Linonia Partnership LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Linonia Partnership LP reported 14 stock positions worth $5.4 billion. Its top holding was Guidewire Software (GWRE) at 21.3% of the portfolio, followed by Veeva Systems Class A (VEEV, 16.1%) and New York Times Class A (NYT, 14.1%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 5 and reduced 1. The biggest buy was a new position in New York Times Class A (NYT) and the biggest sale Echostar Class A (ECHO, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001985479
- Portfolio Value
- $5.4B (Q1 2026)
- SEC Filing
- 0001985479-26-000011 ↗ filed May 15, 2026
Holdings Value
Holdings 14 stocks · $5.4B
| GWRE Guidewire Software Inc. | 21.25% | 7,651,130 | $1.1B | Add +42.7% |
| VEEV Veeva Systems Inc. Class A | 16.07% | 4,924,626 | $865.1M | Add +75.9% |
| NYT New York Times Co. Class A | 14.05% | 9,034,044 | $756.4M | New |
| SGI Somnigroup International Inc. | 12.06% | 8,782,011 | $649.2M | Add +0.1% |
| LLYVK Liberty Live Holdings Class C | 10.83% | 6,192,697 | $582.8M | Add +7.8% |
| TW Tradeweb Markets Inc. Class A | 6.10% | 2,791,246 | $328.4M | New |
| FWONK Liberty Media Corp. Class C | 4.32% | 2,736,115 | $232.6M | Add +282.0% |
| LLYVA Liberty Live Holdings Class A | 4.25% | 2,498,950 | $229.0M | No change |
| MELI MercadoLibre Inc. | 4.18% | 130,261 | $225.2M | New |
| FWONA Liberty Media Corp. Class A | 3.07% | 2,118,059 | $165.4M | No change |
| LYV Live Nation Entertainment Inc. | 1.91% | 673,090 | $102.7M | No change |
| ECHO Echostar Corp. Class A | 1.51% | 695,800 | $81.5M | Reduce -88.6% |
| TDG Transdigm Group Inc. | 0.24% | 11,022 | $12.8M | No change |
| SHAK Shake Shack Inc. Class A | 0.16% | 95,502 | $8.4M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| NYT New York Times Co. Class A | New | 14.05% | +14.05 |
| TW Tradeweb Markets Inc. Class A | New | 6.10% | +6.10 |
| MELI MercadoLibre Inc. | New | 4.18% | +4.18 |
| FWONK Liberty Media Corp. Class C | Add +282.0% | 4.32% | +2.72 |
| VEEV Veeva Systems Inc. Class A | Add +75.9% | 16.07% | +1.93 |
| LLYVK Liberty Live Holdings Class C | Add +7.8% | 10.83% | +0.01 |
| GWRE Guidewire Software Inc. | Add +42.7% | 21.25% | −3.14 |
| SGI Somnigroup International Inc. | Add +0.1% | 12.06% | −5.67 |
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 |