Linonia Partnership LP

data from 30/09/2025

Capitalization

$ 3.819 B 24.70 %

Average holding period

7 ans

Performance

$ 1.399 B 77.56 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Linonia Partnership LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GWRE GUIDEWIRE SOFTWARE INC 25.95% 991.191 M $ 4312151 2023/12/31 -18.985 M $ -2.37 %
2025/09/30 VEEV VEEVA SYS INC 23.17% 884.868 M $ 2970254 2023/12/31 20.566 M $ 3.45 %
2025/09/30 SOMNIGROUP INTERNATIONAL INC 19.38% 740.025 M $ 8775347 2023/12/31 142.807 M $ 23.92 %
2025/09/30 LLYVK LIBERTY MEDIA CORP DEL 14.59% 557.259 M $ 5746719 2023/12/31 90.179 M $ 19.48 %
2025/09/30 LLYVA LIBERTY MEDIA CORP DEL 6.17% 235.651 M $ 2498950 2023/12/31 37.034 M $ 18.65 %
2025/09/30 FWONA LIBERTY MEDIA CORP DEL 5.28% 201.682 M $ 2118059 2023/12/31 550.695 K $ 0.27 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 2.88% 109.983 M $ 673090 2025/03/31 8.158 M $ 8.01 %
2025/09/30 FWONK LIBERTY MEDIA CORP DEL 1.96% 74.816 M $ 716285 2023/12/31 -35.814 K $ -0.05 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.38% 14.527 M $ 11022 2023/12/31 -2.233 M $ -13.32 %
2025/09/30 SHAK SHAKE SHACK INC 0.23% 8.940 M $ 95502 2023/12/31 -4.488 M $ -33.42 %