JNE Partners LLP 13F Holdings · Q2 2026
JNE Partners LLP reported 6 securities worth $243.22M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: LLYVK (50.95%), LLYVA (15.33%), NIQ (14.34%). Among its top 25 positions this quarter: 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLYVK | LIBERTY LIVE HOLDINGS INC | $123.9M | 50.95% | 1.2M | Hold |
| 2 | LLYVA | LIBERTY LIVE HOLDINGS INC | $37.3M | 15.33% | 368,121 | Hold |
| 3 | NIQ | NIQ GLOBAL INTELLIGENCE PLC | $34.9M | 14.34% | 3.7M | Hold |
| 4 | BIO | BIO RAD LABS INC | $26.0M | 10.68% | 88,511 | Trimmed |
| 5 | LBRDA | LIBERTY BROADBAND CORP | $21.1M | 8.69% | 635,155 | Hold |
| 6 | WALDW | WALDENCAST PLC | $15,633 | 0.01% | 333,333 | Hold |
| 7 | LBRDK | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR