Jasper Ridge Partners, L.P.
Sector Allocation
- Other79.4%$3.7B
- Technology8.2%$384.5M
- Consumer Discretionary5.0%$232.1M
- Utilities2.0%$93.2M
- Industrials1.9%$91.5M
- Financials1.9%$86.6M
- Healthcare1.1%$52.8M
- Consumer Staples0.3%$13.4M
- Communication Services0.2%$8.7M
- Energy0.1%$2.7M
AUM History
13fpro.ai/research/fund/jasper-ridge-partners-l-p-1453381
Conviction and streaks
Diversifying · top 10 = 84.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$1.1B
- VANECK$733.0M
- ISHARES$702.5M
- ISHARES$495.9M
- VANGUARD$375.8M
NKE
$200.5MDELL
$96.8MCEG
$93.2M- VANGUARD$62.8M
DOV
$61.1MGOOG
$54.5M- ISHARES$38.6M
- ISHARES$34.6M
SPY
$32.3MMSFT
$32.3MRBLX
$32.2M- ISHARES$31.7M
PAYO
$22.4MU
$22.2MV
$21.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/jasper-ridge-partners-l-p-1453381
Jasper Ridge Partners, L.P. 13F holdings — Q2 2026
$4.7B portfolio (+4.4% QoQ) · 151 holdings · Q2 2026 13F · top 10 are 84% of the stock portfolio
- 1
VANGUARD TAX-MANAGED INTL FD - VAN FTSE DEV MKT
$1.1B
24.3% of stocks
-24%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANECK ETF TRUST - SEMICONDUCTR ETF
$733.0M
15.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 3
ISHARES TR - CORE S&P500 ETF
$702.5M
15.0% of stocks
-34%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - RUS 1000 VAL ETF
$495.9M
10.6% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$375.8M
8.0% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $200.5M
4.3% of stocks
No changeThis quarter-8.1%Since filed10+ qtrsHeld$96.8M
2.1% of stocks
+0.6%This quarter-5.5%Since filed10+ qtrsHeld$93.2M
2.0% of stocks
No changeThis quarter-9.4%Since filed2 qtrsHeld- 9
VANGUARD INDEX FDS - S&P 500 ETF SHS
$62.8M
1.3% of stocks
-8%This quarter—Since filed—HeldAIQuality—Est. buy— $61.1M
1.3% of stocks
+199%This quarter-2.0%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED INTL FD - VAN FTSE DEV MKT | $1.1B | 24.3% | -24% | — | — | — | — | |
| 2 | VANECK ETF TRUST - SEMICONDUCTR ETF | $733.0M | 15.6% | New | — | New this quarter | — | — | |
| 3 | ISHARES TR - CORE S&P500 ETF | $702.5M | 15.0% | -34% | — | — | — | — | |
| 4 | ISHARES TR - RUS 1000 VAL ETF | $495.9M | 10.6% | -17% | — | — | — | — | |
| 5 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $375.8M | 8.0% | +11% | — | — | — | — | |
| 6 | $200.5M | 4.3% | No change | -8.1% | 10+ qtrs | 49.9#1,642 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $96.8M | 2.1% | +0.6% | -5.5% | 10+ qtrs | 71.1#190 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $93.2M | 2.0% | No change | -9.4% | 2 qtrs | 60.5#858 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $62.8M | 1.3% | -8% | — | — | — | — | |
| 10 | $61.1M | 1.3% | +199% | -2.0% | 10+ qtrsAdded 4 qtrs in a row | 59.5#924 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Jasper Ridge Partners, L.P. (Q2 2026)
151 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $54.5M | 1.2% | 154K | +6% | 10+ qtrs | 77.7 | 13F | |
| 12 | — | ISHARES TR - MSCI ACWI ETFetf/fund | — | $38.6M | 0.8% | 246K | -59% | — | — | 13F |
