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Linonia Partnership LP
Linonia Partnership LP's institutional portfolio and latest SEC filings
Top Holdings
Largest long holdings in Linonia Partnership LP's portfolio (99.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $991.2M | 21.74% | +$210.5M Bought | 5.10% 4.3M shares | |
Medical - Healthcare Information Services Healthcare | $884.9M | 19.41% | +$267.9M Bought | 1.81% 3.0M shares | |
Unknown Unknown | $740.0M | 16.23% | +$290.7K Bought | — 8.8M shares | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $740.0M | 16.23% | +$290.7K Bought | 4.18% 8.8M shares | |
Entertainment Communication Services | $557.3M | 12.22% | +$4.2M Bought | 6.25% 5.7M shares | |
Entertainment Communication Services | $235.7M | 5.17% | — | 2.72% 2.5M shares | |
Entertainment Communication Services | $201.7M | 4.42% | — | 0.85% 2.1M shares | |
Entertainment Communication Services | $110.0M | 2.41% | — | 0.29% 673.1K shares | |
Entertainment Communication Services | $74.8M | 1.64% | — | 0.29% 716.3K shares | |
Aerospace & Defense Industrials | $14.5M | 0.32% | — | 0.02% 11.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Linonia Partnership LP's latest filing
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Increased Positions
| Position | Shares Δ |
|---|---|
+43.42% | |
+26.97% | |
+0.75% | |
+0.04% | |
+0.04% |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Linonia Partnership LP
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