JNE Partners LLP 13F holdings
JNE Partners LLP reported 5 positions with a total reported value of $243.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: LLYVA LIBERTY LIVE HOLDINGS INC (66.3%), NIQ NIQ GLOBAL INTELLIGENCE PLC (14.3%), BIO BIO RAD LABS INC (10.7%), LBRDK LIBERTY BROADBAND CORP (8.7%), MLKWF WALDENCAST PLC (<0.1%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
5 largest of 5 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LLYVA LIBERTY LIVE HOLDINGS INC | 1,541,211 | $161.2M | 66.3% |
| NIQ NIQ GLOBAL INTELLIGENCE PLC | 3,729,938 | $34.9M | 14.3% |
| BIO BIO RAD LABS INC | 88,511 | $26.0M | 10.7% |
| LBRDK LIBERTY BROADBAND CORP | 635,155 | $21.1M | 8.7% |
| MLKWF WALDENCAST PLC | 333,333 | $15.6K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BIO BIO RAD LABS INC | 92,100 | 88,511 | -3.9% | $26.0M |
| LBRDK LIBERTY BROADBAND CORP | 640,695 | 635,155 | -0.9% | $21.1M |
CIK 1770120 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
