Linonia Partnership LP: 13F holdings
CIK 19854792026Q2
| Positions | 12 |
|---|
| Reported value | $5.6bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 12 (-2 vs prior quarter) |
|---|
| Reported value | $5.6bn (+4.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MELI MERCADOLIBRE INC | 553,788 | $940.0m | 16.8% |
| GWRE GUIDEWIRE SOFTWARE INC | 6,933,483 | $853.2m | 15.2% |
| VEEV VEEVA SYS INC | 4,409,598 | $782.6m | 14.0% |
| RBLX ROBLOX CORP | 12,053,186 | $655.5m | 11.7% |
| NYT NEW YORK TIMES CO MTN BE | 9,034,044 | $632.2m | 11.3% |
| LLYVK LIBERTY LIVE HOLDINGS INC | 5,877,204 | $620.9m | 11.1% |
| SGI SOMNIGROUP INTERNATIONAL INC | 6,624,644 | $519.4m | 9.3% |
| LLYVA LIBERTY LIVE HOLDINGS INC | 2,376,439 | $240.6m | 4.3% |
| FWONA LIBERTY MEDIA CORP DEL | 2,118,059 | $185.4m | 3.3% |
| LYV LIVE NATION ENTERTAINMENT IN | 673,090 | $123.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1985479")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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