| 13 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $34.6M | 0.7% | 279K | +300% | — | — | 13F |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $32.3M | 0.7% | 43K | -1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MICROSOFT CORP | Technology | $32.3M | 0.7% | 86K | +14% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Roblox Corp | Technology | $32.2M | 0.7% | 592K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $31.7M | 0.7% | 305K | — | — | — | 13F |
| 18 | Payoneer Global Inc. | Industrials | $22.4M | 0.5% | 3.14M | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Unity Software Inc. | Technology | $22.2M | 0.5% | 775K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VISA INC. | Financials | $21.7M | 0.5% | 63K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - MSCI EMG MKT ETFetf/fund | — | $17.4M | 0.4% | 254K | — | — | — | 13F |
| 22 | AMAZON COM INC | Consumer Discretionary | $17.2M | 0.4% | 72K | +47% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $16.7M | 0.4% | 56K | -6% | — | — | 13F |
| 24 | — | ISHARES TR - RUS 2000 VAL ETFetf/fund | — | $14.7M | 0.3% | 67K | -79% | — | — | 13F |
| 25 | Aurora Innovation, Inc. | Technology | $14.1M | 0.3% | 2.06M | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $12.5M | 0.3% | 25K | — | |||
| 27 | $MDLN | Medline Inc. | Healthcare | $12.0M | 0.3% | 305K | +100% | |||
| 28 | $HOOD | Robinhood Markets, Inc. | Financials | $11.7M | 0.3% | 117K | +2% | |||
| 29 | $DASH | DoorDash, Inc. | Consumer Discretionary | $10.4M | 0.2% | 56K | — | |||
| 30 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $10.2M | 0.2% | 18K | — | |||
| 31 | $DUOL | Duolingo, Inc. | Technology | $10.0M | 0.2% | 87K | — | |||
| 32 | $EW | Edwards Lifesciences Corp | Healthcare | $9.5M | 0.2% | 105K | — | |||
| 33 | $ICE | Intercontinental Exchange, Inc. | Financials | $9.4M | 0.2% | 76K | — | |||
| 34 | $GH | Guardant Health, Inc. | Healthcare | $8.0M | 0.2% | 53K | — | |||
| 35 | $CRM | Salesforce, Inc. | Technology | $7.9M | 0.2% | 51K | -3% | |||
| 36 | — | ISHARES TR - EAFE GRWTH ETF | — | $7.4M | 0.2% | 59K | — | |||
| 37 | $AAPL | Apple Inc. | Technology | $7.4M | 0.2% | 26K | — | |||
| 38 | $AVGO | Broadcom Inc. | Technology | $7.4M | 0.2% | 20K | — | |||
| 39 | $NET | Cloudflare, Inc. | Technology | $6.8M | 0.1% | 28K | — | |||
| 40 | $ROP | ROPER TECHNOLOGIES INC | Technology | $6.8M | 0.1% | 20K | — | |||
| 41 | — | EVERPURE INC - CL A | — | $6.7M | 0.1% | 85K | — | |||
| 42 | $PEP | PEPSICO INC | Consumer Staples | $6.6M | 0.1% | 49K | — | |||
| 43 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.6M | 0.1% | 7,003 | — | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $6.0M | 0.1% | 11K | — | |||
| 45 | $PANW | Palo Alto Networks Inc | Technology | $5.2M | 0.1% | 15K | — | |||
| 46 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $5.1M | 0.1% | 12K | — | |||
| 47 | — | ISHARES INC - MSCI JPN ETF NEW | — | $5.1M | 0.1% | 55K | — | |||
| 48 | $MA | Mastercard Inc | Financials | $5.1M | 0.1% | 9,879 | — | |||
| 49 | $OKTA | Okta, Inc. | Technology | $5.0M | 0.1% | 37K | -1% | |||
| 50 | $COIN | Coinbase Global, Inc. | Financials | $5.0M | 0.1% | 34K | — | |||
| 51 | $EA | ELECTRONIC ARTS INC. | Technology | $4.9M | 0.1% | 24K | — | |||
| 52 | $MCO | MOODYS CORP /DE/ | Financials | $4.5M | 0.1% | 9,897 | New | |||
| 53 | $SPOT | Spotify Technology S.A. | Communication Services | $4.5M | 0.1% | 9,751 | — | |||
| 54 | $NBIS | Nebius Group N.V. | Technology | $4.5M | 0.1% | 16K | +0.5% | |||
