Jasper Ridge Partners, L.P.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Jasper Ridge Partners, L.P. reported 145 stock positions worth $4.4 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 28.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 24.6%) and iShares Russell 1000 Value E (IWD, 11.6%). Compared with Q2 2025, it opened 2 new positions, sold out of 5, added to 15 and reduced 13. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +36%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −14%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001453381
Portfolio Value
$4.4B (Q3 2025)
SEC Filing
0001453381-25-000004 ↗ filed Nov 17, 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 Q2 2025 Q3 2025: $4.4B $4.4B Q3 2025 Q4 2025: $4.5B Q4 2025 Q1 2026: $4.5B Q1 2026 Q2 2026: $4.7B Q2 2026

Holdings 145 stocks · $4.4B
VEA Vanguard Ftse Developed ETF 28.01% 20,757,883 $1.2B Add +35.6%
IVV iShares Core S&P 500 ETF 24.56% 1,629,454 $1.1B Reduce -13.9%
IWD iShares Russell 1000 Value E 11.57% 2,524,684 $514.0M No change
VWO Vanguard Ftse Emerging Marke 7.97% 6,531,681 $353.9M Add +4.4%
SCHP Schwab U.S. Tips ETF 4.33% 7,141,906 $192.5M Reduce -2.0%
RBLX Roblox Corp. Class A 2.31% 739,360 $102.4M Reduce -0.7%
VOO Vanguard S&P 500 ETF 1.43% 103,973 $63.7M Reduce -13.2%
IWN iShares Russell 2000 Value E 1.28% 321,684 $56.9M No change
MSFT Microsoft Corp. 0.89% 76,091 $39.4M No change
GOOG Alphabet Inc. Class C 0.79% 144,695 $35.2M No change
IWF iShares Russell 1000 Growth 0.74% 69,729 $32.7M No change
DELL Dell Technologies -C 0.72% 225,473 $32.0M Add +1.2%
U Unity Software Inc. 0.71% 783,318 $31.4M No change
AAPL Apple Inc. 0.66% 115,685 $29.5M No change
ACWI iShares MSCI Acwi ETF 0.66% 211,381 $29.2M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.66% 43,695 $29.1M Reduce -6.6%
EFA iShares MSCI Eafe ETF 0.64% 304,801 $28.5M No change
DUOL Duolingo 0.63% 87,108 $28.0M No change
COST Costco Wholesale Corp. 0.60% 29,003 $26.8M No change
V Visa Inc. Class A 0.53% 69,189 $23.6M No change
DDOG Datadog Inc. Class A 0.45% 140,971 $20.1M No change
PAYO Payoneer Global Inc. 0.43% 3,141,320 $19.0M No change
HOOD Robinhood Markets Inc. Class A 0.40% 123,903 $17.7M Add +1.0%
IWM iShares Russell 2000 ETF 0.40% 72,711 $17.6M No change
HIMS Hims & Hers Health Inc. 0.39% 305,258 $17.3M Add +172.4%
AMD Advanced Micro Devices 0.39% 106,500 $17.2M No change
DASH DoorDash Inc. Class A 0.35% 57,034 $15.5M No change
EEM iShares MSCI Emerging Market 0.31% 254,150 $13.6M No change
NKE Nike Inc. Class B 0.30% 188,370 $13.1M Add +1.0%
ICE Intercontinental Exchange Inc. 0.29% 76,000 $12.8M No change
BRK.B Berkshire Hathaway Inc. Class B 0.28% 25,000 $12.6M No change
COIN Coinbase Global Inc. Class A 0.28% 36,658 $12.4M Reduce -3.7%
CRM Salesforce Inc. 0.28% 51,894 $12.3M No change
AUR Aurora Innovation Inc. 0.25% 2,020,513 $10.9M Add +8.7%
AMZN Amazon.com Inc. 0.24% 48,948 $10.7M No change
INTU Intuit Inc. 0.23% 15,196 $10.4M No change
ROP Roper Technologies Inc. 0.22% 20,001 $10.0M No change
VT Vanguard Tot World STK ETF 0.22% 70,093 $9.7M Add +216.2%
EW Edwards Lifesciences Corp. 0.18% 105,000 $8.2M No change
META Meta Platforms Inc. Class A 0.18% 10,610 $7.8M No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.16% 85,086 $7.1M No change
