Jasper Ridge Partners, L.P.

Q2 2025 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
148
Total value ($000)
$3,996,169
Net value change ($000)
+884,215 (28.4%)
New positions
2
Sold out positions
2
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2025 Next filing: 11/17/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
IVV 329,668 39.0%
VEA 305,433 53.9%
VWO 157,135 103.2%
RBLX 37,227 90.5%
VOO 10,315 17.9%
MSFT 9,284 32.5%
DUOL 8,665 32.0%
DELL 7,130 35.3%
COIN 6,558 96.7%
HOOD 6,378 125.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHP -15,469 -7.4%
IWD -12,900 -2.6%
GOOGL -11,490 -30.9%
AUR -2,759 -22.1%
UNH -2,622 -40.4%
DDOG -2,279 -10.7%
AAPL -1,962 -7.6%
IWN -1,571 -3.0%
PAYO -1,445 -6.3%
BRK-B -1,171 -8.8%
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