| 55 | $AON | Aon plc | Financials | $4.4M | 0.1% | 13K | — | |||
| 56 | $GOOGL | Alphabet Inc. | Technology | $4.4M | 0.1% | 12K | — | |||
| 57 | $INTU | INTUIT INC. | Technology | $4.0M | 0.1% | 15K | — | |||
| 58 | $PYPL | PayPal Holdings, Inc. | Financials | $3.6M | 0.1% | 83K | — | |||
| 59 | $ABNB | Airbnb, Inc. | Technology | $3.6M | 0.1% | 25K | — | |||
| 60 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.5M | 0.1% | 4,644 | +41% | |||
| 61 | $NU | Nu Holdings Ltd. | Financials | $3.4M | 0.1% | 255K | — | |||
| 62 | $CART | Maplebear Inc. | Industrials | $3.2M | 0.1% | 67K | — | |||
| 63 | $RKLB | Rocket Lab Corp | Industrials | $3.1M | 0.1% | 31K | — | |||
| 64 | $AFRM | Affirm Holdings, Inc. | Financials | $3.1M | 0.1% | 38K | — | |||
| 65 | $DHR | DANAHER CORP /DE/ | Healthcare | $2.9M | 0.1% | 15K | — | |||
| 66 | $RACE | Ferrari N.V. | Consumer Discretionary | $2.8M | 0.1% | 7,560 | — | |||
| 67 | $DDOG | Datadog, Inc. | Technology | $2.8M | 0.1% | 11K | -93% | |||
| 68 | $TENB | Tenable Holdings, Inc. | Technology | $2.8M | 0.1% | 76K | — | |||
| 69 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.5M | 0.1% | 3,408 | -63% | |||
| 70 | $FIG | Figma, Inc. | Technology | $2.4M | 0.1% | 135K | New | |||
| 71 | $SRRK | Scholar Rock Holding Corp | Healthcare | $2.3M | 0.1% | 42K | — | |||
| 72 | $HIMS | Hims & Hers Health, Inc. | Healthcare | $2.3M | 0.1% | 67K | — | |||
| 73 | $NRIX | Nurix Therapeutics, Inc. | Healthcare | $2.3M | 0.1% | 96K | — | |||
| 74 | $CRGY | Crescent Energy Co | Energy | $2.1M | 0.0% | 213K | — | |||
| 75 | $BKSY | BlackSky Technology Inc. | Technology | $2.1M | 0.0% | 75K | New | |||
| 76 | $DIS | Walt Disney Co | Communication Services | $2.0M | 0.0% | 21K | — | |||
| 77 | — | ISHARES TR - RUS 2000 GRW ETF | — | $2.0M | 0.0% | 5,145 | — | |||
| 78 | $MDB | MongoDB, Inc. | Technology | $2.0M | 0.0% | 5,946 | — | |||
| 79 | $UBER | Uber Technologies, Inc | Technology | $1.9M | 0.0% | 26K | — | |||
| 80 | $CRCL | Circle Internet Group, Inc. | Financials | $1.9M | 0.0% | 30K | +12% | |||
| 81 | $TWLO | TWILIO INC | Technology | $1.6M | 0.0% | 7,904 | — | |||
| 82 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.6M | 0.0% | 18K | New | |||
| 83 | $SONO | Sonos Inc | Technology | $1.5M | 0.0% | 114K | — | |||
| 84 | $RYTM | RHYTHM PHARMACEUTICALS, INC. | Healthcare | $1.5M | 0.0% | 14K | — | |||
| 85 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.5M | 0.0% | 4,089 | New | |||
| 86 | $TXG | 10x Genomics, Inc. | Healthcare | $1.5M | 0.0% | 39K | — | |||
| 87 | $INTA | Intapp, Inc. | Technology | $1.3M | 0.0% | 53K | — | |||
| 88 | $NOW | ServiceNow, Inc. | Technology | $1.3M | 0.0% | 13K | +202% | |||
| 89 | $BILL | BILL Holdings, Inc. | Technology | $1.3M | 0.0% | 36K | — | |||
| 90 | — | VANGUARD SCOTTSDALE FDS SHORT TERM - TREAS | — | $1.2M | 0.0% | 21K | -18% | |||
| 91 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.2M | 0.0% | 11K | -19% | |||
| 92 | $LBTYA | Liberty Global Ltd. | Communication Services | $1.1M | 0.0% | 104K | — | |||
| 93 | $NTNX | Nutanix, Inc. | Technology | $1.1M | 0.0% | 22K | — | |||
| 94 | $NAVN | Navan, Inc. | Technology | $1.1M | 0.0% | 48K | New | |||
