AI Portfolio Summary
In 2026 Q1, Jasper Ridge Partners, L.P. maintained a portfolio of 146 distinct positions. The most significant new addition to the portfolio was CONSTELLATION ENERGY, which now represents 2.33% of the total fund value. They heavily accumulated shares in VANGUARD TAX-MANAGED, increasing their position by 6.8%. The fund also reduced its exposure to ISHARES TR by 11.8%.
Total Positions
146
Quarter
2026 Q1
Top Holding
VEA (30.1%)
Top 10 Concentration
85.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 146
| 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 | 30.13% | 27.38% |
#1
Prev: #1
|
8.0 | 1,347,044 | 6.8% |
P
S
|
21,127,620 | $1,353,817,674 |
$41.82
+54.6%
|
2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
IVV
ISHARES TR
|
ETF | 20.73% | 24.53% |
#2
Prev: #2
|
6.0 | -190,604 | -11.8% |
P
S
|
1,425,879 | $931,398,553 |
$294.93
+123.4%
|
2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
IWD
ISHARES TR
|
ETF | 11.73% | 11.77% |
#3
Prev: #3
|
5.5 | -57,529 | -2.3% |
P
S
|
2,467,155 | $527,157,009 |
$120.15
+79.4%
|
2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
VWO
VANGUARD INTL E...
|
ETF | 6.85% | 6.76% |
#4
1
Prev: #5
|
3.7 | 13,534 | 0.2% |
P
S
|
5,692,120 | $307,666,607 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 5.74% | 6.89% |
#5
1
Prev: #4
|
3.8 | no change | no change |
P
S
|
4,883,229 | $257,932,156 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 3.82% | 3.46% |
#6
Prev: #6
|
3.5 | 541,494 | 9.2% |
P
S
|
6,442,984 | $171,447,804 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 2.33% | — |
#7
Prev: #—
|
4.4 | 375,305 | no change |
NEW
|
375,305 | $104,803,921 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ACWI
ISHARES TR
|
ETF | 1.85% | 0.59% |
#8
9
Prev: #17
|
3.7 | 412,817 | 219.3% |
P
S
|
601,046 | $83,166,695 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWN
ISHARES TR
|
ETF | 1.36% | 1.29% |
#9
1
Prev: #8
|
1.5 | no change | no change |
P
S
|
321,684 | $60,988,062 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.33% | 1.39% |
#10
3
Prev: #7
|
1.0 | -697 | -0.7% |
P
S
|
99,671 | $59,558,558 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.93% | 1.01% |
#11
1
Prev: #10
|
0.9 | 1,000 | 0.7% |
P
S
|
145,675 | $41,788,330 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.81% | 0.62% |
#12
4
Prev: #16
|
0.8 | 1,388 | 0.6% |
P
S
|
223,056 | $36,610,181 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 0.75% | 1.06% |
#13
4
Prev: #9
|
1.3 | no change | no change |
P
S
|
592,261 | $33,498,282 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWF
ISHARES TR
|
ETF | 0.66% | 0.73% |
#14
1
Prev: #13
|
1.3 | no change | no change |
P
S
|
69,729 | $29,732,446 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFA
ISHARES TR
|
ETF | 0.66% | 0.65% |
#15
Prev: #15
|
1.3 | no change | no change |
P
S
|
304,801 | $29,605,321 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.63% | 0.66% |
#16
2
Prev: #14
|
1.3 | no change | no change |
P
S
|
43,695 | $28,416,606 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.63% | 0.81% |
#17
6
Prev: #11
|
1.3 | no change | no change |
P
S
|
75,886 | $28,090,712 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
V
VISA INC
|
Financial Services | 0.42% | 0.49% |
#18
Prev: #18
|
1.2 | no change | no change |
P
S
|
63,189 | $19,098,243 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.40% | 0.31% |
#19
4
Prev: #23
|
2.7 | 30,373 | 30.5% |
P
S
|
129,979 | $17,978,750 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 0.38% | 0.77% |
#20
8
Prev: #12
|
1.2 | no change | no change |
P
S
|
783,318 | $17,185,997 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DDOG
DATADOG INC
|
Technology | 0.38% | 0.44% |
#21
2
Prev: #19
|
1.2 | no change | no change |
P
S
|
144,937 | $17,109,813 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PAYO
PAYONEER GLOBAL...
