Jasper Ridge Partners, L.P.
MENLO PARK, CA
$4.7bn in 151 US stocks at the end of 30 June 2026. The top 10 are 84.4% of the money. It changed about 21.4% of the portfolio this quarter.
Value
$4.7bn
Stocks
151
Top 10 share
84.4%
Turnover
21.4%
What changed this quarter
New
Bought for the first time this quarter.
- Vaneck ETF TrustSMH15.6% of the fund
- Moody'sMCO<0.1% of the fund
- FigmaFIG<0.1% of the fund
- BlackSky TechnologyBKSY<0.1% of the fund
- Vanguard Star FDSVXUS<0.1% of the fund
- Vanguard Index FDSVTI<0.1% of the fund
- NavanNAVN<0.1% of the fund
- Wise GroupWSE<0.1% of the fund
- BillionToOneBLLN<0.1% of the fund
- Riley Exploration PermianREPX<0.1% of the fund
- Cerebras SystemsCBRS<0.1% of the fund
- RubrikRBRK<0.1% of the fund
- Philip Morris InternationalPM<0.1% of the fund
- Penguin SolutionsPENG<0.1% of the fund
- PersonalisPSNL<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Intl Equity Index FVWO8.0% of the fund+11%
- Vanguard Intl Equity Index FVT1.3% of the fund+199%
- AlphabetGOOG1.2% of the fund+6%
- MicrosoftMSFT0.7% of the fund+14%
- Amazon.comAMZN0.4% of the fund+47%
- Aurora InnovationAUR0.3% of the fund+2%
- MedlineMDLN0.3% of the fund+100%
- Robinhood MarketsHOOD0.2% of the fund+2%
- CrowdStrike HoldingsCRWD<0.1% of the fund+41%
- Circle Internet GroupCRCL<0.1% of the fund+12%
- ServiceNowNOW<0.1% of the fund+202%
- Blend LabsBLND<0.1% of the fund+416%
Cut
Sold some of their stake.
- Vanguard Tax-Managed FDSVEA24.3% of the fund-24%
- Ishares TRIVV15.0% of the fund-34%
- Ishares TRIWD10.6% of the fund-17%
- Vanguard Index FDSVOO1.3% of the fund-8%
- Ishares TRACWI0.8% of the fund-59%
- Ishares TRIWM0.4% of the fund-6%
- Ishares TRIWN0.3% of the fund-79%
- SalesforceCRM0.2% of the fund-3%
- DatadogDDOG<0.1% of the fund-93%
- Invesco QQQ TRQQQ<0.1% of the fund-63%
- Vanguard Scottsdale FDSVGSH<0.1% of the fund-18%
- Ishares TRSUB<0.1% of the fund-19%
- Revolution MedicinesRVMD<0.1% of the fund-60%
- GitlabGTLB<0.1% of the fund-12%
- AmplitudeAMPL<0.1% of the fund-9%
Sold out
Sold their entire stake.
- Schwab Strategic TRSCHP-100%
- On24-100%
- Arcellx-100%
- Ishares TRIGV-100%
- Innovator Etfs TrustPJAN-100%
- Figure Technology SolutionsFIGR-100%
- Tenaya TherapeuticsTNYA-100%
Holdings
- Vanguard Tax-Managed FDSVEA
- Share
- 24.3%
- Value
- $1.1bn
- Shares
- 15,979,954
-24%
- Vaneck ETF TrustSMH
- Share
- 15.6%
- Value
- $733m
- Shares
- 1,117,575
New
- Ishares TRIVV
- Share
- 15.0%
- Value
- $703m
- Shares
- 938,059
-34%
- Ishares TRIWD
- Share
- 10.6%
- Value
- $496m
- Shares
- 2,045,358
-17%
- Vanguard Intl Equity Index FVWO
- Share
- 8.0%
- Value
- $376m
- Shares
- 6,296,257
+11%
- Vanguard Index FDSVOO
- Share
- 1.3%
- Value
- $63m
- Shares
- 91,404
-8%
- Vanguard Intl Equity Index FVT
- Share
- 1.3%
- Value
- $61m
- Shares
- 389,261
+199%
- Ishares TRACWI
- Share
- 0.8%
- Value
- $39m
- Shares
- 246,089
-59%
- Ishares TRIWF
- Share
- 0.7%
- Value
- $35m
- Shares
- 278,916
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.7%
- Value
- $32m
- Shares
- 43,267
Held
- Ishares TREFA
- Share
- 0.7%
- Value
- $32m
- Shares
- 304,801
Held
- Ishares TREEM
- Share
- 0.4%
- Value
- $17m