PEP Pepsico Inc. 0.15% 49,000 $6.9M No change
SPOT Spotify Technology SA 0.15% 9,751 $6.8M No change
EFG iShares MSCI Eafe Growth ETF 0.15% 59,403 $6.8M No change
AVGO Broadcom Inc. 0.14% 19,500 $6.4M No change
NET Cloudflare Inc. Class A 0.13% 27,835 $6.0M No change
QQQ Invesco QQQ Trust Series 1 0.13% 9,907 $5.9M Add +33.8%
ENZL iShares MSCI New Zealand ETF 0.13% 122,486 $5.6M Reduce -25.0%
MA Mastercard Inc. Class A 0.13% 9,879 $5.6M No change
PYPL PayPal Holdings Inc. 0.13% 83,007 $5.6M No change
EA Electronic Arts Inc. 0.11% 23,767 $4.8M No change
AON Aon PLC Class A 0.11% 13,390 $4.8M No change
EWJ iShares MSCI Japan ETF 0.10% 54,925 $4.4M No change
IGV iShares Expanded Tech-Softwa 0.10% 37,175 $4.3M Reduce -11.9%
UNH Unitedhealth Group Inc. 0.10% 12,379 $4.3M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.09% 254,790 $4.1M No change
NBIS Nebius Group NV 0.09% 36,058 $4.0M No change
INTA Intapp Inc. 0.08% 89,993 $3.7M No change
RACE Ferrari NV 0.08% 7,560 $3.7M No change
OKTA Okta Inc. 0.08% 39,660 $3.6M No change
CRGY Crescent Energy Inc. Class A 0.08% 384,897 $3.4M No change
GH Guardant Health Inc. 0.07% 53,125 $3.3M No change
PANW Palo Alto Networks Inc. 0.07% 15,186 $3.1M No change
ABNB Airbnb Inc. Class A 0.07% 25,031 $3.0M No change
DHR Danaher Corp. 0.07% 15,004 $3.0M No change
GOOGL Alphabet Inc. Class A 0.07% 12,203 $3.0M No change
CART Maplebear Inc. 0.06% 75,986 $2.8M No change
AFRM Affirm Holdings Inc. 0.06% 38,086 $2.8M No change
UBER Uber Technologies Inc. 0.06% 26,316 $2.6M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 21,112 $2.4M No change
SRRK Scholar Rock Holding Corp. 0.05% 64,169 $2.4M No change
MDB Mongodb Inc. 0.05% 7,650 $2.4M No change
TENB Tenable Holdings Inc. 0.05% 75,679 $2.2M No change
VCTR Victory Capital Holding - A 0.05% 31,675 $2.1M New
CRWD CrowdStrike Holdings Inc. Class A 0.04% 3,871 $1.9M Add +10.6%
BILL Bill Holdings Inc. 0.04% 35,762 $1.9M No change
SONO Sonos Inc. 0.04% 113,763 $1.8M No change
IOT Samsara Inc. Class A 0.04% 47,163 $1.8M Add +45.6%
NTNX Nutanix Inc. Class A 0.04% 22,331 $1.7M No change
IWO iShares Russell 2000 Growth 0.04% 5,145 $1.6M No change
ONTF ON24 Inc. 0.04% 283,324 $1.6M No change
ESTC Elastic NV 0.04% 18,682 $1.6M No change
RKLB Rocket Lab Corp. 0.03% 30,801 $1.5M Add +27.5%
JOBY Joby Aviation Inc. 0.03% 89,971 $1.5M New
BRZE Braze Inc. Class A 0.03% 49,327 $1.4M No change
ACLX Arcellx Inc. 0.03% 15,107 $1.2M Add +27.8%
SNREY Sunrise Communicat Class A 0.03% 20,840 $1.2M No change
LBTYK Liberty Global Ltd. Class C 0.03% 104,200 $1.2M No change
TEM Tempus AI Inc. Class A 0.03% 14,232 $1.1M Reduce -38.4%
VRNA Verona Pharma Ltd. 0.03% 10,635 $1.1M No change
PINS Pinterest Inc. Class A 0.02% 34,323 $1.1M No change
NRIX Nurix Therapeutics Inc. 0.02% 95,711 $884K No change
GTLB Gitlab Inc. Class A 0.02% 18,264 $823K No change
TWLO Twilio Inc. Class A 0.02% 8,055 $806K No change
FOX Fox Corp. Class B 0.02% 14,070 $806K No change
G Genpact Ltd. 0.02% 19,155 $802K No change
ALRM Alarm.com Holdings Inc. 0.02% 13,976 $742K No change
QCOM Qualcomm Inc. 0.02% 4,401 $732K No change
CPNG Coupang Inc. 0.02% 21,754 $700K No change
CRSP Crispr Therapeutics AG 0.02% 10,677 $692K Add +43.2%

