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.
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Use Arkolith to show Linonia Partnership LP's latest holdings, largest changes, and filing provenance.
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 14 | $5.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 12 | $4.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 10 | $3.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 10 | $3.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 10 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 9 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 9 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 11 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 11 | $1.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 10 | $757.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.