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Size ($ in 1000's)
At 12/31/2023: $757,678
At 09/30/2023: $0
Linonia Partnership LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Linonia Partnership LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Linonia Partnership LP top holdings by largest position size, as per the latest 13f filing made by Linonia Partnership LP.
In the Linonia Partnership LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Linonia Partnership LP in that top holding, then the share count change between reporting periods, and finally the Linonia Partnership LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| GUIDEWIRE SOFTWARE INC |
1,742,158 |
+1,742,158 |
$189,965 | | GWRE | 1,742,158 | +1,742,158 | $189,965 | | VEEVA SYS INC |
815,725 |
+815,725 |
$157,043 | | VEEV | 815,725 | +815,725 | $157,043 | | TEMPUR SEALY INTL INC |
2,382,677 |
+2,382,677 |
$121,445 | | TPX | 2,382,677 | +2,382,677 | $121,445 | | TRANSDIGM GROUP INC |
95,773 |
+95,773 |
$96,884 | | TDG | 95,773 | +95,773 | $96,884 | | LIBERTY MEDIA CORP DEL |
1,127,628 |
+1,127,628 |
$71,187 | | FWONK | 1,127,628 | +1,127,628 | $71,187 | | SHAKE SHACK INC |
553,772 |
+553,772 |
$41,046 | | SHAK | 553,772 | +553,772 | $41,046 | | PROCORE TECHNOLOGIES INC |
592,916 |
+592,916 |
$41,042 | | PCOR | 592,916 | +592,916 | $41,042 | | LIBERTY MEDIA CORP DEL |
599,269 |
+599,269 |
$34,746 | | FWONA | 599,269 | +599,269 | $34,746 | | LIBERTY MEDIA CORP DEL |
98,999 |
+98,999 |
$3,702 | | LLYVK | 98,999 | +98,999 | $3,702 |
See Full List: All Stocks Held By Linonia Partnership LP
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Linonia Partnership LP
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