Linonia Partnership LP 13F Holdings · Q2 2026
Linonia Partnership LP reported 12 securities worth $5.60B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MELI (16.79%), GWRE (15.24%), VEEV (13.98%). Among its top 25 positions this quarter: 1 new, 1 added, 6 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $940.0M | 16.79% | 553,788 | Added |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | $853.2M | 15.24% | 6.9M | Trimmed |
| 3 | VEEV | VEEVA SYS INC | $782.6M | 13.98% | 4.4M | Trimmed |
| 4 | RBLX | ROBLOX CORP | $655.5M | 11.71% | 12.1M | New |
| 5 | NYT | NEW YORK TIMES CO MTN BE | $632.2M | 11.29% | 9.0M | Hold |
| 6 | LLYVK | LIBERTY LIVE HOLDINGS INC | $620.9M | 11.09% | 5.9M | Trimmed |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC | $519.4M | 9.28% | 6.6M | Trimmed |
| 8 | LLYVA | LIBERTY LIVE HOLDINGS INC | $240.6M | 4.30% | 2.4M | Trimmed |
| 9 | FWONA | LIBERTY MEDIA CORP DEL | $185.4M | 3.31% | 2.1M | Hold |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | $123.2M | 2.20% | 673,090 | Hold |
| 11 | FWONK | LIBERTY MEDIA CORP DEL | $31.1M | 0.56% | 326,943 | Trimmed |
| 12 | TDG | TRANSDIGM GROUP INC | $14.7M | 0.26% | 11,022 | Hold |
| 13 | ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | Exited |
| 14 | SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | Exited |
| 15 | TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR