JNE Partners LLP

CIK 0001770120 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

JNE Partners LLP reported 6 positions worth $243.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: LLYVK (51.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$243.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	LLYVK	LIBERTY LIVE HOLDINGS INC	SH	$123.9M	50.95%	1,173,090	—	—
▸ 2	LLYVA	LIBERTY LIVE HOLDINGS INC	SH	$37.3M	15.33%	368,121	—	—
▸ 3	NIQ	NIQ GLOBAL INTELLIGENCE PLC	SH	$34.9M	14.34%	3,729,938	—	—
▸ 4	BIO	BIO RAD LABS INC	SH	$26.0M	10.68%	88,511	—	—
▸ 5	530307107	LIBERTY BROADBAND CORP	SH	$21.1M	8.69%	635,155	—	—
▸ 6	WALDW	WALDENCAST PLC	SH	$15.6K	0.01%	333,333	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does JNE Partners LLP hold as of Q2 2026?

JNE Partners LLP reported 6 positions worth $243.2M in its Q2 2026 13F filing. Largest positions: LLYVK (51.0%), LLYVA (15.3%), NIQ (14.3%), BIO (10.7%) and LIBERTY BROADBAND CORP (8.7%).

What did JNE Partners LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did JNE Partners LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.