IE
Insider Edges

JNE PARTNERS LLP 13F portfolio summary

JNE PARTNERS LLP of JNE PARTNERS LLP has 6 current stock holdings with a reported portfolio value of $243.2M. The portfolio 1 year return is -1.56%. Top holdings include LLYVK (50.95%), LLYVA (15.33%), NIQ (14.34%), BIO (10.69%), LBRDA (8.69%).

Back to investors

JNE PARTNERS LLP

JNE PARTNERS LLP
Latest filing: 2026-06-30

JNE PARTNERS LLP runs JNE PARTNERS LLP and currently holds 6 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $243.22M. Their top holdings are LLYVK, LLYVA, NIQ, BIO, LBRDA. The top five represent 100.0% of reported portfolio weight. JNE PARTNERS LLP ranks #315 out of 1000 investors tracked by Alpha Score. They trimmed 1 position. Their current best-performing preview position is LLYVK with returns of +12.25%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
LLYVK51.0%
LLYVA15.3%
NIQ14.3%
BIO10.7%
LBRDA8.7%
Top 5: 100.0%
Portfolio Returns
1 Year
-1.56%
#982/1000
3 Year
+101.69%
#245/1000
5 Year
+105.17%
#246/1000

Portfolio Value

$243.22M

Alpha Score

72.3

#315 of 1000

Holdings

6

Showper page

6 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
LLYVK
LIBERTY LIVE HOLDINGS INC
50.95%$83.16$105.42+26.77%
Held
LLYVA
LIBERTY LIVE HOLDINGS INC
15.33%$81.50$101.70+24.79%
Held
NIQ
NIQ GLOBAL INTELLIGENCE PLC
14.34%$15.69$18.78+19.69%
Held
BIO
BIO RAD LABS INC
10.69%$241.32$379.94+57.44%
Trimmed
-3.90%
LBRDA
LIBERTY BROADBAND CORP
8.69%$74.36$35.99-51.60%
Held