| 95 | $RVMD | Revolution Medicines, Inc. | Healthcare | $1.1M | 0.0% | 5,809 | -60% | |||
| 96 | $BRZE | Braze, Inc. | Technology | $1.1M | 0.0% | 49K | — | |||
| 97 | $ESTC | Elastic N.V. | Technology | $1.1M | 0.0% | 19K | — | |||
| 98 | $TEM | Tempus AI, Inc. | Technology | $824K | 0.0% | 14K | — | |||
| 99 | $QCOM | QUALCOMM INC/DE | Technology | $813K | 0.0% | 4,401 | — | |||
| 100 | $DHX | DHI GROUP, INC. | Industrials | $795K | 0.0% | 214K | — | |||
| 101 | $IOT | Samsara Inc. | Technology | $752K | 0.0% | 23K | — | |||
| 102 | $MIRM | Mirum Pharmaceuticals, Inc. | Healthcare | $731K | 0.0% | 6,248 | — | |||
| 103 | $PINS | PINTEREST, INC. | Technology | $722K | 0.0% | 34K | — | |||
| 104 | $WSE | Wise Group plc | Industrials | $705K | 0.0% | 59K | New | |||
| 105 | $FOX | Fox Corp | Communication Services | $659K | 0.0% | 14K | — | |||
| 106 | $ALRM | Alarm.com Holdings, Inc. | Technology | $653K | 0.0% | 14K | — | |||
| 107 | $BLLN | BillionToOne, Inc. | Healthcare | $615K | 0.0% | 5,127 | New | |||
| 108 | $G | Genpact LTD | Technology | $527K | 0.0% | 19K | — | |||
| 109 | $CRSP | CRISPR Therapeutics AG | Healthcare | $520K | 0.0% | 9,539 | — | |||
| 110 | $GTLB | Gitlab Inc. | Technology | $493K | 0.0% | 16K | -12% | |||
| 111 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $491K | 0.0% | 1,918 | — | |||
| 112 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $476K | 0.0% | 2,463 | — | |||
| 113 | $CYTK | CYTOKINETICS INC | Healthcare | $469K | 0.0% | 5,500 | — | |||
| 114 | $VLTO | Veralto Corp | Technology | $443K | 0.0% | 5,000 | — | |||
| 115 | $FRSH | Freshworks Inc. | Technology | $440K | 0.0% | 43K | — | |||
| 116 | $VERA | Vera Therapeutics, Inc. | Healthcare | $436K | 0.0% | 10K | — | |||
| 117 | $CBRS | Cerebras Systems Inc. | Technology | $408K | 0.0% | 1,847 | New | |||
| 118 | $RKT | Rocket Companies, Inc. | Financials | $387K | 0.0% | 25K | — | |||
| 119 | $MQ | Marqeta, Inc. | Technology | $387K | 0.0% | 95K | — | |||
| 120 | $CPNG | Coupang, Inc. | Consumer Discretionary | $378K | 0.0% | 22K | — | |||
| 121 | $FOXA | Fox Corp | Communication Services | $369K | 0.0% | 7,070 | — | |||
| 122 | $REPX | Riley Exploration Permian, Inc. | Energy | $315K | 0.0% | 9,546 | New | |||
| 123 | $AR | ANTERO RESOURCES Corp | Energy | $314K | 0.0% | 8,932 | — | |||
| 124 | $BOX | BOX INC | Technology | $314K | 0.0% | 12K | — | |||
| 125 | $FA | FIRST ADVANTAGE CORP | Technology | $300K | 0.0% | 17K | — | |||
| 126 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $287K | 0.0% | 601 | — | |||
| 127 | $QS | QuantumScape Corp | Technology | $286K | 0.0% | 38K | — | |||
| 128 | $RBRK | Rubrik, Inc. | Technology | $285K | 0.0% | 3,550 | New | |||
| 129 | $AVTR | Avantor, Inc. | Healthcare | $273K | 0.0% | 28K | — | |||
| 130 | $ORIC | Oric Pharmaceuticals, Inc. | Healthcare | $226K | 0.0% | 21K | — | |||
| 131 | $PM | Philip Morris International Inc. | Consumer Staples | $218K | 0.0% | 1,205 | New | |||
| 132 | $PHR | Phreesia, Inc. | Industrials | $215K | 0.0% | 21K | — | |||
| 133 | $PENG | Penguin Solutions, Inc. | Technology | $213K | 0.0% | 2,808 | New | |||
| 134 | $PCOR | PROCORE TECHNOLOGIES, INC. | Technology | $202K | 0.0% | 4,976 | — | |||
| 135 | $S | SentinelOne, Inc. | Technology | $202K | 0.0% | 12K | — | |||
