Linonia Partnership LP
CIK 1985479
13F filing for Q2 2026・No. 838
- Holdings
- US$5.6B
- Quarter change
- +US$214.99M
- Entries
- 12
- Net bought (estimate)
- +US$332.23M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 3
- Cut 6
- Added 1
- Corporate actions 0
- Unchanged 4
Largest holdings
12 stocks worth US$5.6B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MELIMERCADOLIBRE INCCOM | Added | 553,788 | US$939.99M | 16.79% |
| GWREGUIDEWIRE SOFTWARE INCCOM | Cut | 6,933,483 | US$853.17M | 15.24% |
| VEEVVEEVA SYS INCCL A COM | Cut | 4,409,598 | US$782.57M | 13.98% |
| RBLXROBLOX CORPCL A | New | 12,053,186 | US$655.45M | 11.71% |
| NYTNEW YORK TIMES CO MTN BECL A | Unchanged | 9,034,044 | US$632.2M | 11.29% |
| LLYVKLIBERTY LIVE HOLDINGS INCCOM SHS SER C | Cut | 5,877,204 | US$620.87M | 11.09% |
| SGISOMNIGROUP INTERNATIONAL INCCOM | Cut | 6,624,644 | US$519.37M | 9.28% |
| LLYVALIBERTY LIVE HOLDINGS INCCOM SER A | Cut | 2,376,439 | US$240.64M | 4.30% |
| FWONALIBERTY MEDIA CORP DELCOM LBTY ONE S A | Unchanged | 2,118,059 | US$185.41M | 3.31% |
| LYVLIVE NATION ENTERTAINMENT INCOM | Unchanged | 673,090 | US$123.25M | 2.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.