Linonia Partnership as of June 30, 2026
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 | 554k | 1697.39 | |
| Guidewire Software (GWRE) | 15.2 | $853M | 6.9M | 123.05 | |
| Veeva Sys Cl A Com (VEEV) | 14.0 | $783M | 4.4M | 177.47 | |
| Roblox Corp Cl A (RBLX) | 11.7 | $656M | 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 | 5.9M | 105.64 | |
| Tempur-Pedic International (SGI) | 9.3 | $519M | 6.6M | 78.40 | |
| Liberty Live Holdings Com Ser A (LLYVA) | 4.3 | $241M | 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 | 327k | 95.14 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $15M | 11k | 1332.04 |
