Jasper Ridge Partners, L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Jasper Ridge Partners, L.P. reported 151 stock positions worth $4.7 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 24.3% of the portfolio, followed by Vaneck Semiconductor ETF (SMH, 15.6%) and iShares Core S&P 500 ETF (IVV, 15.0%). Compared with Q1 2026, it opened 15 new positions, sold out of 7, added to 14 and reduced 18. The biggest buy was a new position in Vaneck Semiconductor ETF (SMH) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −24%).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001453381
Portfolio Value
$4.7B (Q2 2026)
SEC Filing
0001453381-26-000013 ↗ filed Aug 14, 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 Q4 2025 Q1 2026: $4.5B Q1 2026 Q2 2026: $4.7B $4.7B Q2 2026

Holdings 151 stocks · $4.7B
VEA Vanguard Ftse Developed ETF 24.28% 15,979,954 $1.1B Reduce -24.4%
SMH Vaneck Semiconductor ETF 15.63% 1,117,575 $733.0M New
IVV iShares Core S&P 500 ETF 14.98% 938,059 $702.5M Reduce -34.2%
IWD iShares Russell 1000 Value E 10.57% 2,045,358 $495.9M Reduce -17.1%
VWO Vanguard Ftse Emerging Marke 8.01% 6,296,257 $375.8M Add +10.6%
NKE Nike Inc. Class B 4.27% 4,883,229 $200.5M No change
DELL Dell Technologies -C 2.06% 224,358 $96.8M Add +0.6%
CEG Constellation Energy 1.99% 375,305 $93.2M No change
VOO Vanguard S&P 500 ETF 1.34% 91,404 $62.8M Reduce -8.3%
VT Vanguard Tot World STK ETF 1.30% 389,261 $61.1M Add +199.5%
GOOG Alphabet Inc. Class C 1.16% 154,249 $54.5M Add +5.9%
ACWI iShares MSCI Acwi ETF 0.82% 246,089 $38.6M Reduce -59.1%
IWF iShares Russell 1000 Growth 0.74% 278,916 $34.6M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.69% 43,267 $32.3M Reduce -1.0%
MSFT Microsoft Corp. 0.69% 86,470 $32.3M Add +13.9%
RBLX Roblox Corp. Class A 0.69% 592,261 $32.2M No change
EFA iShares MSCI Eafe ETF 0.68% 304,801 $31.7M No change
PAYO Payoneer Global Inc. 0.48% 3,141,320 $22.4M No change
U Unity Software Inc. 0.47% 775,443 $22.2M Reduce -1.0%
V Visa Inc. Class A 0.46% 63,189 $21.7M No change
EEM iShares MSCI Emerging Market 0.37% 254,150 $17.4M No change
AMZN Amazon.com Inc. 0.37% 72,068 $17.2M Add +47.2%
IWM iShares Russell 2000 ETF 0.36% 55,688 $16.7M Reduce -5.8%
IWN iShares Russell 2000 Value E 0.31% 66,631 $14.7M Reduce -79.3%
AUR Aurora Innovation Inc. 0.30% 2,063,013 $14.1M Add +2.1%
BRK.B Berkshire Hathaway Inc. Class B 0.27% 25,000 $12.5M No change
MDLN Medline Inc. Class A 0.26% 304,584 $12.0M Add +100.1%
HOOD Robinhood Markets Inc. Class A 0.25% 116,585 $11.7M Add +2.2%
DASH DoorDash Inc. Class A 0.22% 56,278 $10.4M No change
AMD Advanced Micro Devices 0.22% 17,500 $10.2M No change
DUOL Duolingo 0.21% 87,108 $10.0M No change
EW Edwards Lifesciences Corp. 0.20% 105,000 $9.5M No change
ICE Intercontinental Exchange Inc. 0.20% 76,000 $9.4M No change
GH Guardant Health Inc. 0.17% 53,125 $8.0M No change
CRM Salesforce Inc. 0.17% 50,574 $7.9M Reduce -2.5%
EFG iShares MSCI Eafe Growth ETF 0.16% 59,403 $7.4M No change
AAPL Apple Inc. 0.16% 25,525 $7.4M No change
