Linonia Partnership Lp Portfolio Stock Holdings
Linonia Partnership Lp disclosed 14 stock positions valued at approximately $5.4 billion in its latest SEC 13F filing. The largest holdings include GUIDEWIRE SOFTWARE INC, VEEVA SYS INC, and NEW YORK TIMES CO MTN BE. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $5.4B
Holdings by Sector
Linonia Partnership Lp Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 21.25% | 7,651,130 | +2,288,402 | +42.67% | $1,144,303,003 |
| VEEVA SYS INC | VEEV | Healthcare | 16.07% | 4,924,626 | +2,124,608 | +75.88% | $865,059,803 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 14.05% | 9,034,044 | +9,034,044 | +100.00% | $756,420,504 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 12.06% | 8,782,011 | +3,964 | +0.05% | $649,166,253 |
| TRADEWEB MKTS INC | TW | Financial Services | 6.10% | 2,791,246 | +2,791,246 | +100.00% | $328,418,004 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 4.32% | 2,736,115 | +2,019,830 | +281.99% | $232,624,497 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 4.18% | 130,261 | +130,261 | +100.00% | $225,223,874 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 3.07% | 2,118,059 | - | - | $165,378,047 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 1.91% | 673,090 | - | - | $102,652,956 |
| ECHOSTAR CORP | SATS | Technology | 1.51% | 695,800 | -5,423,303 | -88.63% | $81,457,306 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.24% | 11,022 | - | - | $12,774,057 |
| SHAKE SHACK INC | SHAK | Consumer Cyclical | 0.16% | 95,502 | - | - | $8,449,062 |