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JNE Partners LLP

SEC CIK
0001770120
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
4
−1 vs. Q4 2023
Portfolio value
$68.9M
−$18.2M (−20.9%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of JNE Partners LLP in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C835,300$36.6M53.1%00.0%UnchangedHistory
BATRKAtlanta Braves Holdings, Inc.COM SER C721,141$28.2M40.9%00.0%UnchangedHistory
NGNovagold Resources IncCOM NEW1,307,396$3.92M5.7%00.0%UnchangedHistory
WALDWWaldencast plc*W EXP 07/27/202333,333$186.7K0.3%00.0%UnchangedHistory

Sold out since Q4 2023 (1)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of JNE Partners LLP sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
MUMicron Technology IncStock259,050$22.1M25.4%History