JNE Partners LLP
- SEC CIK
- 0001770120
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 13
- −1 vs. Q2 2022
- Portfolio value
- $172.8M
- +$19.7M (+12.9%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc. | COM | 608,200 | $45.2M | 26.2% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 707,700 | $35.5M | 20.5% | +707,700 | New | History |
| NSITInsight Enterprises Inc | COM | 223,000 | $18.4M | 10.6% | 00.0% | Unchanged | History |
| MSD Acquisition Corp.G5709C117 | UNIT 03/25/2026 | 1,500,000 | $14.9M | 8.6% | 00.0% | Unchanged | – |
| Orion Biotech Opportuntes CoG6780C125 | UNIT 04/15/2025 | 1,500,000 | $14.8M | 8.5% | 00.0% | Unchanged | – |
| Elliott Opportunity II Corp.G30092129 | UNIT 99/99/9999 | 1,100,000 | $10.9M | 6.3% | 00.0% | Unchanged | – |
| NGNovagold Resources Inc | COM NEW | 1,955,047 | $9.17M | 5.3% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 82,000 | $6.56M | 3.8% | 00.0% | Unchanged | History |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 202,000 | $5.55M | 3.2% | 00.0% | Unchanged | History |
| Rocket Internet GRWT Oprt CoG7613T111 | UNIT 99/99/9999 | 430,234 | $4.25M | 2.5% | 00.0% | Unchanged | – |
| UHALU-Haul Holding Co | COM | 6,400 | $3.26M | 1.9% | 00.0% | Unchanged | History |
| KKR Acquisition Holding I Co48253T208 | UNIT 99/99/9999 | 229,866 | $2.27M | 1.3% | 00.0% | Unchanged | – |
| WWayfair Inc. | CL A | 67,800 | $2.21M | 1.3% | 00.0% | Unchanged | History |
Sold out since Q2 2022 (2)
Positions held at the end of Q2 2022 that are gone from this filing.