JNE Partners LLP
CIK: 0001770120SEC EDGAR →
Portfolio Value
$240.7M
Holdings
7
As of
Q4 2025
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LIBERTY LIVE HOLDINGS INC | 1,173,090 | $97.6M | 40.52% |
| 2 | NIQ GLOBAL INTELLIGENCE PLC | 3,294,924 | $54.3M | 22.57% |
| 3 | LIBERTY BROADBAND CORP | 635,155 | $30.7M | 12.74% |
| 4 | LIBERTY LIVE HOLDINGS INC | 368,121 | $30.0M | 12.46% |
| 5 | BIO RAD LABS INC | 92,100 | $27.9M | 11.59% |
| 6 | WALDENCAST PLC | 333,333 | $12.0M | 4.98% |
| 7 | LIBERTY BROADBAND CORP | 5,540 | $269K | 0.11% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 4 | $158.5M | 62.7% |
| Technology | 2 | $66.3M | 26.2% |
| Unknown | 1 | $27.9M | 11.0% |