Linonia Partnership LP
Linonia Partnership LP reported 12 US-listed holdings worth $5.60 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: MercadoLibre, Inc. (16.8%), Guidewire Software, Inc. (15.2%) and Veeva Systems Inc. (14.0%). Against the quarter before, it opened 1 position, added to 1, trimmed 6 and sold out of 3.
Reported holdings$5.60B+4.0% on Q1 2026
Positions12-2 on Q1 2026
The largest ten99.2%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 12 largest of its 12 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 1Added 1Held 4Trimmed 6Sold out 3
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Roblox Corp. RBLX$655.5 million
Added to 1
- MercadoLibre, Inc. MELI+423,527 shares · +325%
Trimmed 6
- Liberty Media Corp. Del FWONK-2.4 million shares · -88%
- Somnigroup International Inc. SGI-2.2 million shares · -25%
- Veeva Systems Inc. VEEV-515,028 shares · -10%
- Guidewire Software, Inc. GWRE-717,647 shares · -9%
- Liberty Live Hldgs Inc. LLYVK-315,493 shares · -5%
- Liberty Live Holdings Inc. Com Ser A LLYVA-122,511 shares · -5%
Sold out of 3
- Tradeweb Mkts Inc. TW$328.4 million last quarter
- EchoStar Corp. ECHO$81.5 million last quarter
- Shake Shack Inc. SHAK$8.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| MercadoLibre, Inc. MELI | 553,788 | $940.0 million | 16.79% | +423,527 |
| Guidewire Software, Inc. GWRE | 6,933,483 | $853.2 million | 15.24% | -717,647 |
| Veeva Systems Inc. VEEV | 4,409,598 | $782.6 million | 13.98% | -515,028 |
| Roblox Corp. RBLX | 12,053,186 | $655.5 million | 11.71% | new |
| New York Times Co. NYT | 9,034,044 | $632.2 million | 11.29% | no change |
| Liberty Live Hldgs Inc. LLYVK | 5,877,204 | $620.9 million | 11.09% | -315,493 |
| Somnigroup International Inc. SGI | 6,624,644 | $519.4 million | 9.28% | -2,157,367 |
| Liberty Live Holdings Inc. Com Ser A LLYVA | 2,376,439 | $240.6 million | 4.30% | -122,511 |
| Liberty Media Corp. Del FWONA | 2,118,059 | $185.4 million | 3.31% | no change |
| Live Nation Entertainment, Inc. LYV | 673,090 | $123.2 million | 2.20% | no change |
| Liberty Media Corp. Del FWONK | 326,943 | $31.1 million | 0.56% | -2,409,172 |
| TransDigm Group Inc. TDG | 11,022 | $14.7 million | 0.26% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.