Linonia Partnership
Linonia Partnership reported 12 stocks worth $5.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MELI (16.8%), GWRE (15.2%) and VEEV (14.0%). Compared with Q1 2026, the fund opened new positions in RBLX, added to MELI, trimmed GWRE, VEEV and LLYVK and sold out of TW, ECHO and SHAK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MELI Mercadolibre Inc | $940M | 16.8% | 554K | +424K (+325%) | 2 of 8 | |
| 2 |  GWRE Guidewire Software Inc | $853M | 15.2% | 6.9M | −718K (−9%) | 8 of 8 | |
| 3 |  VEEV Veeva Sys Inc Class Class A | $783M | 14.0% | 4.4M | −515K (−10%) | 8 of 8 | |
| 4 |  RBLX Roblox Corp | $655M | 11.7% | 12.1M | New position | 1 of 8 | |
| 5 |  NYT New York Times Co | $632M | 11.3% | 9M | No change | 2 of 8 | |
| 6 |  LLYVK Liberty Live Hldgs Inc | $621M | 11.1% | 5.9M | −315K (−5%) | 3 of 8 | |
| 7 |  SGI Somnigroup International Inc | $519M | 9.3% | 6.6M | −2.2M (−25%) | 8 of 8 | |
| 8 |  LLYVA Liberty Live Holdings Inc Com Ser A | $241M | 4.3% | 2.4M | −123K (−5%) | 3 of 8 | |
| 9 |  FWONA Liberty Media Corp Del Class Series A | $185M | 3.3% | 2.1M | No change | 8 of 8 | |
| 10 |  LYV Live Nation Entmt Inc | $123M | 2.2% | 673K | No change | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Linonia Partnership 13F FAQ
What does Linonia Partnership own?
Linonia Partnership reported 12 stocks worth $5.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MELI (16.8%), GWRE (15.2%) and VEEV (14.0%). The table above lists every position in the filing (the top 10 without an account).
What did Linonia Partnership buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 1 added to, 6 trimmed and 3 sold out. New positions include RBLX. It sold all of TW, ECHO and SHAK.
When will Linonia Partnership file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Linonia Partnership's portfolio worth?
The Q2 2026 filing reports $5.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.