Jne Partners LL.P. is an investment fund managing more than $65.6 billion ran by Andrew Lobb. There are currently 3 companies in Mr. Lobb’s portfolio. The largest investments include Liberty Media and Atlanta Braves Inc, together worth $60.4 billion.
As of 7th August 2024, Jne Partners LL.P.’s top holding is 835,300 shares of Liberty Media currently worth over $32 billion and making up 48.8% of the portfolio value.
Relative to the number of outstanding shares of Liberty Media, Jne Partners LL.P. owns more than approximately 0.1% of the company.
In addition, the fund holds 721,141 shares of Atlanta Braves Inc worth $28.4 billion, whose value grew 2.4% in the past six months.
The third-largest holding is Novagold Res Inc worth $5.16 billion.
Currently, Jne Partners LL.P.'s portfolio is worth at least $65.6 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Jne Partners LL.P. office and employees reside in London, United Kingdom. According to the last 13-F report filed with the SEC, Andrew Lobb serves as the Partner, Chief Operating Officer at Jne Partners LL.P..
The two most similar investment funds to Jne Partners LL.P. are Leo H. Evart and Up Strategic Wealth Investment Advisors. They manage $65.6 billion and $65.4 billion respectively.
Jne Partners LL.P.’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Communication Services — making up 92.1% of
the total portfolio value.
The fund focuses on investments in the United States as
66.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
33% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $7.3 billion.
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
Liberty Media Corp. |
No change
835,300
|
$31,966,931,000 | 48.75% |
Atlanta Braves Holdings Inc |
No change
721,141
|
$28,441,801,000 | 43.37% |
Novagold Res Inc |
No change
1,307,396
|
$5,164,214,000 | 7.88% |
No transactions found | |||
Showing first 500 out of 3 holdings |