Linonia Partnership LP
NEW YORK, NY
$5.6bn in 12 US stocks at the end of 30 June 2026. The top 10 are 99.2% of the money. It changed about 25.2% of the portfolio this quarter.
Value
$5.6bn
Stocks
12
Top 10 share
99.2%
Turnover
25.2%
What changed this quarter
New
Bought for the first time this quarter.
- RobloxRBLX11.7% of the fund
Added
Bought more of a stock they already held.
- MercadoLibreMELI16.8% of the fund+325%
Cut
Sold some of their stake.
- Guidewire SoftwareGWRE15.2% of the fund-9%
- Veeva SystemsVEEV14.0% of the fund-10%
- Liberty Live HoldingsLLYVK11.1% of the fund-5%
- Somnigroup InternationalSGI9.3% of the fund-25%
- Liberty Live HoldingsLLYVA4.3% of the fund-5%
- Liberty MediaFWONK0.6% of the fund-88%
Sold out
Sold their entire stake.
- Tradeweb MarketsTW-100%
- EchoStarECHO-100%
- Shake ShackSHAK-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MercadoLibreMELI | 16.8% | $940m | 553,788 | +325% |
| Guidewire SoftwareGWRE | 15.2% | $853m | 6,933,483 | -9% |
| Veeva SystemsVEEV | 14.0% | $783m | 4,409,598 | -10% |
| RobloxRBLX | 11.7% | $655m | 12,053,186 | New |
| New York TimesNYT | 11.3% | $632m | 9,034,044 | Held |
| Liberty Live HoldingsLLYVK | 11.1% | $621m | 5,877,204 | -5% |
| Somnigroup InternationalSGI | 9.3% | $519m | 6,624,644 | -25% |
| Liberty Live HoldingsLLYVA | 4.3% | $241m | 2,376,439 | -5% |
| Liberty MediaFWONA | 3.3% | $185m | 2,118,059 | Held |
| Live Nation EntertainmentLYV | 2.2% | $123m | 673,090 | Held |
| Liberty MediaFWONK | 0.6% | $31m | 326,943 | -88% |
| TransDigm GroupTDG | 0.3% | $15m | 11,022 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 82.8% since 30 June 2025.
Where the money is
Technology43.7%
Retail & consumer24.7%
Media & telecom17.4%
Health care14.0%
Industrials0.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.