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%. 13F-replication return is +34% over 3 years (— vs the S&P 500) — a replicated, non-audited figure.
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) | $159.66 | $151.94 (−5%) | 2026-03-31 |
| VEEV Veeva Systems Inc. | 16.1% | 4.9M | $865M | ▲ 76% (+2.1M) | $214.03 | $203.78 (−5%) | 2026-03-31 |
| NYT New York Times Co. | 14.1% | 9.0M | $756M | NEW (+9.0M) | $83.73 | $74.89 (−11%) | 2026-03-31 |
| SGI Somnigroup International Inc. | 12.1% | 8.8M | $649M | — | $61.00 | $65.33 (+7%) | 2026-03-31 |
| LLYVK Liberty Live Holdings, Inc. Series C Liberty Live Group Common Stock | 10.8% | 6.2M | $583M | ▲ 7.8% (+446K) | $83.95 | $98.60 (+17%) | 2026-03-31 |
| TW Tradeweb Markets Inc. Class A Common Stock | 6.1% | 2.8M | $328M | NEW (+2.8M) | $117.66 | $100.50 (−15%) | 2026-03-31 |
| FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock | 4.3% | 2.7M | $233M | ▲ 282% (+2.0M) | $79.64 | $98.13 (+23%) | 2026-03-31 |
| LLYVA Liberty Live Holdings, Inc. Series A Liberty Live Group Common Stock | 4.2% | 2.5M | $229M | — | $81.50 | $94.72 (+16%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 4.2% | 130K | $225M | NEW (+130K) | $1,729.02 | $1,877.95 (+9%) | 2026-03-31 |
| FWONA Liberty Media Corporation Series A Liberty Formula One Common Stock | 3.1% | 2.1M | $165M | — | $67.47 | $89.81 (+33%) | 2026-03-31 |
| LYV Live Nation Entertainment Inc. | 1.9% | 673K | $103M | — | $125.20 | $174.13 (+39%) | 2026-03-31 |
| SATS EchoStar Corporation | 1.5% | 696K | $81M | ▼ 89% (−5.4M) | $108.70 | — (+8%) | 2026-03-31 |
| TDG TransDigm Group Incorporated | 0.2% | 11K | $13M | — | $1,011.60 | $1,254.38 (+24%) | 2026-03-31 |
| SHAK Shake Shack Inc. | 0.2% | 96K | $8M | — | $74.12 | $62.75 (−15%) | 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.
What is Linonia Partnership LP's 3-year performance?
+34% (13F-replication, price return), — vs the S&P 500. Not an audited fund return.
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.