Linonia Partnership LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Linonia Partnership LP disclosed 14 US equity positions worth $5.4bn in its Q1 2026 13F filing. The largest position was GWRE at 21.3% of the reported book, followed by VEEV and NYT.
What did Linonia Partnership LP own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 21.3% | $1.1bn | 7,651,130 | – | |
| 2 | VEEV VEEVA SYS INC | Healthcare | 16.1% | $865.1m | 4,924,626 | – | |
| 3 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 14.1% | $756.4m | 9,034,044 | – | |
| 4 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 12.1% | $649.2m | 8,782,011 | – | |
| 5 | LLYVK LIBERTY LIVE HOLDINGS INC | Communication Services | 10.8% | $582.8m | 6,192,697 | – | |
| 6 | TW TRADEWEB MKTS INC | Financial Services | 6.1% | $328.4m | 2,791,246 | – | |
| 7 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 4.3% | $232.6m | 2,736,115 | – | |
| 8 | LIBERTY LIVE HOLDINGS INC | 4.3% | $229.0m | 2,498,950 | – | ||
| 9 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.2% | $225.2m | 130,261 | – | |
| 10 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 3.1% | $165.4m | 2,118,059 | – | |
| 11 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 1.9% | $102.7m | 673,090 | – | |
| 12 | ECHO ECHOSTAR CORP | Communication Services | 1.5% | $81.5m | 695,800 | – | |
| 13 | TDG TRANSDIGM GROUP INC | Industrials | 0.2% | $12.8m | 11,022 | – | |
| 14 | SHAK SHAKE SHACK INC | Consumer Cyclical | 0.2% | $8.4m | 95,502 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.