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Linonia Partnership LP

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13F filer, CIK 1985479, NEW YORK, NY

Linonia Partnership LP reported $5,383,725,859 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 96.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001985479-26-000011

Period
2026-03-31
Reported value
$5.38B
Holdings
14
Top 10 weight
96.19%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NYTnew+9,034,044$756M
VEEVadded+2,124,608$373M
GWREadded+2,288,402$342M
TWnew+2,791,246$328M
MELInew+130,261$225M

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
ECHOreduced-5,423,303-$635M
FICOexited-122,956-$208M

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, Q1 2026

Share positions as resolved from 13F-HR 0001985479-26-000011, largest first. % of portfolio is the value over $5,383,725,859, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,651,130$1.14B21.25%+2,288,402Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,924,626$865M16.07%+2,124,608Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,034,044 shares 9,034,044$756M14.05%newTimeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,782,011$649M12.06%+3,964Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,192,697$583M10.83%+445,978Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,791,246 shares 2,791,246$328M6.1%newTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,736,115$233M4.32%+2,019,830Timeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,498,950$229M4.25%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,261 shares 130,261$225M4.18%newTimeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,118,059$165M3.07%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 673,090$103M1.91%0Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,119,103 shares; 2026Q1: 695,800 shares 695,800$81.5M1.51%-5,423,303Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,022$12.8M0.24%0Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,305 shares; 2024Q4: 172,305 shares; 2025Q1: 172,305 shares; 2025Q2: 95,502 shares; 2025Q3: 95,502 shares; 2025Q4: 95,502 shares; 2026Q1: 95,502 shares 95,502$8.45M0.16%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
FICOFAIR ISAAC CORP122,956$208Mshares

How Q1 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 0001985479-26-000011 base2026-05-15acceptance time not in the bulk data set