StockDriftsStockDriftsTop 14 Linonia Partnership Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | 21.25% | 7.65M | $1.14B | +42.67%(+2.29M) | $165.78(-21.50%) | 2026-03-31 | |
| VEEV | VEEVA SYS INC | 16.07% | 4.92M | $865.1M | +75.88%(+2.12M) | $221.36(-28.24%) | 2026-03-31 | |
| NYT | NEW YORK TIMES CO MTN BE | 14.05% | 9.03M | $756.4M | new | $76.58(-2.74%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 12.06% | 8.78M | $649.2M | +0.05%(+3.96K) | $54.65(+14.70%) | 2026-03-31 | |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 10.83% | 6.19M | $582.8M | +7.76%(+445.98K) | $44.81(+122.09%) | 2026-03-31 | |
| TW | TRADEWEB MKTS INC | 6.1% | 2.79M | $328.4M | new | $112.60(-1.47%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 4.32% | 2.74M | $232.6M | +281.99%(+2.02M) | $84.41(+6.08%) | 2026-03-31 | |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 4.25% | 2.50M | $229.0M | +0.00%(+0) | $39.98(+141.44%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 4.18% | 130.3K | $225.2M | new | $1871.64(-17.36%) | 2026-03-31 | |
| FWONA | LIBERTY MEDIA CORP DEL | 3.07% | 2.12M | $165.4M | +0.00%(+0) | $64.69(+26.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.96% | +85.89% |
| Top 20 Holdings Unweighted | +20.85% | +76.52% |
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