- Shares
- 254,150
Held
- Ishares TRIWM
- Share
- 0.4%
- Value
- $17m
- Shares
- 55,688
-6%
- Ishares TRIWN
- Share
- 0.3%
- Value
- $15m
- Shares
- 66,631
-79%
- Ishares TREFG
- Share
- 0.2%
- Value
- $7m
- Shares
- 59,403
Held
- IsharesEWJ
- Share
- 0.1%
- Value
- $5m
- Shares
- 54,925
Held
- Electronic ArtsEA
- Share
- 0.1%
- Value
- $5m
- Shares
- 23,767
Held
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $3m
- Shares
- 3,408
-63%
- Ishares TRIWO
- Share
- <0.1%
- Value
- $2m
- Shares
- 5,145
Held
- Vanguard Star FDSVXUS
- Share
- <0.1%
- Value
- $2m
- Shares
- 18,369
New
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $2m
- Shares
- 4,089
New
- Vanguard Scottsdale FDSVGSH
- Share
- <0.1%
- Value
- $1m
- Shares
- 20,896
-18%
- Ishares TRSUB
- Share
- <0.1%
- Value
- $1m
- Shares
- 10,986
-19%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Tax-Managed FDSVEA | 24.3% | $1.1bn | 15,979,954 | -24% |
| Vaneck ETF TrustSMH | 15.6% | $733m | 1,117,575 | New |
| Ishares TRIVV | 15.0% | $703m | 938,059 | -34% |
| Ishares TRIWD | 10.6% | $496m | 2,045,358 | -17% |
| Vanguard Intl Equity Index FVWO | 8.0% | $376m | 6,296,257 | +11% |
| NikeNKE | 4.3% | $200m | 4,883,229 | Held |
| Dell TechnologiesDELL | 2.1% | $97m | 224,358 | Held |
| Constellation EnergyCEG | 2.0% | $93m | 375,305 | Held |
| Vanguard Index FDSVOO | 1.3% | $63m | 91,404 | -8% |
| Vanguard Intl Equity Index FVT | 1.3% | $61m | 389,261 | +199% |
| AlphabetGOOG | 1.2% | $55m | 154,249 | +6% |
| Ishares TRACWI | 0.8% | $39m | 246,089 | -59% |
| Ishares TRIWF | 0.7% | $35m | 278,916 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.7% | $32m | 43,267 | Held |
| MicrosoftMSFT | 0.7% | $32m | 86,470 | +14% |
| RobloxRBLX | 0.7% | $32m | 592,261 | Held |
| Ishares TREFA | 0.7% | $32m | 304,801 | Held |
| Payoneer GlobalPAYO | 0.5% | $22m | 3,141,320 | Held |
| Unity SoftwareU | 0.5% | $22m | 775,443 | Held |
| VisaV | 0.5% | $22m | 63,189 | Held |
| Ishares TREEM | 0.4% | $17m | 254,150 | Held |
| Amazon.comAMZN | 0.4% | $17m | 72,068 | +47% |
| Ishares TRIWM | 0.4% | $17m | 55,688 | -6% |
| Ishares TRIWN | 0.3% | $15m | 66,631 | -79% |
| Aurora InnovationAUR | 0.3% | $14m | 2,063,013 | +2% |
| Berkshire HathawayBRK-B | 0.3% | $13m | 25,000 | Held |
| MedlineMDLN | 0.3% | $12m | 304,584 | +100% |
| Robinhood MarketsHOOD | 0.2% | $12m | 116,585 | +2% |
| DoorDashDASH | 0.2% | $10m | 56,278 | Held |
| Advanced Micro DevicesAMD | 0.2% | $10m | 17,500 | Held |
| DuolingoDUOL | 0.2% | $10m | 87,108 | Held |
| Edwards LifesciencesEW | 0.2% | $9m | 105,000 | Held |
| Intercontinental ExchangeICE | 0.2% | $9m | 76,000 | Held |
| Guardant HealthGH | 0.2% | $8m | 53,125 | Held |
| SalesforceCRM | 0.2% | $8m | 50,574 | -3% |
| Ishares TREFG | 0.2% | $7m | 59,403 | Held |
| AppleAAPL | 0.2% | $7m | 25,525 | Held |
| BroadcomAVGO | 0.2% | $7m | 19,500 | Held |
| CloudflareNET | 0.1% | $7m | 27,835 | Held |
| Roper TechnologiesROP | 0.1% | $7m | 20,001 | Held |
| EverpureP | 0.1% | $7m | 85,086 | Held |
| PepsiCoPEP | 0.1% | $7m | 49,000 | Held |
| Costco WholesaleCOST | 0.1% | $7m | 7,003 | Held |
| Meta PlatformsMETA | 0.1% | $6m | 10,610 | Held |
