JNE Partners LLP
Follow13F filer, CIK 1770120, London, United Kingdom
JNE Partners LLP reported $243,217,386 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003547
- Period
- 2026-06-30
- Reported value
- $243M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BIOreduced | -3,589 | -$1.05M |
| LBRDKexited | -5,540 | -$279K |
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.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001172661-26-003547, largest first. % of portfolio is the value over $243,217,386, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| LLYVKLIBERTY LIVE HOLDINGS INC | 1,173,090 | $124M | 50.95% | 0 | Timeline | ||
| LLYVALIBERTY LIVE HOLDINGS INC | 368,121 | $37.3M | 15.33% | 0 | Timeline | ||
| NIQNIQ GLOBAL INTELLIGENCE PLC | 3,729,938 | $34.9M | 14.34% | 0 | Timeline | ||
| BIOBIO RAD LABS INC | 88,511 | $26M | 10.68% | -3,589 | Timeline | ||
| LBRDALIBERTY BROADBAND CORP | 635,155 | $21.1M | 8.69% | 0 | Timeline | ||
| WALDWWALDENCAST PLC | 333,333 | $15.6K | 0.01% | 0 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| LBRDKLIBERTY BROADBAND CORP | 5,540 | $279K | shares |
How Q2 2026 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 0001172661-26-003547 | base | 2026-08-14 | acceptance time not in the bulk data set |