LINONIA PARTNERSHIP LP
Q3 2025 Form 13-F
NEW YORK, DELAWARE
CIK 0001985479
· CRD 326550
· SEC-registered investment adviser
$3.8B Reported Value Total
THE LINONIA PARTNERSHIP LP reports 3 total accounts under management (AUM). There are 3 discretionary accounts valued at $3,280,501,100, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
2 funds
· $5.8B gross asset value
Hedge Fund: $5.8B
Source: Form ADV filed 2026-07-09
Reported value
$3.8B
Quarter over quarter
+8.9%
Holdings
10
Top-10 concentration
100.0%
Key People
Form ADV owners & control persons
Philip Arthur Uhde
PRINCIPAL AND SOLE LIMITED PARTNER
Margot Hill L Kirby
CHIEF OPERATING OFFICER
Michael Lawrence Klarman
CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 14, 2025 |
| Form | 13F-HR |
| Reported value | $3.8B |
| Positions | 10 |
| Change in reported value | +24.7% |
| New positions | 0 |
| Exited positions | 0 |
| Position turnover | 0.0% |
| Top-10 concentration | 100.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
12 | $5.6B |
|
Q1 2026 13F
Filed May 15, 2026
|
14 | $5.4B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
12 | $4.4B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
10 | $3.8B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
10 | $3.1B |
|
Q1 2025 13F
Filed May 14, 2025
|
10 | $2.5B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
9 | $1.9B |
|
Q3 2024 13F
Filed Nov 13, 2024
|
9 | $1.6B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
11 | $1.3B |
|
Q1 2024 13F
Filed May 15, 2024
|
11 | $1.1B |
|
Q4 2023 13F
Filed Feb 13, 2024
|
10 | $757.7M |
Top 10 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | GWRE GUIDEWIRE SOFTWARE INC | $991.2M | 25.95% |
| 2 | VEEV VEEVA SYS INC | $884.9M | 23.17% |
| 3 | SGI SOMNIGROUP INTERNATIONAL INC | $740.0M | 19.38% |
| 4 | LLYVK LIBERTY MEDIA CORP DEL | $557.3M | 14.59% |
| 5 | 531229748 LIBERTY MEDIA CORP DEL | $235.7M | 6.17% |
| 6 | FWONA LIBERTY MEDIA CORP DEL | $201.7M | 5.28% |
| 7 | LYV LIVE NATION ENTERTAINMENT IN | $110.0M | 2.88% |
| 8 | FWONK LIBERTY MEDIA CORP DEL | $74.8M | 1.96% |
| 9 | TDG TRANSDIGM GROUP INC | $14.5M | 0.38% |
| 10 | SHAK SHAKE SHACK INC | $8.9M | 0.23% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.