Linonia Partnership

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

• Q2 20262 names$1.6B−$198M
• Q1 20262 names$2.0B+$726M
• Q4 20253 names$1.9B+$375M
• Q3 20252 names$1.9B+$475M
• Q2 20252 names$1.4B+$54.3M
• Q1 20252 names$1.1B+$302M
• Q4 20242 names$657M+$74.8M
• Q3 20242 names$616M+$22.1M
• Q2 20242 names$463M−$17.7M
• Q1 20243 names$465M+$25.6M
• Q4 20233 names$388M—

What moved the book

The five software lines with the largest share change this quarter.

• VeevaVEEV+$474M$865M
• GuidewireGWRE+$460M$1.1B

Software held

• GuidewireGWRE7,651,130 shares · 56.9% of their software · price −$394M$1.1B+$460M
• VeevaVEEV4,924,626 shares · 43.1% of their software · price −$234M$865M+$474M