2026 Q2 Portfolio Activity
In 2026 Q2, JNE Partners LLP maintained a portfolio of 7 distinct positions.
Position History
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Total Positions
7
Quarter
2026 Q2
Top Holding
LLYVK (51.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
JNE Partners LLP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LLYVK
LIBERTY LIVE HO...
|
Communication Services | 50.95% | 45.17% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
1,173,090 | $123,925,228 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLYVA
LIBERTY LIVE HO...
|
Communication Services | 15.33% | 13.80% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
368,121 | $37,275,932 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
NIQ GLOBAL INTE...
|
|
Unknown | 14.34% | 17.35% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
3,729,938 | $34,874,920 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
BIO
BIO RAD LABS IN...
|
Healthcare | 10.68% | 10.50% |
#4
1
Prev: #5
|
5.0 |
—
|
-3,589 | -3.9% |
P
S
|
88,511 | $25,987,715 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LBRDA
LIBERTY BROADBA...
|
Communication Services | 8.69% | 13.05% |
#5
1
Prev: #4
|
5.0 |
—
|
no change | no change |
P
S
|
635,155 | $21,137,958 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WALDW
WALDENCAST PLC
|
Unknown | 0.01% | 0.00% |
#6
1
Prev: #7
|
1.0 |
—
|
no change | no change |
P
S
|
333,333 | $15,633 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LBRDK
LIBERTY BROADBA...
|
Communication Services | 0.00% | 0.11% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-5,540 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-7 of 7 holdings