JNE Partners as of Sept. 30, 2022
Portfolio Holdings for JNE Partners
JNE Partners holds 13 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Activision Blizzard | 26.2 | $45M | 608k | 74.34 | |
| Micron Technology (MU) | 20.5 | $36M | 708k | 50.10 | |
| Insight Enterprises (NSIT) | 10.6 | $18M | 223k | 82.41 | |
| Msd Acquisition Corp Unit 03/25/2026 | 8.6 | $15M | 1.5M | 9.91 | |
| Orion Biotech Opportuntes Unit 04/15/2025 | 8.5 | $15M | 1.5M | 9.85 | |
| Elliott Opportunity Ii Corp Unit 99/99/9999 | 6.3 | $11M | 1.1M | 9.87 | |
| Novagold Res Com New (NG) | 5.3 | $9.2M | 2.0M | 4.69 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.8 | $6.6M | 82k | 79.99 | |
| Liberty Media Corp Del Com C Braves Grp | 3.2 | $5.6M | 202k | 27.50 | |
| Rocket Internet Grwt Oprt Unit 99/99/9999 | 2.5 | $4.3M | 430k | 9.88 | |
| Amer (UHAL) | 1.9 | $3.3M | 6.4k | 509.22 | |
| Kkr Acquisition Holding I Unit 99/99/9999 | 1.3 | $2.3M | 230k | 9.86 | |
| Wayfair Cl A (W) | 1.3 | $2.2M | 68k | 32.55 |
