Linonia Partnership LP
13F filer · CIK 1985479 · New York, NY
Summary
Linonia Partnership LP reported $5.60B across 12 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are MELI (16.8%), GWRE (15.2%), VEEV (14.0%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 1, trimmed 6 and sold out of 3.
Reported value$5.60B
Positions12
Report period2026 Q2
FiledAug 14, 2026
New positions1
Added1
Trimmed6
Sold out3
Top 12 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 16.8%Value $939.99MPrice $1725Shares 554K +325.14%Since Jun 30 +1.62%
Weight 15.2%Value $853.17MPrice $142.52Shares 6.93M -9.38%Since Jun 30 +15.82%
Weight 14.0%Value $782.57MPrice $278.57Shares 4.41M -10.46%Since Jun 30 +56.97%
Weight 11.7%Value $655.45MPrice $41.18Shares 12.05MSince Jun 30 -24.27%
Weight 11.3%Value $632.20MPrice $62.32Shares 9.03MSince Jun 30 -10.95%
Weight 11.1%Value $620.87MPrice $99.12Shares 5.88M -5.09%Since Jun 30 -6.17%
Weight 9.3%Value $519.37MPrice $62.26Shares 6.62M -24.57%Since Jun 30 -20.59%
Weight 4.3%Value $240.64MPrice $96.58Shares 2.38M -4.90%Since Jun 30 -4.62%
Weight 3.3%Value $185.41MPrice $85.35Shares 2.12MSince Jun 30 -2.50%
Weight 2.2%Value $123.25MPrice $171.09Shares 673KSince Jun 30 -6.56%
Weight 0.6%Value $31.11MPrice $93.08Shares 327K -88.05%Since Jun 30 -2.17%
Weight 0.3%Value $14.68MPrice $1100Shares 11KSince Jun 30 -17.44%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 16.8% | $939.99M | +1.62% | +325.14% | Add | |
| 15.2% | $853.17M | +15.82% | -9.38% | Trim | |
| 14.0% | $782.57M | +56.97% | -10.46% | Trim | |
| 11.7% | $655.45M | -24.27% | — | New | |
| 11.3% | $632.20M | -10.95% | — | Hold | |
| 11.1% | $620.87M | -6.17% | -5.09% | Trim | |
| 9.3% | $519.37M | -20.59% | -24.57% | Trim | |
| 4.3% | $240.64M | -4.62% | -4.90% | Trim | |
| 3.3% | $185.41M | -2.50% | — | Hold | |
| 2.2% | $123.25M | -6.56% | — | Hold | |
| 0.6% | $31.11M | -2.17% | -88.05% | Trim | |
| 0.3% | $14.68M | -17.44% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.