account_balance
Investment manager · 13F filer · SEC CIK 1985479
Linonia Partnership LP
Reported value$5.6Bas of Jun 30, 2026
Positions12 1 new, 3 sold out
Top 10 weight99%MELI alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MELI
Mercadolibre INC
16.8%Added
GWRE
Guidewire Software INC
15.2%Trimmed
VEEV
Veeva Sys INC
14.0%Trimmed
RBLX
Roblox Corp
11.7%New
NYT
New York Times CO Mtn Be
11.3%
LLYVK
Liberty Live Holdings INC
11.1%Trimmed
SGI
Somnigroup International INC
9.3%Trimmed
LLYVA
Liberty Live Holdings INC
4.3%Trimmed
FWONA
Liberty Media Corp Del
3.3%
LYV
Live Nation Entertainment In
2.2%
2 others
0.8%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed