JNE Partners LLP
13F Reported Value
ⓘ$244.4M
Holdings
7
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
JNE Partners LLP disclosed 7 positions worth $244.4M in its Form 13F-HR for Q1 2026, led by $LLYVA (Liberty Live Holdings, Inc.) at 45.2% of the equity portfolio, followed by $NIQ and $LLYVA. The portfolio is most concentrated in Communication Services (72.1% of disclosed assets). All figures are sourced directly from JNE Partners LLP’s Form 13F-HR filing with the SEC under CIK 1770120.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$110.4M1,173,090 sh - —
Quality
$42.4M3,729,938 sh - —
Quality
$33.7M368,121 sh - 59.4
Quality
$31.9M635,155 sh - 40.3
Quality
$25.7M92,100 sh - 59.4
Quality
$278.7K5,540 sh - —
Quality
$12.0K333,333 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Liberty Live Holdings, Inc.$LLYVA | — | $110.4M | 1,173,090 |
 NIQ Global Intelligence plc$NIQ | — | $42.4M | 3,729,938 |
| Liberty Live Holdings, Inc.$LLYVA | — | $33.7M | 368,121 |
 Liberty Broadband Corp$LBRDA | 59.4 | $31.9M | 635,155 |
 BIO-RAD LABORATORIES, INC.$BIO | 40.3 | $25.7M | 92,100 |
| Liberty Broadband Corp$LBRDA | 59.4 | $278.7K | 5,540 |
 Waldencast plc$WALD | — | $12.0K | 333,333 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JNE Partners LLP's 7 positions.
Showing top 7 of 7 holdings.
Sector Allocation
Communication Services
$176.3M
Technology
$68.1M
Consumer Staples
$12,000
Full Holdings — JNE Partners LLP (Q1 2026)
All 7 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LLYVA | Liberty Live Holdings, Inc. | $110.4M | 45.2% | +0% | — |
| 2 | $NIQ | NIQ Global Intelligence plc | $42.4M | 17.4% | +13% | — |
| 3 | $LLYVA | Liberty Live Holdings, Inc. | $33.7M | 13.8% | +0% | — |
| 4 | $LBRDA | Liberty Broadband Corp | $31.9M | 13.1% | +0% | 59.4 |
| 5 | $BIO | BIO-RAD LABORATORIES, INC. | $25.7M | 10.5% | +0% | 40.3 |
| 6 | $LBRDA | Liberty Broadband Corp | $278,662 | 0.1% | +0% | 59.4 |
| 7 | $WALD | Waldencast plc | $12,000 | 0.0% | +0% | — |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for JNE Partners LLP including:
Track JNE Partners LLP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for JNE Partners LLP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: JNE Partners LLP
13F Pro is an AI hedge fund tracker and stock research platform. For JNE Partners LLP (SEC CIK: 1770120), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in JNE Partners LLP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.