Linonia Partnership LP reported 12 holdings worth US$5.6B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Linonia Partnership LP reported 12 holdings worth US$5.6B as of Jun 30, 2026. Largest: Mercadolibre, Inc., Liberty Live Holdings, Inc. - Series A Liberty Live Group and Guidewire Software, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$5.6B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mercadolibre, Inc. | 554K | US$940M | 16.8% |
| Liberty Live Holdings, Inc. - Series A Liberty Live Group | 8.16M | US$862M | 15.4% |
| Guidewire Software, Inc. | 6.93M | US$853M | 15.2% |
| Veeva Systems Inc. | 4.41M | US$783M | 14.0% |
| Roblox Corporation | 12.1M | US$655M | 11.7% |
| New York Times Company (the) | 9.03M | US$632M | 11.3% |
| Somnigroup International Inc. | 6.62M | US$519M | 9.3% |
| Liberty Media Corporation - Series A Liberty Formula One | 2.28M | US$217M | 3.9% |
| Live Nation Entertainment, Inc. | 673K | US$123M | 2.2% |
| Transdigm Group Inc. | 11,022 | US$14.7M | 0.26% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Shake Shack, Inc. | 0 | US$0 | 0.00% |
| Tradeweb Markets Inc. | 0 | US$0 | 0.00% |