JNE Partners LLP
JNE Partners LLP reported 6 US-listed holdings worth $243.2 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Liberty Live Hldgs Inc. (51.0%), Liberty Live Holdings Inc. Com Ser A (15.3%) and Niq Global Intelligence PLC (14.3%). Against the quarter before, it opened 0 positions, added to 0, trimmed 1 and sold out of 1.
The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +30.8% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 1
- Bio-Rad Laboratories, Inc. BIO-3,589 shares · -4%
Sold out of 1
- Liberty Broadband Corp. LBRDK$278,662 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Liberty Live Hldgs Inc. LLYVK | 1.2M | $123.9 million | 50.95% | no change |
| Liberty Live Holdings Inc. Com Ser A LLYVA | 368.1K | $37.3 million | 15.33% | no change |
| Niq Global Intelligence PLC NIQ | 3.7M | $34.9 million | 14.34% | no change |
| Bio-Rad Laboratories, Inc. BIO | 88.5K | $26.0 million | 10.68% | -3.6K |
| Liberty Broadband Corp. LBRDA | 635.2K | $21.1 million | 8.69% | no change |
| Waldencast PLC WALDW | 333.3K | $15,633 | 0.01% | no change |