Linonia Partnership LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Linonia Partnership LP reported 12 stock positions worth $5.6 billion. Its top holding was MercadoLibre (MELI) at 16.8% of the portfolio, followed by Guidewire Software (GWRE, 15.2%) and Veeva Systems Class A (VEEV, 14.0%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 1 and reduced 6. The biggest buy was MercadoLibre (MELI, shares +325%) and the biggest sale an exit from Tradeweb Markets Class A (TW).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001985479
- Portfolio Value
- $5.6B (Q2 2026)
- SEC Filing
- 0001985479-26-000018 ↗ filed Aug 14, 2026
Holdings Value
Holdings 12 stocks · $5.6B
| MELI MercadoLibre Inc. | 16.79% | 553,788 | $940.0M | Add +325.1% |
| GWRE Guidewire Software Inc. | 15.24% | 6,933,483 | $853.2M | Reduce -9.4% |
| VEEV Veeva Systems Inc. Class A | 13.98% | 4,409,598 | $782.6M | Reduce -10.5% |
| RBLX Roblox Corp. Class A | 11.71% | 12,053,186 | $655.5M | New |
| NYT New York Times Co. Class A | 11.29% | 9,034,044 | $632.2M | No change |
| LLYVK Liberty Live Holdings Class C | 11.09% | 5,877,204 | $620.9M | Reduce -5.1% |
| SGI Somnigroup International Inc. | 9.28% | 6,624,644 | $519.4M | Reduce -24.6% |
| LLYVA Liberty Live Holdings Class A | 4.30% | 2,376,439 | $240.6M | Reduce -4.9% |
| FWONA Liberty Media Corp. Class A | 3.31% | 2,118,059 | $185.4M | No change |
| LYV Live Nation Entertainment Inc. | 2.20% | 673,090 | $123.2M | No change |
| FWONK Liberty Media Corp. Class C | 0.56% | 326,943 | $31.1M | Reduce -88.0% |
| TDG Transdigm Group Inc. | 0.26% | 11,022 | $14.7M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| TW Tradeweb Markets Inc. Class A | Sold out | 0.00% | −6.10 |
| GWRE Guidewire Software Inc. | Reduce -9.4% | 15.24% | −6.02 |
| FWONK Liberty Media Corp. Class C | Reduce -88.0% | 0.56% | −3.77 |
| SGI Somnigroup International Inc. | Reduce -24.6% | 9.28% | −2.78 |
| VEEV Veeva Systems Inc. Class A | Reduce -10.5% | 13.98% | −2.09 |
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −1.51 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.16 |
| LLYVA Liberty Live Holdings Class A | Reduce -4.9% | 4.30% | +0.04 |
| LLYVK Liberty Live Holdings Class C | Reduce -5.1% | 11.09% | +0.26 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $5.6B | MELI, GWRE, VEEV, RBLX, NYT |
| Q1 2026 | 14 | $5.4B | GWRE, VEEV, NYT, SGI, LLYVK |
| Q4 2025 | 12 | $4.4B | GWRE, SGI, ECHO, VEEV, LLYVK |
| Q3 2025 | 10 | $3.8B | GWRE, VEEV, SGI, LLYVK, LLYVA |
| Q2 2025 | 10 | $3.1B | GWRE, SGI, VEEV, LLYVK, FWONA |
| Q1 2025 | 10 | $2.5B | GWRE, SGI, VEEV, LLYVK, FWONA |
| Q4 2024 | 9 | $1.9B | GWRE, LLYVK, SGI, VEEV, FWONA |
| Q3 2024 | 9 | $1.6B | GWRE, LLYVK, SGI, VEEV, FWONA |
| Q2 2024 | 11 | $1.3B | GWRE, LLYVK, SGI, VEEV, FWONK |
| Q1 2024 | 11 | $1.1B | GWRE, VEEV, SGI, TDG, FWONK |