AVGO Broadcom Inc. 0.16% 19,500 $7.4M No change
NET Cloudflare Inc. Class A 0.15% 27,835 $6.8M No change
ROP Roper Technologies Inc. 0.14% 20,001 $6.8M No change
P Everpure Inc. Class A 0.14% 85,086 $6.7M No change
PEP Pepsico Inc. 0.14% 49,000 $6.6M No change
COST Costco Wholesale Corp. 0.14% 7,003 $6.6M No change
META Meta Platforms Inc. Class A 0.13% 10,610 $6.0M No change
PANW Palo Alto Networks Inc. 0.11% 15,186 $5.2M No change
UNH Unitedhealth Group Inc. 0.11% 12,379 $5.1M No change
EWJ iShares MSCI Japan ETF 0.11% 54,925 $5.1M No change
MA Mastercard Inc. Class A 0.11% 9,879 $5.1M No change
OKTA Okta Inc. 0.11% 36,980 $5.0M Reduce -1.4%
COIN Coinbase Global Inc. Class A 0.11% 34,414 $5.0M No change
EA Electronic Arts Inc. 0.10% 23,767 $4.9M No change
MCO Moody's Corp. 0.10% 9,897 $4.5M New
SPOT Spotify Technology SA 0.10% 9,751 $4.5M No change
NBIS Nebius Group NV 0.10% 16,132 $4.5M Add +0.5%
AON Aon PLC Class A 0.09% 13,390 $4.4M No change
GOOGL Alphabet Inc. Class A 0.09% 12,183 $4.4M No change
INTU Intuit Inc. 0.08% 15,196 $4.0M No change
PYPL PayPal Holdings Inc. 0.08% 83,007 $3.6M No change
ABNB Airbnb Inc. Class A 0.08% 25,031 $3.6M No change
CRWD CrowdStrike Holdings Inc. Class A 0.08% 4,644 $3.5M Add +41.0%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.07% 254,790 $3.4M No change
CART Maplebear Inc. 0.07% 67,067 $3.2M No change
RKLB Rocket Lab Corp. 0.07% 30,801 $3.1M No change
AFRM Affirm Holdings Inc. 0.07% 38,086 $3.1M No change
DHR Danaher Corp. 0.06% 15,004 $2.9M No change
RACE Ferrari NV 0.06% 7,560 $2.8M No change
DDOG Datadog Inc. Class A 0.06% 10,803 $2.8M Reduce -92.5%
TENB Tenable Holdings Inc. 0.06% 75,679 $2.8M No change
QQQ Invesco QQQ Trust Series 1 0.05% 3,408 $2.5M Reduce -62.6%
FIG Figma Inc. Class A 0.05% 135,051 $2.4M New
SRRK Scholar Rock Holding Corp. 0.05% 42,455 $2.3M No change
HIMS Hims & Hers Health Inc. 0.05% 67,219 $2.3M No change
NRIX Nurix Therapeutics Inc. 0.05% 95,711 $2.3M No change
CRGY Crescent Energy Inc. Class A 0.04% 212,869 $2.1M No change
BKSY Blacksky Technology Inc. 0.04% 74,739 $2.1M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 21,112 $2.0M No change
IWO iShares Russell 2000 Growth 0.04% 5,145 $2.0M No change
MDB Mongodb Inc. 0.04% 5,946 $2.0M No change
UBER Uber Technologies Inc. 0.04% 26,246 $1.9M No change
CRCL Circle Internet Group Inc. 0.04% 29,552 $1.9M Add +12.2%
TWLO Twilio Inc. Class A 0.03% 7,904 $1.6M No change
VXUS Vanguard Total Intl Stock 0.03% 18,369 $1.6M New
SONO Sonos Inc. 0.03% 113,763 $1.5M No change
RYTM Rhythm Pharmaceuticals Inc. 0.03% 13,845 $1.5M No change
VTI VG Morningstar TS MKT ETF-US 0.03% 4,089 $1.5M New
TXG 10X Genomics Inc. Class A 0.03% 39,457 $1.5M No change
INTA Intapp Inc. 0.03% 53,308 $1.3M No change
NOW ServiceNow Inc. 0.03% 13,041 $1.3M Add +201.5%
BILL Bill Holdings Inc. 0.03% 35,762 $1.3M No change
VGSH Vanguard Short-Term Treasury 0.03% 20,896 $1.2M Reduce -18.1%
SUB iShares Short-Term National 0.02% 10,986 $1.2M Reduce -18.8%
