DOSSIER · 13F-HR · Q1 2026
JNE Partners LLP
$244M in tracked AUM across 7 positions as of Q1 2026.
JP
CIK 0001770120 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
The filing for JNE Partners LLP as of September 30, 2025, reveals a drastic transformation in the fund's structure, characterized by a near-total liquidation of assets and a pivot to a highly concentrated strategy. The total portfolio value plummeted by 94.0%, declining from approximately $248.67 million in the previous quarter to $15.04 million. This reduction is not merely a result of market performance but is driven by a significant divestment strategy. The fund has sh...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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