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% | |
| SATS |
EchoStar CORP
Communication Services
|
695,800 | $81,457,306 | 1.43% |
Portfolio Trend
10 quarters · across all stocks
Holdings in NYT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $756,420,504 | 9,034,044 | Shares | Sole | 2026-05-15 | |
| 2026-03-09 | $652,927,991 | 8,079,792 | Shares | Sole | 2026-03-11 | |
| No 13F history on record for this holder in this stock. | ||||||