LBTYK Liberty Global Ltd. Class C 0.02% 104,200 $1.1M No change
NTNX Nutanix Inc. Class A 0.02% 22,331 $1.1M No change
NAVN Navan Inc. Class A 0.02% 48,259 $1.1M New
RVMD Revolution Medicines Inc. 0.02% 5,809 $1.1M Reduce -59.6%
BRZE Braze Inc. Class A 0.02% 49,327 $1.1M No change
ESTC Elastic NV 0.02% 18,682 $1.1M No change
TEM Tempus AI Inc. Class A 0.02% 14,232 $824K No change
QCOM Qualcomm Inc. 0.02% 4,401 $813K No change
DHX Dhi Group Inc. 0.02% 214,416 $795K No change
IOT Samsara Inc. Class A 0.02% 23,183 $752K No change
MIRM Mirum Pharmaceuticals Inc. 0.02% 6,248 $731K No change
PINS Pinterest Inc. Class A 0.02% 34,323 $722K No change
WSE Wise Group PLC Class A 0.01% 59,198 $705K New
FOX Fox Corp. Class B 0.01% 14,070 $659K No change
ALRM Alarm.com Holdings Inc. 0.01% 13,976 $653K No change
BLLN Billiontoone Inc. Class A 0.01% 5,127 $615K New
G Genpact Ltd. 0.01% 19,155 $527K No change
CRSP Crispr Therapeutics AG 0.01% 9,539 $520K No change
REPX Riley Exploration Permian Inc. 0.01% 15,749 $519K New
GTLB Gitlab Inc. Class A 0.01% 16,139 $493K Reduce -11.6%
EXPE Expedia Group Inc. 0.01% 1,918 $491K No change
IQV Iqvia Holdings Inc. 0.01% 2,463 $476K No change
CYTK Cytokinetics Inc. 0.01% 5,500 $469K No change
VLTO Veralto Corp. 0.01% 5,000 $443K No change
FRSH Freshworks Inc. Class A 0.01% 43,439 $440K No change
VERA Vera Therapeutics Inc. 0.01% 10,154 $436K No change
CBRS Cerebras Systems Inc. Class A 0.01% 1,847 $408K New
RKT Rocket Cos Inc. Class A 0.01% 24,563 $387K No change
MQ Marqeta Inc. 0.01% 95,244 $387K No change
CPNG Coupang Inc. 0.01% 21,754 $378K No change
FOXA Fox Corp. Class A 0.01% 7,070 $369K No change
AR Antero Resources Corp. 0.01% 8,932 $314K No change
BOX Box Inc. Class A 0.01% 11,814 $314K No change
FA First Advantage Corp. 0.01% 16,614 $300K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 601 $287K No change
QS Quantumscape Corp. 0.01% 37,816 $286K No change
RBRK Rubrik Inc. Class A 0.01% 3,550 $285K New
AVTR Avantor Inc. 0.01% 27,606 $273K No change
ORIC Oric Pharmaceuticals Inc. 0.00% 20,870 $226K No change
PM Philip Morris International 0.00% 1,205 $218K New
PHR Phreesia Inc. 0.00% 20,853 $215K No change
PENG Penguin Solutions Inc. 0.00% 2,808 $213K New
PCOR Procore Technologies Inc. 0.00% 4,976 $202K No change
S Sentinelone Inc. Class A 0.00% 11,906 $202K No change
NN Nextnav Inc. 0.00% 11,073 $197K No change
PUBM Pubmatic Inc. Class A 0.00% 15,032 $197K No change
PSNL Personalis Inc. 0.00% 14,415 $193K New
AMPL Amplitude Inc. Class A 0.00% 20,855 $160K Reduce -9.3%
HNST The Honest Co. Inc. 0.00% 43,532 $159K No change
ALEC Alector Inc. 0.00% 73,531 $148K No change
COUR Coursera Inc. 0.00% 23,635 $133K No change
OPEN Opendoor Technologies Inc. 0.00% 28,071 $130K No change
SPT Sprout Social Inc. Class A 0.00% 15,741 $119K No change
BLND Blend Labs Inc. Class A 0.00% 67,615 $116K Add +416.1%
SFIX Stitch Fix Inc. Class A 0.00% 24,389 $100K No change
SGMT Sagimet Biosciences Inc. Class A 0.00% 12,865 $99K No change
