Linonia Partnership LP
Top Portfolio Positions
12 positions ·
$4,568,306,643 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GWRE |
Guidewire Software, Inc.
Technology
|
7,651,130 | $1,144,303,002 | 25.05% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
4,924,626 | $865,059,803 | 18.94% | |
| NYT |
New York Times Co
Communication Services
|
9,034,044 | $756,420,504 | 16.56% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
8,782,011 | $649,166,253 | 14.21% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
2,791,246 | $328,418,004 | 7.19% | |
| LLYVA |
Liberty Live Holdings, Inc.
Communication Services
|
2,498,950 | $229,003,778 | 5.01% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
130,261 | $225,223,874 | 4.93% | |
| FWONA |
Liberty Media Corp
Communication Services
|
2,118,059 | $165,378,046 | 3.62% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
673,090 | $102,652,955 | 2.25% | |
| SATS |
EchoStar CORP
Communication Services
|
695,800 | $81,457,306 | 1.78% |
Portfolio Trend
9 quarters · across all stocks
Holdings in SGI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $649,166,253 | 8,782,011 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $740,025,012 | 8,775,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $596,927,795 | 8,771,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $454,553,870 | 7,591,080 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $273,494,045 | 4,824,379 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $223,596,773 | 4,095,179 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $177,498,205 | 3,749,434 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $181,905,252 | 3,201,430 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $121,445,046 | 2,382,677 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||