Jasper Ridge Partners, L.P. Top Holdings and 13F Report (2025)

About Jasper Ridge Partners, L.P.

Investment Activity

Jasper Ridge Partners, L.P. has $4.69 billion in total holdings as of June 30, 2025.
Jasper Ridge Partners, L.P. owns shares of 151 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 18.63% of the portfolio was purchased this quarter.
About 25.01% of the portfolio was sold this quarter.
This quarter, Jasper Ridge Partners, L.P. has purchased 143 new stocks and bought additional shares in 15 stocks.
Jasper Ridge Partners, L.P. sold shares of 18 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $1,138,571,718
VanEck Semiconductor ETF: $733,006,267
iShares Core S&P 500 ETF: $702,503,156
iShares Russell 1000 Value ETF: $495,856,140
Vanguard FTSE Emerging Markets ETF: $375,823,589

Largest New Holdings this Quarter

92189F676 - VanEck Semiconductor ETF: $733,006,267 Holding
615369105 - Moody's: $4,482,549 Holding
316841105 - FIGMA INC: $2,443,073 Holding
09263B207 - BLACKSKY TECHNOLOGY INC: $2,086,713 Holding
921909768 - Vanguard Total International Stock ETF: $1,570,366 Holding

Largest Purchases this Quarter

VanEck Semiconductor ETF: 1,117,575 shares (about $733.01M)
Vanguard Total World Stock ETF: 259,282 shares (about $40.69M)
Vanguard FTSE Emerging Markets ETF: 604,137 shares (about $36.06M)
iShares Russell 1000 Growth ETF: 209,187 shares (about $25.97M)
MEDLINE INC: 152,373 shares (about $6.01M)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF: 5,147,666 shares (about $366.77M)
iShares Core S&P 500 ETF: 487,820 shares (about $365.32M)
iShares Russell 1000 Value ETF: 421,797 shares (about $102.26M)
iShares Russell 2000 Value ETF: 255,053 shares (about $56.42M)
iShares MSCI ACWI ETF: 354,957 shares (about $55.72M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$1,138,571,718	$366,771,201 â–¼	-24.4%	15,979,954	24.3%	ETF
SMH VanEck Semiconductor ETF	$733,006,267	$733,006,267 â–²	New Holding	1,117,575	15.6%	ETF
IVV iShares Core S&P 500 ETF	$702,503,156	$365,323,599 â–¼	-34.2%	938,059	15.0%	ETF
IWD iShares Russell 1000 Value ETF	$495,856,140	$102,256,247 â–¼	-17.1%	2,045,358	10.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$375,823,589	$36,060,938 â–²	10.6%	6,296,257	8.0%	ETF
NKE NIKE	$200,456,550		0.0%	4,883,229	4.3%	Consumer Discretionary
DELL Dell Technologies	$96,801,503	$561,761 â–²	0.6%	224,358	2.1%	Technology
CEG Constellation Energy	$93,214,503		0.0%	375,305	2.0%	Utilities
VOO Vanguard S&P 500 ETF	$62,777,371	$5,677,875 â–¼	-8.3%	91,404	1.3%	ETF
VT Vanguard Total World Stock ETF	$61,095,106	$40,694,704 â–²	199.5%	389,261	1.3%	ETF
GOOG Alphabet	$54,500,799	$3,029,451 â–²	5.9%	154,249	1.2%	Communication Services
ACWI iShares MSCI ACWI ETF	$38,628,544	$55,717,533 â–¼	-59.1%	246,089	0.8%	ETF
IWF iShares Russell 1000 Growth ETF	$34,633,000	$25,974,750 â–²	300.0%	278,916	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$32,310,498	$319,618 â–¼	-1.0%	43,267	0.7%	ETF
