Skip to content
Disclosery

Linonia Partnership LP

Follow

13F filer, CIK 1985479, NEW YORK, NY

Linonia Partnership LP reported $4,419,492,132 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 99.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001985479-26-000004

Period
2025-12-31
Reported value
$4.42B
Holdings
12
Top 10 weight
99.49%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ECHOnew+6,119,103$665M
LLYVKnew+5,746,719$478M
GWREadded+1,050,577$211M
FICOnew+122,956$208M
LLYVAnew+2,498,950$204M

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
LLYVKexited-5,746,719-$557M
LLYVAexited-2,498,950-$236M
VEEVreduced-170,236-$38M

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, Q4 2025

Share positions as resolved from 13F-HR 0001985479-26-000004, largest first. % of portfolio is the value over $4,419,492,132, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395,601 shares; 2024Q4: 2,395,601 shares; 2025Q1: 3,396,310 shares; 2025Q2: 3,396,310 shares; 2025Q3: 4,312,151 shares; 2025Q4: 5,362,728 shares 5,362,728$1.08B24.39%+1,050,577Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095,179 shares; 2024Q4: 4,824,379 shares; 2025Q1: 7,591,080 shares; 2025Q2: 8,771,900 shares; 2025Q3: 8,775,347 shares; 2025Q4: 8,778,047 shares 8,778,047$784M17.73%+2,700Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,119,103 shares 6,119,103$665M15.05%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,672 shares; 2024Q4: 1,202,972 shares; 2025Q1: 1,836,557 shares; 2025Q2: 2,071,074 shares; 2025Q3: 2,970,254 shares; 2025Q4: 2,800,018 shares 2,800,018$625M14.14%-170,236Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,746,719 shares 5,746,719$478M10.81%newTimeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,956 shares 122,956$208M4.7%newTimeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,498,950 shares 2,498,950$204M4.61%newTimeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243,948 shares; 2024Q4: 2,354,476 shares; 2025Q1: 2,354,476 shares; 2025Q2: 2,118,059 shares; 2025Q3: 2,118,059 shares; 2025Q4: 2,118,059 shares 2,118,059$189M4.28%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673,090 shares; 2025Q2: 673,090 shares; 2025Q3: 673,090 shares; 2025Q4: 673,090 shares 673,090$95.9M2.17%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447,290 shares; 2024Q4: 1,454,353 shares; 2025Q1: 1,454,353 shares; 2025Q2: 716,285 shares; 2025Q3: 716,285 shares; 2025Q4: 716,285 shares 716,285$70.6M1.6%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,159 shares; 2024Q4: 48,159 shares; 2025Q1: 33,159 shares; 2025Q2: 11,022 shares; 2025Q3: 11,022 shares; 2025Q4: 11,022 shares 11,022$14.7M0.33%0Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,305 shares; 2024Q4: 172,305 shares; 2025Q1: 172,305 shares; 2025Q2: 95,502 shares; 2025Q3: 95,502 shares; 2025Q4: 95,502 shares 95,502$7.75M0.18%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LLYVKLIBERTY MEDIA CORP DEL5,746,719$557Mshares
LLYVALIBERTY MEDIA CORP2,498,950$236Mshares

How Q4 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 0001985479-26-000004 base2026-02-17acceptance time not in the bulk data set