account_balance
Investment manager · 13F filer · SEC CIK 1985479
Linonia Partnership LP
Reported value$5.6Bas of Jun 30, 2026
Positions12 1 new, 3 sold out
Top 10 weight99.2%MELI alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
MELIMercadolibre Inc
16.8%Added +325%
GWREGuidewire Software Inc
15.2%Trimmed −9%
VEEVVeeva Sys Inc
14.0%Trimmed −10%
RBLXRoblox Corp
11.7%New
NYTNew York Times Co MTN Be
11.3%
LLYVKLiberty Live Holdings Inc
11.1%Trimmed −5%
SGISomnigroup International Inc
9.3%Trimmed −25%
LLYVALiberty Live Holdings Inc
4.3%Trimmed −5%
FWONA3.3%LYVLive Nation Entertainment In
2.2%
FWONK0.6%TDGMELIMercadolibre Inc
16.8%Added +325%
GWREGuidewire Software Inc
15.2%Trimmed −9%
VEEVVeeva Sys Inc
14.0%Trimmed −10%
RBLXRoblox Corp
11.7%New
NYT11.3%LLYVK11.1%SGI9.3%LLYVA4.3%FWONA3.3%LYVFWONKBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MELI Mercadolibre Inc 16.8% Added +325%GWRE Guidewire Software Inc 15.2% Trimmed −9%VEEV Veeva Sys Inc 14.0% Trimmed −10%RBLX Roblox Corp 11.7% NewNYT New York Times Co MTN Be 11.3% HeldLLYVK Liberty Live Holdings Inc 11.1% Trimmed −5%SGI Somnigroup International Inc 9.3% Trimmed −25%LLYVA Liberty Live Holdings Inc 4.3% Trimmed −5%FWONA Liberty Media Corp 3.3% HeldLYV Live Nation Entertainment In 2.2% HeldFWONK Liberty Media Corp 0.6% Trimmed −88%TDG Transdigm Group Inc 0.3% Held
What changed