Filed: 8/14/2026ACC: 0001985479-26-000018
📋 What this filing means
LINONIA PARTNERSHIP LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $5.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$5.60B
Total AUM (reported)
50.99M
Total Shares
Allocation by class
COM$2.45B43.8%
CL A$1.29B23.0%
CL A COM$782.57M14.0%
COM SHS SER C$620.87M11.1%
COM SER A$240.64M4.3%
COM LBTY ONE S A$185.41M3.3%
COM LBTY ONE S C$31.11M0.6%
Portfolio Concentration
Top 3$2.58B46.0%
4–10$2.98B53.2%
11–25$45.79M0.8%
Top 3 weight
46.0%
Top 10 weight
99.2%
Voting Authority Distribution
Total shares with voting rights: 50.99M
Sole
Full voting authority
50.99M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
MERCADOLIBRE INC
SOLEShares553.79K
TypeSH
Market value$939.99M
16.79%
Sole
553.79K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares6.93M
TypeSH
Market value$853.17M
15.24%
Sole
6.93M
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares4.41M
TypeSH
Market value$782.57M
13.98%
Sole
4.41M
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares12.05M
TypeSH
Market value$655.45M
11.71%
Sole
12.05M
Shared
0.00
None
0.00
NEW YORK TIMES CO MTN BE
SOLEShares9.03M
TypeSH
Market value$632.20M
11.29%
Sole
9.03M
Shared
0.00
None
0.00
LIBERTY LIVE HOLDINGS INC
SOLEShares5.88M
TypeSH
Market value$620.87M
11.09%
Sole
5.88M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares6.62M
TypeSH
Market value$519.37M
9.28%
Sole
6.62M
Shared
0.00
None
0.00
LIBERTY LIVE HOLDINGS INC
SOLEShares2.38M
TypeSH
Market value$240.64M
4.30%
Sole
2.38M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares2.12M
TypeSH
Market value$185.41M
3.31%
Sole
2.12M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares673.09K
TypeSH
Market value$123.25M
2.20%
Sole
673.09K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares326.94K
TypeSH
Market value$31.11M
0.56%
Sole
326.94K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares11.02K
TypeSH
Market value$14.68M
0.26%
Sole
11.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 553.79K | SH | $939.99M 16.79% | 553.79K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 6.93M | SH | $853.17M 15.24% | 6.93M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 4.41M | SH | $782.57M 13.98% | 4.41M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 12.05M | SH | $655.45M 11.71% | 12.05M | 0.00 | 0.00 |
NEW YORK TIMES CO MTN BESOLE | CL A | 9.03M | SH | $632.20M 11.29% | 9.03M | 0.00 | 0.00 |
LIBERTY LIVE HOLDINGS INCSOLE | COM SHS SER C | 5.88M | SH | $620.87M 11.09% | 5.88M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 6.62M | SH | $519.37M 9.28% | 6.62M | 0.00 | 0.00 |
LIBERTY LIVE HOLDINGS INCSOLE | COM SER A | 2.38M | SH | $240.64M 4.30% | 2.38M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 2.12M | SH | $185.41M 3.31% | 2.12M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 673.09K | SH | $123.25M 2.20% | 673.09K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 326.94K | SH | $31.11M 0.56% | 326.94K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 11.02K | SH | $14.68M 0.26% | 11.02K | 0.00 | 0.00 |