LP
| |
Linonia Partnership LP13F | |
| Linonia Partnership LP | |
| Last update 2025-05-15 | 10 Stocks (1 new) |
| Value $2.54 Bil | Turnover 23 % |
Linonia Partnership LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWRE | Guidewire Software Inc | 3,396,310 | 636,332.6 | +41.77% | 25.010 | +7.37% | 4.050 | +15.95% | +31.59% | 18,677.9 | Software | |
SGI | Somnigroup International Inc | 7,591,080 | 454,553.9 | +57.35% | 17.860 | +6.51% | 3.640 | +22.77% | +29.95% | 15,293.4 | Furnishings, Fixtures & Appliances | |
VEEV | Veeva Systems Inc | 1,836,557 | 425,401.7 | +52.67% | 16.720 | +5.77% | 1.130 | +30.72% | +34.26% | 46,129.7 | Healthcare Providers & Services | |
LLYVK | Liberty Live Group | 5,703,902 | 388,663.9 | 0% | 15.270 | 0% | 6.210 | +19.55% | +20.47% | 7,514.6 | Media - Diversified | |
FWONA | Liberty Media Corp | 2,354,476 | 191,819.2 | 0% | 7.540 | 0% | 0.940 | +24.33% | +11.14% | 25,539.8 | Media - Diversified | |
LLYVA | Liberty Live Group | 2,498,950 | 168,029.4 | 0% | 6.600 | 0% | 2.720 | +19.03% | +20.76% | 7,514.6 | Media - Diversified | |
FWONK | Liberty Media Corp | 1,454,353 | 130,906.3 | 0% | 5.140 | 0% | 0.580 | +24.98% | +11.67% | 25,539.8 | Media - Diversified | |
LYV | Live Nation Entertainment Inc | 673,090 | 87,892.1 | New Holding | 3.450 | +3.45% | 0.290 | +18.29% | +16.21% | 34,879.3 | Media - Diversified | |
TDG | TransDigm Group Inc | 33,159 | 45,868.5 | -31.15% | 1.800 | -1.00% | 0.060 | +19.41% | +26.04% | 89,715.7 | Aerospace & Defense | |
SHAK | Shake Shack Inc | 172,305 | 15,192.1 | 0% | 0.600 | 0% | 0.430 | +62.05% | +3.90% | 5,424.3 | Restaurants |
Linonia Partnership LP's Historical Top Holdings Breakdowns
Linonia Partnership LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GWRE | Guidewire Software Inc | 2025-03-31 | Add Add | +7.37% | 166.74 ($194.38) 218.22 | $221.84 | 14.13% | Add 41.77% | 3,396,310 | 1,000,709 | |
SGI | Somnigroup International Inc | 2025-03-31 | Add Add | +6.51% | 54.94 ($60.52) 69.15 | $73.32 | 21.15% | Add 57.35% | 7,591,080 | 2,766,701 | |
VEEV | Veeva Systems Inc | 2025-03-31 | Add Add | +5.77% | 210.58 ($228.51) 246.8 | $282.29 | 23.54% | Add 52.67% | 1,836,557 | 633,585 | |
LYV | Live Nation Entertainment Inc | 2025-03-31 | New Buy New Buy | +3.45% | 115.79 ($136.52) 154.66 | $150.49 | 10.23% | New holding | 673,090 | 673,090 | |
TDG | TransDigm Group Inc | 2025-03-31 | Reduce Reduce | -1.00% | 1251.32 ($1333.33) 1394.11 | $1,597.30 | 19.80% | Reduce -31.15% | 33,159 | -15,000 | |
VEEV | Veeva Systems Inc | 2024-12-31 | Add Add | +3.94% | 201.81 ($220.12) 250.45 | $282.29 | 28.24% | Add 42.08% | 1,202,972 | 356,300 | |
SGI | Tempur Sealy International Inc | 2024-12-31 | Add Add | +2.18% | 47.66 ($53.34) 57.86 | $73.32 | 37.46% | Add 17.81% | 4,824,379 | 729,200 | |
SHAK | Shake Shack Inc | 2024-12-31 | Reduce Reduce | -1.95% | 104.58 ($122.84) 138.76 | $134.86 | 9.79% | Reduce -64.35% | 172,305 | -311,000 | |
FWONA | Liberty Formula One Group | 2024-12-31 | Add Add | +0.49% | 68.65 ($77.87) 86.18 | $93.40 | 19.94% | Add 4.93% | 2,354,476 | 110,528 | |
FWONK | Liberty Formula One Group | 2024-12-31 | Add Add | +0.03% | 74.39 ($85.03) 95.49 | $103.47 | 21.69% | Add 0.49% | 1,454,353 | 7,063 |
Linonia Partnership LP Total Holding History ($B)
Linonia Partnership LP's Asset Allocation
Linonia Partnership LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Linonia Partnership LP's Hypothetical Growth since 2025-03-31
Linonia Partnership LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Linonia Partnership LP's Holdings Heat Map
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Linonia Partnership LP's Holdings Bubble Chart
Linonia Partnership LP News
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