| Palo Alto NetworksPANW | 0.1% | $5m | 15,186 | Held |
| UnitedHealth GroupUNH | 0.1% | $5m | 12,379 | Held |
| IsharesEWJ | 0.1% | $5m | 54,925 | Held |
| MastercardMA | 0.1% | $5m | 9,879 | Held |
| OktaOKTA | 0.1% | $5m | 36,980 | Held |
| Coinbase GlobalCOIN | 0.1% | $5m | 34,414 | Held |
| Electronic ArtsEA | 0.1% | $5m | 23,767 | Held |
| Moody'sMCO | <0.1% | $4m | 9,897 | New |
| Spotify TechnologySPOT | <0.1% | $4m | 9,751 | Held |
| Nebius GroupNBIS | <0.1% | $4m | 16,132 | Held |
| AonAON | <0.1% | $4m | 13,390 | Held |
| AlphabetGOOGL | <0.1% | $4m | 12,183 | Held |
| IntuitINTU | <0.1% | $4m | 15,196 | Held |
| PayPal HoldingsPYPL | <0.1% | $4m | 83,007 | Held |
| AirbnbABNB | <0.1% | $4m | 25,031 | Held |
| CrowdStrike HoldingsCRWD | <0.1% | $4m | 4,644 | +41% |
| Nu HoldingsNU | <0.1% | $3m | 254,790 | Held |
| MaplebearCART | <0.1% | $3m | 67,067 | Held |
| Rocket LabRKLB | <0.1% | $3m | 30,801 | Held |
| Affirm HoldingsAFRM | <0.1% | $3m | 38,086 | Held |
| DanaherDHR | <0.1% | $3m | 15,004 | Held |
| FerrariRACE | <0.1% | $3m | 7,560 | Held |
| DatadogDDOG | <0.1% | $3m | 10,803 | -93% |
| Tenable HoldingsTENB | <0.1% | $3m | 75,679 | Held |
| Invesco QQQ TRQQQ | <0.1% | $3m | 3,408 | -63% |
| FigmaFIG | <0.1% | $2m | 135,051 | New |
| Scholar Rock HoldingSRRK | <0.1% | $2m | 42,455 | Held |
| Hims & Hers HealthHIMS | <0.1% | $2m | 67,219 | Held |
| Nurix TherapeuticsNRIX | <0.1% | $2m | 95,711 | Held |
| Crescent EnergyCRGY | <0.1% | $2m | 212,869 | Held |
| BlackSky TechnologyBKSY | <0.1% | $2m | 74,739 | New |
| Walt DisneyDIS | <0.1% | $2m | 21,112 | Held |
| Ishares TRIWO | <0.1% | $2m | 5,145 | Held |
| MongoDBMDB | <0.1% | $2m | 5,946 | Held |
| Uber TechnologiesUBER | <0.1% | $2m | 26,246 | Held |
| Circle Internet GroupCRCL | <0.1% | $2m | 29,552 | +12% |
| TwilioTWLO | <0.1% | $2m | 7,904 | Held |
| Vanguard Star FDSVXUS | <0.1% | $2m | 18,369 | New |
| SonosSONO | <0.1% | $2m | 113,763 | Held |
| Rhythm PharmaceuticalsRYTM | <0.1% | $2m | 13,845 | Held |
| Vanguard Index FDSVTI | <0.1% | $2m | 4,089 | New |
| 10x GenomicsTXG | <0.1% | $2m | 39,457 | Held |
| IntappINTA | <0.1% | $1m | 53,308 | Held |
| ServiceNowNOW | <0.1% | $1m | 13,041 | +202% |
| BILL HoldingsBILL | <0.1% | $1m | 35,762 | Held |
| Vanguard Scottsdale FDSVGSH | <0.1% | $1m | 20,896 | -18% |
| Ishares TRSUB | <0.1% | $1m | 10,986 | -19% |
| Liberty GlobalLBTYK | <0.1% | $1m | 104,200 | Held |
| NutanixNTNX | <0.1% | $1m | 22,331 | Held |
| NavanNAVN | <0.1% | $1m | 48,259 | New |
| Revolution MedicinesRVMD | <0.1% | $1m | 5,809 | -60% |
| BrazeBRZE | <0.1% | $1m | 49,327 | Held |
| ElasticESTC | <0.1% | $1m | 18,682 | Held |
| Tempus AITEM | <0.1% | $824,460 | 14,232 | Held |
| QualcommQCOM | <0.1% | $813,261 | 4,401 | Held |
| DHI GroupDHX | <0.1% | $795,483 | 214,416 | Held |
Showing the largest 100 of 151.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 17.4% since 30 June 2025.
Where the money is
Technology7.1%
Retail & consumer5.2%
Utilities2.0%
Financial services1.8%
Media & telecom1.6%
Health care1.1%
Everyday goods0.4%
Industrials0.1%
Energy0.1%
Real estate0.0%
Other80.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.