Linonia Partnership
$5.6B 13F equity value
15 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Linonia Partnership covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 553,788 | $940M | 16.8% |
| GWRE | GUIDEWIRE SOFTWARE INC | 6,933,483 | $853M | 15.2% |
| VEEV | VEEVA SYS INC | 4,409,598 | $783M | 14.0% |
| RBLX | ROBLOX CORP | 12,053,186 | $655M | 11.7% |
| NYT | NEW YORK TIMES CO MTN BE | 9,034,044 | $632M | 11.3% |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 5,877,204 | $621M | 11.1% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 6,624,644 | $519M | 9.3% |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 2,376,439 | $241M | 4.3% |
| FWONA | LIBERTY MEDIA CORP DEL | 2,118,059 | $185M | 3.3% |
| LYV | LIVE NATION ENTERTAINMENT IN | 673,090 | $123M | 2.2% |
Track Linonia Partnership's 13F portfolio: $5.6B in reported holdings, 15 positions. Top holdings and quarterly changes on SentiSense.
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