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Linonia Partnership LP

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13F filer, CIK 1985479, NEW YORK, NY

Linonia Partnership LP reported $2,544,659,701 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001512716-25-000010

Period
2025-03-31
Reported value
$2.54B
Holdings
10
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GWREadded+1,000,709$187M
SGIadded+2,766,701$166M
VEEVadded+633,585$147M
LYVnew+673,090$87.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TDGreduced-15,000-$20.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001512716-25-000010, largest first. % of portfolio is the value over $2,544,659,701, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395,601 shares; 2024Q4: 2,395,601 shares; 2025Q1: 3,396,310 shares 3,396,310$636M25.01%+1,000,709Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095,179 shares; 2024Q4: 4,824,379 shares; 2025Q1: 7,591,080 shares 7,591,080$455M17.86%+2,766,701Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,672 shares; 2024Q4: 1,202,972 shares; 2025Q1: 1,836,557 shares 1,836,557$425M16.72%+633,585Timeline
LLYVKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703,902 shares; 2024Q4: 5,703,902 shares; 2025Q1: 5,703,902 shares 5,703,902$389M15.27%0Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243,948 shares; 2024Q4: 2,354,476 shares; 2025Q1: 2,354,476 shares 2,354,476$192M7.54%0Timeline
LLYVALIBERTY MEDIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498,950 shares; 2024Q4: 2,498,950 shares; 2025Q1: 2,498,950 shares 2,498,950$168M6.6%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447,290 shares; 2024Q4: 1,454,353 shares; 2025Q1: 1,454,353 shares 1,454,353$131M5.14%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673,090 shares 673,090$87.9M3.45%newTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,159 shares; 2024Q4: 48,159 shares; 2025Q1: 33,159 shares 33,159$45.9M1.8%-15,000Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,305 shares; 2024Q4: 172,305 shares; 2025Q1: 172,305 shares 172,305$15.2M0.6%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001512716-25-000010 base2025-05-14acceptance time not in the bulk data set