JNE Partners LLP
London, X0
$243m in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 7.5% of the portfolio this quarter.
Value
$243m
Stocks
6
Top 10 share
100.0%
Turnover
7.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Bio-Rad LaboratoriesBIO10.7% of the fund-4%
Sold out
Sold their entire stake.
- Liberty BroadbandLBRDK-100%
Holdings
- Liberty BroadbandLBRDA
- Share
- 8.7%
- Value
- $21m
- Shares
- 635,155
Held
- WaldencastWALDW
- Share
- <0.1%
- Value
- $15,633
- Shares
- 333,333
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Liberty Live HoldingsLLYVK | 51.0% | $124m | 1,173,090 | Held |
| Liberty Live HoldingsLLYVA | 15.3% | $37m | 368,121 | Held |
| NIQ Global IntelligenceNIQ | 14.3% | $35m | 3,729,938 | Held |
| Bio-Rad LaboratoriesBIO | 10.7% | $26m | 88,511 | -4% |
| Liberty BroadbandLBRDA | 8.7% | $21m | 635,155 | Held |
| WaldencastWALDW | <0.1% | $15,633 | 333,333 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 2.2% since 30 June 2025.
Where the money is
Retail & consumer66.3%
Technology14.3%
Health care10.7%
Media & telecom8.7%
Other0.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.