Linonia Partnership LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LP Linonia Partnership LP | Institutional Filer | ▲ 21.82% | $5.38B | 14 |
Current Portfolio Holdings
Showing all 14 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software, Inc. | Technology | 7.7M | $1.14B | 21.25% |
| 2 | VEEV | Veeva Systems Inc. | Healthcare | 4.9M | $865.1M | 16.07% |
| 3 | NYT | The New York Times Company | Communication Services | 9.0M | $756.4M | 14.05% |
| 4 | SGI | Somnigroup International Inc | Consumer Defensive | 8.8M | $649.2M | 12.06% |
| 5 | LLYVK | Liberty Live Group | Communication Services | 6.2M | $582.8M | 10.83% |
| 6 | TW | Tradeweb Markets Inc. | Financial Services | 2.8M | $328.4M | 6.10% |
| 7 | FWONK | Formula One Group | Communication Services | 2.7M | $232.6M | 4.32% |
| 8 | LLYVA | LIBERTY LIVE HOLDINGS INC | — | 2.5M | $229.0M | 4.25% |
| 9 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 130K | $225.2M | 4.18% |
| 10 | FWONA | LIBERTY MEDIA CORP DEL | — | 2.1M | $165.4M | 3.07% |
| 11 | LYV | Live Nation Entertainment, Inc. | Communication Services | 673K | $102.7M | 1.91% |
| 12 | SATS | EchoStar Corporation | Technology | 696K | $81.5M | 1.51% |
| 13 | TDG | TransDigm Group Incorporated | Industrials | 11K | $12.8M | 0.24% |
| 14 | SHAK | Shake Shack Inc. | Consumer Cyclical | 96K | $8.4M | 0.16% |
Showing 1 to 14 of 14 holdings