§ 13F · FUND PROFILE
Linonia Partnership LP.
AUM · $5.6B (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$655M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | 554K | $940M | 16.8% | +325% |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | 6.93M | $853M | 15.2% | −9% |
| 3 | VEEV | VEEVA SYS INC | 4.41M | $783M | 14.0% | −10% |
| 4 | RBLX | ROBLOX CORP | 12.05M | $655M | 11.7% | NEW |
| 5 | NYT | NEW YORK TIMES CO MTN BE | 9.03M | $632M | 11.3% | ±0% |
| 6 | LLYVK | LIBERTY LIVE HOLDINGS INC | 5.88M | $621M | 11.1% | −5% |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC | 6.62M | $519M | 9.3% | −25% |
| 8 | LLYVA | LIBERTY LIVE HOLDINGS INC | 2.38M | $241M | 4.3% | −5% |
| 9 | FWONA | LIBERTY MEDIA CORP DEL | 2.12M | $185M | 3.3% | ±0% |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | 673K | $123M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINONIA SIGNAL
AC read
Linonia Partnership LP is a Other fund managing $5.6 billion in assets. The fund runs a focused portfolio of just 12 positions.
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