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Linonia Partnership LP
institucionální investor · portfolio $5.60 mld. · 12 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 15
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| MercadoLibre Inc. US:MELI | 553 788 | $940 mil. | 16.79% | +423 527 |
| Guidewire Software Inc US:GWRE | 6 933 483 | $853 mil. | 15.24% | −717 647 |
| Veeva Systems Inc Class A US:VEEV | 4 409 598 | $783 mil. | 13.98% | −515 028 |
| Roblox Corp US:RBLX | 12 053 186 | $655 mil. | 11.71% | nová |
| New York Times Company US:NYT | 9 034 044 | $632 mil. | 11.29% | — |
| Liberty Live Holdings, Inc.… US:LLYVK | 5 877 204 | $621 mil. | 11.09% | −315 493 |
| Somnigroup International Inc… US:SGI | 6 624 644 | $519 mil. | 9.28% | −2 157 367 |
| Liberty Live Holdings, Inc.… US:LLYVA | 2 376 439 | $241 mil. | 4.30% | −122 511 |
| Liberty Media Corporation Se… US:FWONA | 2 118 059 | $185 mil. | 3.31% | — |
| Live Nation Entertainment, I… US:LYV | 673 090 | $123 mil. | 2.20% | — |
| Liberty Media Corporation Se… US:FWONK | 326 943 | $31.1 mil. | 0.56% | −2 409 172 |
| Transdigm Group Incorporated US:TDG | 11 022 | $14.7 mil. | 0.26% | — |
| EchoStar Corporation US:ECHO | 0 (bylo 695 800) | — | — | prodána |
| Shake Shack Inc US:SHAK | 0 (bylo 95 502) | — | — | prodána |
| Tradeweb Markets Inc US:TW | 0 (bylo 2 791 246) | — | — | prodána |
Ve společnostech z naší databáze 5
| Společnost | Podíl | Akcie | Datum Zprávy |
|---|---|---|---|
| Liberty Live Holdings, Inc.… | 9.29% | 2 376 439 | 2026-06-30 |
| Liberty Media Corporation Se… | 8.83% | 2 118 059 | 2026-06-30 |
| Guidewire Software Inc | 8.33% | 6 933 483 | 2026-06-30 |
| Somnigroup International Inc… | 3.15% | 6 624 644 | 2026-06-30 |
| Veeva Systems Inc Class A | 2.72% | 4 409 598 | 2026-06-30 |
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