MSFT Microsoft	$32,255,030	$3,948,043 â–²	13.9%	86,470	0.7%	Technology
RBLX Roblox	$32,207,153		0.0%	592,261	0.7%	Communication Services
EFA iShares MSCI EAFE ETF	$31,662,728		0.0%	304,801	0.7%	ETF
PAYO Payoneer Global	$22,366,198		0.0%	3,141,320	0.5%	Finance
U Unity Software	$22,162,161	$225,068 â–¼	-1.0%	775,443	0.5%	Technology
V Visa	$21,679,514		0.0%	63,189	0.5%	Finance
EEM iShares MSCI Emerging Markets ETF	$17,386,402		0.0%	254,150	0.4%	ETF
AMZN Amazon.com	$17,176,687	$5,510,421 â–²	47.2%	72,068	0.4%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$16,731,460	$1,023,032 â–¼	-5.8%	55,688	0.4%	ETF
IWN iShares Russell 2000 Value ETF	$14,738,768	$56,417,688 â–¼	-79.3%	66,631	0.3%	ETF
AUR Aurora Innovation	$14,069,749	$289,850 â–²	2.1%	2,063,013	0.3%	Technology
BRK.B Berkshire Hathaway	$12,509,750		0.0%	25,000	0.3%	Finance
MEDLINE INC	$12,012,793	$6,009,591 â–²	100.1%	304,584	0.3%	COM CL A
HOOD Robinhood Markets	$11,691,144	$251,302 â–²	2.2%	116,585	0.2%	Finance
DOORDASH INC	$10,384,979		0.0%	56,278	0.2%	CL A
AMD Advanced Micro Devices	$10,165,925		0.0%	17,500	0.2%	Technology
DUOLINGO INC	$10,019,162		0.0%	87,108	0.2%	CL A COM
EW Edwards Lifesciences	$9,498,300		0.0%	105,000	0.2%	Healthcare
ICE Intercontinental Exchange	$9,356,360		0.0%	76,000	0.2%	Finance
GH Guardant Health	$7,970,344		0.0%	53,125	0.2%	Healthcare
CRM Salesforce	$7,922,923	$206,791 â–¼	-2.5%	50,574	0.2%	Technology
EFG iShares MSCI EAFE Growth ETF	$7,390,921		0.0%	59,403	0.2%	ETF
AAPL Apple	$7,385,914		0.0%	25,525	0.2%	Technology
AVGO Broadcom	$7,366,125		0.0%	19,500	0.2%	Technology
NET Cloudflare	$6,827,369		0.0%	27,835	0.1%	Technology
ROPER TECHNOLOGIES INC	$6,768,138		0.0%	20,001	0.1%	COM
EVERPURE INC	$6,703,926		0.0%	85,086	0.1%	CL A
PEP PepsiCo	$6,634,600		0.0%	49,000	0.1%	Consumer Staples
COST Costco Wholesale	$6,551,096		0.0%	7,003	0.1%	Consumer Staples
META Meta Platforms	$5,976,227		0.0%	10,610	0.1%	Communication Services
PANW Palo Alto Networks	$5,178,730		0.0%	15,186	0.1%	Technology
UNH UnitedHealth Group	$5,145,084		0.0%	12,379	0.1%	Healthcare
EWJ iShares MSCI Japan ETF	$5,122,855		0.0%	54,925	0.1%	ETF
MA Mastercard	$5,073,854		0.0%	9,879	0.1%	Finance
OKTA Okta	$5,045,921	$72,319 â–¼	-1.4%	36,980	0.1%	Technology
COIN Coinbase Global	$5,030,983		0.0%	34,414	0.1%	Finance
EA Electronic Arts	$4,873,186		0.0%	23,767	0.1%	Communication Services
MCO Moody's	$4,482,549	$4,482,549 â–²	New Holding	9,897	0.1%	Finance
SPOT Spotify Technology	$4,476,977		0.0%	9,751	0.1%	Communication Services
YNDX Yandex	$4,455,174	$20,437 â–²	0.5%	16,132	0.1%	Technology
AON AON	$4,441,329		0.0%	13,390	0.1%	Finance
GOOGL Alphabet	$4,353,839		0.0%	12,183	0.1%	Communication Services
INTU Intuit	$3,966,110		0.0%	15,196	0.1%	Technology
PYPL PayPal	$3,584,242		0.0%	83,007	0.1%	Finance
ABNB Airbnb	$3,581,936		0.0%	25,031	0.1%	Consumer Discretionary
CRWD CrowdStrike	$3,530,812	$1,026,399 â–²	41.0%	4,644	0.1%	Technology
