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JNE Partners LLP
hedge fundUpdated 27 days agoManaged by Jne Partners Llp • Latest filing Q2 2026
Portfolio value
$243.2M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
24.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $132.2M |
| Q2 2023 | $57.5M |
| Q3 2023 | $85.5M |
| Q4 2023 | $87.1M |
| Q1 2024 | $68.9M |
| Q2 2024 | $65.7M |
| Q3 2024 | $86.1M |
| Q4 2024 | $168.4M |
| Q1 2025 | $192M |
| Q2 2025 | $248.7M |
| Q3 2025 | $234.9M |
| Q4 2025 | $240.7M |
| Q1 2026 | $244.4M |
| Q2 2026 | $243.2M |
Top holdings
6 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LLYVK LIBERTY LIVE HOLDINGS INC | $123.9M | 1.17M | 50.95% | — |
| 2 | L LLYVK LIBERTY LIVE HOLDINGS INC | $37.3M | 368.1K | 15.33% | — |
| 3 | N NIQ NIQ GLOBAL INTELLIGENCE PLC | $34.9M | 3.73M | 14.34% | — |
| 4 | B BIO-B BIO RAD LABS INC | $26M | 88.5K | 10.69% | — |
| 5 | L LBRDP LIBERTY BROADBAND CORP | $21.1M | 635.2K | 8.69% | — |
| 6 | W WALDW WALDENCAST PLC | $16K | 333.3K | 0.01% | — |