PTON Peloton Interactive Inc. Class A 0.00% 16,637 $98K No change
GTM Zoominfo Technologies Inc. 0.00% 23,858 $70K No change
GERN Geron Corp. 0.00% 20,995 $27K No change
TEAD Teads Holding Co. 0.00% 17,868 $14K No change

Portfolio Sells Q1 2026 → Q2 2026
VEA Vanguard Ftse Developed ETF Reduce -24.4% 24.28% −5.85
IVV iShares Core S&P 500 ETF Reduce -34.2% 14.98% −5.75
SCHP Schwab U.S. Tips ETF Sold out 0.00% −3.82
IWD iShares Russell 1000 Value E Reduce -17.1% 10.57% −1.16
IWN iShares Russell 2000 Value E Reduce -79.3% 0.31% −1.04
ACWI iShares MSCI Acwi ETF Reduce -59.1% 0.82% −1.03
DDOG Datadog Inc. Class A Reduce -92.5% 0.06% −0.32
QQQ Invesco QQQ Trust Series 1 Reduce -62.6% 0.05% −0.06
ONTF ON24 Inc. Sold out 0.00% −0.05
CRM Salesforce Inc. Reduce -2.5% 0.17% −0.05
ACLX Arcellx Inc. Sold out 0.00% −0.04
IGV iShares Expanded Tech-Softwa Sold out 0.00% −0.03
RVMD Revolution Medicines Inc. Reduce -59.6% 0.02% −0.01
PJAN Innovator U.S. Equity Power Sold out 0.00% −0.01
VGSH Vanguard Short-Term Treasury Reduce -18.1% 0.03% −0.01
SUB iShares Short-Term National Reduce -18.8% 0.02% −0.01
FIGR Figure Technology Solut Class A Sold out 0.00% −0.01
TNYA Tenaya Therapeutics Inc. Sold out 0.00% −0.00
AMPL Amplitude Inc. Class A Reduce -9.3% 0.00% −0.00
GTLB Gitlab Inc. Class A Reduce -11.6% 0.01% +0.00
VOO Vanguard S&P 500 ETF Reduce -8.3% 1.34% +0.01
IWM iShares Russell 2000 ETF Reduce -5.8% 0.36% +0.03
OKTA Okta Inc. Reduce -1.4% 0.11% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.0% 0.69% +0.06
U Unity Software Inc. Reduce -1.0% 0.47% +0.09

Portfolio Buys Q1 2026 → Q2 2026
SMH Vaneck Semiconductor ETF New 15.63% +15.63
DELL Dell Technologies -C Add +0.6% 2.06% +1.25
VWO Vanguard Ftse Emerging Marke Add +10.6% 8.01% +1.17
VT Vanguard Tot World STK ETF Add +199.5% 1.30% +0.90
GOOG Alphabet Inc. Class C Add +5.9% 1.16% +0.23
AMZN Amazon.com Inc. Add +47.2% 0.37% +0.14
AUR Aurora Innovation Inc. Add +2.1% 0.30% +0.11
MDLN Medline Inc. Class A Add +100.1% 0.26% +0.11
MCO Moody's Corp. New 0.10% +0.10
HOOD Robinhood Markets Inc. Class A Add +2.2% 0.25% +0.07
MSFT Microsoft Corp. Add +13.9% 0.69% +0.06
NBIS Nebius Group NV Add +0.5% 0.10% +0.06
FIG Figma Inc. Class A New 0.05% +0.05
CRWD CrowdStrike Holdings Inc. Class A Add +41.0% 0.08% +0.05
BKSY Blacksky Technology Inc. New 0.04% +0.04
VXUS Vanguard Total Intl Stock New 0.03% +0.03
VTI VG Morningstar TS MKT ETF-US New 0.03% +0.03
NAVN Navan Inc. Class A New 0.02% +0.02
NOW ServiceNow Inc. Add +201.5% 0.03% +0.02
WSE Wise Group PLC Class A New 0.01% +0.01
BLLN Billiontoone Inc. Class A New 0.01% +0.01
REPX Riley Exploration Permian Inc. New 0.01% +0.01
CBRS Cerebras Systems Inc. Class A New 0.01% +0.01
RBRK Rubrik Inc. Class A New 0.01% +0.01
PENG Penguin Solutions Inc. New 0.00% +0.00
PM Philip Morris International New 0.00% +0.00
PSNL Personalis Inc. New 0.00% +0.00
BLND Blend Labs Inc. Class A Add +416.1% 0.00% +0.00
CRCL Circle Internet Group Inc. Add +12.2% 0.04% −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