Linonia Partnership LP holds a concentrated book of 14 stocks worth $5.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened New York Times Co-A and trimmed Echostar Corp-A. Their largest long position is Guidewire Software Inc at 21% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Linonia Partnership LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 15 / 14 | $23.3B |
| Vanguard Capital Management LLC | 15 / 14 | $13.6B |
| State Street Corp | 15 / 14 | $12.1B |
| Vanguard Portfolio Management LLC | 15 / 14 | $11.8B |
| FMR LLC | 15 / 14 | $7.6B |
| Morgan Stanley | 15 / 14 | $7.3B |
| Principal Financial Group Inc | 15 / 14 | $6.7B |
| Geode Capital Management, LLC | 15 / 14 | $6.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Linonia Partnership LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Guidewire Software Inc COM | $1.1B | 7.65M | 21.3% | ▲+43% Added · +2.3M sh | |
| 2 | Veeva Sys Inc CL A COM | $865.1M | 4.92M | 16.1% | ▲+76% Added · +2.1M sh | |
| 3 | New York Times Co MTN Be CL A | $756.4M | 9.03M | 14.1% | ▲New New position | |
| 4 | Somnigroup International Inc COM | $649.2M | 8.78M | 12.1% | ▲~0% Added · +4K sh | |
| 5 | Liberty Live Holdings Inc COM SHS SER C | $582.8M | 6.19M | 10.8% | ▲+7.8% Added · +446K sh | |
| 6 | Tradeweb MKTS Inc CL A | $328.4M | 2.79M | 6.1% | ▲New New position | |
| 7 | Liberty Media Corp Del COM LBTY ONE S C | $232.6M | 2.74M | 4.3% | ▲+282% Added · +2.0M sh | |
| 8 | Liberty Live Holdings Inc COM SER A | $229.0M | 2.50M | 4.3% | —Held | |
| 9 | Mercadolibre Inc COM | $225.2M | 130.3K | 4.2% | ▲New New position | |
| 10 | Liberty Media Corp Del COM LBTY ONE S A | $165.4M | 2.12M | 3.1% | —Held | |
| 11 | Live Nation Entertainment In COM | $102.7M | 673.1K | 1.9% | —Held | |
| 12 | Echostar Corp CL A | $81.5M | 695.8K | 1.5% | ▼−89% Reduced · −5.4M sh | |
| 13 | Transdigm Group Inc COM | $12.8M | 11.0K | 0.2% | —Held | |
| 14 | Shake Shack Inc CL A | $8.4M | 95.5K | 0.2% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1985479/holdings"
Use Arkolith to show Linonia Partnership LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 14 | $5.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 12 | $4.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 10 | $3.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 10 | $3.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 10 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 9 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 9 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 11 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 11 | $1.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 44d | 10 | $757.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.