Jasper Ridge Partners, L.P.
CIK
1453381
Location
MENLO PARK, CA
Portfolio Value
Mid
$2,086,375,146
Diversification
Highly concentrated
Filing Date
Global Rank
#1,306
/ 8,700
▼ 439
Top Industry
Footwear & Accessories
22.0%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
26 quarters · since Mar 2020
Portfolio Concentration
131 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
54.6%
+18.7 pts
Top 5
76.1%
−7.0 pts
Top 10
82.9%
−7.1 pts
HHI
3,136
Highly concentrated+813
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 56.3% | $1,174,962,235 |
| Technology | 13.7% | $286,230,037 |
| Consumer Cyclical | 12.1% | $253,013,127 |
| Communication Services | 5.5% | $115,785,186 |
| Utilities | 4.5% | $93,214,502 |
| Financial Services | 4.2% | $86,597,338 |
| Healthcare | 2.6% | $53,862,468 |
| Consumer Defensive | 0.7% | $13,696,320 |
| Industrials | 0.3% | $5,960,915 |
| Energy | 0.1% | $2,923,330 |
| Real Estate | 0.0% | $129,688 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MDLN | Medline Inc. | +152,373 | 304,584 | $12,012,792 | |
| BLND | Blend Labs, Inc. | +54,515 | 67,615 | $115,621 | |
| AUR | Aurora Innovation, Inc. | +42,500 | 2,063,013 | $14,069,748 | |
| AMZN | Amazon Com Inc | +23,120 | 72,068 | $17,176,687 | |
| MSFT | Microsoft Corp | +10,584 | 86,470 | $32,255,039 | |
| NOW | ServiceNow, Inc. | +8,716 | 13,041 | $1,294,710 | |
| GOOGL | Alphabet Inc. | +8,574 | 166,432 | $58,854,637 | |
| CRCL | Circle Internet Group, Inc. | +3,206 | 29,552 | $1,850,841 | |
| HOOD | Robinhood Markets, Inc. | +2,506 | 116,585 | $11,691,143 | |
| CRWD | CrowdStrike Holdings, Inc. | +1,350 | 4,644 | $3,544,022 | |
| DELL | Dell Technologies Inc. | +1,302 | 224,358 | $96,801,502 | |
| NBIS | Nebius Group N.V. | +74 | 16,132 | $4,455,174 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | −5,147,666 | 15,979,954 | $1,138,571,722 | |
| DDOG | Datadog, Inc. | −134,134 | 10,803 | $2,812,669 | |
| RVMD | Revolution Medicines, Inc. | −8,559 | 5,809 | $1,087,909 | |
| U | Unity Software Inc. | −7,875 | 775,443 | $22,162,160 | |
| QQQ | Invesco Qqq Trust, Series 1 | −5,694 | 3,408 | $2,509,651 | |
| AMPL | Amplitude, Inc. | −2,150 | 20,855 | $159,540 | |
| GTLB | Gitlab Inc. | −2,125 | 16,139 | $492,723 | |
| CRM | Salesforce, Inc. | −1,320 | 50,574 | $7,922,922 | |
| OKTA | Okta, Inc. | −530 | 36,980 | $5,045,921 | |
| SPY | Spdr S&P 500 ETF Trust | −428 | 43,267 | $32,310,497 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MCO | Moodys Corp /De/ | 9,897 | $4,482,549 | |
| FIG | Figma, Inc. | 135,051 | $2,443,072 | |
| BKSY | BlackSky Technology Inc. | 74,739 | $2,086,712 | |
| VXUS | Vanguard Total International Stock ETF | 18,369 | $1,570,365 | |
| NAVN | Navan, Inc. | 48,259 | $1,103,683 | |
| WSE | Wise Group plc | 59,198 | $705,048 | |
| BLLN | BillionToOne, Inc. | 5,127 | $615,137 | |
| REPX | Riley Exploration Permian, Inc. | 15,749 | $519,087 | |
| CBRS | Cerebras Systems Inc. | 1,847 | $408,187 | |
| RBRK | Rubrik, Inc. | 3,550 | $284,994 | |
| PM | Philip Morris International Inc. | 1,205 | $217,996 | |
| PENG | Penguin Solutions, Inc. | 2,808 | $213,436 | |
| PSNL | Personalis, Inc. | 14,415 | $193,161 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 5,022,623 | $1,604,434,832 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 5,822,099 | $325,637,781 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 6,442,984 | $171,447,804 | |
| — | 321,684 | $60,988,069 | ||
| VB | Vanguard Morningstar Small-Cap ETF | 99,671 | $59,558,406 | |
| BKF | iShares MSCI BIC ETF | 309,075 | $19,071,045 | |
| BNDW | Vanguard Total World Bond ETF | 25,523 | $1,494,116 | |
| BAPR | Innovator U.S. Equity Buffer ETF - April | 7,200 | $332,136 | |
| FIGR | Figure Technology Solutions, Inc. | 8,334 | $282,939 | |
| TNYA | Tenaya Therapeutics, Inc. | 10,250 | $7,093 | |
| — | 13,947 | $0 | ||
| — | 283,324 | $0 | ||
| No positions match the current search. | ||||
131 tracked positions ·
$2,086,375,146 total
· filing declares
151 positions · $4,689,643,464
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 131 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 15,979,954 | $1,138,571,722 | 54.57% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 4,883,229 | $200,456,550 | 9.61% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 224,358 | $96,801,502 | 4.64% | |
| CEG |
Constellation Energy Corp
Utilities
|
Held | 375,305 | $93,214,502 | 4.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 166,432 | $58,854,637 | 2.82% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 43,267 | $32,310,497 | 1.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 86,470 | $32,255,039 | 1.55% | |
| RBLX |
Roblox Corp
Communication Services
|
Held | 592,261 | $32,207,153 | 1.54% | |
| PAYO |
Payoneer Global Inc.
