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 | $104.51 | 0.78% | 25.59% | 223.05% | $110.4M | 45.17% | — | HELD |
| 2 | NIQ | NIQ GLOBAL INTELLIGENCE PLC | $11.30 | -5.60% | -29.30% | -29.75% | $42.4M | 17.35% | — | HELD |
| 3 | LLYVA | LIBERTY LIVE HOLDINGS INC | $100.82 | 0.76% | 25.06% | 213.47% | $33.7M | 13.80% | — | HELD |
| 4 | LBRDA | LIBERTY BROADBAND CORP | $32.65 | -4.14% | -45.50% | -81.25% | $31.9M | 13.05% | — | HELD |
| 5 | BIO | BIO RAD LABS INC | $321.32 | -1.81% | 13.26% | -59.95% | $25.7M | 10.50% | — | HELD |
| 6 | LBRDK | LIBERTY BROADBAND CORP | $32.72 | -4.05% | -43.27% | -80.96% | $279K | 0.11% | — | HELD |
| 7 | WALDW | WALDENCAST PLC | $0.05 | 12.50% | -2.83% | -95.03% | $12K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002212. 13F discloses long positions only — shorts, foreign equities, and options are excluded.