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JRP

Jasper Ridge Partners Portfolio holdings

AUM $4.69B
1-Year Est. Return 31.34%
This Fund
S&P 500
This Quarter Est. Return
+24.12%
1 Year Est. Return
+31.34%
3 Year Est. Return
+84.21%
5 Year Est. Return
+70.25%
10 Year Est. Return
+324.79%
AUM
$4.69B
AUM Growth
+$196M
Cap. Flow
-$411M
Cap. Flow %
-8.77%
Top 10 Hldgs %
84.44%
Holding
158
New
15
Increased
14
Reduced
18
Closed
7

Top Buys

Rank Stock Value
1
SMH icon
VanEck Semiconductor ETF
SMH
+$610M
2
VT icon
Vanguard Total World Stock ETF
VT
+$39.6M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.5M
4
MDLN
Medline Inc
MDLN
+$6.14M
5
AMZN icon
Amazon
AMZN
+$5.8M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$359M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$355M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$171M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$98.2M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$54.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.57%
2 Technology 6.1%
3 Consumer Discretionary 5.4%
4 Communication Services 2.47%
5 Utilities 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.08T
$12.5M 0.27%
25,000
– –
MDLN
27
Medline Inc
MDLN
$31B
$12M 0.26%
304,584
+152,373
+100% +$6.14M
HOOD icon
28
Robinhood
HOOD
$93.7B
$11.7M 0.25%
116,585
+2,506
+2% +$210K
DASH icon
29
DoorDash
DASH
$103B
$10.4M 0.22%
56,278
– –
AMD icon
30
Advanced Micro Devices
AMD
$760B
$10.2M 0.22%
17,500
– –
DUOL icon
31
Duolingo
DUOL
$6.88B
$10M 0.21%
87,108
– –
EW icon
32
Edwards Lifesciences
EW
$52B
$9.5M 0.2%
105,000
– –
ICE icon
33
Intercontinental Exchange
ICE
$91.1B
$9.36M 0.2%
76,000
– –
GH icon
34
Guardant Health
GH
$21.7B
$7.97M 0.17%
53,125
– –
CRM icon
35
Salesforce
CRM
$211B
$7.92M 0.17%
50,574
-1,320
-3% -$232K
EFG icon
36
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$7.39M 0.16%
59,403
– –
AAPL icon
37
Apple
AAPL
$4.67T
$7.39M 0.16%
25,525
– –
AVGO icon
38
Broadcom
AVGO
$1.75T
$7.37M 0.16%
19,500
– –
NET icon
39
Cloudflare
NET
$107B
$6.83M 0.15%
27,835
– –
ROP icon
40
Roper Technologies
ROP
$42.2B
$6.77M 0.14%
20,001
– –
P
41
Everpure Inc
P
$31B
$6.7M 0.14%
85,086
– –
PEP icon
42
PepsiCo
PEP
$193B
$6.63M 0.14%
49,000
– –
COST icon
43
Costco
COST
$419B
$6.55M 0.14%
7,003
– –
META icon
44
Meta Platforms (Facebook)
META
$1.47T
$5.98M 0.13%
10,610
– –
PANW icon
45
Palo Alto Networks
PANW
$303B
$5.18M 0.11%
15,186
– –
UNH icon
46
UnitedHealth
UNH
$353B
$5.15M 0.11%
12,379
– –
EWJ icon
47
iShares MSCI Japan ETF
EWJ
$22.7B
$5.12M 0.11%
54,925
– –
MA icon
48
Mastercard
MA
$521B
$5.07M 0.11%
9,879
– –
OKTA icon
49
Okta
OKTA
$29.1B
$5.05M 0.11%
36,980
-530
-1% -$49.8K
COIN icon
50
Coinbase
COIN
$47.1B
$5.03M 0.11%
34,414
– –
1
2
3 4 5

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TP
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IWM
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TCIM
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SAI
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LIM
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CCC
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Jasper Ridge Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Jasper Ridge Partners held 158 positions worth $4.69B, up 4.4% from $4.49B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Jasper Ridge Partners withdrew a net $411M in Q2 2026, closing 7 positions and reducing 18 holdings. Its most notable exit was Schwab US TIPS ETF, an estimated $171M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 81% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Jasper Ridge Partners opened a new position in VanEck Semiconductor ETF worth $733M.

  • Jasper Ridge Partners's largest Q2 2026 buy was VanEck Semiconductor ETF: 1,117,575 shares worth $733M.
  • Jasper Ridge Partners added most to Vanguard Total World Stock ETF in Q2 2026, an estimated $39.6M increase.
  • Jasper Ridge Partners's biggest Q2 2026 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $359M.
  • Jasper Ridge Partners fully exited Schwab US TIPS ETF in Q2 2026, selling an estimated $171M.
  • Jasper Ridge Partners's ten largest holdings make up 84% of its $4.69B portfolio in Q2 2026.
  • Jasper Ridge Partners opened 15 new positions and closed 7 in Q2 2026.
  • Jasper Ridge Partners's portfolio value rose 4.4% quarter-over-quarter to $4.69B.

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