JNE Partners LLP
- SEC CIK
- 0001770120
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 8
- +1 vs. Q1 2025
- Portfolio value
- $248.7M
- +$56.7M (+29.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 1,300,890 | $105.6M | 42.5% | 00.0% | Unchanged | History |
| LBRDALiberty Broadband Corp | COM SER A | 635,155 | $62.1M | 25.0% | 00.0% | Unchanged | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 721,141 | $33.7M | 13.6% | 00.0% | Unchanged | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 92,100 | $22.2M | 8.9% | +92,100 | New | History |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 240,121 | $19.1M | 7.7% | 00.0% | Unchanged | History |
| NGNovagold Resources Inc | COM NEW | 1,307,396 | $5.35M | 2.2% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 5,540 | $545.0K | 0.2% | 00.0% | Unchanged | History |
| WALDWWaldencast plc | *W EXP 07/27/202 | 333,333 | $32.3K | <0.1% | 00.0% | Unchanged | History |