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 |
|---|---|---|---|---|
| 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
Holdings in TW
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,418,004 | 2,791,246 | Shares | Sole | 2026-05-15 | |
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