JNE Partners LLP.

AUM · $243M (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

No new positions

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	LLYVK	LIBERTY LIVE HOLDINGS INC	1.17M	$124M	51.0%	±0%
2	LLYVA	LIBERTY LIVE HOLDINGS INC	368K	$37M	15.3%	±0%
3	NIQ	NIQ GLOBAL INTELLIGENCE PLC	3.73M	$35M	14.3%	±0%
4	BIO	BIO RAD LABS INC	89K	$26M	10.7%	−4%
5	LBRDA	LIBERTY BROADBAND CORP	635K	$21M	8.7%	±0%
6	WALDW	WALDENCAST PLC	333K	$16K	0.0%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE JNE SIGNAL

JNE Partners LLP is a Other fund managing $243 million in assets. The fund runs a focused portfolio of just 6 positions.