Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Linonia Partnership LP (CIK 1985479) reported $5.38B across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GWRE ($1.14B, 21.25%), VEEV ($865.1M, 16.07%), NYT ($756.4M, 14.05%), TPX ($649.2M, 12.06%), ($582.8M, 10.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GWRE | GUIDEWIRE SOFTWARE INC | $1.14B | 21.25% | 7.7M | Added |
| 2 | VEEV | VEEVA SYS INC | $865.1M | 16.07% | 4.9M | Added |
| 3 | NYT | NEW YORK TIMES CO MTN BE | $756.4M | 14.05% | 9.0M | New |
| 4 | TPX | SOMNIGROUP INTERNATIONAL INC | $649.2M | 12.06% | 8.8M | Added |
| 5 | LIBERTY LIVE HOLDINGS INC | $582.8M | 10.83% | 6.2M | Added | |
| 6 | TW | TRADEWEB MKTS INC | $328.4M | 6.10% | 2.8M | New |
| 7 | FWONK | LIBERTY MEDIA CORP DEL | $232.6M | 4.32% | 2.7M | Added |
| 8 | LIBERTY LIVE HOLDINGS INC | $229.0M | 4.25% | 2.5M | Hold | |
| 9 | MELI | MERCADOLIBRE INC | $225.2M | 4.18% | 130,261 | New |
| 10 | FWONA | LIBERTY MEDIA CORP DEL | $165.4M | 3.07% | 2.1M | Hold |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | $102.7M | 1.91% | 673,090 | Hold |
| 12 | SATS | ECHOSTAR CORP | $81.5M | 1.51% | 695,800 | Trimmed |
| 13 | TDG | TRANSDIGM GROUP INC | $12.8M | 0.24% | 11,022 | Hold |
| 14 | SHAK | SHAKE SHACK INC | $8.4M | 0.16% | 95,502 | Hold |
| 15 | FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31