Skip to main content
Livermore
Livermore
ZHEN

Linonia Partnership LP

SEC CIK
0001985479
Latest filing
Aug 14, 2026

The latest 13F from Linonia Partnership LP covers Q2 2026 (filed Aug 14, 2026): 12 long positions worth $5.60B. The top 10 holdings make up 99.2% of the portfolio, and the largest is Mercadolibre Inc (MELI) at 16.8%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$655.5M
Added
1
Est. +$718.9M
Reduced
6
Est. −$623.8M
Sold out
3
Est. −$418.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. MELIMercadolibre Inc
    16.8%$940.0MHistory
  2. GWREGuidewire Software, Inc.
    15.2%$853.2MHistory
  3. VEEVVeeva Systems Inc
    14.0%$782.6MHistory
  4. RBLXRoblox Corp
    11.7%$655.5MHistory
  5. NYTNew York Times Co
    11.3%$632.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. MELIMercadolibre Inc
    +$718.9MAddedHistory
  2. RBLXRoblox Corp
    +$655.5MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MELIMercadolibre Inc
    +12.61 pp4.2% → 16.8%History
  2. RBLXRoblox Corp
    +11.71 pp0.0% → 11.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. TWTradeweb Markets Inc.
    −$328.4MSold outHistory
  2. FWONKLiberty Media Corp
    −$229.2MReducedHistory
  3. SGISomnigroup International Inc.
    −$169.1MReducedHistory
  4. VEEVVeeva Systems Inc
    −$91.4MReducedHistory
  5. GWREGuidewire Software, Inc.
    −$88.3MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. TWTradeweb Markets Inc.
    −6.10 pp6.1% → 0.0%History
  2. GWREGuidewire Software, Inc.
    −6.02 pp21.3% → 15.2%History
  3. FWONKLiberty Media Corp
    −3.77 pp4.3% → 0.6%History
  4. SGISomnigroup International Inc.
    −2.78 pp12.1% → 9.3%History
  5. VEEVVeeva Systems Inc
    −2.09 pp16.1% → 14.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.60B
+$215.0M (+4.0%) vs. prior quarter
Positions
12
−2 vs. prior quarter
Top 10 concentration
99.2%
Top 10 as share of value
Turnover
19.0%
Q2 2026, one quarter
Average holding period
6.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $5.60B (Q2 2026)

Q4 2023: $757.7MQ1 2024: $1.10BQ2 2024: $1.26BQ3 2024: $1.65BQ4 2024: $1.90BQ1 2025: $2.54BQ2 2025: $3.06BQ3 2025: $3.82BQ4 2025: $4.42BQ1 2026: $5.38BQ2 2026: $5.60B
Q4 2023Q2 2026
13F filings of Linonia Partnership LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202612$5.60BMELIGWREVEEVvs. Q1 2026SEC
Q1 2026May 15, 202614$5.38BGWREVEEVNYTvs. Q4 2025SEC
Q4 2025Feb 17, 202612$4.42BGWRESGIECHOvs. Q3 2025SEC
Q3 2025Nov 14, 202510$3.82BGWREVEEVSGIvs. Q2 2025SEC
Q2 2025Aug 14, 202510$3.06BGWRESGIVEEVvs. Q1 2025SEC
Q1 2025May 14, 202510$2.54BGWRESGIVEEVvs. Q4 2024SEC
Q4 2024Feb 13, 20259$1.90BGWRELLYVKSGIvs. Q3 2024SEC
Q3 2024Nov 13, 20249$1.65BGWRELLYVKSGIvs. Q2 2024SEC
Q2 2024Aug 14, 202411$1.26BGWRELLYVKSGIvs. Q1 2024SEC
Q1 2024May 15, 202411$1.10BGWREVEEVSGIvs. Q4 2023SEC
Q4 2023Feb 13, 202410$757.7MGWREVEEVSGI–SEC

13D and 13G filings

Companies where Linonia Partnership LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

6 companies, largest stake first.

Companies where Linonia Partnership LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
FWONALiberty Media Corp13G/A9.80%2.50M shares–Oct 20, 20251 filingOct 20, 2025SEC
FWONALiberty Media Corp13G/A9.40%2.24M shares–Oct 20, 20251 filingOct 20, 2025SEC
LLYVALiberty Live Holdings, Inc.13G9.30%2.38M sharesNewSep 18, 20261 filingSep 18, 2026SEC
LLYVKLiberty Live Holdings, Inc.13G9.20%5.87M sharesNewSep 18, 20261 filingSep 18, 2026SEC
GWREGuidewire Software, Inc.13G/A9.00%7.65M shares+2.70 ppfrom 6.30%Sep 29, 20253 filingsMay 15, 2026SEC
FWONALiberty Media Corp13G/A9.00%5.70M shares–Oct 20, 20251 filingOct 20, 2025SEC

Latest filings

16 filings on file made by Linonia Partnership LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Linonia Partnership LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
LLYVKLiberty Live Holdings, Inc.Sep 18, 20265:00 PM ET13G9.20%5.87M sharesNewDec 15, 2025SEC
LLYVALiberty Live Holdings, Inc.Sep 18, 20264:57 PM ET13G9.30%2.38M sharesNewDec 15, 2025SEC
NYTNew York Times CoAug 5, 20266:00 PM ET13G/A4.98%7.99M shares−0.02 ppfrom 5.00%Below 5%Aug 4, 2026SEC
GWREGuidewire Software, Inc.May 15, 202610:26 AM ET13G/A9.00%7.65M shares+2.70 ppfrom 6.30%Mar 31, 2026SEC
NYTNew York Times CoMar 11, 20263:10 PM ET13G5.00%8.08M sharesNewMar 9, 2026SEC
GWREGuidewire Software, Inc.Feb 17, 20264:19 PM ET13G/A6.30%5.36M shares+1.30 ppfrom 5.00%Dec 31, 2025SEC
FWONALiberty Media CorpOct 20, 20254:00 PM ET13G/A9.00%5.70M shares–Sep 30, 2024SEC
FWONALiberty Media CorpOct 20, 20253:55 PM ET13G/A9.80%2.50M shares–Sep 30, 2024SEC
FWONALiberty Media CorpOct 20, 20253:48 PM ET13G/A9.40%2.24M shares–Sep 30, 2024SEC
GWREGuidewire Software, Inc.Sep 29, 20254:49 PM ET13G5.00%4.24M sharesNewSep 26, 2025SEC
Liberty Media CorporationNov 13, 20241:53 PM ET13G/AOld format–––SEC
Liberty Media CorporationNov 13, 20241:52 PM ET13G/AOld format–––SEC
Liberty Media CorporationNov 13, 20241:51 PM ET13G/AOld format–––SEC
Liberty Media CorporationAug 12, 20243:24 PM ET13GOld format–New–SEC
Liberty Media CorporationMay 1, 20249:09 AM ET13GOld format–New–SEC
Liberty Media CorporationApr 17, 20249:08 AM ET13GOld format–New–SEC