Institutions / Linonia Partners Fund LP
Linonia Partners Fund LP
CIK 1985479 · Institution · as of Dec 31, 2025
Portfolio value
$4.42B
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Guidewire Software, Inc. | $1.08B | 24.4% |
| Somnigroup International Inc | $783.70M | 17.7% |
| EchoStar CORP | $665.15M | 15.1% |
| Veeva Systems Inc | $625.05M | 14.1% |
| Liberty Live Holdings, Inc. | $477.90M | 10.8% |
| Fair Isaac Corp | $207.87M | 4.7% |
| Liberty Live Holdings, Inc. | $203.66M | 4.6% |
| Liberty Media Corp-Liberty Formula One | $189.31M | 4.3% |
| Live Nation Entertainment Inc | $95.92M | 2.2% |
| Liberty Media Corp-Liberty Formula One | $70.56M | 1.6% |
| TransDigm Group Inc. | $14.66M | 0.3% |
| Shake Shack Inc. | $7.75M | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.