Holders — by stockHoldings — by fund
Linonia Partnership LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001985479
$5.60B
disclosed book value
12
positions
16.8%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MELIMERCADOLIBRE INC | 553,788 | $940.0M | 16.8% |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 6.9M | $853.2M | 15.2% |
| 3 | VEEVVEEVA SYS INC | 4.4M | $782.6M | 14% |
| 4 | RBLXROBLOX CORP | 12.1M | $655.5M | 11.7% |
| 5 | NYTNEW YORK TIMES CO MTN BE | 9.0M | $632.2M | 11.3% |
| 6 | LLYVKLIBERTY LIVE HOLDINGS INC | 5.9M | $620.9M | 11.1% |
| 7 | SGISOMNIGROUP INTERNATIONAL INC | 6.6M | $519.4M | 9.3% |
| 8 | LLYVALIBERTY LIVE HOLDINGS INC | 2.4M | $240.6M | 4.3% |
| 9 | FWONALIBERTY MEDIA CORP DEL | 2.1M | $185.4M | 3.3% |
| 10 | LYVLIVE NATION ENTERTAINMENT IN | 673,090 | $123.2M | 2.2% |
| 11 | FWONKLIBERTY MEDIA CORP DEL | 326,943 | $31.1M | 0.6% |
| 12 | TDGTRANSDIGM GROUP INC | 11,022 | $14.7M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.