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Linonia Partnership LP (auto-surfaced)

cloneable · 31-MAR-2026 → 30-JUN-2026

AUM $5,598,714,938 · 12 positions · top-10 99.2% · SEC filing history →

13FScore 60/100 — cloning their disclosed top holdings over ~2.7y returned +16%/yr vs S&P +18%/yr (alpha -2%/yr), ahead of the market in 64% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$RBLX · ROBLOX CORP11.7%$655,452,255-6%HighRoblox operates an online platform where users create, share, and play user-generated 3D games and experiences, monetized through its virtual currency.

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$MELI · MERCADOLIBRE INC16.8%+325%+9%MedMercadoLibre operates the largest e-commerce and fintech ecosystem in Latin America, including an online marketplace, the Mercado Pago payments and financial services platform, logistics, and advertising.NASDAQCitriniBitget →

Top holdings now

Issuer% bookSince entryBusinessTags
$MELI · MERCADOLIBRE INC16.8%+7% Q1 '26MercadoLibre operates the largest e-commerce and fintech ecosystem in Latin America, including an online marketplace, the Mercado Pago payments and financial services platform, logistics, and advertising.NASDAQCitriniBitget →
$GWRE · GUIDEWIRE SOFTWARE INC15.2%+61% Q4 '23Provides a cloud-based software platform for property and casualty insurers, supporting policy administration, billing, claims management and data analytics.
$VEEV · VEEVA SYS INC14.0%+63% Q4 '23Veeva Systems provides cloud-based software and data solutions for the life-sciences industry, spanning CRM, clinical, regulatory, quality, and commercial operations.S&PBitget →
$RBLX · ROBLOX CORP11.7%-6% Q2 '26Roblox operates an online platform where users create, share, and play user-generated 3D games and experiences, monetized through its virtual currency.
$NYT · NEW YORK TIMES CO MTN BE11.3%-18% Q1 '26A medium-term note issued by The New York Times Company, which produces news and journalism and operates digital and print subscription products.
$LLYVK · LIBERTY LIVE HOLDINGS INC11.1%+20% Q4 '25Liberty Live is a tracking stock of Liberty Media designed to track the economic performance of its equity stake in Live Nation Entertainment, the live-events and ticketing company.NASDAQ
$SGI · SOMNIGROUP INTERNATIONAL INC9.3%-6% ≥Q1 '25Somnigroup International designs, manufactures and retails mattresses and bedding products under brands including Tempur-Pedic and Sealy, and operates the Mattress Firm retail chain.
$LLYVA · LIBERTY LIVE HOLDINGS INC4.3%+18% Q4 '25Liberty Live is a tracking stock of Liberty Media designed to track the economic performance of its equity stake in Live Nation Entertainment, the live-events and ticketing company.NASDAQCitrini
$FWONA · LIBERTY MEDIA CORP DEL3.3%+44% Q4 '23Liberty Media is a media and entertainment holding company whose interests include the Formula One racing business and stakes in Live Nation and other media assets.NASDAQ
$LYV · LIVE NATION ENTERTAINMENT IN2.2%+32% Q1 '25Live Nation Entertainment is a live-events company that promotes and produces concerts, operates venues, sells event tickets through Ticketmaster, and provides artist management and sponsorship services.S&PCitrini

Since entry / add = price change to the latest close (30-JUN-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-10-17 · Alpha-Investor tracker