| 136 | $NN | NEXTNAV INC. | Technology | $197K | 0.0% | 11K | — | |||
| 137 | $PUBM | PubMatic, Inc. | Technology | $197K | 0.0% | 15K | — | |||
| 138 | $PSNL | Personalis, Inc. | Healthcare | $193K | 0.0% | 14K | New | |||
| 139 | $AMPL | Amplitude, Inc. | Technology | $160K | 0.0% | 21K | -9% | |||
| 140 | $HNST | Honest Company, Inc. | Consumer Discretionary | $159K | 0.0% | 44K | — | |||
| 141 | $ALEC | Alector, Inc. | Healthcare | $148K | 0.0% | 74K | — | |||
| 142 | $COUR | Coursera, Inc. | Technology | $133K | 0.0% | 24K | — | |||
| 143 | $OPEN | Opendoor Technologies Inc. | Real Estate | $130K | 0.0% | 28K | — | |||
| 144 | $SPT | Sprout Social, Inc. | Technology | $119K | 0.0% | 16K | — | |||
| 145 | $BLND | Blend Labs, Inc. | Technology | $116K | 0.0% | 68K | +416% | |||
| 146 | $SFIX | Stitch Fix, Inc. | Consumer Discretionary | $100K | 0.0% | 24K | — | |||
| 147 | $SGMT | Sagimet Biosciences Inc. | Healthcare | $99K | 0.0% | 13K | — | |||
| 148 | $PTON | PELOTON INTERACTIVE, INC. | Consumer Discretionary | $98K | 0.0% | 17K | — | |||
| 149 | $GTM | ZoomInfo Technologies Inc. | Technology | $70K | 0.0% | 24K | — | |||
| 150 | $GERN | GERON CORP | Healthcare | $27K | 0.0% | 21K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 15 added to, 18 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- VANECK ETF TRUST - SEMICONDUCTR ETF$733.0M
first bought this quarter
$MCOMOODYS CORP /DE/$4.5M
first bought this quarter
$FIGFigma, Inc.$2.4M
first bought this quarter
$BKSYBlackSky Technology Inc.$2.1M
first bought this quarter
- VANGUARD STAR FDS - VG TL INTL STK F$1.6M
first bought this quarter
- VANGUARD INDEX FDS - TOTAL STK MKT$1.5M
first bought this quarter
+9 more in the Excel export
Added to (15)
now $61.1M · held 10+ qtrs, 4 adds in a row
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF+11%
now $375.8M
- ISHARES TR - RUS 1000 GRW ETF+300%
now $34.6M
$MDLNMedline Inc.+100%
now $12.0M · held 3 qtrs, 3 adds in a row
$AMZNAMAZON COM INC+47%
now $17.2M · held 10+ qtrs
now $32.3M · held 10+ qtrs
+9 more in the Excel export
Trimmed (18)
- VANGUARD TAX-MANAGED INTL FD - VAN FTSE DEV MKT-24%
now $1.1B
- ISHARES TR - CORE S&P500 ETF-34%
now $702.5M
- ISHARES TR - RUS 1000 VAL ETF-17%
now $495.9M
- ISHARES TR - RUS 2000 VAL ETF-79%
now $14.7M
- ISHARES TR - MSCI ACWI ETF-59%
now $38.6M
$DDOGDatadog, Inc.-93%
now $2.8M · held 10+ qtrs
+12 more in the Excel export
Holdings by quarter
Every 13F Jasper Ridge Partners, L.P. has filed, 31 earlier quarters. Pick one to see what it held then.
Is it too late to follow Jasper Ridge Partners, L.P.?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Jasper Ridge Partners, L.P.'s top 20 holdings: 62/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-3.6%
Value-weighted move of the 10 largest stock positions
Turnover
19%
Last quarter; 33% over the last 4
Top 10 weight
84%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Jasper Ridge Partners, L.P. disclosed 151 positions worth $4.7B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 7. The portfolio is most concentrated in Other (79.4% of disclosed assets). All figures are sourced directly from Jasper Ridge Partners, L.P.’s Form 13F-HR filing with the SEC under CIK 1453381.
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