Linonia Partnership LP 13F: Quarter-over-Quarter Portfolio Changes
Linonia Partnership LP reported a disclosed portfolio value of approximately $5.4 billion in its latest SEC Form 13F-HR filing for Q1 2026, up 21.8% quarter on quarter. Over the quarter, the fund initiated 3 new positions, bought more shares in 5 holdings, trimmed 1 holding, and exited 1 position.
Linonia Partnership LP's top buy was a new stake in New York Times CO Mtn Be (NYT) , equal to 14.1% of the disclosed portfolio. Its top sell was Echostar CORP (SATS) . The fund sold 88.6% of its previously reported shares, reducing the position's portfolio weight by 13.5 percentage points.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| NEW YORK TIMES CO MTN BE | NYT | 14.1% | History → |
| TRADEWEB MKTS | TW | 6.1% | History → |
| MERCADOLIBRE INC | MELI | 4.2% | History → |
Top BuysQ1 2026
The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| LIBERTY MEDIA CORP DEL | FWONK | +2.7% | +282.0% | History → |
| VEEVA SYSTEMS | VEEV | +1.9% | +75.9% | History → |
| GUIDEWIRE SOFTWARE INC | GWRE | +-3.1% | +42.7% | History → |
| LIBERTY LIVE HOLDINGS INC | LLYVK | +0.0% | +7.8% | History → |
| SOMNIGROUP INTERNATIONAL INC | SGI | +-5.7% | +0.0% | History → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| ECHOSTAR CORP | SATS | -13.5% | 88.6% | Holders → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| FAIR ISAAC CORP | FICO | 4.7% |
Net Portfolio Value ChangeQ1 2026
- $4.4BPrior quarter
- $5.4BCurrent quarter
- +$1.0BNet delta
- +21.8%% change
Methodology & FAQ
How Linonia Partnership LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Linonia Partnership LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Linonia Partnership LP buy in Q1 2026?
In Q1 2026, Linonia Partnership LP initiated 3 new positions (NEW YORK TIMES CO MTN BE (NYT), TRADEWEB MKTS (TW), MERCADOLIBRE INC (MELI)); bought more shares of LIBERTY MEDIA CORP DEL (FWONK), VEEVA SYSTEMS (VEEV), GUIDEWIRE SOFTWARE INC (GWRE), LIBERTY LIVE HOLDINGS INC (LLYVK), SOMNIGROUP INTERNATIONAL INC (SGI).
What stocks did Linonia Partnership LP sell in Q1 2026?
In Q1 2026, Linonia Partnership LP fully sold 1 position (FAIR ISAAC CORP (FICO)); reduced holdings in ECHOSTAR CORP (SATS).
Which positions did Linonia Partnership LP initiate in Q1 2026?
Linonia Partnership LP established 3 new positions in Q1 2026: NEW YORK TIMES CO MTN BE (NYT, 14.1%), TRADEWEB MKTS (TW, 6.1%), MERCADOLIBRE INC (MELI, 4.2%).
Which existing positions saw the largest allocation increases for Linonia Partnership LP in Q1 2026?
Of 5 existing positions with share-count increases in Q1 2026, the largest were: LIBERTY MEDIA CORP DEL (FWONK, +2.7% weight, +282.0% shares), VEEVA SYSTEMS (VEEV, +1.9% weight, +75.9% shares), GUIDEWIRE SOFTWARE INC (GWRE, +-3.1% weight, +42.7% shares), LIBERTY LIVE HOLDINGS INC (LLYVK, +0.0% weight, +7.8% shares), SOMNIGROUP INTERNATIONAL INC (SGI, +-5.7% weight, +0.0% shares).
Which positions did Linonia Partnership LP fully exit in Q1 2026?
Linonia Partnership LP fully exited 1 position in Q1 2026: FAIR ISAAC CORP (FICO, last-reported weight 4.7%).
Which existing positions saw the largest allocation reductions for Linonia Partnership LP in Q1 2026?
Of 1 existing position with share-count reductions in Q1 2026, the largest were: ECHOSTAR CORP (SATS, -13.5% weight, -88.6% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.