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 Q2	$733M	Buy	+1,117,575	New	+$610M	15.63%	2

Other funds holding SMH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Jasper Ridge Partners's SMH Position: Q2 2026 in Review

Jasper Ridge Partners opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 1,117,575 shares worth $733M. The stake represents 15.63% of the portfolio and ranks #2 among its holdings.

1,277 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Jasper Ridge Partners held 1,117,575 shares of VanEck Semiconductor ETF worth $733M as of Q2 2026.
VanEck Semiconductor ETF was a new Jasper Ridge Partners position in Q2 2026.
VanEck Semiconductor ETF made up 15.63% of Jasper Ridge Partners's portfolio in Q2 2026, its #2 holding.
1,277 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Jasper Ridge Partners's 13F filing for Q2 2026, filed 13 Aug 2026.