Jasper Ridge Partners, L.P.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Jasper Ridge Partners, L.P. reported 148 stock positions worth $4.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 21.8%) and iShares Russell 1000 Value E (IWD, 12.3%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 16 and reduced 11. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +37%) and the biggest sale iShares Russell 1000 Value E (IWD, shares −6%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001453381
Portfolio Value
$4.0B (Q2 2025)
SEC Filing
0001938900-25-000004 ↗ filed Aug 14, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $3.2B Q1 2024 Q2 2024: $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 $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 148 stocks · $4.0B
IVV iShares Core S&P 500 ETF 29.40% 1,892,497 $1.2B Add +25.8%
VEA Vanguard Ftse Developed ETF 21.84% 15,306,034 $872.6M Add +37.2%
IWD iShares Russell 1000 Value E 12.27% 2,524,684 $490.4M Reduce -5.6%
VWO Vanguard Ftse Emerging Marke 7.74% 6,256,903 $309.5M Add +85.9%
SCHP Schwab U.S. Tips ETF 4.87% 7,290,550 $194.5M Reduce -6.6%
RBLX Roblox Corp. Class A 1.96% 744,879 $78.4M Add +5.6%
VOO Vanguard S&P 500 ETF 1.70% 119,835 $68.1M Add +6.6%
IWN iShares Russell 2000 Value E 1.27% 321,684 $50.7M Reduce -7.2%
MSFT Microsoft Corp. 0.95% 76,091 $37.8M No change
DUOL Duolingo 0.89% 87,108 $35.7M No change
IWF iShares Russell 1000 Growth 0.74% 69,729 $29.6M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.72% 46,796 $28.9M Add +0.2%
COST Costco Wholesale Corp. 0.72% 29,003 $28.7M No change
DELL Dell Technologies -C 0.68% 222,872 $27.3M Add +0.6%
EFA iShares MSCI Eafe ETF 0.68% 304,801 $27.2M No change
ACWI iShares MSCI Acwi ETF 0.68% 211,651 $27.2M Reduce -10.3%
GOOG Alphabet Inc. Class C 0.64% 144,695 $25.7M Reduce -39.2%
V Visa Inc. Class A 0.61% 69,189 $24.6M No change
AAPL Apple Inc. 0.59% 115,685 $23.7M No change
PAYO Payoneer Global Inc. 0.54% 3,141,320 $21.5M No change
U Unity Software Inc. 0.47% 783,318 $19.0M No change
DDOG Datadog Inc. Class A 0.47% 140,971 $18.9M Reduce -34.1%
IWM iShares Russell 2000 ETF 0.39% 72,711 $15.7M No change
AMD Advanced Micro Devices 0.38% 106,500 $15.1M No change
CRM Salesforce Inc. 0.35% 51,894 $14.2M No change
DASH DoorDash Inc. Class A 0.35% 57,034 $14.1M Add +4.7%
ICE Intercontinental Exchange Inc. 0.35% 76,000 $13.9M No change
COIN Coinbase Global Inc. Class A 0.33% 38,058 $13.3M Reduce -3.3%
NKE Nike Inc. Class B 0.33% 186,466 $13.2M No change
EEM iShares MSCI Emerging Market 0.31% 254,150 $12.3M No change
BRK.B Berkshire Hathaway Inc. Class B 0.30% 25,000 $12.1M No change
INTU Intuit Inc. 0.30% 15,196 $12.0M Reduce -20.6%
HOOD Robinhood Markets Inc. Class A 0.29% 122,631 $11.5M No change
