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Linonia Partnership LP

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $5,598,714,938

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. MERCADOLIBRE INC · COM · 58733R102 · shares: $939,994,213
  2. GUIDEWIRE SOFTWARE INC · COM · 40171V100 · shares: $853,165,083
  3. VEEVA SYS INC · CL A COM · 922475108 · shares: $782,571,357
  4. ROBLOX CORP · CL A · 771049103 · shares: $655,452,255
  5. NEW YORK TIMES CO MTN BE · CL A · 650111107 · shares: $632,202,399
  6. LIBERTY LIVE HOLDINGS INC · COM SHS SER C · 530909308 · shares: $620,867,831
  7. SOMNIGROUP INTERNATIONAL INC · COM · 88023U101 · shares: $519,372,090
  8. LIBERTY LIVE HOLDINGS INC · COM SER A · 530909100 · shares: $240,638,213
  9. LIBERTY MEDIA CORP DEL · COM LBTY ONE S A · 531229771 · shares: $185,414,885
  10. LIVE NATION ENTERTAINMENT IN · COM · 538034109 · shares: $123,249,510

Reported holdings

12 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
MERCADOLIBRE INCCOM58733R102 — 553,788 shares $939,994,213
GUIDEWIRE SOFTWARE INCCOM40171V100 — 6,933,483 shares $853,165,083
VEEVA SYS INCCL A COM922475108 — 4,409,598 shares $782,571,357
ROBLOX CORPCL A771049103 — 12,053,186 shares $655,452,255
NEW YORK TIMES CO MTN BECL A650111107 — 9,034,044 shares $632,202,399
LIBERTY LIVE HOLDINGS INCCOM SHS SER C530909308 — 5,877,204 shares $620,867,831
SOMNIGROUP INTERNATIONAL INCCOM88023U101 — 6,624,644 shares $519,372,090
LIBERTY LIVE HOLDINGS INCCOM SER A530909100 — 2,376,439 shares $240,638,213
LIBERTY MEDIA CORP DELCOM LBTY ONE S A531229771 — 2,118,059 shares $185,414,885
LIVE NATION ENTERTAINMENT INCOM538034109 — 673,090 shares $123,249,510
LIBERTY MEDIA CORP DELCOM LBTY ONE S C531229755 — 326,943 shares $31,105,357
TRANSDIGM GROUP INCCOM893641100 — 11,022 shares $14,681,745