Show all 145 holdings

Portfolio Sells Q2 2025 → Q3 2025
IVV iShares Core S&P 500 ETF Reduce -13.9% 24.56% −4.85
SCHP Schwab U.S. Tips ETF Reduce -2.0% 4.33% −0.53
VOO Vanguard S&P 500 ETF Reduce -13.2% 1.43% −0.27
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.6% 0.66% −0.07
ENZL iShares MSCI New Zealand ETF Reduce -25.0% 0.13% −0.06
COIN Coinbase Global Inc. Class A Reduce -3.7% 0.28% −0.06
RBRK Rubrik Inc. Class A Sold out 0.00% −0.03
ACWI iShares MSCI Acwi ETF Reduce -0.1% 0.66% −0.02
IGV iShares Expanded Tech-Softwa Reduce -11.9% 0.10% −0.02
RDDT Reddit Inc. Class A Sold out 0.00% −0.02
TEM Tempus AI Inc. Class A Reduce -38.4% 0.03% −0.01
PM Philip Morris International Sold out 0.00% −0.01
TEAM Atlassian Corp. Class A Sold out 0.00% −0.01
PCOR Procore Technologies Inc. Reduce -8.3% 0.01% −0.00
MERSANA THERAPEUTICS INC Sold out 0.00% −0.00
COUR Coursera Inc. Reduce -10.6% 0.01% +0.00
RKT Rocket Cos Inc. Class A Reduce -20.7% 0.01% +0.00
RBLX Roblox Corp. Class A Reduce -0.7% 2.31% +0.35

Portfolio Buys Q2 2025 → Q3 2025
VEA Vanguard Ftse Developed ETF Add +35.6% 28.01% +6.17
HIMS Hims & Hers Health Inc. Add +172.4% 0.39% +0.25
VWO Vanguard Ftse Emerging Marke Add +4.4% 7.97% +0.22
VT Vanguard Tot World STK ETF Add +216.2% 0.22% +0.15
HOOD Robinhood Markets Inc. Class A Add +1.0% 0.40% +0.11
VCTR Victory Capital Holding - A New 0.05% +0.05
DELL Dell Technologies -C Add +1.2% 0.72% +0.04
JOBY Joby Aviation Inc. New 0.03% +0.03
QQQ Invesco QQQ Trust Series 1 Add +33.8% 0.13% +0.03
RKLB Rocket Lab Corp. Add +27.5% 0.03% +0.01
ACLX Arcellx Inc. Add +27.8% 0.03% +0.01
IOT Samsara Inc. Class A Add +45.6% 0.04% +0.01
CRSP Crispr Therapeutics AG Add +43.2% 0.02% +0.01
ALEC Alector Inc. Add +134.3% 0.00% +0.00
AUR Aurora Innovation Inc. Add +8.7% 0.25% +0.00
CRWD CrowdStrike Holdings Inc. Class A Add +10.6% 0.04% −0.00
NKE Nike Inc. Class B Add +1.0% 0.30% −0.04

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