Linonia Partnership LP Portfolio Holdings

Linonia Partnership LP

  • $3.06 Trillion
  • Q2 2025

Linonia Partnership LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.06 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 $800B, Tempur Sealy International, Inc. with a value of $597B, Veeva Systems Inc with a value of $596B, Liberty Media Corp Del with a value of $463B, and Liberty Media Corp Del with a value of $201B.

Examining the 13F form we can see an increase of $518B in the current position value, from $2.54T to 3.06T.

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 $3.06 Trillion
Technology: $800 Billion
Consumer Cyclical: $610 Billion
Healthcare: $596 Billion
Communication Services: $102 Billion
Industrials: $16.8 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.5B
$800 Billion 26.11% of portfolio
3,396,310
Q1 2025 Added 41.77%
$38.7B
$596 Billion 19.47% of portfolio
2,071,074
Q2 2025 Added 12.77%
$36.4B
$102 Billion 3.32% of portfolio
673,090
Q1 2025 New
$76.5B
$16.8 Billion 0.55% of portfolio
11,022
Q2 2025 Reduced 66.76%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $3.06 Trillion
  • Prior Value $2.54 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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