JNE Partners LLP
- SEC CIK
- 0001770120
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 8
- No 13F data for Q4 2020
- Portfolio value
- $128.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UHALU-Haul Holding Co | COM | 64,045 | $39.2M | 30.5% | – | – | History |
| CMCSAComcast Corp | Stock | 561,902 | $30.4M | 23.6% | – | – | History |
| NGNovagold Resources Inc | COM NEW | 1,955,047 | $17.1M | 13.3% | – | – | History |
| MSD Acquisition Corp.G5709C117 | UNIT 03/25/2026 | 1,500,000 | $15.2M | 11.8% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 153,500 | $10.0M | 7.8% | – | – | History |
| Waldencast Acquisition CorpG9460C126 | UNIT 03/11/2026 | 1,000,000 | $9.99M | 7.8% | – | – | – |
| Rocket Internet GRWT Oprt CoG7613T111 | UNIT 99/99/9999 | 40,234 | $4.31M | 3.3% | – | – | – |
| KKR Acquisition Holding I Co48253T208 | UNIT 99/99/9999 | 229,866 | $2.30M | 1.8% | – | – | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| TSLATesla, Inc. | Stock | $30.1M | – |