Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

JNE Partners LLP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

JNE Partners LLP (CIK 1770120) reported $243.2M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LLYVK ($123.9M, 50.95%), LLYVA ($37.3M, 15.33%), NIQ ($34.9M, 14.34%), BIO ($26.0M, 10.68%), LBRDA ($21.1M, 8.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1LLYVKLIBERTY LIVE HOLDINGS INC$123.9M50.95%1.2MHold
2LLYVALIBERTY LIVE HOLDINGS INC$37.3M15.33%368,121Hold
3NIQNIQ GLOBAL INTELLIGENCE PLC$34.9M14.34%3.7MHold
4BIOBIO RAD LABS INC$26.0M10.68%88,511Trimmed
5LBRDALIBERTY BROADBAND CORP$21.1M8.69%635,155Hold
6WALDWWALDENCAST PLC$15,6330.01%333,333Hold
7LBRDKLIBERTY BROADBAND CORP$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30