Linonia Partnership
Latest statistics and disclosures from Linonia Partnership's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GWRE, VEEV, NYT, SGI, LLYVK, and represent 74.26% of Linonia Partnership's stock portfolio.
- Added to shares of these 8 stocks: NYT (+$756M), VEEV (+$373M), GWRE (+$342M), TW (+$328M), MELI (+$225M), FWONK (+$172M), LLYVK (+$42M), SGI.
- Started 3 new stock positions in MELI, NYT, TW.
- Reduced shares in these 2 stocks: Echostar Corporation (-$635M), FICO (-$208M).
- Sold out of its position in FICO.
- Linonia Partnership was a net buyer of stock by $1.4B.
- Linonia Partnership has $5.4B in assets under management (AUM), dropping by 21.82%.
- Central Index Key (CIK): 0001985479
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Portfolio Holdings for Linonia Partnership
Linonia Partnership holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 21.3 | $1.1B | +42% | 7.7M | 149.56 |
|
| Veeva Sys Cl A Com (VEEV) | 16.1 | $865M | +75% | 4.9M | 175.66 |
|
| New York Times Co Mtn Be Cl A (NYT) | 14.1 | $756M | NEW | 9.0M | 83.73 |
|
| Tempur-Pedic International (SGI) | 12.1 | $649M | 8.8M | 73.92 |
|
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 10.8 | $583M | +7% | 6.2M | 94.11 |
|
| Tradeweb Mkts Cl A (TW) | 6.1 | $328M | NEW | 2.8M | 117.66 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.3 | $233M | +281% | 2.7M | 85.02 |
|
| Liberty Live Holdings Com Ser A (LLYVA) | 4.3 | $229M | 2.5M | 91.64 |
|
|
| MercadoLibre (MELI) | 4.2 | $225M | NEW | 130k | 1729.02 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 3.1 | $165M | 2.1M | 78.08 |
|
|
| Live Nation Entertainment (LYV) | 1.9 | $103M | 673k | 152.51 |
|
|
| Echostar Corp Cl A | 1.5 | $82M | -88% | 696k | 117.07 |
|
| TransDigm Group Incorporated (TDG) | 0.2 | $13M | 11k | 1158.96 |
|
|
| Shake Shack Cl A (SHAK) | 0.2 | $8.4M | 96k | 88.47 |
|
Past Filings by Linonia Partnership
SEC 13F filings are viewable for Linonia Partnership going back to 2024
- Linonia Partnership 2026 Q1 filed May 15, 2026
- Linonia Partnership 2025 Q4 filed Feb. 17, 2026
- Linonia Partnership 2025 Q3 filed Nov. 14, 2025
- Linonia Partnership 2025 Q2 filed Aug. 14, 2025
- Linonia Partnership 2025 Q1 filed May 14, 2025
- Linonia Partnership 2024 Q4 filed Feb. 13, 2025
- Linonia Partnership 2024 Q3 filed Nov. 13, 2024
- Linonia Partnership 2024 Q2 filed Aug. 14, 2024
- Linonia Partnership 2024 Q1 filed May 15, 2024