Linonia Partnership LP
- SEC CIK
- 0001985479
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 12
- −2 vs. Q1 2026
- Portfolio value
- $5.60B
- +$215.0M (+4.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 553,788 | $940.0M | 16.8% | +423,527+325.1% | Added | History |
| GWREGuidewire Software, Inc. | COM | 6,933,483 | $853.2M | 15.2% | −717,647−9.4% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 4,409,598 | $782.6M | 14.0% | −515,028−10.5% | Reduced | History |
| RBLXRoblox Corp | Stock | 12,053,186 | $655.5M | 11.7% | +12,053,186 | New | History |
| NYTNew York Times Co | CL A | 9,034,044 | $632.2M | 11.3% | 00.0% | Unchanged | History |
| LLYVKLiberty Live Holdings, Inc. | COM SHS SER C | 5,877,204 | $620.9M | 11.1% | −315,493−5.1% | Reduced | History |
| SGISomnigroup International Inc. | COM | 6,624,644 | $519.4M | 9.3% | −2,157,367−24.6% | Reduced | History |
| LLYVALiberty Live Holdings, Inc. | COM SER A | 2,376,439 | $240.6M | 4.3% | −122,511−4.9% | Reduced | History |
| FWONALiberty Media Corp | COM LBTY ONE S A | 2,118,059 | $185.4M | 3.3% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 673,090 | $123.2M | 2.2% | 00.0% | Unchanged | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 326,943 | $31.1M | 0.6% | −2,409,172−88.1% | Reduced | History |
| TDGTransDigm Group INC | COM | 11,022 | $14.7M | 0.3% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.