1y return−9.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $197 against $175 in the S&P 500.2
JNE Partners LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LLYVKLiberty Live Holdings Inc | $123.9M | 51.0% | |
| LLYVALiberty Live Holdings Inc | $37.3M | 15.3% | |
| Niq Global Intelligence PLCCUSIP G63755105 | $34.9M | 14.3% | |
| BIOBio Rad Labs Inc | $26.0M | 10.7% | −3.9% |
| Liberty Broadband CorpCUSIP 530307107 | $21.1M | 8.7% | |
| Waldencast PLCCUSIP G9503X111 | $16K | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYVKLiberty Live Holdings Inc | December 31, 2025 | +27.0% | $123.9M |
| LLYVALiberty Live Holdings Inc | December 31, 2025 | +24.2% | $37.3M |
| BIOBio Rad Labs Inc | June 30, 2025 | +21.7% | $26.0M |
| Niq Global Intelligence PLCCUSIP G63755105 | September 30, 2025 | −40.4% | $34.9M |
| Liberty Broadband CorpCUSIP 530307107 | December 31, 2024 | −55.2% | $21.1M |
| Waldencast PLCCUSIP G9503X111 | March 31, 2023 | −92.0% | $16K |
Sold off last quarter
- Liberty Broadband CorpCUSIP 530307305 was $279K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.0% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | −11.9% | +2.4% |
| September 30, 2025 | +3.2% | +7.8% |
| June 30, 2025 | +18.0% | +10.5% |
| March 31, 2025 | +4.5% | −4.6% |
| December 31, 2024 | +17.2% | +2.1% |
| September 30, 2024 | +18.4% | +5.4% |
| June 30, 2024 | −5.6% | +4.0% |
| March 31, 2024 | +14.1% | +10.0% |
| December 31, 2023 | +17.8% | +11.2% |
| June 30, 2023 | −0.4% | +8.3% |
| March 31, 2023 | +10.7% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −4.0% | −5.3% |
| June 30, 2022 | −9.7% | −16.5% |
| March 31, 2022 | −0.3% | −4.9% |
| December 31, 2021 | +0.2% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: JNE Partners LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1770120&type=13F-HR&dateb=&owner=include&count=40CIK 1770120
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1770120/000117266126003547/Filed August 14, 2026 · accession 0001172661-26-003547