AI Portfolio Summary
In 2025 Q4, Jasper Ridge Partners, L.P. maintained a portfolio of 150 distinct positions. They heavily accumulated shares in NIKE INC, increasing their position by 2492.4%. Conversely, Jasper Ridge Partners, L.P. completely exited their position in ISHARES TR.
Total Positions
150
Quarter
2025 Q4
Top Holding
VEA (27.4%)
Top 10 Concentration
85.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 150
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 27.38% | 28.01% |
#1
Prev: #1
|
10.0 | -977,307 | -4.7% |
P
S
|
19,780,576 | $1,235,692,608 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 24.53% | 24.56% |
#2
Prev: #2
|
9.8 | -12,971 | -0.8% |
P
S
|
1,616,483 | $1,107,194,004 | 2008 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWD
ISHARES TR
|
ETF | 11.77% | 11.57% |
#3
Prev: #3
|
4.7 | no change | no change |
P
S
|
2,524,684 | $531,042,033 | 2010 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 6.89% | 0.30% |
#4
25
Prev: #29
|
5.1 | 4,694,859 | 2492.4% |
P
S
|
4,883,229 | $311,110,519 | 2008 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 6.76% | 7.97% |
#5
1
Prev: #4
|
2.7 | -853,095 | -13.1% |
P
S
|
5,678,586 | $305,280,772 | 2010 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 3.46% | 4.33% |
#6
1
Prev: #5
|
1.4 | -1,240,416 | -17.4% |
P
S
|
5,901,490 | $156,330,470 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.39% | 1.43% |
#7
Prev: #7
|
0.6 | -3,605 | -3.5% |
P
S
|
100,368 | $62,943,573 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWN
ISHARES TR
|
ETF | 1.29% | 1.28% |
#8
Prev: #8
|
0.5 | no change | no change |
P
S
|
321,684 | $58,292,350 | 2010 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 1.06% | 2.31% |
#9
3
Prev: #6
|
0.5 | -147,099 | -19.9% |
P
S
|
592,261 | $47,990,908 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.01% | 0.79% |
#10
Prev: #10
|
0.4 | -20 | -0.0% |
P
S
|
144,675 | $45,399,015 | 2008 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.81% | 0.89% |
#11
2
Prev: #9
|
0.3 | -205 | -0.3% |
P
S
|
75,886 | $36,699,976 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
U
UNITY SOFTWARE ...
|
Technology | 0.77% | 0.71% |
#12
1
Prev: #13
|
0.3 | no change | no change |
P
S
|
783,318 | $34,599,156 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 0.73% | 0.74% |
#13
2
Prev: #11
|
0.3 | no change | no change |
P
S
|
69,729 | $33,002,736 | 2009 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.66% | 0.66% |
#14
2
Prev: #16
|
0.3 | no change | no change |
P
S
|
43,695 | $29,796,494 | 2010 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 0.65% | 0.64% |
#15
2
Prev: #17
|
0.3 | no change | no change |
P
S
|
304,801 | $29,270,040 | 2008 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.62% | 0.72% |
#16
4
Prev: #12
|
0.3 | -3,805 | -1.7% |
P
S
|
221,668 | $27,903,568 | 2008 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACWI
ISHARES TR
|
ETF | 0.59% | 0.66% |
#17
2
Prev: #15
|
0.3 | -23,152 | -11.0% |
P
S
|
188,229 | $26,632,480 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 0.49% | 0.53% |
#18
2
Prev: #20
|
0.2 | -6,000 | -8.7% |
P
S
|
63,189 | $22,161,014 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DDOG
DATADOG INC
|
Technology | 0.44% | 0.45% |
#19
2
Prev: #21
|
2.2 | 3,966 | 2.8% |
P
S
|
144,937 | $19,709,983 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAYO
PAYONEER GLOBAL...
|
Technology | 0.39% | 0.43% |
#20
2
Prev: #22
|
0.2 | no change | no change |
P
S
|
3,141,320 | $17,654,218 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUOL
DUOLINGO INC
|
Technology | 0.34% | 0.63% |
#21
3
Prev: #18
|
0.1 | no change | no change |
P
S
|
87,108 | $15,287,454 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 0.32% | 0.40% |
#22
2
Prev: #24
|
0.2 | -13,618 | -18.7% |
P
S
|
59,093 | $14,546,333 | 2008 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.31% | 0.22% |
#23
15
Prev: #38
|
2.3 | 29,513 | 42.1% |
P
S
|
99,606 | $14,050,478 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEM
ISHARES TR
|
ETF | 0.31% | 0.31% |
#24
4
Prev: #28
|
0.1 | no change | no change |
P
S
|
254,150 | $13,904,546 | 2009 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
SALESFORCE INC
|
Technology | 0.30% | 0.28% |
#25
8
Prev: #33
|
0.1 | no change | no change |
P
S
|
51,894 | $13,747,240 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ENZL
ISHARES TR
|
ETF | 0.00% | 0.13% |
Sold All 😨
(Was: #48) |
0.3 | -122,486 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCTR
VICTORY CAP HLD...
|
Financial Services | 0.00% | 0.05% |
Sold All 😨
(Was: #74) |
0.3 | -31,675 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JOBY
JOBY AVIATION I...
|
Industrials | 0.00% | 0.03% |
Sold All 😨
(Was: #84) |
0.3 | -89,971 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNRE
SUNRISE COMMUNI...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #87) |
0.3 | -20,840 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VRNA
VERONA PHARMA P...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #90) |
0.3 | -10,635 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FROG
JFROG LTD
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #118) |
0.3 | -8,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZLAB
ZAI LAB LTD
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #123) |
0.3 | -8,024 | -100.0% |
CLOSED
|
— | $— | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DOCS
DOXIMITY INC
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #124) |
0.3 | -3,670 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
YMM
FULL TRUCK ALLI...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #135) |
0.3 | -13,738 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TPIC
TPI COMPOSITES ...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #145) |
0.3 | -43,183 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 150 holdings