§ 13F · FUND PROFILE
Linonia Partnership LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 14Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GWRE | GUIDEWIRE SOFTWARE INC | 7.65M | $1.1B | 21.3% | +43% |
| 2 | VEEV | VEEVA SYS INC | 4.92M | $865M | 16.1% | +76% |
| 3 | NYT | NEW YORK TIMES CO MTN BE | 9.03M | $756M | 14.1% | NEW |
| 4 | SGI | SOMNIGROUP INTERNATIONAL INC | 8.78M | $649M | 12.1% | ±0% |
| 5 | LLYVK | LIBERTY LIVE HOLDINGS INC | 6.19M | $583M | 10.8% | +8% |
| 6 | TW | TRADEWEB MKTS INC | 2.79M | $328M | 6.1% | NEW |
| 7 | FWONK | LIBERTY MEDIA CORP DEL | 2.74M | $233M | 4.3% | +282% |
| 8 | LLYVA | LIBERTY LIVE HOLDINGS INC | 2.50M | $229M | 4.3% | ±0% |
| 9 | MELI | MERCADOLIBRE INC | 130K | $225M | 4.2% | NEW |
| 10 | FWONA | LIBERTY MEDIA CORP DEL | 2.12M | $165M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINONIA SIGNAL
AC read
Linonia Partnership LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed