Linonia Partnership LP
•CIK: 1985479•Filing: Q4 2025
Linonia Partnership LP, managed by the seasoned team of John Lin and his co-managers, is known for its concentrated, high-conviction bets, currently holding 12 positions with a focus on healthcare and technology sectors. The fund recently added SATS, LLYVK, and FICO to its portfolio, while exiting LLYVK and LLYVA, and significantly reducing its stake in VEEV by 29%, reflecting a strategic shift in its investment approach.
Total AUM
$4.4B
QoQ Performance
+15.7%
Positions
10
Top 10 Concentration
99.5%
Latest Filing
Q4 2025
Top Holdings Allocation
GWRE
TPD
SATS
VEEV
LLYVK
GWRE24.4%
TPD17.7%
SATS15.1%
VEEV14.1%
LLYVK10.8%
FICO4.7%
LLYVA4.6%
FWONA4.3%
📈 Biggest Buys
📉 Biggest Sells
VEEV
VEEVA SYS INC
-5.7%
14.1% of portfolio
Sector Breakdown
Other83.3%
Communication16.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑2 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023