1y return−17.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $154 against $157 in the S&P 500.2
Linonia Partnership LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MELIMercadolibre Inc | $940.0M | 16.8% | +325.1% |
| GWREGuidewire Software Inc | $853.2M | 15.2% | −9.4% |
| VEEVVeeva Sys Inc | $782.6M | 14.0% | −10.5% |
| RBLXRoblox Corp | $655.5M | 11.7% | New |
| NYTNew York Times Co Mtn Be | $632.2M | 11.3% | |
| LLYVKLiberty Live Holdings Inc | $620.9M | 11.1% | −5.1% |
| SGISomnigroup International Inc | $519.4M | 9.3% | −24.6% |
| LLYVALiberty Live Holdings Inc | $240.6M | 4.3% | −4.9% |
| FWONALiberty Media Corp Del | $185.4M | 3.3% | |
| LYVLive Nation Entertainment In | $123.2M | 2.2% | |
| FWONKLiberty Media Corp Del | $31.1M | 0.6% | −88.1% |
| TDGTransdigm Group Inc | $14.7M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SGISomnigroup International Inc | December 31, 2023 | +53.8% | $519.4M |
| FWONALiberty Media Corp Del | December 31, 2023 | +51.0% | $185.4M |
| FWONKLiberty Media Corp Del | December 31, 2023 | +50.7% | $31.1M |
| LYVLive Nation Entertainment In | March 31, 2025 | +40.2% | $123.2M |
| TDGTransdigm Group Inc | December 31, 2023 | +31.7% | $14.7M |
| LLYVKLiberty Live Holdings Inc | December 31, 2025 | +27.0% | $620.9M |
| LLYVALiberty Live Holdings Inc | December 31, 2025 | +24.2% | $240.6M |
| GWREGuidewire Software Inc | December 31, 2023 | +12.8% | $853.2M |
| MELIMercadolibre Inc | March 31, 2026 | −1.8% | $940.0M |
| VEEVVeeva Sys Inc | December 31, 2023 | −7.8% | $782.6M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −3.4% | +14.8% |
| March 31, 2026 | −11.5% | −4.6% |
| December 31, 2025 | −11.7% | +2.4% |
| September 30, 2025 | +8.9% | +7.8% |
| June 30, 2025 | +20.2% | +10.5% |
| March 31, 2025 | +4.0% | −4.6% |
| December 31, 2024 | +10.2% | +2.1% |
| September 30, 2024 | +22.6% | +5.4% |
| June 30, 2024 | −3.2% | +4.0% |
| March 31, 2024 | +14.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Linonia Partnership LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1985479&type=13F-HR&dateb=&owner=include&count=40CIK 1985479
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1985479/000198547926000018/Filed August 14, 2026 · accession 0001985479-26-000018