Q2 2026 13F · SEC CIK 1985479

Linonia Partnership LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.6B
Reported positions: 12
Holdings vs S&P 500, 3 yrs: —
Assets under management: $5.8B

Linonia Partnership LP is a hedge fund that reported 12 positions worth $5.6B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Mercadolibre Inc (MELI, 16.8%), Guidewire Software Inc (GWRE, 15.2%), Veeva Sys Inc (VEEV, 14.0%).

Linonia Partnership LP holdings all 12 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Linonia Partnership LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MELIMercadolibre Inc	16.8%	4.2%	553,788	+325.1%	$940.0M
GWREGuidewire Software Inc	15.2%	21.3%	6,933,483	-9.4%	$853.2M
VEEVVeeva Sys Inc	14.0%	16.1%	4,409,598	-10.5%	$782.6M
RBLXRoblox Corp	11.7%	New	12,053,186	—	$655.5M
NYTNew York Times Co Mtn Be	11.3%	14.1%	9,034,044	+0.0%	$632.2M
LLYVKLiberty Live Holdings Inc	11.1%	10.8%	5,877,204	-5.1%	$620.9M
TPXSomnigroup International Inc	9.3%	12.1%	6,624,644	-24.6%	$519.4M
LLYVALiberty Live Group Series A	4.3%	4.3%	2,376,439	-4.9%	$240.6M
FWONALiberty Media Corp Del	3.3%	3.1%	2,118,059	+0.0%	$185.4M
LYVLive Nation Entertainment in	2.2%	1.9%	673,090	+0.0%	$123.2M
FWONKLiberty Media Corp Del	0.6%	4.3%	326,943	-88.1%	$31.1M
TDGTransdigm Group Inc	0.3%	0.2%	11,022	+0.0%	$14.7M

What Linonia Partnership LP bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.6B	12
Q1 2026	$5.4B	14
Q4 2025	$4.4B	12
Q3 2025	$3.8B	10
Q2 2025	$3.1B	10
Q1 2025	$2.5B	10
Q4 2024	$1.9B	9
Q3 2024	$1.6B	9
Q2 2024	$1.3B	11
Q1 2024	$1.1B	11
Q4 2023	$757.7M	10

Questions about Linonia Partnership LP's portfolio

What stocks does Linonia Partnership LP own?

Linonia Partnership LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 12 positions worth $5.6B. The largest are Mercadolibre Inc (MELI) at 16.8%, Guidewire Software Inc (GWRE) at 15.2%, Veeva Sys Inc (VEEV) at 14.0%, Roblox Corp (RBLX) at 11.7% and New York Times Co Mtn Be (NYT) at 11.3%.

What did Linonia Partnership LP buy last quarter?

In Q2 2026, Linonia Partnership LP added a new position in Roblox Corp (RBLX) and Mercadolibre Inc (MELI) (+325.1% shares), compared with its Q1 2026 filing.

What did Linonia Partnership LP sell last quarter?

In Q2 2026, Linonia Partnership LP sold all of Tradeweb Mkts Inc (TW), sold all of EchoStar Corp (ECHO), sold all of Shake Shack Inc (SHAK), Liberty Media Corp Del (FWONK) (-88.1% shares), Somnigroup International Inc (TPX) (-24.6% shares) and Veeva Sys Inc (VEEV) (-10.5% shares), compared with its Q1 2026 filing.

When is Linonia Partnership LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Linonia Partnership LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Linonia Partnership LP manage?

Linonia Partnership LP reported $5.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.6B.