NU NU	$3,403,994		0.0%	254,790	0.1%	Finance
MAPLEBEAR INC	$3,175,622		0.0%	67,067	0.1%	COM
ROCKET LAB CORP	$3,130,922		0.0%	30,801	0.1%	COM
AFRM Affirm	$3,105,913		0.0%	38,086	0.1%	Finance
DHR Danaher	$2,857,962		0.0%	15,004	0.1%	Healthcare
RACE Ferrari	$2,814,512		0.0%	7,560	0.1%	Consumer Discretionary
DDOG Datadog	$2,812,669	$34,923,127 â–¼	-92.5%	10,803	0.1%	Technology
TENB Tenable	$2,791,042		0.0%	75,679	0.1%	Technology
QQQ Invesco QQQ	$2,509,307	$4,192,487 â–¼	-62.6%	3,408	0.1%	ETF
FIGMA INC	$2,443,073	$2,443,073 â–²	New Holding	135,051	0.1%	CL A
SRRK Scholar Rock	$2,335,025		0.0%	42,455	0.0%	Healthcare
HIMS Hims & Hers Health	$2,330,483		0.0%	67,219	0.0%	Healthcare
NRIX Nurix Therapeutics	$2,321,949		0.0%	95,711	0.0%	Healthcare
CRGY Crescent Energy	$2,090,374		0.0%	212,869	0.0%	Energy
BLACKSKY TECHNOLOGY INC	$2,086,713	$2,086,713 â–²	New Holding	74,739	0.0%	COM
DIS Walt Disney	$2,032,030		0.0%	21,112	0.0%	Communication Services
IWO iShares Russell 2000 Growth ETF	$2,026,924		0.0%	5,145	0.0%	ETF
MDB MongoDB	$1,997,261		0.0%	5,946	0.0%	Technology
UBER Uber Technologies	$1,893,911		0.0%	26,246	0.0%	Industrials
CIRCLE INTERNET GROUP INC	$1,850,842	$200,792 â–²	12.2%	29,552	0.0%	COM CL A
TWLO Twilio	$1,630,832		0.0%	7,904	0.0%	Technology
VXUS Vanguard Total International Stock ETF	$1,570,366	$1,570,366 â–²	New Holding	18,369	0.0%	ETF
SONO Sonos	$1,539,213		0.0%	113,763	0.0%	Consumer Discretionary
RYTM Rhythm Pharmaceuticals	$1,537,210		0.0%	13,845	0.0%	Healthcare
VTI Vanguard Total Stock Market ETF	$1,513,094	$1,513,094 â–²	New Holding	4,089	0.0%	ETF
TXG 10x Genomics	$1,512,781		0.0%	39,457	0.0%	Healthcare
INTA Intapp	$1,343,895		0.0%	53,308	0.0%	Technology
NOW ServiceNow	$1,294,710	$865,324 â–²	201.5%	13,041	0.0%	Technology
BILL BILL	$1,293,154		0.0%	35,762	0.0%	Technology
VGSH Vanguard Short-Term Treasury ETF	$1,216,147	$269,291 â–¼	-18.1%	20,896	0.0%	ETF
SUB iShares Short-Term National Muni Bond ETF	$1,169,679	$269,901 â–¼	-18.7%	10,986	0.0%	ETF
LIBERTY GLOBAL LTD	$1,146,200		0.0%	104,200	0.0%	SHS CL C
NTNX Nutanix	$1,137,988		0.0%	22,331	0.0%	Technology
NAVAN INC	$1,103,683	$1,103,683 â–²	New Holding	48,259	0.0%	CL A
RVMD Revolution Medicines	$1,087,910	$1,602,930 â–¼	-59.6%	5,809	0.0%	Healthcare
BRZE Braze	$1,069,903		0.0%	49,327	0.0%	Technology
ESTC Elastic	$1,065,248		0.0%	18,682	0.0%	Technology
TEMPUS AI INC	$824,460		0.0%	14,232	0.0%	CL A
QCOM Qualcomm	$813,261		0.0%	4,401	0.0%	Technology
DHX DHI Group	$795,483		0.0%	214,416	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Jasper Ridge Partners, L.P. Top Holdings and 13F Report (2025)

About Jasper Ridge Partners, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Jasper Ridge Partners, L.P. Top Holdings and 13F Report (2025)

About Jasper Ridge Partners, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJasper Ridge Partners, L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools