Jasper Ridge Partners, L.P.

Q2 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$4,689,439
Net value change ($000)
+195,734 (4.4%)
New positions
15
Sold out positions
7
Turnover %
19.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SMH 733,006 NEW
VWO 68,157 22.2%
DELL 60,192 164.4%
VT 43,116 239.8%
GOOGL 12,713 30.4%
PAYO 7,193 47.4%
AMZN 6,983 68.5%
AMD 6,606 185.6%
AUR 5,745 69.0%
MDLN 5,240 77.4%
Top Reduces (Value $000, Stocks/ETFs)
IVV -228,896 -24.6%
VEA -215,246 -15.9%
SCHP -171,448 -100.0%
NKE -57,475 -22.3%
IWN -46,249 -75.8%
ACWI -44,538 -53.6%
IWD -31,301 -5.9%
DDOG -14,297 -83.6%
CEG -11,589 -11.1%
QQQ -2,744 -52.2%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type