13F Filings History of JNE Partners LLP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$240,741,346
Signature - Title
Andrew Lobb - Partner, Chief Operating Officer
Location
London
Summary
This page shows a list of all the recent 13F filings made by JNE Partners LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JNE Partners LLP reported 7 stock holdings with total value $240,741,346 as of Q4 2025. Top holdings included LLYVK, NIQ, LBRDA, LLYVA, and BIO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 7 $240,741,346 +$166,101,896 -$153,498,865 +$12,603,031 LLYVK, NIQ, LBRDA, LLYVA, BIO 13F-HR 17 Feb 2026, 11:14
Q3 2025 8 $234,942,581 +$27,101,486 -$42,701,750 -$15,600,264 LLYVK, LBRDA, LLYVA, BIO, NIQ 13F-HR 14 Nov 2025, 11:05
Q2 2025 8 $248,673,856 +$22,225,572 $0 +$22,225,572 LLYVK, LBRDA, BATRK, BIO, LLYVA 13F-HR 14 Aug 2025, 09:06
Q1 2025 7 $191,961,847 +$15,920,482 $0 +$15,920,482 LLYVK, LBRDA, BATRK, LLYVA, NG 13F-HR 15 May 2025, 11:22
Q4 2024 7 $168,406,116 +$67,494,215 $0 +$67,494,215 LLYVK, LBRDA, BATRK, NG, LBRDK 13F-HR 14 Feb 2025, 08:57
Q3 2024 4 $86,085,028 +$9,095,676 $0 +$9,095,676 LLYVK, BATRK, NG, WALDW 13F-HR 14 Nov 2024, 13:37
Q2 2024 4 $65,662,946 $0 $0 $0 LLYVK, BATRK, NG, WALDW 13F-HR 14 Aug 2024, 11:13
Q1 2024 4 $68,879,467 $0 -$22,107,327 -$22,107,327 LLYVK, BATRK, NG, WALDW 13F-HR 15 May 2024, 12:24
Q4 2023 5 $87,053,282 +$8,430,580 -$22,107,327 -$13,676,747 LLYVK, BATRK, MU, NG, WALDW 13F-HR 14 Feb 2024, 11:03
Q3 2023 5 $85,534,882 +$44,968,972 -$19,377,240 +$25,591,732 MU, LLYVK, BATRK, NG, WALDW 13F-HR 14 Nov 2023, 11:39
Q2 2023 5 $57,507,291 $0 -$75,039,767 -$75,039,767 MU, EOCWU, BATRK, NG, WALDW 13F-HR 14 Aug 2023, 09:42
Q1 2023 7 $132,240,517 +$200,000 -$25,740,787 -$25,540,787 ATVI, MU, ORIAU, EOCWU, NG 13F-HR 15 May 2023, 10:03
Q4 2022 9 $144,528,699 $0 -$33,528,896 -$33,528,896 ATVI, MU, MSDAU, ORIAU, NG 13F-HR 14 Feb 2023, 10:06
Q3 2022 13 $172,810,000 +$35,456,000 -$10,090,000 +$25,366,000 ATVI, MU, NSIT, MSDAU, ORIAU 13F-HR 14 Nov 2022, 15:44
Q2 2022 14 $153,098,000 +$19,240,000 -$65,004,585 -$45,764,585 ATVI, NSIT, MSDAU, ORIAU, EOCWU 13F-HR 15 Aug 2022, 10:00
Q1 2022 15 $211,237,000 +$59,182,480 $0 +$59,182,480 ATVI, CMCSA, CP, BABA, NG 13F-HR 16 May 2022, 10:00
Q4 2021 13 $152,565,000 +$7,151,231 -$32,264,383 -$25,113,152 CMCSA, CP, BABA, MSDAU, ORIAU 13F-HR 14 Feb 2022, 17:32
Q3 2021 13 $177,339,000 +$41,953,000 -$429,000 +$41,524,000 UHAL, CMCSA, CP, BABA, MSDAU 13F-HR 15 Nov 2021, 14:07
Q2 2021 11 $136,254,000 +$36,832,000 -$27,786,319 +$9,045,681 CMCSA, UHAL, NG, MSDAU, ORIAU 13F-HR 12 Aug 2021, 16:13
Q1 2021 8 $124,286,000 +$38,554,615 -$8,612,215 +$29,942,400 UHAL, CMCSA, NG, MSDAU, SCHW 13F-HR 17 May 2021, 10:30
Q4 2020 4 $81,536,000 $0 -$46,951,576 -$46,951,576 UHAL, NG, CMCSA, SCHW 13F-HR 16 Feb 2021, 17:45
Q3 2020 6 $114,564,000 +$39,771,000 -$13,103,413 +$26,667,587 UHAL, NG, SCHW, HST, CMCSA 13F-HR 16 Nov 2020, 13:12
Q2 2020 4 $79,601,000 +$13,951,000 -$33,264,134 -$19,313,134 NG, UHAL, COTY, CMCSA 13F-HR 14 Aug 2020, 11:09
Q1 2020 5 $96,195,000 +$27,687,796 -$38,765,746 -$11,077,950 COTY, UHAL, FOX, NG, BUD 13F-HR 27 Apr 2020, 16:17
Q4 2019 5 $155,003,000 $0 $0 $0 COTY, NG, FOX, WBA, BUD 13F-HR 05 Feb 2020, 16:58