JNE Partners LLP
- SEC CIK
- 0001770120
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 9
- −4 vs. Q3 2022
- Portfolio value
- $144.5M
- −$28.3M (−16.4%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc. | COM | 585,425 | $44.8M | 31.0% | −22,775−3.7% | Reduced | History |
| MUMicron Technology Inc | Stock | 681,200 | $34.0M | 23.6% | −26,500−3.7% | Reduced | History |
| MSD Acquisition Corp.G5709C117 | UNIT 03/25/2026 | 1,500,000 | $15.2M | 10.5% | 00.0% | Unchanged | – |
| Orion Biotech Opportuntes CoG6780C125 | UNIT 04/15/2025 | 1,500,000 | $14.7M | 10.1% | 00.0% | Unchanged | – |
| NGNovagold Resources Inc | COM NEW | 1,955,047 | $11.7M | 8.1% | 00.0% | Unchanged | History |
| Elliott Opportunity II Corp.G30092129 | UNIT 99/99/9999 | 1,100,000 | $11.1M | 7.7% | 00.0% | Unchanged | – |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 202,000 | $6.51M | 4.5% | 00.0% | Unchanged | History |
| Rocket Internet GRWT Oprt CoG7613T111 | UNIT 99/99/9999 | 430,234 | $4.33M | 3.0% | 00.0% | Unchanged | – |
| WWayfair Inc. | CL A | 67,800 | $2.23M | 1.5% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| NSITInsight Enterprises Inc | COM | 223,000 | $18.4M | 10.6% | History |
| BABAAlibaba Group Holding Ltd | ADR | 82,000 | $6.56M | 3.8% | History |
| UHALU-Haul Holding Co | COM | 6,400 | $3.26M | 1.9% | History |
| KKR Acquisition Holding I Co48253T208 | UNIT 99/99/9999 | 229,866 | $2.27M | 1.3% | – |