StockDriftsStockDriftsTop 12 Linonia Partnership LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 16.79% | 553.8K | $940.0M | +325.14%(+423.53K) | $1708.48(+7.97%) | 2026-06-30 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 15.24% | 6.93M | $853.2M | -9.38%(-717.65K) | $165.78(+5.92%) | 2026-06-30 | |
| VEEV | VEEVA SYS INC | 13.98% | 4.41M | $782.6M | -10.46%(-515.03K) | $221.36(+10.11%) | 2026-06-30 | |
| RBLX | ROBLOX CORP | 11.71% | 12.05M | $655.5M | new | $53.15(-28.06%) | 2026-06-30 | |
| NYT | NEW YORK TIMES CO MTN BE | 11.29% | 9.03M | $632.2M | +0.00%(+0) | $76.58(-15.39%) | 2026-06-30 | |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 11.09% | 5.88M | $620.9M | -5.09%(-315.49K) | $44.81(+142.95%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 9.28% | 6.62M | $519.4M | -24.57%(-2.16M) | $54.65(+20.88%) | 2026-06-30 | |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 4.3% | 2.38M | $240.6M | -4.90%(-122.51K) | $39.98(+162.60%) | 2026-06-30 | |
| FWONA | LIBERTY MEDIA CORP DEL | 3.31% | 2.12M | $185.4M | +0.00%(+0) | $64.69(+47.33%) | 2026-06-30 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 2.2% | 673.1K | $123.2M | +0.00%(+0) | $123.46(+52.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +53.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +51.79% |
Linonia Partnership LP reports $5.60B in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are MELI (16.8%), GWRE (15.2%) and VEEV (14.0%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +53.84% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Linonia Partnership LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1985479). View Linonia Partnership LP’s 13F filings on SEC