Linonia Partnership LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Linonia Partnership LP disclosed 12 US equity positions worth $5.6bn in its Q2 2026 13F filing. The largest position was MELI at 16.8% of the reported book, followed by GWRE and VEEV. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 6 among the top 12 holdings.
What did Linonia Partnership LP own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 16.8% | $940.0m | 553,788 | 325% | added |
| 2 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 15.2% | $853.2m | 6,933,483 | -9% | reduced |
| 3 | VEEV VEEVA SYS INC | Healthcare | 14.0% | $782.6m | 4,409,598 | -10% | reduced |
| 4 | RBLX ROBLOX CORP | Communication Services | 11.7% | $655.5m | 12,053,186 | – | new |
| 5 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 11.3% | $632.2m | 9,034,044 | 0% | held |
| 6 | LLYVK LIBERTY LIVE HOLDINGS INC | Communication Services | 11.1% | $620.9m | 5,877,204 | -5% | reduced |
| 7 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 9.3% | $519.4m | 6,624,644 | -25% | reduced |
| 8 | LIBERTY LIVE HOLDINGS INC | 4.3% | $240.6m | 2,376,439 | -5% | reduced | |
| 9 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 3.3% | $185.4m | 2,118,059 | 0% | held |
| 10 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.2% | $123.2m | 673,090 | 0% | held |
| 11 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 0.6% | $31.1m | 326,943 | -88% | reduced |
| 12 | TDG TRANSDIGM GROUP INC | Industrials | 0.3% | $14.7m | 11,022 | 0% | held |
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.