LP
Linonia Partnership Portfolio holdings
AUM $2.54B
AUM
$2.54B
AUM Growth
+$644M (+34%)
Cap. Flow
+$567M
Cap. Flow % of AUM
22.28%
Top 10 Holdings %Top 10 Hldgs %
100%
Holding
10
New
1
Increased
3
Reduced
1
Closed
–
Top Buys
1 | $187M | |
2 | $166M | |
3 | $147M | |
4 | $87.9M |
Top Sells
1 | $20.7M |
Sector Composition
1 | Communication Services | 38.01% |
2 | Technology | 25.01% |
3 | Consumer Discretionary | 18.46% |
4 | Healthcare | 16.72% |
5 | Industrials | 1.8% |