# Linonia Partnership LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1985479.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $5.60bn
- Positions: 12 (12 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1985479/000198547926000018/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MERCADOLIBRE  INC (MELI)](/companies/meli.md) | COM | $940.0m | 16.8% | 553,788 |  | Added +423,527 |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COM | $853.2m | 15.2% | 6,933,483 |  | Reduced −717,647 |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $782.6m | 14.0% | 4,409,598 |  | Reduced −515,028 |
| [ROBLOX CORP (RBLX)](/companies/rblx.md) | CL A | $655.5m | 11.7% | 12,053,186 |  | New +12,053,186 |
| [NEW YORK TIMES CO MTN BE (NYT)](/companies/nyt.md) | CL A | $632.2m | 11.3% | 9,034,044 |  | Unchanged |
| [LIBERTY LIVE HOLDINGS INC (LLYVA)](/companies/llyva.md) | COM SHS SER C | $620.9m | 11.1% | 5,877,204 |  | Reduced −315,493 |
| [SOMNIGROUP INTERNATIONAL INC (SGI)](/companies/sgi.md) | COM | $519.4m | 9.3% | 6,624,644 |  | Reduced −2,157,367 |
| [LIBERTY LIVE HOLDINGS INC (LLYVA)](/companies/llyva.md) | COM SER A | $240.6m | 4.3% | 2,376,439 |  | Reduced −122,511 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S A | $185.4m | 3.3% | 2,118,059 |  | Unchanged |
| [LIVE NATION ENTERTAINMENT IN (LYV)](/companies/lyv.md) | COM | $123.2m | 2.2% | 673,090 |  | Unchanged |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $31.1m | 0.6% | 326,943 |  | Reduced −2,409,172 |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $14.7m | 0.3% | 11,022 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ECHOSTAR CORP (ECHO)](/companies/echo.md) | CL A | $0 | 0.0% | 0 |  | Sold out −695,800 |
| [SHAKE SHACK INC (SHAK)](/companies/shak.md) | CL A | $0 | 0.0% | 0 |  | Sold out −95,502 |
| [TRADEWEB MKTS INC (TW)](/companies/tw.md) | CL A | $0 | 0.0% | 0 |  | Sold out −2,791,246 |

Source: SEC EDGAR, Form 13F-HR, accession 0001985479-26-000018. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.