JNE Partners LLP
CIK: 0001770120Latest portfolio: $240.7M · Q4 2025
Holdings
7
Total Value
$240.7M
New Positions
2
Closed Positions
2
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | LLYVKLIBERTY LIVE HOLDINGS INC | 1,173,090 | $97.6M | 40.52% | NEW | |
| 2 | NIQNIQ GLOBAL INTELLIGENCE PLC | 3,294,924 | $54.3M | 22.57% | +2.3M | |
| 3 | LBRDALIBERTY BROADBAND CORP | 635,155 | $30.7M | 12.74% | — | |
| 4 | LLYVALIBERTY LIVE HOLDINGS INC | 368,121 | $30.0M | 12.46% | NEW | |
| 5 | BUWABIO RAD LABS INC | 92,100 | $27.9M | 11.59% | — | |
| 6 | LBRDKLIBERTY BROADBAND CORP | 5,540 | $269K | 0.11% | — | |
| 7 | WALDWALDENCAST PLC | 333,333 | $12K | 0.00% | — |
Quarterly Changes
Increased Positions
No increased positions
Decreased Positions
| Name | Shares | Change |
|---|---|---|
| NIQ | 3.3M | 2.3M |
Sector Breakdown
Communication Services0.0% ($975543066.5T)
Technology0.0% ($5.4B)
Unknown0.0% ($27.9M)
Filing History
Fund Information
JNE Partners LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $240.7M across 7 holdings. The largest position is LIBERTY LIVE HOLDINGS INC (LLYVK), representing 40.5% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.