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Michael Klarman

Linonia Partnership Lp

Assets Managed
$5.384B
Holdings
14
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
21.82%(2Q avg: 18.78%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Linonia Partnership Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Linonia Partnership Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.384B in assets, with a quarterly growth rate of 21.82% and a 2-quarter average growth rate of 18.78%. The portfolio is managed by Michael Klarman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GWRE
Guidewire Software Inc
Recent Activity
Increased 42.68%
21.26%
$1.144B
7.651M shares@ $149.57 avg price
VEEV
Veeva Systems Inc-class A
Recent Activity
Increased 75.88%
16.07%
$865.06M
4.925M shares@ $175.66 avg price
NYT
New York Times Co-a
Recent Activity
New Position
14.06%
$756.421M
9.034M shares@ $83.73 avg price
TPX
Tempur Sealy International I
Recent Activity
Increased 0.05%
12.06%
$649.166M
8.782M shares@ $73.92 avg price
LLYVK
Liberty Live Holdings-c
Recent Activity
Increased 7.77%
10.83%
$582.795M
6.193M shares@ $94.12 avg price
TW
Tradeweb Markets Inc-class A
Recent Activity
New Position
6.11%
$328.418M
2.791M shares@ $117.66 avg price
FWONK
Liberty Media Corp-lib-new-c
Recent Activity
Increased 281.99%
4.33%
$232.624M
2.736M shares@ $85.02 avg price
LLYVA
Liberty Live Holdings-a
Recent Activity
4.26%
$229.004M
2.499M shares@ $91.64 avg price
MELI
Mercadolibre Inc
Recent Activity
New Position
4.19%
$225.224M
130,261 shares@ $1729.02 avg price
FWONA
Liberty Media Corp-lib-new-a
Recent Activity
3.08%
$165.378M
2.118M shares@ $78.09 avg price

1-10 of 14