Jne Partners LLP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1770120) · Explore on the interactive board
Jne Partners LLP disclosed 6 US equity positions worth $243.2m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is LLYVK at 51.0% of the reported book, followed by LIBERTY LIVE HOLDINGS INC, NIQ. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 3 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 0, reduced 1 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Jne Partners LLP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 0 added, 1 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | LLYVK LIBERTY LIVE HOLDINGS INC | Communication Services | 51.0% | $123.9m | 1,173,090 | 0% | held |
| 2 | LIBERTY LIVE HOLDINGS INC | 15.3% | $37.3m | 368,121 | 0% | held | |
| 3 | NIQ NIQ GLOBAL INTELLIGENCE PLC | 14.3% | $34.9m | 3,729,938 | 0% | held | |
| 4 | BIO BIO RAD LABS INC | Healthcare | 10.7% | $26.0m | 88,511 | -4% | reduced |
| 5 | LIBERTY BROADBAND CORP | 8.7% | $21.1m | 635,155 | 0% | held | |
| 6 | WALDENCAST PLC | 0.0% | $15.6k | 333,333 | 0% | held |
What did Jne Partners LLP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| 8L8C LIBERTY BROADBAND CORP | 100.0% | $278.7k |
Sector mix
| Sector | Weight |
|---|---|
| Communication Services | 51.0% |
| Healthcare | 10.7% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Jne Partners LLP's portfolio?
Across every quarter Jne Partners LLP has filed, its median largest position is 48.1% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 6.0 positions are still open and their final length is unknown.