ROP Roper Technologies Inc. 0.28% 20,001 $11.3M No change
AMZN Amazon.com Inc. 0.27% 48,948 $10.7M No change
AUR Aurora Innovation Inc. 0.24% 1,858,176 $9.7M No change
EW Edwards Lifesciences Corp. 0.21% 105,000 $8.2M No change
META Meta Platforms Inc. Class A 0.20% 10,610 $7.8M No change
SPOT Spotify Technology SA 0.19% 9,751 $7.5M No change
ENZL iShares MSCI New Zealand ETF 0.19% 163,314 $7.4M No change
EFG iShares MSCI Eafe Growth ETF 0.17% 59,403 $6.7M No change
PEP Pepsico Inc. 0.16% 49,000 $6.5M No change
PYPL PayPal Holdings Inc. 0.15% 83,007 $6.2M No change
HIMS Hims & Hers Health Inc. 0.14% 112,076 $5.6M No change
MA Mastercard Inc. Class A 0.14% 9,879 $5.6M No change
NET Cloudflare Inc. Class A 0.14% 27,835 $5.5M No change
AVGO Broadcom Inc. 0.13% 19,500 $5.4M No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.12% 85,086 $4.9M No change
AON Aon PLC Class A 0.12% 13,390 $4.8M No change
INTA Intapp Inc. 0.12% 89,993 $4.6M No change
IGV iShares Expanded Tech-Softwa 0.12% 42,175 $4.6M Add +602.9%
EWJ iShares MSCI Japan ETF 0.10% 54,925 $4.1M No change
QQQ Invesco QQQ Trust Series 1 0.10% 7,406 $4.1M Add +75.9%
OKTA Okta Inc. 0.10% 39,660 $4.0M No change
UNH Unitedhealth Group Inc. 0.10% 12,379 $3.9M No change
EA Electronic Arts Inc. 0.10% 23,767 $3.8M No change
RACE Ferrari NV 0.09% 7,560 $3.7M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.09% 254,790 $3.5M No change
CART Maplebear Inc. 0.09% 75,986 $3.4M No change
ABNB Airbnb Inc. Class A 0.08% 25,031 $3.3M No change
CRGY Crescent Energy Inc. Class A 0.08% 384,897 $3.3M No change
PANW Palo Alto Networks Inc. 0.08% 15,186 $3.1M No change
DHR Danaher Corp. 0.07% 15,004 $3.0M No change
VT Vanguard Tot World STK ETF 0.07% 22,165 $2.8M Reduce -22.0%
GH Guardant Health Inc. 0.07% 53,125 $2.8M No change
AFRM Affirm Holdings Inc. 0.07% 38,086 $2.6M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 21,112 $2.6M No change
TENB Tenable Holdings Inc. 0.06% 75,679 $2.6M No change
UBER Uber Technologies Inc. 0.06% 26,316 $2.5M No change
SRRK Scholar Rock Holding Corp. 0.06% 64,169 $2.3M No change
GOOGL Alphabet Inc. Class A 0.05% 12,203 $2.2M No change
NBIS Nebius Group NV 0.05% 36,058 $2.0M No change
CRWD CrowdStrike Holdings Inc. Class A 0.04% 3,501 $1.8M Add +366.8%
NTNX Nutanix Inc. Class A 0.04% 22,331 $1.7M No change
BILL Bill Holdings Inc. 0.04% 35,762 $1.7M No change
MDB Mongodb Inc. 0.04% 7,650 $1.6M No change
ESTC Elastic NV 0.04% 18,682 $1.6M No change
ONTF ON24 Inc. 0.04% 283,324 $1.5M No change
IWO iShares Russell 2000 Growth 0.04% 5,145 $1.5M No change
TEM Tempus AI Inc. Class A 0.04% 23,084 $1.5M Add +27.3%
BRZE Braze Inc. Class A 0.03% 49,327 $1.4M No change
