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Linonia Partnership LP
institutionele belegger · portefeuille $5.60 mld. · 12 posities · rapport per 30.06.2026
Aandelenposities rapport over 30.06.2026, ingediend op 14.08.2026; verandering — t.o.v. 31.03.2026 · 15
| Bedrijf | Aandelen | Waarde | % van de portefeuille | Verandering per Kwartaal |
|---|---|---|---|---|
| MercadoLibre Inc. US:MELI | 553 788 | $940 mln. | 16.79% | +423 527 |
| Guidewire Software Inc US:GWRE | 6 933 483 | $853 mln. | 15.24% | −717 647 |
| Veeva Systems Inc Class A US:VEEV | 4 409 598 | $783 mln. | 13.98% | −515 028 |
| Roblox Corp US:RBLX | 12 053 186 | $655 mln. | 11.71% | nieuw |
| New York Times Company US:NYT | 9 034 044 | $632 mln. | 11.29% | — |
| Liberty Live Holdings, Inc.… US:LLYVK | 5 877 204 | $621 mln. | 11.09% | −315 493 |
| Somnigroup International Inc… US:SGI | 6 624 644 | $519 mln. | 9.28% | −2 157 367 |
| Liberty Live Holdings, Inc.… US:LLYVA | 2 376 439 | $241 mln. | 4.30% | −122 511 |
| Liberty Media Corporation Se… US:FWONA | 2 118 059 | $185 mln. | 3.31% | — |
| Live Nation Entertainment, I… US:LYV | 673 090 | $123 mln. | 2.20% | — |
| Liberty Media Corporation Se… US:FWONK | 326 943 | $31.1 mln. | 0.56% | −2 409 172 |
| Transdigm Group Incorporated US:TDG | 11 022 | $14.7 mln. | 0.26% | — |
| Tradeweb Markets Inc US:TW | 0 (was 2 791 246) | — | — | verkocht |
| EchoStar Corporation US:ECHO | 0 (was 695 800) | — | — | verkocht |
| Shake Shack Inc US:SHAK | 0 (was 95 502) | — | — | verkocht |
In bedrijven uit onze database 5
| Bedrijf | Belang | Aandelen | Rapportdatum |
|---|---|---|---|
| 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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