Linonia Partnership
$5.4B Assets Reported
15 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | 7,651,130 | $1.1B | 21.3% |
| VEEV | VEEVA SYS INC | 4,924,626 | $865M | 16.1% |
| NYT | NEW YORK TIMES CO MTN BE | 9,034,044 | $756M | 14.1% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 8,782,011 | $649M | 12.1% |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 6,192,697 | $583M | 10.8% |
| TW | TRADEWEB MKTS INC | 2,791,246 | $328M | 6.1% |
| FWONK | LIBERTY MEDIA CORP DEL | 2,736,115 | $233M | 4.3% |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 2,498,950 | $229M | 4.3% |
| MELI | MERCADOLIBRE INC | 130,261 | $225M | 4.2% |
| FWONA | LIBERTY MEDIA CORP DEL | 2,118,059 | $165M | 3.1% |
Track Linonia Partnership's 13F portfolio: $5.4B in reported holdings, 15 positions. Top holdings, AUM, and quarterly changes on SentiSense.