Linonia Partnership Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Linonia Partnership Lp disclosed 12 stock positions valued at approximately $5.60B as of quarter-end June 30, 2026. The largest holdings include MERCADOLIBRE INC, GUIDEWIRE SOFTWARE INC, and VEEVA SYS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 12
- Portfolio Value
- $5.60B
Holdings by Sector
Linonia Partnership Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 16.79% | 553,788 | +423,527 | +325.14% | $939,994,213 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 15.24% | 6,933,483 | -717,647 | -9.38% | $853,165,083 |
| VEEVA SYS INC | VEEV | Healthcare | 13.98% | 4,409,598 | -515,028 | -10.46% | $782,571,357 |
| ROBLOX CORP | RBLX | Communication Services | 11.71% | 12,053,186 | +12,053,186 | +100.00% | $655,452,255 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 11.29% | 9,034,044 | - | - | $632,202,399 |
| LIBERTY LIVE HOLDINGS INC | LLYVK | Other | 11.09% | 5,877,204 | -315,493 | -5.09% | $620,867,831 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 9.28% | 6,624,644 | -2,157,367 | -24.57% | $519,372,090 |
| LIBERTY LIVE HOLDINGS INC | LLYVA | Other | 4.30% | 2,376,439 | -122,511 | -4.90% | $240,638,213 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 3.31% | 2,118,059 | - | - | $185,414,885 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 2.20% | 673,090 | - | - | $123,249,510 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 0.56% | 326,943 | -2,409,172 | -88.05% | $31,105,357 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.26% | 11,022 | - | - | $14,681,745 |
Showing 12 of 12 holdings in the latest reporting period.