Linonia Partnership LP

CIK 0001985479 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Linonia Partnership LP reported 12 positions worth $5.60B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MELI (16.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.60B
2026 Q2
Positions
12
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.2%
Est. Net Flow (Q)
2026 Q2
10 / 12 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MELIMERCADOLIBRE INCSH$940.0M16.79%553,788
2GWREGUIDEWIRE SOFTWARE INCSH$853.2M15.24%6,933,483
3VEEVVEEVA SYS INCSH$782.6M13.98%4,409,598
4RBLXROBLOX CORPSH$655.5M11.71%12,053,186
5NYTNEW YORK TIMES CO MTN BESH$632.2M11.29%9,034,044
6LLYVKLIBERTY LIVE HOLDINGS INCSH$620.9M11.09%5,877,204
7SGISOMNIGROUP INTERNATIONAL INCSH$519.4M9.28%6,624,644
8LLYVALIBERTY LIVE HOLDINGS INCSH$240.6M4.30%2,376,439
9FWONALIBERTY MEDIA CORP DELSH$185.4M3.31%2,118,059
10LYVLIVE NATION ENTERTAINMENT INSH$123.2M2.20%673,090

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Linonia Partnership LP hold as of Q2 2026?

Linonia Partnership LP reported 12 positions worth $5.60B in its Q2 2026 13F filing. Largest positions: MELI (16.8%), GWRE (15.2%), VEEV (14.0%), RBLX (11.7%) and NYT (11.3%).

What did Linonia Partnership LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Linonia Partnership LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.