Linonia Partnership LP
Annual return
—
SPY
—
Alpha
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Invested
$5.4B
Holdings
14
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$GWRE
GUIDEWIRE SOFTWARE INC
Q4 2025: Exited (was 4.31M shares)
21.3%
02
$VEEV
VEEVA SYS INC
Q4 2025: Exited (was 2.97M shares)
16.1%
03
$NYT
NEW YORK TIMES CO MTN BE
Held since at least Q1 2024
14.1%
04
$SGI
SOMNIGROUP INTERNATIONAL INC
Q4 2025: Exited (was 8.78M shares)
12.1%
05
$LLYVK
LIBERTY LIVE HOLDINGS INC
Held since at least Q1 2024
10.8%
06
$TW
TRADEWEB MKTS INC
Held since at least Q1 2024
6.1%
07
$FWONK
LIBERTY MEDIA CORP DEL
Q4 2025: Exited (was 716.3k shares)
4.3%
08
$LLYVA
LIBERTY LIVE HOLDINGS INC
Held since at least Q1 2024
4.3%
09
$MELI
MERCADOLIBRE INC
Held since at least Q1 2024
4.2%
10
$FWONA
LIBERTY MEDIA CORP DEL
Q4 2025: Exited (was 2.12M shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 07:45 UTC.