Jasper Ridge Partners, L.P.

Q4 2025 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$4,513,676
Net value change ($000)
+72,863 (1.6%)
New positions
5
Sold out positions
10
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NKE 297,976 2268.6%
IWD 17,042 3.3%
IVV 16,600 1.5%
GOOGL 10,159 28.8%
VT 4,391 45.5%
U 3,235 10.3%
MDLN 2,387 NEW
GH 2,107 63.5%
CRM 1,448 11.8%
IWN 1,415 2.5%
Top Reduces (Value $000, Stocks/ETFs)
RBLX -54,425 -53.1%
VWO -48,605 -13.7%
SCHP -36,144 -18.8%
AAPL -22,518 -76.4%
COST -20,807 -77.5%
HIMS -15,131 -87.4%
AMD -13,483 -78.2%
DUOL -12,748 -45.5%
VEA -8,119 -0.7%
ENZL -5,626 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type