Q2 2026 13F · SEC CIK 1770120
JNE Partners LLP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $243.2M
- Reported positions
- 6
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 4 qtrs
JNE Partners LLP is a hedge fund that reported 6 positions worth $243.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Liberty Live Holdings Inc (LLYVK, 51.0%), Liberty Live Group Series A (LLYVA, 15.3%), Niq Global Intelligence PLC (NIQ, 14.3%).
JNE Partners LLP holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| LLYVKLiberty Live Holdings Inc | 51.0% | +0.0% | $123.9M |
| LLYVALiberty Live Group Series A | 15.3% | +0.0% | $37.3M |
| NIQNiq Global Intelligence PLC | 14.3% | +0.0% | $34.9M |
| BIOBio Rad Labs Inc | 10.7% | -3.9% | $26.0M |
| LBRDALiberty Broadband Corp | 8.7% | +0.0% | $21.1M |
| WALDWWaldencast PLC A | 0.0% | +0.0% | $16K |
What JNE Partners LLP bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
- LBRDK Liberty Broadband Corpwas 0.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $243.2M | 6 |
| Q1 2026 | $244.4M | 7 |
| Q4 2025 | $240.7M | 7 |
| Q3 2025 | $234.9M | 8 |
| Q2 2025 | $248.7M | 8 |
| Q1 2025 | $192.0M | 7 |
| Q4 2024 | $168.4M | 7 |
| Q4 2023 | $87.1M | 5 |
| Q3 2023 | $85.5M | 5 |
| Q2 2023 | $57.5M | 5 |
| Q1 2023 | $132.2M | 7 |
| Q4 2022 | $144.5M | 9 |
Questions about JNE Partners LLP's portfolio
What stocks does JNE Partners LLP own?
JNE Partners LLP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 6 positions worth $243.2M. The largest are Liberty Live Holdings Inc (LLYVK) at 51.0%, Liberty Live Group Series A (LLYVA) at 15.3%, Niq Global Intelligence PLC (NIQ) at 14.3%, Bio Rad Labs Inc (BIO) at 10.7% and Liberty Broadband Corp (LBRDA) at 8.7%.
What did JNE Partners LLP buy last quarter?
JNE Partners LLP opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did JNE Partners LLP sell last quarter?
In Q2 2026, JNE Partners LLP sold all of Liberty Broadband Corp (LBRDK), compared with its Q1 2026 filing.
When is JNE Partners LLP's next 13F filing due?
13F filings are due 45 days after each quarter ends. JNE Partners LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.