Linonia Partnership LP 13F holdings
Linonia Partnership LP reported 10 positions with a total reported value of $5.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: MELI MERCADOLIBRE INC (16.8%), LLYVA LIBERTY LIVE HOLDINGS INC (15.4%), GWRE GUIDEWIRE SOFTWARE INC (15.2%), VEEV VEEVA SYS INC (14.0%), RBLX ROBLOX CORP (11.7%). Against 2026-03-31 it opened 1 new position and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
10 largest of 10 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MELI MERCADOLIBRE INC | 553,788 | $940.0M | 16.8% |
| LLYVA LIBERTY LIVE HOLDINGS INC | 8,253,643 | $861.5M | 15.4% |
| GWRE GUIDEWIRE SOFTWARE INC | 6,933,483 | $853.2M | 15.2% |
| VEEV VEEVA SYS INC | 4,409,598 | $782.6M | 14.0% |
| RBLX ROBLOX CORP | 12,053,186 | $655.5M | 11.7% |
| NYT NEW YORK TIMES CO MTN BE | 9,034,044 | $632.2M | 11.3% |
| SGI SOMNIGROUP INTERNATIONAL INC | 6,624,644 | $519.4M | 9.3% |
| FWONA LIBERTY MEDIA CORP DEL | 2,445,002 | $216.5M | 3.9% |
| LYV LIVE NATION ENTERTAINMENT IN | 673,090 | $123.2M | 2.2% |
| TDG TRANSDIGM GROUP INC | 11,022 | $14.7M | 0.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RBLX ROBLOX CORP | 12,053,186 | $655.5M | 11.7% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MELI MERCADOLIBRE INC | 130,261 | 553,788 | +325.1% | $940.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FWONA LIBERTY MEDIA CORP DEL | 4,854,174 | 2,445,002 | -49.6% | $216.5M |
| SGI SOMNIGROUP INTERNATIONAL INC | 8,782,011 | 6,624,644 | -24.6% | $519.4M |
| VEEV VEEVA SYS INC | 4,924,626 | 4,409,598 | -10.5% | $782.6M |
| GWRE GUIDEWIRE SOFTWARE INC | 7,651,130 | 6,933,483 | -9.4% | $853.2M |
| LLYVA LIBERTY LIVE HOLDINGS INC | 8,691,647 | 8,253,643 | -5.0% | $861.5M |
CIK 1985479 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
