Linonia Partnership LP
Top Portfolio Positions
12 positions ·
$5,712,609,645 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GWRE |
Guidewire Software, Inc.
Technology
|
15,302,260 | $2,288,606,004 | 40.06% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
4,924,626 | $865,059,803 | 15.14% | |
| NYT |
New York Times Co
Communication Services
|
9,034,044 | $756,420,504 | 13.24% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
8,782,011 | $649,166,253 | 11.36% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
2,791,246 | $328,418,004 | 5.75% | |
| LLYVA |
Liberty Live Holdings, Inc.
Communication Services
|
2,498,950 | $229,003,778 | 4.01% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
130,261 | $225,223,874 | 3.94% | |
| FWONA |
Liberty Media Corp
Communication Services
|
2,118,059 | $165,378,046 | 2.89% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
673,090 | $102,652,955 | 1.80% | |
| ECHO |
EchoStar CORP
Communication Services
|
695,800 | $81,457,306 | 1.43% |
Portfolio Trend
10 quarters · across all stocks
Holdings in FWONA
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,378,046 | 2,118,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $189,312,113 | 2,118,059 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $201,681,577 | 2,118,059 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $201,130,882 | 2,118,059 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $191,819,159 | 2,354,476 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $197,870,163 | 2,354,476 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $160,509,600 | 2,243,948 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $56,534,796 | 880,193 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $43,569,925 | 741,742 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,745,616 | 599,269 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||