Linonia Partnership LP

CIK Number: 0001985479

2.54B
Market Value
8
# of Holdings
5 months
Avg. Holding Period
75.00%
Win Rate
80.32%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 GWRE Guidewire Softw...
253.45
+0.11% 2.4M 0.00% 403.85M 112.72 21.25%
2 LLYVK Liberty Live Gr...
76.21
+4.06% 5.7M 0.00% 388.21M 40.74 20.42%
3 VEEV Veeva Systems I...
283.66
+0.39% 1.2M +42.08% 252.92M 199.52 13.31%
4 FWONA Formula One Gro...
87.99
+1.10% 2.35M +4.93% 197.87M 67.4 10.41%
5 LLYVA Liberty Live Gr...
74.92
+3.65% 2.5M 0.00% 166.33M 40.33 8.75%
6 FWONK Formula One Gro...
97.68
+0.99% 1.45M +0.49% 134.76M 64.35 7.09%
7 TDG TransDigm Group...
1424.21
-1.07% 48.16K 0.00% 61.03M 1011.6 3.21%
8 SHAK Shake Shack Inc...
126.93
+2.60% 172.31K -64.35% 22.37M 74.12 1.18%