Technology
|
Held | 3,141,320 | $22,366,198 | 1.07% | |
| U |
Unity Software Inc.
Technology
|
Reduced | 775,443 | $22,162,160 | 1.06% | |
| V |
Visa Inc.
Financial Services
|
Held | 63,189 | $21,679,514 | 1.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 72,068 | $17,176,687 | 0.82% | |
| AUR |
Aurora Innovation, Inc.
Consumer Cyclical
|
Added | 2,063,013 | $14,069,748 | 0.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 25,000 | $12,509,750 | 0.60% | |
| MDLN |
Medline Inc.
Healthcare
|
Added | 304,584 | $12,012,792 | 0.58% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 116,585 | $11,691,143 | 0.56% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Held | 56,278 | $10,384,979 | 0.50% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 17,500 | $10,165,925 | 0.49% | |
| DUOL |
Duolingo, Inc.
Technology
|
Held | 87,108 | $10,019,162 | 0.48% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Held | 105,000 | $9,498,300 | 0.46% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Held | 76,000 | $9,356,360 | 0.45% | |
| GH |
Guardant Health, Inc.
Healthcare
|
Held | 53,125 | $7,970,343 | 0.38% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 50,574 | $7,922,922 | 0.38% | |
| AAPL |
Apple Inc.
Technology
|
Held | 25,525 | $7,385,914 | 0.35% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 19,500 | $7,366,125 | 0.35% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 27,835 | $6,827,368 | 0.33% | |
| ROP |
Roper Technologies Inc
Technology
|
Held | 20,001 | $6,768,138 | 0.32% | |
| P |
Everpure, Inc.
Technology
|
Held | 85,086 | $6,703,925 | 0.32% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 49,000 | $6,634,600 | 0.32% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 7,003 | $6,551,096 | 0.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 10,610 | $5,976,506 | 0.29% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 15,186 | $5,178,729 | 0.25% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 12,379 | $5,145,083 | 0.25% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 9,879 | $5,073,854 | 0.24% | |
| OKTA |
Okta, Inc.
Technology
|
Reduced | 36,980 | $5,045,921 | 0.24% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Held | 34,414 | $5,030,982 | 0.24% | |
|
|
Held | 23,767 | $4,873,185 | 0.23% | ||
| MCO |
Moodys Corp /De/
Financial Services
|
NEW | 9,897 | $4,482,549 | 0.21% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Held | 9,751 | $4,476,976 | 0.21% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
Added | 16,132 | $4,455,174 | 0.21% | |
| AON |
Aon plc
Financial Services
|
Held | 13,390 | $4,441,329 | 0.21% | |
| INTU |
Intuit Inc.
Technology
|
Held | 15,196 | $3,966,156 | 0.19% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Held | 83,007 | $3,584,242 | 0.17% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Held | 25,031 | $3,581,936 | 0.17% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 4,644 | $3,544,022 | 0.17% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 254,790 | $3,403,994 | 0.16% | |
| CART |
Maplebear Inc.
Consumer Cyclical
|
Held | 67,067 | $3,175,622 | 0.15% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Held | 30,801 | $3,130,921 | 0.15% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Held | 38,086 | $3,105,913 | 0.15% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 15,004 | $2,857,961 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.