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Linonia Partnership LP

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13F filer, CIK 1985479, NEW YORK, NY

Linonia Partnership LP reported $5,598,714,938 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 99.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001985479-26-000018

Period
2026-06-30
Reported value
$5.6B
Holdings
12
Top 10 weight
99.18%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+423,527$719M
RBLXnew+12,053,186$655M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TWexited-2,791,246-$328M
FWONKreduced-2,409,172-$229M
SGIreduced-2,157,367-$169M
VEEVreduced-515,028-$91.4M
GWREreduced-717,647-$88.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001985479-26-000018, largest first. % of portfolio is the value over $5,598,714,938, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,261 shares; 2026Q2: 553,788 shares 553,788$940M16.79%+423,527Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,395,601 shares; 2024Q4: 2,395,601 shares; 2025Q1: 3,396,310 shares; 2025Q2: 3,396,310 shares; 2025Q3: 4,312,151 shares; 2025Q4: 5,362,728 shares; 2026Q1: 7,651,130 shares; 2026Q2: 6,933,483 shares 6,933,483$853M15.24%-717,647Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846,672 shares; 2024Q4: 1,202,972 shares; 2025Q1: 1,836,557 shares; 2025Q2: 2,071,074 shares; 2025Q3: 2,970,254 shares; 2025Q4: 2,800,018 shares; 2026Q1: 4,924,626 shares; 2026Q2: 4,409,598 shares 4,409,598$783M13.98%-515,028Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,053,186 shares 12,053,186$655M11.71%newTimeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,034,044 shares; 2026Q2: 9,034,044 shares 9,034,044$632M11.29%0Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,746,719 shares; 2026Q1: 6,192,697 shares; 2026Q2: 5,877,204 shares 5,877,204$621M11.09%-315,493Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,095,179 shares; 2024Q4: 4,824,379 shares; 2025Q1: 7,591,080 shares; 2025Q2: 8,771,900 shares; 2025Q3: 8,775,347 shares; 2025Q4: 8,778,047 shares; 2026Q1: 8,782,011 shares; 2026Q2: 6,624,644 shares 6,624,644$519M9.28%-2,157,367Timeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,498,950 shares; 2026Q1: 2,498,950 shares; 2026Q2: 2,376,439 shares 2,376,439$241M4.3%-122,511Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,243,948 shares; 2024Q4: 2,354,476 shares; 2025Q1: 2,354,476 shares; 2025Q2: 2,118,059 shares; 2025Q3: 2,118,059 shares; 2025Q4: 2,118,059 shares; 2026Q1: 2,118,059 shares; 2026Q2: 2,118,059 shares 2,118,059$185M3.31%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673,090 shares; 2025Q2: 673,090 shares; 2025Q3: 673,090 shares; 2025Q4: 673,090 shares; 2026Q1: 673,090 shares; 2026Q2: 673,090 shares 673,090$123M2.2%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447,290 shares; 2024Q4: 1,454,353 shares; 2025Q1: 1,454,353 shares; 2025Q2: 716,285 shares; 2025Q3: 716,285 shares; 2025Q4: 716,285 shares; 2026Q1: 2,736,115 shares; 2026Q2: 326,943 shares 326,943$31.1M0.56%-2,409,172Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,159 shares; 2024Q4: 48,159 shares; 2025Q1: 33,159 shares; 2025Q2: 11,022 shares; 2025Q3: 11,022 shares; 2025Q4: 11,022 shares; 2026Q1: 11,022 shares; 2026Q2: 11,022 shares 11,022$14.7M0.26%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TWTRADEWEB MKTS INC2,791,246$328Mshares
ECHOECHOSTAR CORP695,800$81.5Mshares
SHAKSHAKE SHACK INC95,502$8.45Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001985479-26-000018 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001985479-26-000018 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001985479-26-000011 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001985479-26-000004 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001985479-25-000023 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001985479-25-000006 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001512716-25-000010 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001493152-25-006476 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001493152-24-044992 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001493152-24-031958 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001493152-24-019599 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001493152-24-006092 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set