Linonia Partnership LP
13F Reported Value
ⓘ$5.6B
Holdings
12
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Linonia Partnership LP disclosed 12 positions worth $5.6B in its Form 13F-HR for Q2 2026, led by $MELI (MERCADOLIBRE INC) at 16.8% of the equity portfolio, followed by $GWRE and $VEEV. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $RBLX and a full exit from $TW. The portfolio is most concentrated in Technology (40.9% of disclosed assets). All figures are sourced directly from Linonia Partnership LP’s Form 13F-HR filing with the SEC under CIK 1985479.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 80.2#25
Quality
$940.0M553,788 sh - 67.3#371
Quality
$853.2M6,933,483 sh - 77.6#64
Quality
$782.6M4,409,598 sh - 60.3
Quality
$655.5M12,053,186 sh - 68.2
Quality
$632.2M9,034,044 sh - 27.5
Quality
$620.9M5,877,204 sh - 71.6
Quality
$519.4M6,624,644 sh - 27.5
Quality
$240.6M2,376,439 sh - 63.2
Quality
$185.4M2,118,059 sh - 52.9
Quality
$123.2M673,090 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MERCADOLIBRE INC$MELI | 80.2#25 | $940.0M | 553,788 |
 Guidewire Software, Inc.$GWRE | 67.3#371 | $853.2M | 6,933,483 |
 VEEVA SYSTEMS INC$VEEV | 77.6#64 | $782.6M | 4,409,598 |
 Roblox Corp$RBLX | 60.3 | $655.5M | 12,053,186 |
 NEW YORK TIMES CO$NYT | 68.2 | $632.2M | 9,034,044 |
 Liberty Live Holdings, Inc.$LLYVA | 27.5 | $620.9M | 5,877,204 |
 SOMNIGROUP INTERNATIONAL INC.$SGI | 71.6 | $519.4M | 6,624,644 |
| Liberty Live Holdings, Inc.$LLYVA | 27.5 | $240.6M | 2,376,439 |
 Liberty Media Corp$FWONA | 63.2 | $185.4M | 2,118,059 |
 Live Nation Entertainment, Inc.$LYV | 52.9 | $123.2M | 673,090 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Linonia Partnership LP's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Technology
$2.3B
Communication Services
$1.8B
Consumer Discretionary
$1.5B
Industrials
$14.7M
Full Holdings — Linonia Partnership LP (Q2 2026)
All 12 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MELI | MERCADOLIBRE INC | $940.0M | 16.8% | +325% | 80.2 |
| 2 | $GWRE | Guidewire Software, Inc. | $853.2M | 15.2% | -9% | 67.3 |
| 3 | $VEEV | VEEVA SYSTEMS INC | $782.6M | 14.0% | -10% | 77.6 |
| 4 | $RBLX | Roblox Corp | $655.5M | 11.7% | NEW | 60.3 |
| 5 | $NYT | NEW YORK TIMES CO | $632.2M | 11.3% | +0% | 68.2 |
| 6 | $LLYVA | Liberty Live Holdings, Inc. | $620.9M | 11.1% | -5% | 27.5 |
| 7 | $SGI | SOMNIGROUP INTERNATIONAL INC. | $519.4M | 9.3% | -25% | 71.6 |
| 8 | $LLYVA | Liberty Live Holdings, Inc. | $240.6M | 4.3% | -5% | 27.5 |
| 9 | $FWONA | Liberty Media Corp | $185.4M | 3.3% | +0% | 63.2 |
| 10 | $LYV | Live Nation Entertainment, Inc. | $123.2M | 2.2% | +0% | 52.9 |
| 11 | $FWONA | Liberty Media Corp | $31.1M | 0.6% | -88% | 63.2 |
| 12 |  $TDG | TransDigm Group INC | $14.7M | 0.3% | +0% | 68 |
New Positions (1)
$RBLX Roblox Corp$655.5M
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