Jasper Ridge Partners, L.P.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Jasper Ridge Partners, L.P. reported 147 stock positions worth $3.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 25.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 20.9%) and iShares Russell 1000 Value E (IWD, 13.8%). Compared with Q1 2024, it opened 3 new positions, sold out of 7, added to 19 and reduced 12. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +16%) and the biggest sale Alphabet Class C (GOOG, shares −80%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001453381
Portfolio Value
$3.1B (Q2 2024)
SEC Filing
0001938900-24-000003 ↗ filed Aug 14, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $3.2B Q1 2024 Q2 2024: $3.1B $3.1B Q2 2024 Q3 2024: $3.5B Q3 2024 Q4 2024: $3.2B Q4 2024 Q1 2025: $3.1B Q1 2025 Q2 2025: $4.0B Q2 2025 Q3 2025: $4.4B Q3 2025 Q4 2025: $4.5B Q4 2025 Q1 2026: $4.5B Q1 2026 Q2 2026: $4.7B Q2 2026

Holdings 147 stocks · $3.1B
IVV iShares Core S&P 500 ETF 25.02% 1,413,263 $773.4M Reduce -10.8%
VEA Vanguard Ftse Developed ETF 20.86% 13,047,187 $644.8M Add +16.3%
IWD iShares Russell 1000 Value E 13.80% 2,444,052 $426.4M Reduce -3.1%
SCHP Schwab U.S. Tips ETF 6.25% 3,712,494 $193.1M Add +11.5%
VWO Vanguard Ftse Emerging Marke 3.72% 2,625,378 $114.9M Add +4.9%
DDOG Datadog Inc. Class A 3.31% 788,898 $102.3M No change
IWN iShares Russell 2000 Value E 1.71% 346,539 $52.8M Reduce -10.4%
VOO Vanguard S&P 500 ETF 1.70% 104,979 $52.5M Reduce -6.8%
ACWI iShares MSCI Acwi ETF 1.23% 339,210 $38.1M Reduce -0.4%
MSFT Microsoft Corp. 1.10% 75,938 $33.9M No change
DELL Dell Technologies -C 0.97% 218,283 $30.1M Add +1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.83% 46,879 $25.5M Add +0.4%
IWF iShares Russell 1000 Growth 0.82% 69,729 $25.4M No change
COST Costco Wholesale Corp. 0.80% 29,000 $24.6M No change
U Unity Software Inc. 0.79% 1,504,885 $24.5M Add +0.3%
INTU Intuit Inc. 0.79% 37,220 $24.5M Add +0.1%
AAPL Apple Inc. 0.79% 115,577 $24.3M No change
EFA iShares MSCI Eafe ETF 0.77% 304,801 $23.9M No change
GOOG Alphabet Inc. Class C 0.75% 126,020 $23.1M Reduce -80.0%
IWM iShares Russell 2000 ETF 0.67% 102,735 $20.8M Add +84.5%
DUOL Duolingo 0.59% 87,108 $18.2M No change
V Visa Inc. Class A 0.59% 69,173 $18.2M No change
PAYO Payoneer Global Inc. 0.56% 3,141,320 $17.4M No change
AMD Advanced Micro Devices 0.56% 106,500 $17.3M No change
RBLX Roblox Corp. Class A 0.51% 423,608 $15.8M Reduce -3.0%
CRM Salesforce Inc. 0.45% 54,175 $13.9M Add +0.0%
NKE Nike Inc. Class B 0.40% 163,822 $12.3M No change
ROP Roper Technologies Inc. 0.36% 20,000 $11.3M No change
EEM iShares MSCI Emerging Market 0.35% 254,150 $10.8M No change
NFLX Netflix Inc. 0.34% 15,598 $10.5M No change
ICE Intercontinental Exchange Inc. 0.34% 76,000 $10.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.33% 25,000 $10.2M No change
EW Edwards Lifesciences Corp. 0.31% 105,000 $9.7M No change
AMZN Amazon.com Inc. 0.31% 48,880 $9.4M No change
VT Vanguard Tot World STK ETF 0.29% 79,173 $8.9M No change
COIN Coinbase Global Inc. Class A 0.29% 39,900 $8.9M Add +0.5%
DASH DoorDash Inc. Class A 0.27% 76,479 $8.3M No change
PEP Pepsico Inc. 0.26% 49,000 $8.1M No change
AGG iShares Core U.S. Aggregate 0.26% 82,663 $8.0M New
META Meta Platforms Inc. Class A 0.24% 15,002 $7.6M Add +0.1%
