Jasper Ridge Partners, L.P.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Jasper Ridge Partners, L.P. reported 140 stock positions worth $4.5 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 27.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 24.5%) and iShares Russell 1000 Value E (IWD, 11.8%). Compared with Q3 2025, it opened 5 new positions, sold out of 10, added to 4 and reduced 40. The biggest buy was Nike Class B (NKE, shares +2492%) and the biggest sale Roblox Class A (RBLX, shares −20%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001453381
Portfolio Value
$4.5B (Q4 2025)
SEC Filing
0001453381-26-000002 ↗ filed Feb 12, 2026

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 Q3 2025 Q4 2025: $4.5B $4.5B Q4 2025 Q1 2026: $4.5B Q1 2026 Q2 2026: $4.7B Q2 2026

Holdings 140 stocks · $4.5B
VEA Vanguard Ftse Developed ETF 27.38% 19,780,576 $1.2B Reduce -4.7%
IVV iShares Core S&P 500 ETF 24.53% 1,616,483 $1.1B Reduce -0.8%
IWD iShares Russell 1000 Value E 11.77% 2,524,684 $531.0M No change
NKE Nike Inc. Class B 6.89% 4,883,229 $311.1M Add +2492.4%
VWO Vanguard Ftse Emerging Marke 6.76% 5,678,586 $305.3M Reduce -13.1%
SCHP Schwab U.S. Tips ETF 3.46% 5,901,490 $156.3M Reduce -17.4%
VOO Vanguard S&P 500 ETF 1.39% 100,368 $62.9M Reduce -3.5%
IWN iShares Russell 2000 Value E 1.29% 321,684 $58.3M No change
RBLX Roblox Corp. Class A 1.06% 592,261 $48.0M Reduce -19.9%
GOOG Alphabet Inc. Class C 1.01% 144,675 $45.4M Reduce -0.0%
MSFT Microsoft Corp. 0.81% 75,886 $36.7M Reduce -0.3%
U Unity Software Inc. 0.77% 783,318 $34.6M No change
IWF iShares Russell 1000 Growth 0.73% 69,729 $33.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.66% 43,695 $29.8M No change
EFA iShares MSCI Eafe ETF 0.65% 304,801 $29.3M No change
DELL Dell Technologies -C 0.62% 221,668 $27.9M Reduce -1.7%
ACWI iShares MSCI Acwi ETF 0.59% 188,229 $26.6M Reduce -10.9%
V Visa Inc. Class A 0.49% 63,189 $22.2M Reduce -8.7%
DDOG Datadog Inc. Class A 0.44% 144,937 $19.7M Add +2.8%
PAYO Payoneer Global Inc. 0.39% 3,141,320 $17.7M No change
DUOL Duolingo 0.34% 87,108 $15.3M No change
IWM iShares Russell 2000 ETF 0.32% 59,093 $14.5M Reduce -18.7%
VT Vanguard Tot World STK ETF 0.31% 99,606 $14.1M Add +42.1%
EEM iShares MSCI Emerging Market 0.31% 254,150 $13.9M No change
CRM Salesforce Inc. 0.30% 51,894 $13.7M No change
HOOD Robinhood Markets Inc. Class A 0.29% 114,079 $12.9M Reduce -7.9%
DASH DoorDash Inc. Class A 0.28% 56,278 $12.7M Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 25,000 $12.6M No change
ICE Intercontinental Exchange Inc. 0.27% 76,000 $12.3M No change
AMZN Amazon.com Inc. 0.25% 48,948 $11.3M No change
INTU Intuit Inc. 0.22% 15,196 $10.1M No change
EW Edwards Lifesciences Corp. 0.20% 105,000 $9.0M No change
ROP Roper Technologies Inc. 0.20% 20,001 $8.9M No change
COIN Coinbase Global Inc. Class A 0.17% 34,414 $7.8M Reduce -6.1%
AUR Aurora Innovation Inc. 0.17% 2,020,513 $7.8M No change
PEP Pepsico Inc. 0.16% 49,000 $7.0M No change
META Meta Platforms Inc. Class A 0.16% 10,610 $7.0M No change
AAPL Apple Inc. 0.15% 25,525 $6.9M Reduce -77.9%
EFG iShares MSCI Eafe Growth ETF 0.15% 59,403 $6.8M No change
AVGO Broadcom Inc. 0.15% 19,500 $6.7M No change
