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JNE Partners LLP
JNE Partners LLP is an institution, managing $234.9M across 8 long positions as of Q3 2025 with 83% Communication Services concentration, with only 8 positions, and 48% allocation to LLYVK.
- Portfolio Value
- $234.9M
- Positions
- 8
- Top Holding
- LLYVK at 48.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in JNE Partners LLP's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Entertainment Communication Services | $113.8M | 48.42% | -$12.4M Sold | 1.28% 1.2M shares | |
Telecommunications Services Communication Services | $40.2M | 17.12% | — | 0.44% 635.2K shares | |
Entertainment Communication Services | $34.7M | 14.78% | +$12.1M Bought | 0.40% 368.1K shares | |
Medical - Devices Healthcare | $25.8M | 10.99% | — | 0.34% 92.1K shares | |
Unknown Unknown | $15.0M | 6.40% | +$15.0M New | 0.32% 957.4K shares | |
Entertainment Communication Services | $5.0M | 2.14% | -$25.0M Sold | 0.19% 121.0K shares | |
Telecommunications Services Communication Services | $352.0K | 0.15% | — | 0.00% 5.5K shares | |
Software - Application Technology | $12.3K | 0.01% | — | — 333.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in JNE Partners LLP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+53.31% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-83.23% | |
-9.82% |
Analytics
Portfolio insights and performance metrics for JNE Partners LLP
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