JNE Partners LLP — 13F Holdings

2026 Q1  ·  7 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, JNE Partners LLP maintained a portfolio of 7 distinct positions. They heavily accumulated shares in NIQ GLOBAL INTELLIGENCE PLC, increasing the position by 13.2%.
Position History hover any row below to update
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JNE Partners LLP London Hedge Fund / Asset Manager AUM $244M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
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Total Positions
7
Quarter
2026 Q1
Top Holding
LLYVK (45.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
LLYVK
LIBERTY LIVE HO...
Communication Services 45.17% 40.52% #1
Prev: #1
7.0
—
no change no change
P
S
1,173,090 $110,399,500 2023 Q3 13F Filing 2026-03-31 2026-05-15
N/A
NIQ GLOBAL INTE...
Unknown 17.35% 22.57% #2
Prev: #2
7.5
—
435,014 13.2%
P
S
3,729,938 $42,409,395 — 13F Filing 2026-03-31 2026-05-15
LLYVA
LIBERTY LIVE HO...
Communication Services 13.80% 12.46% #3 1
Prev: #4
6.0
—
no change no change
P
S
368,121 $33,734,608 2024 Q4 13F Filing 2026-03-31 2026-05-15
LBRDA
LIBERTY BROADBA...
Communication Services 13.05% 12.74% #4 1
Prev: #3
5.5
—
no change no change
P
S
635,155 $31,897,484 2024 Q4 13F Filing 2026-03-31 2026-05-15
BIO
BIO RAD LABS IN...
Healthcare 10.50% 11.59% #5
Prev: #5
5.5
—
no change no change
P
S
92,100 $25,672,875 2025 Q2 13F Filing 2026-03-31 2026-05-15
LBRDK
LIBERTY BROADBA...
Communication Services 0.11% 0.11% #6
Prev: #6
1.0
—
no change no change
P
S
5,540 $278,662 2024 Q4 13F Filing 2026-03-31 2026-05-15
WALDW
WALDENCAST PLC
Unknown 0.00% 0.01% #7
Prev: #7
1.0
—
no change no change
P
S
333,333 $12,000 2023 Q1 13F Filing 2026-03-31 2026-05-15
Showing 1-7 of 7 holdings

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