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JNE Partners LLP

SEC CIK
0001770120
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
5
−2 vs. Q1 2023
Portfolio value
$57.5M
−$74.7M (−56.5%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of JNE Partners LLP in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MUMicron Technology IncStock518,100$32.7M56.9%−163,100−23.9%ReducedHistory
Elliott Opportunity II Corp.G30092129UNIT 99/99/99991,100,000$11.4M19.8%00.0%Unchanged–
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP202,000$8.00M13.9%00.0%UnchangedHistory
NGNovagold Resources IncCOM NEW1,307,396$5.22M9.1%00.0%UnchangedHistory
WALDWWaldencast plc*W EXP 07/27/202333,333$216.3K0.4%00.0%UnchangedHistory

Sold out since Q1 2023 (2)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of JNE Partners LLP sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
ATVIActivision Blizzard, Inc.COM585,425$50.1M37.9%History
Orion Biotech Opportuntes CoG6780C125UNIT 04/15/20251,500,000$14.6M11.1%–