16.7%). The largest single position, GWRE, represented 25.0% of total portfolio value.
In Q1 2025, Linonia Partnership LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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