COST Costco Wholesale Corp. 0.13% 7,003 $6.0M Reduce -75.8%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.13% 85,086 $5.7M No change
SPOT Spotify Technology SA 0.13% 9,751 $5.7M No change
MA Mastercard Inc. Class A 0.12% 9,879 $5.6M No change
NET Cloudflare Inc. Class A 0.12% 27,835 $5.5M No change
GH Guardant Health Inc. 0.12% 53,125 $5.4M No change
QQQ Invesco QQQ Trust Series 1 0.12% 8,707 $5.3M Reduce -12.1%
EA Electronic Arts Inc. 0.11% 23,767 $4.9M No change
PYPL PayPal Holdings Inc. 0.11% 83,007 $4.8M No change
AON Aon PLC Class A 0.10% 13,390 $4.7M No change
EWJ iShares MSCI Japan ETF 0.10% 54,925 $4.4M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.09% 254,790 $4.3M No change
UNH Unitedhealth Group Inc. 0.09% 12,379 $4.1M No change
GOOGL Alphabet Inc. Class A 0.08% 12,183 $3.8M Reduce -0.2%
AMD Advanced Micro Devices 0.08% 17,500 $3.7M Reduce -83.6%
DHR Danaher Corp. 0.08% 15,004 $3.4M No change
ABNB Airbnb Inc. Class A 0.08% 25,031 $3.4M No change
OKTA Okta Inc. 0.07% 37,510 $3.2M Reduce -5.4%
CRGY Crescent Energy Inc. Class A 0.07% 384,897 $3.2M No change
MDB Mongodb Inc. 0.07% 7,650 $3.2M No change
CART Maplebear Inc. 0.07% 67,067 $3.0M Reduce -11.7%
AFRM Affirm Holdings Inc. 0.06% 38,086 $2.8M No change
PANW Palo Alto Networks Inc. 0.06% 15,186 $2.8M No change
RACE Ferrari NV 0.06% 7,560 $2.8M No change
INTA Intapp Inc. 0.05% 53,308 $2.4M Reduce -40.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 21,112 $2.4M No change
MDLN Medline Inc. Class A 0.05% 56,837 $2.4M New
ONTF ON24 Inc. 0.05% 283,324 $2.3M No change
HIMS Hims & Hers Health Inc. 0.05% 67,219 $2.2M Reduce -78.0%
RKLB Rocket Lab Corp. 0.05% 30,801 $2.1M No change
UBER Uber Technologies Inc. 0.05% 26,246 $2.1M Reduce -0.3%
SONO Sonos Inc. 0.04% 113,763 $2.0M No change
BILL Bill Holdings Inc. 0.04% 35,762 $2.0M No change
SRRK Scholar Rock Holding Corp. 0.04% 42,455 $1.9M Reduce -33.8%
NRIX Nurix Therapeutics Inc. 0.04% 95,711 $1.8M No change
IGV iShares Expanded Tech-Softwa 0.04% 16,851 $1.8M Reduce -54.7%
TENB Tenable Holdings Inc. 0.04% 75,679 $1.8M No change
BRZE Braze Inc. Class A 0.04% 49,327 $1.7M No change
IWO iShares Russell 2000 Growth 0.04% 5,145 $1.7M No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 3,294 $1.5M Reduce -14.9%
ESTC Elastic NV 0.03% 18,682 $1.4M No change
NBIS Nebius Group NV 0.03% 16,058 $1.3M Reduce -55.5%
NTNX Nutanix Inc. Class A 0.03% 22,331 $1.2M No change
LBTYK Liberty Global Ltd. Class C 0.03% 104,200 $1.2M No change
RVMD Revolution Medicines Inc. 0.03% 14,368 $1.1M New
TWLO Twilio Inc. Class A 0.02% 7,904 $1.1M Reduce -1.9%
FOX Fox Corp. Class B 0.02% 14,070 $914K No change
ACLX Arcellx Inc. 0.02% 13,947 $909K Reduce -7.7%
G Genpact Ltd. 0.02% 19,155 $896K No change
PINS Pinterest Inc. Class A 0.02% 34,323 $889K No change
TEM Tempus AI Inc. Class A 0.02% 14,232 $840K No change
IOT Samsara Inc. Class A 0.02% 23,183 $822K Reduce -50.8%
NOW ServiceNow Inc. 0.02% 4,961 $760K New
QCOM Qualcomm Inc. 0.02% 4,401 $753K No change
CRCL Circle Internet Group Inc. 0.02% 9,289 $737K New
ALRM Alarm.com Holdings Inc. 0.02% 13,976 $713K No change
GTLB Gitlab Inc. Class A 0.02% 18,264 $685K No change
TXG 10X Genomics Inc. Class A 0.01% 39,457 $644K No change
RYTM Rhythm Pharmaceuticals Inc. 0.01% 5,639 $604K No change
IQV Iqvia Holdings Inc. 0.01% 2,463 $555K No change

