Institutional
JNE Partners LLP
CIK 0001770120
$244.4M
Reported AUM
7
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · JNE Partners LLP · Q1 2026
AI · grounded in 13F
JNE Partners LLP increased its position in NIQ GLOBAL INTELLIGENCE PLC by 13.2%. The fund added one new position to its portfolio. Total assets under management stood at $244.4M across seven positions.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LLYVK | LIBERTY LIVE HOLDINGS INC | $98.60 | -6.67% | 19.41% | 207.17% | $110.4M | 45.17% | — | HELD |
| 2 | NIQ | NIQ GLOBAL INTELLIGENCE PLC | $11.17 | -1.85% | -34.02% | -34.45% | $42.4M | 17.35% | — | HELD |
| 3 | LLYVA | LIBERTY LIVE HOLDINGS INC | $94.72 | -7.23% | 18.39% | 196.74% | $33.7M | 13.80% | — | HELD |
| 4 | LBRDA | LIBERTY BROADBAND CORP | $34.06 | 2.19% | -43.15% | -80.44% | $31.9M | 13.05% | — | HELD |
| 5 | BIO | BIO RAD LABS INC | $325.60 | -0.34% | 12.21% | -60.32% | $25.7M | 10.50% | — | HELD |
| 6 | LBRDK | LIBERTY BROADBAND CORP | $34.04 | 2.04% | -44.51% | -81.38% | $279K | 0.11% | — | HELD |
| 7 | WALDW | WALDENCAST PLC | $0.04 | -13.33% | -15.22% | -95.67% | $12K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002212. 13F discloses long positions only — shorts, foreign equities, and options are excluded.