JNE Partners LLP
Follow13F filer, CIK 1770120, London, United Kingdom
JNE Partners LLP reported $248,673,856 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003282
- Period
- 2025-06-30
- Reported value
- $249M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BIOnew | +92,100 | $22.2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
None.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001172661-25-003282, largest first. % of portfolio is the value over $248,673,856, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| LLYVKLIBERTY MEDIA CORP DEL | 1,300,890 | $106M | 42.46% | 0 | Timeline | ||
| LBRDALIBERTY BROADBAND CORP | 635,155 | $62.1M | 24.98% | 0 | Timeline | ||
| BATRKATLANTA BRAVES HLDGS INC | 721,141 | $33.7M | 13.56% | 0 | Timeline | ||
| BIOBIO RAD LABS INC | 92,100 | $22.2M | 8.94% | new | Timeline | ||
| LLYVALIBERTY MEDIA CORP | 240,121 | $19.1M | 7.67% | 0 | Timeline | ||
| NGNOVAGOLD RESOURCES INC | 1,307,396 | $5.35M | 2.15% | 0 | Timeline | ||
| LBRDKLIBERTY BROADBAND CORP | 5,540 | $545K | 0.22% | 0 | Timeline | ||
| WALDWWALDENCAST PLC | 333,333 | $32.3K | 0.01% | 0 | Timeline |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001172661-25-003282 | base | 2025-08-14 | acceptance time not in the bulk data set |