Linonia Partnership LP
Sector Allocation
- Technology40.9%$2.3B
- Communication Services32.8%$1.8B
- Consumer Discretionary26.1%$1.5B
- Industrials0.3%$14.7M
AUM History
13fpro.ai/research/fund/linonia-partnership-lp-1985479
Conviction and streaks
Concentrating · top 10 = 99.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MELI
$940.0MGWRE
$853.2MVEEV
$782.6MRBLX
$655.5MNYT
$632.2MLLYVA
$620.9MSGI
$519.4M- $240.6M
FWONA
$185.4MLYV
$123.2M- $31.1M
TDG
$14.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/linonia-partnership-lp-1985479
Linonia Partnership LP 13F holdings — Q2 2026
$5.6B portfolio (+4.0% QoQ) · 12 holdings · Q2 2026 13F · top 10 are 99% of the stock portfolio
$940.0M
16.8% of stocks
+325%This quarter—Since Q-end—HeldAIQuality80.2#26Est. buy—$853.2M
15.2% of stocks
-9%This quarter—Since Q-end—HeldAIQuality68.1#323Est. buy—$782.6M
14.0% of stocks
-10%This quarter—Since Q-end—HeldAIQuality77.3#68Est. buy—$655.5M
11.7% of stocks
NewThis quarter—Since Q-endNew this quarterHeldAIQuality60.3#865Est. buy—$632.2M
11.3% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality66.6#398Est. buy—$620.9M
11.1% of stocks
-5%This quarter—Since Q-end—Held$519.4M
9.3% of stocks
-25%This quarter—Since Q-end—Held$240.6M
4.3% of stocks
-5%This quarter—Since Q-end—Held$185.4M
3.3% of stocks
No changeThis quarter—Since Q-end—Held$123.2M
2.2% of stocks
No changeThis quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $940.0M | 16.8% | +325% | — | — | 80.2#26 | — | ||
| 2 | $853.2M | 15.2% | -9% | — | — | 68.1#323 | — | ||
| 3 | $782.6M | 14.0% | -10% | — | — | 77.3#68 | — | ||
| 4 | $655.5M | 11.7% | New | — | New this quarter | 60.3#865 | — | ||
| 5 | $632.2M | 11.3% | No change | — | — | 66.6#398 | — | ||
| 6 | $620.9M | 11.1% | -5% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $519.4M | 9.3% | -25% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $240.6M | 4.3% | -5% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $185.4M | 3.3% | No change | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $123.2M | 2.2% | No change | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — Linonia Partnership LP (Q2 2026)
12 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Liberty Media Corp | Communication Services | $31.1M | 0.6% | 327K | -88% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TransDigm Group INC | Industrials | $14.7M | 0.3% | 11K | — | — | AI quality score is Pro: unlock with a free trial | 13F |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 1 added to, 6 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
first bought this quarter
Added to (1)
now $940.0M
Holdings by quarter
Every 13F Linonia Partnership LP has filed, 10 earlier quarters. Pick one to see what it held then.
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.
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AI-Powered Hedge Fund Analysis: Linonia Partnership LP
13F Pro is an AI hedge fund tracker and stock research platform. For Linonia Partnership LP (SEC CIK: 1985479), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Linonia Partnership LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.