Latest JNE Partners LLP Stock Portfolio
$243Million | No. of Holdings #6
JNE Partners LLP Performance
2026 Q2+0.05%
YTD-0.92%
2025+19.58%
About JNE Partners LLP and 13F Hedge Fund Stock Holdings
On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, JNE Partners LLP reported an equity portfolio of $243.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of JNE Partners LLP are , , . The fund has invested 51% of it's portfolio in LIBERTY LIVE HOLDINGS INC and 15.3% of portfolio in LIBERTY LIVE HOLDINGS INC. <br><br> The fund managers got completely rid off LIBERTY BROADBAND CORP (LBRDA) stocks. They significantly reduced their stock positions in BIO RAD LABS INC (BIO).
JNE Partners LLP Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$243Million
as of Aug 14, 2026JNE Partners LLP Annual Return Estimates Vs S&P 500
Our best estimate is that JNE Partners LLP made a return of 0.05% in the last quarter. In trailing 12 months, it's portfolio return was -2.07%.
- Performance
- S&P 500
New Buys
No new stocks were added by JNE Partners LLP
Additions
No additions were made to existing positions by JNE Partners LLP
Reductions
| Ticker | % Reduced |
|---|---|
| bio rad labs inc | -3.9 |
JNE Partners LLP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| liberty broadband corp | -278,662 |
JNE Partners LLP got rid off the above stocks
Sector Distribution
JNE Partners LLP has about 89.3% of it's holdings in Others sector.
- Others
- Healthcare
| Sector | % |
|---|---|
| Others | 89.3 |
| Healthcare | 10.7 |
Market Cap. Distribution
JNE Partners LLP has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 89.3 |
| MID-CAP | 10.7 |
Stocks belong to which Index?
About 10.7% of the stocks held by JNE Partners LLP either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 89.3 |
| S&P 500 | 10.7 |
| Top 5 Winners (%) | % | |
|---|---|---|
| WALD | waldencast plc | 30.3 % |
liberty live holdings inc | 12.3 % | |
liberty live holdings inc | 10.5 % | |
| BIO | bio rad labs inc | 5.2 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
liberty live holdings inc | 13.5 M | |
liberty live holdings inc | 3.5 M | |
| BIO | bio rad labs inc | 1.3 M |
| WALD | waldencast plc | 0.0 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| LBRDA | liberty broadband corp | -33.7 % |
niq global intelligence plc | -17.8 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| LBRDA | liberty broadband corp | -10.8 M |
niq global intelligence plc | -7.5 M | |
JNE Partners LLP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of JNE Partners LLP
JNE Partners LLP has 6 stocks in it's portfolio. LBRDA proved to be the most loss making stock for the portfolio. was the most profitable stock for JNE Partners LLP last quarter.
$243.22MTotal Value
7.00Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Bio Rad Labs Inc JNE Partners LLP's holding in Bio Rad Labs Inc over time | 10.69% | 88,511 | $25.99M 10.69% | 3.9%decreased 3.9 percentreduced | |
 LBRDA Liberty Broadband CorpLiberty Broadband CorpLBRDA | 8.69% | 635,155 | $21.14M 8.69% | 0%unchanged 0 percentunchanged | |
LBRDA Liberty Broadband CorpLiberty Broadband CorpLBRDA | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 WALD Waldencast PlcWaldencast PlcWALD | 0.01% | 333,333 | $15.6K 0.01% | 0%unchanged 0 percentunchanged | |
Com Shs Ser C Liberty Live Holdings IncLiberty Live Holdings Inc | 50.95% | 1,173,090 | $123.92M 50.95% | 0%unchanged 0 percentunchanged | |
Com Ser A Liberty Live Holdings IncLiberty Live Holdings Inc | 15.33% | 368,121 | $37.28M 15.33% | 0%unchanged 0 percentunchanged | |
Ordinary Shares Niq Global Intelligence PlcNiq Global Intelligence Plc | 14.34% | 3,729,940 | $34.87M 14.34% | 0%unchanged 0 percentunchanged | |