ENZL iShares MSCI New Zealand ETF 0.24% 163,314 $7.4M No change
UNH Unitedhealth Group Inc. 0.20% 12,375 $6.3M No change
EFG iShares MSCI Eafe Growth ETF 0.20% 59,403 $6.1M No change
NTNX Nutanix Inc. Class A 0.18% 97,424 $5.5M No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.18% 85,086 $5.5M No change
SQSP Squarespace Inc. Class A 0.17% 121,206 $5.3M No change
PYPL PayPal Holdings Inc. 0.17% 90,108 $5.2M Reduce -45.9%
ABNB Airbnb Inc. Class A 0.17% 34,237 $5.2M No change
AUR Aurora Innovation Inc. 0.17% 1,858,176 $5.1M No change
CRGY Crescent Energy Inc. Class A 0.15% 384,897 $4.6M No change
MA Mastercard Inc. Class A 0.14% 9,871 $4.4M No change
CDW CDW Corp. 0.14% 19,130 $4.3M No change
HOOD Robinhood Markets Inc. Class A 0.13% 180,256 $4.1M Reduce -74.1%
AON Aon PLC Class A 0.13% 13,388 $3.9M No change
OKTA Okta Inc. 0.12% 41,134 $3.9M No change
SPOT Spotify Technology SA 0.12% 12,072 $3.8M Add +1.8%
EWJ iShares MSCI Japan ETF 0.12% 54,925 $3.7M No change
DHR Danaher Corp. 0.12% 15,000 $3.7M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.11% 266,113 $3.4M Add +0.3%
EA Electronic Arts Inc. 0.11% 23,767 $3.3M No change
INTA Intapp Inc. 0.11% 89,993 $3.3M New
TENB Tenable Holdings Inc. 0.11% 75,679 $3.3M No change
AVGO Broadcom Inc. 0.10% 1,947 $3.1M No change
RACE Ferrari NV 0.10% 7,560 $3.1M No change
TSLA Tesla Inc. 0.10% 15,240 $3.0M No change
PANW Palo Alto Networks Inc. 0.08% 7,593 $2.6M No change
NTRA Natera Inc. 0.08% 21,574 $2.3M No change
HIMS Hims & Hers Health Inc. 0.08% 115,261 $2.3M Add +869.7%
NET Cloudflare Inc. Class A 0.07% 27,835 $2.3M No change
QQQ Invesco QQQ Trust Series 1 0.07% 4,492 $2.2M Add +2.8%
ESTC Elastic NV 0.07% 18,682 $2.1M No change
IGV iShares Expanded Tech-Softwa 0.07% 24,175 $2.1M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 21,100 $2.1M No change
GOOGL Alphabet Inc. Class A 0.07% 11,160 $2.0M Reduce -6.5%
BOX Box Inc. Class A 0.07% 76,853 $2.0M No change
NRIX Nurix Therapeutics Inc. 0.06% 95,711 $2.0M No change
UBER Uber Technologies Inc. 0.06% 26,712 $1.9M Add +1.2%
BRZE Braze Inc. Class A 0.06% 49,327 $1.9M No change
MDB Mongodb Inc. 0.06% 7,650 $1.9M No change
BILL Bill Holdings Inc. 0.06% 35,838 $1.9M No change
LBTYK Liberty Global Ltd. Class C 0.06% 104,200 $1.9M No change
ONTF ON24 Inc. 0.06% 283,324 $1.7M No change
SONO Sonos Inc. 0.05% 113,763 $1.7M No change
GH Guardant Health Inc. 0.05% 53,125 $1.5M No change
PINS Pinterest Inc. Class A 0.05% 34,323 $1.5M No change
VGSH Vanguard Short-Term Treasury 0.05% 25,361 $1.5M Reduce -1.4%
ALRM Alarm.com Holdings Inc. 0.04% 21,430 $1.4M No change
IWO iShares Russell 2000 Growth 0.04% 5,145 $1.4M No change
AFRM Affirm Holdings Inc. 0.04% 40,253 $1.2M No change
PCOR Procore Technologies Inc. 0.04% 17,461 $1.2M No change
GTLB Gitlab Inc. Class A 0.03% 19,389 $964K No change
QCOM Qualcomm Inc. 0.03% 4,400 $876K No change
BND Vanguard Total Bond Market 0.03% 11,773 $848K No change
CART Maplebear Inc. 0.03% 25,789 $829K Add +2.2%
MRVL Marvell Technology Inc. 0.03% 11,438 $800K No change
TXG 10X Genomics Inc. Class A 0.02% 39,457 $767K No change
ACLX Arcellx Inc. 0.02% 11,820 $652K No change
AVTR Avantor Inc. 0.02% 27,606 $585K No change
VERA Vera Therapeutics Inc. 0.02% 15,639 $566K New
SPT Sprout Social Inc. Class A 0.02% 15,741 $562K No change

