JNE Partners LLP
Net seller this quarter
$243M
6
-$1.33M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LLYVK | $124M | 50.95% | Not reported | Not reported | Q3 2023 |
 LLYVA | $37.3M | 15.33% | Not reported | Not reported | Q4 2024 |
 NIQ | $34.9M | 14.34% | 1.26% | Not reported | Q3 2025 |
 BIO | $26M | 10.68% | 0.32% | -3.9% | Q2 2025 |
| LBRDA | $21.1M | 8.69% | Not reported | Not reported | Q4 2024 |
 WALDW | $15.6K | 0.01% | Not reported | Not reported | Q2 2021 |
| Q1 2026 | |||||
| LLYVK | $110M | 45.17% | Not reported | Not reported | Q3 2023 |
| NIQ | $42.4M | 17.35% | 1.26% | +13.2% | Q3 2025 |
| LLYVA | $33.7M | 13.80% | Not reported | Not reported | Q4 2024 |
| LBRDA | $31.9M | 13.05% | Not reported | Not reported | Q4 2024 |
| BIO | $25.7M | 10.50% | 0.33% | Not reported | Q2 2025 |
| LBRDK | $279K | 0.11% | Not reported | Not reported | Q4 2024 |
| WALDW | $12K | 0.00% | Not reported | Not reported | Q2 2021 |
| Q4 2025 | |||||
| LLYVK | $97.6M | 40.52% | Not reported | Not reported | Q3 2023 |
| NIQ | $54.3M | 22.57% | 1.12% | +244.2% | Q3 2025 |
| LBRDA | $30.7M | 12.74% | Not reported | Not reported | Q4 2024 |
| LLYVA | $30M | 12.46% | Not reported | Not reported | Q4 2024 |
| BIO | $27.9M | 11.59% | 0.33% | Not reported | Q2 2025 |
| LBRDK | $269K | 0.11% | Not reported | Not reported | Q4 2024 |
| WALDW | $12.1K | 0.01% | Not reported | Not reported | Q2 2021 |
| Q3 2025 | |||||
| LLYVK | $114M | 48.42% | Not reported | -9.8% | Q3 2023 |
| LBRDA | $40.2M | 17.12% | Not reported | Not reported | Q4 2024 |
| LLYVA | $34.7M | 14.78% | Not reported | +53.3% | Q4 2024 |
| BIO | $25.8M | 10.99% | 0.33% | Not reported | Q2 2025 |
| NIQ | $15M | 6.40% | 0.32% | New | Q3 2025 |
 BATRK | $5.03M | 2.14% | Not reported | -83.2% | Q3 2023 |
| LBRDK | $352K | 0.15% | Not reported | Not reported | Q4 2024 |
| WALDW | $12.3K | 0.01% | Not reported | Not reported | Q2 2021 |