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Livermore
Livermore
ZHEN

JNE Partners LLP

SEC CIK
0001770120
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
13
+2 vs. Q2 2021
Portfolio value
$177.3M
+$41.1M (+30.2%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of JNE Partners LLP in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
UHALU-Haul Holding CoCOM50,826$32.8M18.5%00.0%UnchangedHistory
CMCSAComcast CorpStock561,902$31.4M17.7%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM306,300$19.9M11.2%+306,300NewHistory
BABAAlibaba Group Holding LtdADR112,700$16.7M9.4%+112,700NewHistory
MSD Acquisition Corp.G5709C117UNIT 03/25/20261,500,000$15.0M8.5%00.0%Unchanged–
Orion Biotech Opportuntes CoG6780C125UNIT 04/15/20251,500,000$14.9M8.4%00.0%Unchanged–
NGNovagold Resources IncCOM NEW1,955,047$13.5M7.6%00.0%UnchangedHistory
Elliott Opportunity II Corp.G30092129UNIT 99/99/99991,100,000$11.1M6.3%00.0%Unchanged–
WALDWaldencast plcCLASS A ORD SHS1,000,000$9.80M5.5%00.0%UnchangedHistory
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP202,000$5.34M3.0%+202,000NewHistory
Rocket Internet GRWT Oprt CoG7613T111UNIT 99/99/9999430,234$4.29M2.4%00.0%Unchanged–
KKR Acquisition Holding I Co48253T208UNIT 99/99/9999229,866$2.29M1.3%00.0%Unchanged–
WALDWWaldencast plc*W EXP 03/11/202333,333$287.0K0.2%00.0%UnchangedHistory

Sold out since Q2 2021 (1)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of JNE Partners LLP sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
Liberty Media Acquisition Corp53073L104COM SR A42,126$429.0K0.3%–