Linonia Partnership LP Portfolio Holdings

Linonia Partnership LP

  • $2.54 Trillion
  • Q1 2025

Linonia Partnership LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.54 Trillion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Guidewire Software, Inc. with a value of $636B, Tempur Sealy International, Inc. with a value of $455B, Veeva Systems Inc with a value of $425B, Liberty Media Corp Del with a value of $389B, and Liberty Media Corp Del with a value of $192B.

Examining the 13F form we can see an increase of $644B in the current position value, from $1.9T to 2.54T.

Linonia Partnership LP is based out at New York, NY

Below you can find more details about Linonia Partnership LP portfolio as well as his latest detailed transactions.

Portfolio value $2.54 Trillion
Technology: $636 Billion
Consumer Cyclical: $470 Billion
Healthcare: $425 Billion
Communication Services: $87.9 Billion
Industrials: $45.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.7B
$636 Billion 25.01% of portfolio
3,396,310
Q1 2025 Added 41.77%
$9.92B
$455 Billion 17.86% of portfolio
7,591,080
Q1 2025 Added 57.35%
$39.7B
$425 Billion 16.72% of portfolio
1,836,557
Q1 2025 Added 52.67%
Liberty Media Corp Del
-
$389 Billion 15.27% of portfolio
-
Q3 2024 Added 7.32%
Liberty Media Corp Del
-
$192 Billion 7.54% of portfolio
-
Q4 2024 Added 4.93%
Liberty Media Corp Del
-
$168 Billion 6.6% of portfolio
-
Q3 2024 Added 9.67%
Liberty Media Corp Del
-
$131 Billion 5.14% of portfolio
-
Q4 2024 Added 0.49%
$34.1B
$87.9 Billion 3.45% of portfolio
673,090
Q1 2025 New
$85.4B
$45.9 Billion 1.8% of portfolio
33,159
Q1 2025 Reduced 31.15%
$5.5B
$15.2 Billion 0.6% of portfolio
172,305
Q4 2024 Reduced 64.35%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $2.54 Trillion
  • Prior Value $1.9 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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