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Linonia Partnership LP
hedge fundUpdated 27 days agoManaged by Linonia Partnership Lp • Latest filing Q2 2026
Portfolio value
$5.6B
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
141.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 11 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2023 | $757.7M |
| Q1 2024 | $1.1B |
| Q2 2024 | $1.3B |
| Q3 2024 | $1.6B |
| Q4 2024 | $1.9B |
| Q1 2025 | $2.5B |
| Q2 2025 | $3.1B |
| Q3 2025 | $3.8B |
| Q4 2025 | $4.4B |
| Q1 2026 | $5.4B |
| Q2 2026 | $5.6B |
Top holdings
12 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MELI MERCADOLIBRE INC | $940M | 553.8K | 16.79% | — |
| 2 | G GWRE GUIDEWIRE SOFTWARE INC | $853.2M | 6.93M | 15.24% | — |
| 3 | V VEEV VEEVA SYS INC | $782.6M | 4.41M | 13.98% | — |
| 4 | R RBLX ROBLOX CORP | $655.5M | 12.05M | 11.71% | — |
| 5 | N NYT NEW YORK TIMES CO MTN BE | $632.2M | 9.03M | 11.29% | — |
| 6 | L LLYVK LIBERTY LIVE HOLDINGS INC | $620.9M | 5.88M | 11.09% | — |
| 7 | S SGI SOMNIGROUP INTERNATIONAL INC | $519.4M | 6.62M | 9.28% | — |
| 8 | L LLYVK LIBERTY LIVE HOLDINGS INC | $240.6M | 2.38M | 4.30% | — |
| 9 | F FWONB LIBERTY MEDIA CORP DEL | $185.4M | 2.12M | 3.31% | — |
| 10 | L LYV LIVE NATION ENTERTAINMENT IN | $123.2M | 673.1K | 2.20% | — |
| 11 | F FWONB LIBERTY MEDIA CORP DEL | $31.1M | 326.9K | 0.56% | — |
| 12 | T TDG TRANSDIGM GROUP INC | $14.7M | 11.0K | 0.26% | — |