Jasper Ridge Partners
SMH icon

Jasper Ridge Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Jasper Ridge Partners’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$677M Sell
1,112,016
-5,559
-0.5% -$3.18M 17.09% 3
2026
Q2 		$733M Buy
+1,117,575
New +$610M 15.63% 2

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Jasper Ridge Partners's SMH Position: Q3 2026 in Review

Jasper Ridge Partners reduced its VanEck Semiconductor ETF (SMH) stake by 0.5% in Q3 2026, selling an estimated $3.18M and leaving 1,112,016 shares worth $677M. The position accounts for 17.09% of the portfolio, ranked #3.

Jasper Ridge Partners first reported a position in SMH in Q2 2026 and has held it in 2 quarters since. The position peaked at $733M in Q2 2026. 1,390 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Jasper Ridge Partners held 1,112,016 shares of VanEck Semiconductor ETF worth $677M as of Q3 2026.
  • Jasper Ridge Partners sold 5,559 VanEck Semiconductor ETF shares in Q3 2026, an estimated $3.18M.
  • VanEck Semiconductor ETF made up 17.09% of Jasper Ridge Partners's portfolio in Q3 2026, its #3 holding.
  • Jasper Ridge Partners first reported a position in VanEck Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • Jasper Ridge Partners's VanEck Semiconductor ETF position peaked at $733M in Q2 2026.
  • 1,390 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Jasper Ridge Partners's 13F filing for Q3 2026, filed 13 Nov 2026.