IOT Samsara Inc. Class A 0.03% 32,394 $1.3M Add +146.5%
RBRK Rubrik Inc. Class A 0.03% 13,812 $1.2M Add +148.9%
PINS Pinterest Inc. Class A 0.03% 34,323 $1.2M No change
SONO Sonos Inc. 0.03% 113,763 $1.2M No change
SNREY Sunrise Communicat Class A 0.03% 20,840 $1.2M No change
NRIX Nurix Therapeutics Inc. 0.03% 95,711 $1.1M No change
LBTYK Liberty Global Ltd. Class C 0.03% 104,200 $1.1M No change
VRNA Verona Pharma Ltd. 0.03% 10,635 $1.0M No change
TWLO Twilio Inc. Class A 0.03% 8,055 $1.0M No change
RKLB Rocket Lab USA Inc. 0.02% 24,164 $864K Reduce -10.6%
G Genpact Ltd. 0.02% 19,155 $843K No change
GTLB Gitlab Inc. Class A 0.02% 18,264 $824K Add +6.6%
ALRM Alarm.com Holdings Inc. 0.02% 13,976 $791K No change
ACLX Arcellx Inc. 0.02% 11,820 $778K No change
FOX Fox Corp. Class B 0.02% 14,070 $726K No change
FRSH Freshworks Inc. Class A 0.02% 48,614 $725K Reduce -0.5%
QCOM Qualcomm Inc. 0.02% 4,401 $701K No change
RDDT Reddit Inc. Class A 0.02% 4,576 $689K No change
CPNG Coupang Inc. 0.02% 21,754 $652K No change

Show all 148 holdings

Portfolio Sells Q1 2025 → Q2 2025
IWD iShares Russell 1000 Value E Reduce -5.6% 12.27% −3.90
SCHP Schwab U.S. Tips ETF Reduce -6.6% 4.87% −1.88
GOOG Alphabet Inc. Class C Reduce -39.2% 0.64% −0.55
IWN iShares Russell 2000 Value E Reduce -7.2% 1.27% −0.41
DDOG Datadog Inc. Class A Reduce -34.1% 0.47% −0.21
ACWI iShares MSCI Acwi ETF Reduce -10.3% 0.68% −0.20
INTU Intuit Inc. Reduce -20.6% 0.30% −0.08
VT Vanguard Tot World STK ETF Reduce -22.0% 0.07% −0.03
RDFN Redfin Corp. Sold out 0.00% −0.01
FRSH Freshworks Inc. Class A Reduce -0.5% 0.02% −0.00
RAPT THERAPEUTICS INC Sold out 0.00% −0.00
RKLB Rocket Lab USA Inc. Reduce -10.6% 0.02% +0.01
COIN Coinbase Global Inc. Class A Reduce -3.3% 0.33% +0.12

Portfolio Buys Q1 2025 → Q2 2025
VEA Vanguard Ftse Developed ETF Add +37.2% 21.84% +3.61
VWO Vanguard Ftse Emerging Marke Add +85.9% 7.74% +2.85
IVV iShares Core S&P 500 ETF Add +25.8% 29.40% +2.24
RBLX Roblox Corp. Class A Add +5.6% 1.96% +0.64
IGV iShares Expanded Tech-Softwa Add +602.9% 0.12% +0.10
QQQ Invesco QQQ Trust Series 1 Add +75.9% 0.10% +0.04
CRWD CrowdStrike Holdings Inc. Class A Add +366.8% 0.04% +0.04
DELL Dell Technologies -C Add +0.6% 0.68% +0.03
DASH DoorDash Inc. Class A Add +4.7% 0.35% +0.03
RBRK Rubrik Inc. Class A Add +148.9% 0.03% +0.02
IOT Samsara Inc. Class A Add +146.5% 0.03% +0.02
RKT Rocket Cos Inc. Class A New 0.01% +0.01
TEM Tempus AI Inc. Class A Add +27.3% 0.04% +0.01
PM Philip Morris International New 0.01% +0.01
MQ Marqeta Inc. Add +3.1% 0.01% +0.00
GTLB Gitlab Inc. Class A Add +6.6% 0.02% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 0.72% −0.12
VOO Vanguard S&P 500 ETF Add +6.6% 1.70% −0.15

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