|
Technology | 0.34% | 0.39% |
#22
2
Prev: #20
|
1.1 | no change | no change |
P
S
|
3,141,320 | $15,172,576 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWM
ISHARES TR
|
ETF | 0.33% | 0.32% |
#23
1
Prev: #22
|
1.1 | no change | no change |
P
S
|
59,093 | $14,655,064 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EEM
ISHARES TR
|
ETF | 0.32% | 0.31% |
#24
Prev: #24
|
1.1 | no change | no change |
P
S
|
254,150 | $14,433,178 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.27% | 0.28% |
#25
3
Prev: #28
|
1.1 | no change | no change |
P
S
|
25,000 | $11,980,000 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.27% | 0.27% |
#26
3
Prev: #29
|
1.1 | no change | no change |
P
S
|
76,000 | $11,953,280 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.23% | 0.25% |
#27
3
Prev: #30
|
1.1 | no change | no change |
P
S
|
48,948 | $10,194,400 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.22% | 0.30% |
#28
3
Prev: #25
|
1.1 | no change | no change |
P
S
|
51,894 | $9,687,054 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DUOL
DUOLINGO INC
|
Technology | 0.19% | 0.34% |
#29
8
Prev: #21
|
1.1 | no change | no change |
P
S
|
87,108 | $8,586,236 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.19% | 0.28% |
#30
3
Prev: #27
|
1.1 | no change | no change |
P
S
|
56,278 | $8,450,142 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 0.19% | 0.20% |
#31
1
Prev: #32
|
1.1 | no change | no change |
P
S
|
105,000 | $8,408,400 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AUR
AURORA INNOVATI...
|
Technology | 0.19% | 0.17% |
#32
3
Prev: #35
|
1.1 | no change | no change |
P
S
|
2,020,513 | $8,324,514 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.18% | 0.29% |
#33
7
Prev: #26
|
1.1 | no change | no change |
P
S
|
114,079 | $7,905,675 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.17% | 0.16% |
#34
2
Prev: #36
|
1.1 | no change | no change |
P
S
|
49,000 | $7,609,210 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 0.16% | 0.20% |
#35
2
Prev: #33
|
1.1 | no change | no change |
P
S
|
20,001 | $7,077,554 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.16% | 0.13% |
#36
5
Prev: #41
|
1.1 | no change | no change |
P
S
|
7,003 | $6,977,999 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MDLN
MEDLINE INC
|
Healthcare | 0.15% | 0.05% |
#37
30
Prev: #67
|
3.1 | 95,374 | 167.8% |
P
S
|
152,211 | $6,773,390 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFG
ISHARES TR
|
Warrant | 0.15% | 0.15% |
#38
1
Prev: #39
|
1.1 | no change | no change |
P
S
|
59,403 | $6,615,712 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
INTU
INTUIT
|
Technology | 0.15% | 0.22% |
#39
8
Prev: #31
|
1.1 | no change | no change |
P
S
|
15,196 | $6,570,370 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 0.14% | 0.15% |
#40
2
Prev: #38
|
1.1 | no change | no change |
P
S
|
25,525 | $6,477,990 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.14% | 0.16% |
#41
4
Prev: #37
|
1.1 | no change | no change |
P
S
|
10,610 | $6,070,015 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.13% | 0.15% |
#42
2
Prev: #40
|
1.1 | no change | no change |
P
S
|
19,500 | $6,035,445 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.13% | 0.17% |
#43
9
Prev: #34
|
1.1 | no change | no change |
P
S
|
34,414 | $6,009,029 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NET
CLOUDFLARE INC
|
Technology | 0.13% | 0.12% |
#44
1
Prev: #45
|
1.1 | no change | no change |
P
S
|
27,835 | $5,743,474 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.12% | 0.12% |
#45
2
Prev: #47
|
0.5 | 395 | 4.5% |
P
S
|
9,102 | $5,253,242 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PSTG
EVERPURE INC
|
Technology | 0.11% | 0.13% |
#46
4
Prev: #42
|
1.0 | no change | no change |
P
S
|
85,086 | $5,023,477 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.11% | 0.12% |
#47
3
Prev: #44
|
1.0 | no change | no change |
P
S
|
9,879 | $4,936,141 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 0.11% | 0.12% |
#48
2
Prev: #46
|
1.0 | no change | no change |
P
S
|
53,125 | $4,907,156 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EA
ELECTRONIC ARTS...
|
Communication Services | 0.11% | 0.11% |
#49
1
Prev: #48
|
1.0 | no change | no change |
P
S
|
23,767 | $4,845,378 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.11% | 0.13% |
#50
7
Prev: #43
|
1.0 | no change | no change |
P
S
|
9,751 | $4,728,357 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 146 holdings