Book
Universe
Index
Census
Generalist
· New York, NY
Linonia Partnership LP
Software
$1.6B
Weight of 13F
29.0%
Names
2
Vs prior quarter
−$374M
Filed 14 August 2026.
12 positions in the whole 13F.
Software held
Guidewire
GWRE
6,933,483 shares · 52.2% of their software
$853M
−$291M
Veeva
VEEV
4,409,598 shares · 47.8% of their software
$783M
−$82.5M