Show all 147 holdings

Portfolio Sells Q1 2024 → Q2 2024
GOOG Alphabet Inc. Class C Reduce -80.0% 0.75% −2.26
IVV iShares Core S&P 500 ETF Reduce -10.8% 25.02% −1.17
NOW ServiceNow Inc. Sold out 0.00% −0.54
CFLT Confluent Inc. Class A Reduce -97.2% 0.01% −0.45
IWD iShares Russell 1000 Value E Reduce -3.1% 13.80% −0.41
HOOD Robinhood Markets Inc. Class A Reduce -74.1% 0.13% −0.31
IWN iShares Russell 2000 Value E Reduce -10.4% 1.71% −0.22
PYPL PayPal Holdings Inc. Reduce -45.9% 0.17% −0.18
RBLX Roblox Corp. Class A Reduce -3.0% 0.51% −0.01
BASE Couchbase Inc. Sold out 0.00% −0.01
APPN Appian Corp. Class A Sold out 0.00% −0.01
TEAM Atlassian Corp. Class A Sold out 0.00% −0.01
VOO Vanguard S&P 500 ETF Reduce -6.8% 1.70% −0.01
DESKTOP METAL INC Sold out 0.00% −0.00
NGM NGM Biopharmaceuticals Inc. Sold out 0.00% −0.00
SENS Senseonics Holdings Inc. Sold out 0.00% −0.00
VGSH Vanguard Short-Term Treasury Reduce -1.4% 0.05% +0.00
GOOGL Alphabet Inc. Class A Reduce -6.5% 0.07% +0.01
ACWI iShares MSCI Acwi ETF Reduce -0.4% 1.23% +0.05

Portfolio Buys Q1 2024 → Q2 2024
VEA Vanguard Ftse Developed ETF Add +16.3% 20.86% +3.15
SCHP Schwab U.S. Tips ETF Add +11.5% 6.25% +0.78
VWO Vanguard Ftse Emerging Marke Add +4.9% 3.72% +0.43
IWM iShares Russell 2000 ETF Add +84.5% 0.67% +0.31
AGG iShares Core U.S. Aggregate New 0.26% +0.26
DELL Dell Technologies -C Add +1.6% 0.97% +0.20
INTA Intapp Inc. New 0.11% +0.11
HIMS Hims & Hers Health Inc. Add +869.7% 0.08% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +0.4% 0.83% +0.06
INTU Intuit Inc. Add +0.1% 0.79% +0.03
SPOT Spotify Technology SA Add +1.8% 0.12% +0.02
VERA Vera Therapeutics Inc. New 0.02% +0.02
META Meta Platforms Inc. Class A Add +0.1% 0.24% +0.02
NU Nu Holdings Ltd./Cayman Isl-A Add +0.3% 0.11% +0.01
QQQ Invesco QQQ Trust Series 1 Add +2.8% 0.07% +0.01
ALEC Alector Inc. Add +108.3% 0.00% +0.00
UBER Uber Technologies Inc. Add +1.2% 0.06% −0.00
CART Maplebear Inc. Add +2.2% 0.03% −0.00
SRRK Scholar Rock Holding Corp. Add +33.7% 0.01% −0.00
COIN Coinbase Global Inc. Class A Add +0.5% 0.29% −0.04
CRM Salesforce Inc. Add +0.0% 0.45% −0.06
U Unity Software Inc. Add +0.3% 0.79% −0.47

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 151$4.7BVEA, SMH, IVV, IWD, VWO
Q1 2026 143$4.5BVEA, IVV, IWD, VWO, NKE
Q4 2025 140$4.5BVEA, IVV, IWD, NKE, VWO
Q3 2025 145$4.4BVEA, IVV, IWD, VWO, SCHP
Q2 2025 148$4.0BIVV, VEA, IWD, VWO, SCHP
Q1 2025 148$3.1BIVV, VEA, IWD, SCHP, VWO
Q4 2024 144$3.2BIVV, VEA, IWD, SCHP, VWO
Q3 2024 143$3.5BIVV, VEA, IWD, SCHP, VWO
Q2 2024 147$3.1BIVV, VEA, IWD, SCHP, VWO
Q1 2024 151$3.2BIVV, VEA, IWD, SCHP, VWO