Jasper Ridge Partners, L.P.

CIK

1453381

City

MENLO PARK

State / Country

CA

Stock

TEAD — Teads Holding Co.

Top Portfolio Positions

119 positions · $818,879,143 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NKE	NIKE, Inc. Consumer Cyclical	4,883,229	$257,932,155	31.50%
CEG	Constellation Energy Corp Utilities	375,305	$104,803,921	12.80%
DELL	Dell Technologies Inc. Technology	223,056	$36,610,181	4.47%
RBLX	Roblox Corp Communication Services	592,261	$33,498,282	4.09%
SPY	Spdr S&P 500 ETF Trust	43,695	$28,416,606	3.47%
MSFT	Microsoft Corp Technology	75,886	$28,090,720	3.43%
V	Visa Inc. Financial Services	63,189	$19,098,243	2.33%
U	Unity Software Inc. Technology	783,318	$17,185,996	2.10%
DDOG	Datadog, Inc. Technology	144,937	$17,109,812	2.09%
PAYO	Payoneer Global Inc. Technology	3,141,320	$15,172,575	1.85%

Portfolio Trend

25 quarters · across all stocks

Holdings in TEAD

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,775	17,868	0.0%	Shares	Sole	2026-05-11
2025-12-31	$12,579	17,868	0.0%	Shares	Sole	2026-02-12
2025-09-30	$29,482	17,868	0.0%	Shares	Sole	2025-11-17
2025-06-30	$44,312	17,868	0.0%	Shares	Sole	2025-08-14
2025-03-31	$66,647	17,868	0.0%	Shares	Sole	2025-05-14
2024-12-31	$128,292	17,868	0.0%	Shares	Sole	2025-02-14
2024-09-30	$86,838	17,868	0.0%	Shares	Sole	2024-11-14
2024-06-30	$88,982	17,868	0.0%	Shares	Sole	2024-08-14
2024-03-31	$70,578	17,868	0.0%	Shares	Sole	2024-05-15
2023-12-31	$78,261	17,868	0.0%	Shares	Sole	2024-02-14
2023-09-30	$87,017	17,868	0.0%	Shares	Sole	2023-11-14
2023-06-30	$87,910	17,868	0.0%	Shares	Sole	2023-08-14
2023-03-31	$73,794	17,868	0.0%	Shares	Sole	2023-05-15
2022-12-31	$64,682	17,868	0.0%	Shares	Sole	2023-02-15
2022-09-30	$65,218	17,868	—	Shares	Sole	2022-11-14
No 13F history on record for this holder in this stock.