Institutional Fund
Linonia Partnership LP
New York, NYCIK 19854795 filings on record
Portfolio Value
$5.38B
Q1 2026
Holdings
14
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+21.8%
from $4.42B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Guidewire Software Inc21.3%
- Veeva Sys Inc16.1%
- New York Times Co14.1%
- Somnigroup International Inc12.1%
- Liberty Live Holdings Inc10.8%
- Tradeweb Mkts Inc6.1%
- Other19.6%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Guidewire Software Inc | 7.65M | $1.14B | 21.3% | +2.29M | Added |
| 2 | Veeva Sys Inc | 4.92M | $865.06M | 16.1% | +2.12M | Added |
| 3 | New York Times Co | 9.03M | $756.42M | 14.1% | +9.03M | New |
| 4 | Somnigroup International Inc | 8.78M | $649.17M | 12.1% | +4.0K | Added |
| 5 | Liberty Live Holdings Inc | 6.19M | $582.79M | 10.8% | +446.0K | Added |
| 6 | Tradeweb Mkts Inc | 2.79M | $328.42M | 6.1% | +2.79M | New |
| 7 | Liberty Media Corp Del | 2.74M | $232.62M | 4.3% | +2.02M | Added |
| 8 | Liberty Live Holdings Inc | 2.50M | $229.00M | 4.3% | 0 | Held |
| 9 | Mercadolibre Inc | 130.3K | $225.22M | 4.2% | +130.3K | New |
| 10 | Liberty Media Corp Del | 2.12M | $165.38M | 3.1% | 0 | Held |
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