JNE Partners LLP
- SEC CIK
- 0001770120
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 15
- +2 vs. Q4 2021
- Portfolio value
- $211.2M
- +$58.7M (+38.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc. | COM | 608,200 | $48.7M | 23.1% | +608,200 | New | History |
| CMCSAComcast Corp | Stock | 561,902 | $26.3M | 12.5% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 306,300 | $25.3M | 12.0% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 200,000 | $21.8M | 10.3% | +27,100+15.7% | Added | History |
| NGNovagold Resources Inc | COM NEW | 1,955,047 | $15.1M | 7.2% | 00.0% | Unchanged | History |
| MSD Acquisition Corp.G5709C117 | UNIT 03/25/2026 | 1,500,000 | $14.8M | 7.0% | 00.0% | Unchanged | – |
| Orion Biotech Opportuntes CoG6780C125 | UNIT 04/15/2025 | 1,500,000 | $14.7M | 6.9% | 00.0% | Unchanged | – |
| Elliott Opportunity II Corp.G30092129 | UNIT 99/99/9999 | 1,100,000 | $10.8M | 5.1% | 00.0% | Unchanged | – |
| WALDWaldencast plc | CLASS A ORD SHS | 1,000,000 | $9.91M | 4.7% | 00.0% | Unchanged | History |
| WWayfair Inc. | CL A | 67,800 | $7.51M | 3.6% | +67,800 | New | History |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 202,000 | $5.64M | 2.7% | 00.0% | Unchanged | History |
| Rocket Internet GRWT Oprt CoG7613T111 | UNIT 99/99/9999 | 430,234 | $4.24M | 2.0% | 00.0% | Unchanged | – |
| UHALU-Haul Holding Co | COM | 6,400 | $3.82M | 1.8% | 00.0% | Unchanged | History |
| KKR Acquisition Holding I Co48253T208 | UNIT 99/99/9999 | 229,866 | $2.29M | 1.1% | 00.0% | Unchanged | – |
| WALDWWaldencast plc | *W EXP 03/11/202 | 333,333 | $320.0K | 0.2% | 00.0% | Unchanged | History |