Show all 140 holdings

Portfolio Sells Q3 2025 → Q4 2025
RBLX Roblox Corp. Class A Reduce -19.9% 1.06% −1.24
VWO Vanguard Ftse Emerging Marke Reduce -13.1% 6.76% −1.21
SCHP Schwab U.S. Tips ETF Reduce -17.4% 3.46% −0.87
VEA Vanguard Ftse Developed ETF Reduce -4.7% 27.38% −0.63
AAPL Apple Inc. Reduce -77.9% 0.15% −0.51
COST Costco Wholesale Corp. Reduce -75.8% 0.13% −0.47
HIMS Hims & Hers Health Inc. Reduce -78.0% 0.05% −0.34
AMD Advanced Micro Devices Reduce -83.6% 0.08% −0.30
ENZL iShares MSCI New Zealand ETF Sold out 0.00% −0.13
HOOD Robinhood Markets Inc. Class A Reduce -7.9% 0.29% −0.11
COIN Coinbase Global Inc. Class A Reduce -6.1% 0.17% −0.11
DELL Dell Technologies -C Reduce -1.7% 0.62% −0.10
MSFT Microsoft Corp. Reduce -0.3% 0.81% −0.07
IWM iShares Russell 2000 ETF Reduce -18.7% 0.32% −0.07
ACWI iShares MSCI Acwi ETF Reduce -10.9% 0.59% −0.07
DASH DoorDash Inc. Class A Reduce -1.3% 0.28% −0.07
NBIS Nebius Group NV Reduce -55.5% 0.03% −0.06
IGV iShares Expanded Tech-Softwa Reduce -54.7% 0.04% −0.06
VCTR Victory Capital Holding - A Sold out 0.00% −0.05
V Visa Inc. Class A Reduce -8.7% 0.49% −0.04
VOO Vanguard S&P 500 ETF Reduce -3.5% 1.39% −0.04
JOBY Joby Aviation Inc. Sold out 0.00% −0.03
INTA Intapp Inc. Reduce -40.8% 0.05% −0.03
IVV iShares Core S&P 500 ETF Reduce -0.8% 24.53% −0.03
SNREY Sunrise Communicat Class A Sold out 0.00% −0.03
VRNA Verona Pharma Ltd. Sold out 0.00% −0.03
IOT Samsara Inc. Class A Reduce -50.8% 0.02% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -12.1% 0.12% −0.02
SRRK Scholar Rock Holding Corp. Reduce -33.8% 0.04% −0.01
UBER Uber Technologies Inc. Reduce -0.3% 0.05% −0.01
OKTA Okta Inc. Reduce -5.4% 0.07% −0.01
CRWD CrowdStrike Holdings Inc. Class A Reduce -14.9% 0.03% −0.01
FROG Jfrog Ltd. Sold out 0.00% −0.01
ACLX Arcellx Inc. Reduce -7.7% 0.02% −0.01
ZLAB Zai Lab Ltd.-ADR Sold out 0.00% −0.01
DOCS Doximity Inc. Class A Sold out 0.00% −0.01
CRSP Crispr Therapeutics AG Reduce -10.7% 0.01% −0.00
YMM Full Truck Alliance -SPN ADR Sold out 0.00% −0.00
MIRM Mirum Pharmaceuticals Inc. Reduce -23.9% 0.01% −0.00
SGMT Sagimet Biosciences Inc. Class A Reduce -32.3% 0.00% −0.00
FRSH Freshworks Inc. Class A Reduce -10.7% 0.01% −0.00
NN Nextnav Inc. Reduce -28.6% 0.00% −0.00
PCOR Procore Technologies Inc. Reduce -7.3% 0.01% −0.00
GERN Geron Corp. Reduce -35.3% 0.00% −0.00
TPICQ Tpi Composites Inc. Sold out 0.00% 0.00
VERA Vera Therapeutics Inc. Reduce -35.1% 0.01% +0.00
CART Maplebear Inc. Reduce -11.7% 0.07% +0.00
TWLO Twilio Inc. Class A Reduce -1.9% 0.02% +0.01
GOOGL Alphabet Inc. Class A Reduce -0.2% 0.08% +0.02
GOOG Alphabet Inc. Class C Reduce -0.0% 1.01% +0.21

Portfolio Buys Q3 2025 → Q4 2025
NKE Nike Inc. Class B Add +2492.4% 6.89% +6.60
VT Vanguard Tot World STK ETF Add +42.1% 0.31% +0.09
MDLN Medline Inc. Class A New 0.05% +0.05
RVMD Revolution Medicines Inc. New 0.03% +0.03
NOW ServiceNow Inc. New 0.02% +0.02
CRCL Circle Internet Group Inc. New 0.02% +0.02
CYTK Cytokinetics Inc. New 0.01% +0.01
ALEC Alector Inc. Add +32.5% 0.00% −0.00
DDOG Datadog Inc. Class A Add +2.8% 0.44% −0.02

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