JNE Partners LLP
- SEC CIK
- 0001770120
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 15, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 13
- 0 vs. Q3 2021
- Portfolio value
- $152.6M
- −$24.8M (−14.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CMCSAComcast Corp | Stock | 561,902 | $28.3M | 18.5% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 306,300 | $22.0M | 14.4% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 172,900 | $20.5M | 13.5% | +60,200+53.4% | Added | History |
| MSD Acquisition Corp.G5709C117 | UNIT 03/25/2026 | 1,500,000 | $15.2M | 10.0% | 00.0% | Unchanged | – |
| Orion Biotech Opportuntes CoG6780C125 | UNIT 04/15/2025 | 1,500,000 | $14.8M | 9.7% | 00.0% | Unchanged | – |
| NGNovagold Resources Inc | COM NEW | 1,955,047 | $13.4M | 8.8% | 00.0% | Unchanged | History |
| Elliott Opportunity II Corp.G30092129 | UNIT 99/99/9999 | 1,100,000 | $11.0M | 7.2% | 00.0% | Unchanged | – |
| WALDWaldencast plc | CLASS A ORD SHS | 1,000,000 | $9.95M | 6.5% | 00.0% | Unchanged | History |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 202,000 | $5.68M | 3.7% | 00.0% | Unchanged | History |
| UHALU-Haul Holding Co | COM | 6,400 | $4.65M | 3.0% | −44,426−87.4% | Reduced | History |
| Rocket Internet GRWT Oprt CoG7613T111 | UNIT 99/99/9999 | 430,234 | $4.28M | 2.8% | 00.0% | Unchanged | – |
| KKR Acquisition Holding I Co48253T208 | UNIT 99/99/9999 | 229,866 | $2.30M | 1.5% | 00.0% | Unchanged | – |
| WALDWWaldencast plc | *W EXP 03/11/202 | 333,333 | $403.0K | 0.3% | 00.0% | Unchanged | History |