StockDriftsStockDriftsTop 6 Jne Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLYVK | LIBERTY LIVE HOLDINGS INC | 50.95% | 1.17M | $123.9M | +0.00%(+0) | $39.95(+172.51%) | 2026-06-30 | |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 15.33% | 368.1K | $37.3M | +0.00%(+0) | $73.77(+42.32%) | 2026-06-30 | |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | 14.34% | 3.73M | $34.9M | +0.00%(+0) | $15.74(+10.86%) | 2026-06-30 | |
| BIO | BIO RAD LABS INC | 10.68% | 88.5K | $26.0M | -3.90%(-3.59K) | $242.16(+47.12%) | 2026-06-30 | |
| LBRDA | LIBERTY BROADBAND CORP | 8.69% | 635.2K | $21.1M | +0.00%(+0) | $70.84(-48.76%) | 2026-06-30 | |
| WALDW | WALDENCAST PLC | 0.01% | 333.3K | $16K | +0.00%(+0) | $1.10(-96.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.31% | +106.36% | +14.97% | +100.83% |
| Top 20 Holdings Unweighted | +19.40% | +70.23% | +7.90% | +46.28% |
Jne Partners LLP reports $243.22M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are LLYVK (51.0%), LLYVA (15.3%) and NIQ (14.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +106.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jne Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1770120). View Jne Partners LLP’s 13F filings on SEC