JNE Partners LLP
- SEC CIK
- 0001770120
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 7
- −1 vs. Q3 2025
- Portfolio value
- $240.7M
- +$5.80M (+2.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYVKLiberty Live Holdings, Inc. | COM SHS SER C | 1,173,090 | $97.6M | 40.5% | 00.0% | Unchanged | History |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 3,294,924 | $54.3M | 22.6% | +2,337,530+244.2% | Added | History |
| LBRDALiberty Broadband Corp | COM SER A | 635,155 | $30.7M | 12.7% | 00.0% | Unchanged | History |
| LLYVALiberty Live Holdings, Inc. | COM SER A | 368,121 | $30.0M | 12.5% | 00.0% | Unchanged | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 92,100 | $27.9M | 11.6% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 5,540 | $269.2K | 0.1% | 00.0% | Unchanged | History |
| WALDWWaldencast plc | *W EXP 07/27/202 | 333,333 | $12.1K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.