DOSSIER · 13F-HR · Q2 2026
JNE Partners LLP
$243M in tracked AUM across 6 positions as of Q2 2026.
JP
CIK 0001770120 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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