Linonia Partnership LP
13F Reported Value
ⓘ$5.4B
Holdings
14
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Linonia Partnership LP disclosed 14 positions worth $5.4B in its Form 13F-HR for Q1 2026, led by $GWRE (Guidewire Software, Inc.) at 21.3% of the equity portfolio, followed by $VEEV and $NYT. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $NYT and a full exit from $FICO. The portfolio is most concentrated in Communication Services (39.9% 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
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 66.2#532
Quality
$1.1B7,651,130 sh - 77.8#76
Quality
$865.1M4,924,626 sh - 71.3#266
Quality
$756.4M9,034,044 sh - 64.6
Quality
$649.2M8,782,011 sh - —
Quality
$582.8M6,192,697 sh - 80.9
Quality
$328.4M2,791,246 sh - 51.0
Quality
$232.6M2,736,115 sh - —
Quality
$229.0M2,498,950 sh - 77.5
Quality
$225.2M130,261 sh - 51.0
Quality
$165.4M2,118,059 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Guidewire Software, Inc.$GWRE | 66.2#532 | $1.1B | 7,651,130 |
 VEEVA SYSTEMS INC$VEEV | 77.8#76 | $865.1M | 4,924,626 |
 NEW YORK TIMES CO$NYT | 71.3#266 | $756.4M | 9,034,044 |
 SOMNIGROUP INTERNATIONAL INC.$SGI | 64.6 | $649.2M | 8,782,011 |
 Liberty Live Holdings, Inc.$LLYVA | — | $582.8M | 6,192,697 |
 Tradeweb Markets Inc.$TW | 80.9 | $328.4M | 2,791,246 |
 Liberty Media Corp$FWONA | 51.0 | $232.6M | 2,736,115 |
| Liberty Live Holdings, Inc.$LLYVA | — | $229.0M | 2,498,950 |
 MERCADOLIBRE INC$MELI | 77.5 | $225.2M | 130,261 |
| Liberty Media Corp$FWONA | 51.0 | $165.4M | 2,118,059 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Linonia Partnership LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Communication Services
$2.2B
Technology
$2.0B
Consumer Discretionary
$882.8M
Financials
$328.4M
Industrials
$12.8M
Full Holdings — Linonia Partnership LP (Q1 2026)
All 14 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 | $GWRE | Guidewire Software, Inc. | $1.1B | 21.3% | +43% | 66.2 |
| 2 | $VEEV | VEEVA SYSTEMS INC | $865.1M | 16.1% | +76% | 77.8 |
| 3 | $NYT | NEW YORK TIMES CO | $756.4M | 14.1% | NEW | 71.3 |
| 4 | $SGI | SOMNIGROUP INTERNATIONAL INC. | $649.2M | 12.1% | +0% | 64.6 |
| 5 | $LLYVA | Liberty Live Holdings, Inc. | $582.8M | 10.8% | +8% | — |
| 6 | $TW | Tradeweb Markets Inc. | $328.4M | 6.1% | NEW | 80.9 |
| 7 | $FWONA | Liberty Media Corp | $232.6M | 4.3% | +282% | 51 |
| 8 | $LLYVA | Liberty Live Holdings, Inc. | $229.0M | 4.3% | +0% | — |
| 9 | $MELI | MERCADOLIBRE INC | $225.2M | 4.2% | NEW | 77.5 |
| 10 | $FWONA | Liberty Media Corp | $165.4M | 3.1% | +0% | 51 |
| 11 |  $LYV | Live Nation Entertainment, Inc. | $102.7M | 1.9% | +0% | 55 |
| 12 |  $ECHO | EchoStar CORP | $81.5M | 1.5% | -89% | 29.5 |
| 13 |  $TDG | TransDigm Group INC | $12.8M | 0.2% | +0% | 75.4 |
| 14 |  $SHAK | Shake Shack Inc. | $8.4M | 0.2% | +0% | 54.5 |
New Positions (3)
Exited Positions (1)
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