Investor
Linonia Partnership LP
CIK 0001985479 · filed 2026-05-15 · SEC filing
13F book
$5.38B
Positions
14
3 new · 1 sold
Largest name
21.3%
Guidewire Software, Inc. · GWRE
Est. mark
−$477.9M
Price effect on 11 names still held. Flow $1.44B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Guidewire Software, Inc. | GWRE | 7.65M | $1.14B | 21.3% | −$275.9M | Added$66.3M |
| Veeva Sys Inc | — | 4.92M | $865.1M | 16.1% | −$133.2M | Added$240M |
| New York Times Co | NYT | 9.03M | $756.4M | 14.1% | — | New |
| Somnigroup International Inc. | SGI | 8.78M | $649.2M | 12.1% | −$134.8M | Added−$134.5M |
| Liberty Live Holdings Inc | — | 6.19M | $582.8M | 10.8% | $62.9M | Added$104.9M |
| Tradeweb Mkts Inc | — | 2.79M | $328.4M | 6.1% | — | New |
| Liberty Media Corp Del | — | 2.74M | $232.6M | 4.3% | −$9.66M | Added$162.1M |
| Liberty Live Holdings Inc | — | 2.5M | $229M | 4.3% | $25.3M | Held |
| Mercadolibre Inc | MELI | 130.3K | $225.2M | 4.2% | — | New |
| Liberty Media Corp Del | — | 2.12M | $165.4M | 3.1% | −$23.9M | Held |
| Live Nation Entertainment In | — | 673.1K | $102.7M | 1.9% | $6.74M | Held |
| Echostar Corp | ECHO | 695.8K | $81.5M | 1.5% | $5.82M | Cut−$583.7M |
| Transdigm Group Inc | TDG | 11K | $12.8M | 0.2% | −$1.88M | Held |
| Shake Shack Inc. | SHAK | 95.5K | $8.45M | 0.2% | $697.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.