Linonia Partnership
Latest statistics and disclosures from Linonia Partnership's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MELI, GWRE, VEEV, RBLX, NYT, and represent 69.00% of Linonia Partnership's stock portfolio.
- Added to shares of these 2 stocks: MELI (+$719M), RBLX (+$656M).
- Started 1 new stock position in RBLX.
- Reduced shares in these 9 stocks: TW (-$328M), FWONK (-$229M), SGI (-$169M), VEEV (-$91M), GWRE (-$88M), Echostar Corporation (-$82M), LLYVK (-$33M), LLYVA (-$12M), SHAK (-$8.4M).
- Sold out of its positions in Echostar Corporation, SHAK, TW.
- Linonia Partnership was a net buyer of stock by $332M.
- Linonia Partnership has $5.6B in assets under management (AUM), dropping by 3.99%.
- Central Index Key (CIK): 0001985479
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Portfolio Holdings for Linonia Partnership
Linonia Partnership holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MercadoLibre (MELI) | 16.8 | $940M | +325% | 554k | 1697.39 |
|
| Guidewire Software (GWRE) | 15.2 | $853M | -9% | 6.9M | 123.05 |
|
| Veeva Sys Cl A Com (VEEV) | 14.0 | $783M | -10% | 4.4M | 177.47 |
|
| Roblox Corp Cl A (RBLX) | 11.7 | $656M | NEW | 12M | 54.38 |
|
| New York Times Co Mtn Be Cl A (NYT) | 11.3 | $632M | 9.0M | 69.98 |
|
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 11.1 | $621M | -5% | 5.9M | 105.64 |
|
| Tempur-Pedic International (SGI) | 9.3 | $519M | -24% | 6.6M | 78.40 |
|
| Liberty Live Holdings Com Ser A (LLYVA) | 4.3 | $241M | -4% | 2.4M | 101.26 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 3.3 | $185M | 2.1M | 87.54 |
|
|
| Live Nation Entertainment (LYV) | 2.2 | $123M | 673k | 183.11 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.6 | $31M | -88% | 327k | 95.14 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $15M | 11k | 1332.04 |
|
Past Filings by Linonia Partnership
SEC 13F filings are viewable for Linonia Partnership going back to 2024
- Linonia Partnership 2026 Q2 filed Aug. 14, 2026
- 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