Linonia Partnership LP
Linonia Partnership LP's Linonia Partnership LP holds 14 U.S.-equity positions worth $5.4B (SEC 13F, Q1 2026). Top positions: GUIDEWIRE SOFTWARE, INC. 21.2%, Veeva Systems Inc. 16.1%, New York Times Co. 14.1%.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| GWRE GUIDEWIRE SOFTWARE, INC. | 21.2% | 7.7M | $1.1B | ▲ 43% (+2.3M) | $109.04 | $102.69 (−6%) | 2026-03-31 |
| VEEV Veeva Systems Inc. | 16.1% | 4.9M | $865M | ▲ 76% (+2.1M) | $192.52 | $153.16 (−20%) | 2026-03-31 |
| NYT New York Times Co. | 14.1% | 9.0M | $756M | NEW (+9.0M) | $83.73 | $72.08 (−14%) | 2026-03-31 |
| SGI Somnigroup International Inc. | 12.1% | 8.8M | $649M | — | $50.97 | $72.96 (+43%) | 2026-03-31 |
| LLYVK Liberty Live Holdings, Inc. Series C Liberty Live Group Common Stock | 10.8% | 6.2M | $583M | ▲ 7.8% (+446K) | $83.16 | $97.89 (+18%) | 2026-03-31 |
| TW Tradeweb Markets Inc. Class A Common Stock | 6.1% | 2.8M | $328M | NEW (+2.8M) | $117.66 | $98.20 (−17%) | 2026-03-31 |
| FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock | 4.3% | 2.7M | $233M | ▲ 282% (+2.0M) | $63.13 | $89.35 (+42%) | 2026-03-31 |
| LLYVA Liberty Live Holdings, Inc. Series A Liberty Live Group Common Stock | 4.2% | 2.5M | $229M | — | $81.50 | $94.38 (+16%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 4.2% | 130K | $225M | NEW (+130K) | $1,729.02 | $1,589.45 (−8%) | 2026-03-31 |
| FWONA Liberty Media Corporation Series A Liberty Formula One Common Stock | 3.1% | 2.1M | $165M | — | $57.98 | $82.39 (+42%) | 2026-03-31 |
| LYV Live Nation Entertainment Inc. | 1.9% | 673K | $103M | — | $105.77 | $170.56 (+61%) | 2026-03-31 |
| SATS EchoStar Corporation | 1.5% | 696K | $81M | ▼ 89% (−5.4M) | $108.70 | $106.40 (−2%) | 2026-03-31 |
| TDG TransDigm Group Incorporated | 0.2% | 11K | $13M | — | $1,011.60 | $1,295.90 (+28%) | 2026-03-31 |
| SHAK Shake Shack Inc. | 0.2% | 96K | $8M | — | $74.12 | $55.71 (−25%) | 2026-03-31 |
FAQ ▾
What are Linonia Partnership LP's largest holdings?
As of the latest 13F: GUIDEWIRE SOFTWARE, INC. 21.2%, Veeva Systems Inc. 16.1%, New York Times Co. 14.1%, Somnigroup International Inc. 12.1%, Liberty Live Holdings, Inc. Series C Liberty Live Group Common Stock 10.8%.
How big is Linonia Partnership LP's 13F portfolio?
$5.4B across 14 disclosed U.S.-equity positions.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.