Jne Partners LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Jne Partners LLP disclosed 6 US equity positions worth $243.2m in its Q2 2026 13F filing. The largest position was LLYVK at 51.0% of the reported book, followed by LIBERTY LIVE HOLDINGS INC and NIQ. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 6 holdings.
What did Jne Partners LLP own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.