Linonia Partnership LP
Net buyer this quarter
$5.6B
12
+$396M
99.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MELI | $940M | 16.79% | 1.09% | +325.1% | Q1 2026 |
 GWRE | $853M | 15.24% | 8.33% | -9.4% | Q4 2023 |
 VEEV | $783M | 13.98% | 2.71% | -10.5% | Q4 2023 |
 RBLX | $655M | 11.71% | 1.69% | New | Q2 2026 |
 NYT | $632M | 11.29% | Not reported | Not reported | Q1 2026 |
 LLYVK | $621M | 11.09% | Not reported | -5.1% | Q4 2023 |
 SGI | $519M | 9.28% | 3.15% | -24.6% | Q4 2023 |
 LLYVA | $241M | 4.30% | Not reported | -4.9% | Q4 2023 |
| FWONA | $185M | 3.31% | Not reported | Not reported | Q4 2023 |
 LYV | $123M | 2.20% | 0.29% | Not reported | Q1 2024 |
| FWONK | $31.1M | 0.56% | Not reported | -88.1% | Q4 2023 |
 TDG | $14.7M | 0.26% | 0.02% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| GWRE | $1.14B | 21.25% | 9.04% | +42.7% | Q4 2023 |
| VEEV | $865M | 16.07% | 3.02% | +75.9% | Q4 2023 |
| NYT | $756M | 14.05% | Not reported | New | Q1 2026 |
| SGI | $649M | 12.06% | 4.18% | +0.1% | Q4 2023 |
| LLYVK | $583M | 10.83% | Not reported | +7.8% | Q4 2023 |
 TW | $328M | 6.10% | 2791246.00% | New | Q1 2026 |
| FWONK | $233M | 4.32% | Not reported | +282.0% | Q4 2023 |
| LLYVA | $229M | 4.25% | Not reported | Not reported | Q4 2023 |
| MELI | $225M | 4.18% | 0.26% | New | Q1 2026 |
| FWONA | $165M | 3.07% | Not reported | Not reported | Q4 2023 |
| LYV | $103M | 1.91% | 0.29% | Not reported | Q1 2024 |
 ECHO | $81.5M | 1.51% | 1.46% | -88.6% | Q4 2025 |
| TDG | $12.8M | 0.24% | 0.02% | Not reported | Q4 2023 |
 SHAK | $8.45M | 0.16% | Not reported | Not reported | Q4 2023 |
| Q4 2025 | |||||
| GWRE | $1.08B | 24.39% | 6.31% | +24.4% | Q4 2023 |
| SGI | $784M | 17.73% | 4.18% | 0.0% | Q4 2023 |
| ECHO | $665M | 15.05% | 12.83% | New | Q4 2025 |
| VEEV | $625M | 14.14% | 1.70% | -5.7% | Q4 2023 |
| LLYVK | $478M | 10.81% | Not reported | Not reported | Q4 2023 |
 FICO | $208M | 4.70% | 0.52% | New | Q4 2025 |
| LLYVA | $204M | 4.61% | Not reported | Not reported | Q4 2023 |
| FWONA | $189M | 4.28% | Not reported | Not reported | Q4 2023 |
| LYV | $95.9M | 2.17% | 0.29% | Not reported | Q1 2024 |
| FWONK | $70.6M | 1.60% | Not reported | Not reported | Q4 2023 |
| TDG | $14.7M | 0.33% | 0.02% | Not reported | Q4 2023 |
| SHAK | $7.75M | 0.18% | Not reported | Not reported | Q4 2023 |
| Q3 2025 | |||||
| GWRE | $991M | 25.95% | 5.10% | +27.0% | Q4 2023 |
| VEEV | $885M | 23.17% | 1.81% | +43.4% | Q4 2023 |
| SGI | $740M | 19.38% | 4.18% | 0.0% | Q4 2023 |
| LLYVK | $557M | 14.59% | Not reported | +0.8% | Q4 2023 |
| LLYVA | $236M | 6.17% | Not reported | Not reported | Q4 2023 |
| FWONA | $202M | 5.28% | Not reported | Not reported | Q4 2023 |
| LYV | $110M | 2.88% | 0.29% | Not reported | Q1 2024 |
| FWONK | $74.8M | 1.96% | Not reported | Not reported | Q4 2023 |
| TDG | $14.5M | 0.38% | 0.02% | Not reported | Q4 2023 |
| SHAK | $8.94M | 0.23% | Not reported | Not reported | Q4 2023 |