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Linonia Partnership LP

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13F filer, CIK 1985479, NEW YORK, NY

Linonia Partnership LP reported $3,062,557,904 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001985479-25-000006

Period
2025-06-30
Reported value
$3.06B
Holdings
10
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGIadded+1,180,820$80.4M
VEEVadded+234,517$67.5M

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
FWONKreduced-738,068-$77.1M
TDGreduced-22,137-$33.7M
FWONAreduced-236,417-$22.5M
SHAKreduced-76,803-$10.8M

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, Q2 2025

Share positions as resolved from 13F-HR 0001985479-25-000006, largest first. % of portfolio is the value over $3,062,557,904, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395,601 shares; 2024Q4: 2,395,601 shares; 2025Q1: 3,396,310 shares; 2025Q2: 3,396,310 shares 3,396,310$800M26.11%0Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095,179 shares; 2024Q4: 4,824,379 shares; 2025Q1: 7,591,080 shares; 2025Q2: 8,771,900 shares 8,771,900$597M19.49%+1,180,820Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,672 shares; 2024Q4: 1,202,972 shares; 2025Q1: 1,836,557 shares; 2025Q2: 2,071,074 shares 2,071,074$596M19.47%+234,517Timeline
LLYVKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703,902 shares; 2024Q4: 5,703,902 shares; 2025Q1: 5,703,902 shares; 2025Q2: 5,703,902 shares 5,703,902$463M15.12%0Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243,948 shares; 2024Q4: 2,354,476 shares; 2025Q1: 2,354,476 shares; 2025Q2: 2,118,059 shares 2,118,059$201M6.57%-236,417Timeline
LLYVALIBERTY MEDIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498,950 shares; 2024Q4: 2,498,950 shares; 2025Q1: 2,498,950 shares; 2025Q2: 2,498,950 shares 2,498,950$199M6.49%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673,090 shares; 2025Q2: 673,090 shares 673,090$102M3.32%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447,290 shares; 2024Q4: 1,454,353 shares; 2025Q1: 1,454,353 shares; 2025Q2: 716,285 shares 716,285$74.9M2.44%-738,068Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,159 shares; 2024Q4: 48,159 shares; 2025Q1: 33,159 shares; 2025Q2: 11,022 shares 11,022$16.8M0.55%-22,137Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,305 shares; 2024Q4: 172,305 shares; 2025Q1: 172,305 shares; 2025Q2: 95,502 shares 95,502$13.4M0.44%-76,803Timeline

How Q2 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 0001985479-25-000006 base2025-08-14acceptance time not in the bulk data set