1y return+15.9%S&P 500 +20.9%
3y return+52.4%S&P 500 +68.5%
5y return+17.5%S&P 500 +74.5%
10y return+144.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $244 against $357 in the S&P 500.2
Jasper Ridge Partners, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VEAVanguard Tax-managed Intl Fd | $1.1B | 24.3% | −24.4% |
| SMHVaneck Etf Trust | $733.0M | 15.6% | New |
| IVVIshares Tr | $702.5M | 15.0% | −34.2% |
| IWDIshares Tr | $495.9M | 10.6% | −17.1% |
| VWOVanguard Intl Equity Index F | $375.8M | 8.0% | +10.6% |
| NKENike Inc | $200.5M | 4.3% | |
| DELLDell Technologies Inc | $96.8M | 2.1% | |
| CEGConstellation Energy Corp | $93.2M | 2.0% | |
| VOOVanguard Index Fds | $62.8M | 1.3% | −8.3% |
| VTVanguard Intl Equity Index F | $61.1M | 1.3% | +199.5% |
| GOOGAlphabet Inc | $54.5M | 1.2% | +5.9% |
| ACWIIshares Tr | $38.6M | 0.8% | −59.1% |
| IWFIshares Tr | $34.6M | 0.7% | |
| SPYSpdr S&p 500 Etf Tr | $32.3M | 0.7% | |
| MSFTMicrosoft Corp | $32.3M | 0.7% | +13.9% |
| RBLXRoblox Corp | $32.2M | 0.7% | |
| EFAIshares Tr | $31.7M | 0.7% | |
| PAYOPayoneer Global Inc | $22.4M | 0.5% | |
| UUnity Software Inc | $22.2M | 0.5% | −1.0% |
| VVisa Inc | $21.7M | 0.5% | |
| EEMIshares Tr | $17.4M | 0.4% | |
| AMZNAmazon Com Inc | $17.2M | 0.4% | +47.2% |
| IWMIshares Tr | $16.7M | 0.4% | −5.8% |
| IWNIshares Tr | $14.7M | 0.3% | −79.3% |
| AURAurora Innovation Inc | $14.1M | 0.3% | +2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HOODRobinhood Mkts Inc | June 30, 2022 | +1120.0% | $11.7M |
| DELLDell Technologies Inc | June 30, 2020 | +685.4% | $96.8M |
| NETCloudflare Inc | June 30, 2020 | +582.3% | $6.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $54.5M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $7.4M |
| AMDAdvanced Micro Devices Inc | March 31, 2024 | +221.9% | $10.2M |
| AURAurora Innovation Inc | September 30, 2023 | +190.2% | $14.1M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $12.5M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $34.6M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $62.8M |
Sold off last quarter
- SCHPSchwab Strategic Tr was $171.4M
- On24 IncCUSIP 68339B104 was $2.3M
- Arcellx IncCUSIP 03940C100 was $1.6M
- IGVIshares Tr was $1.3M
- PJANInnovator Etfs Trust was $332K
- FIGRFigure Technology Solutio was $283K
- TNYATenaya Therapeutics Inc was $7,097
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +10.5% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +7.5% | +8.3% |
| March 31, 2023 | +7.0% | +7.0% |
| December 31, 2022 | +3.8% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −23.3% | −16.5% |
| March 31, 2022 | −12.2% | −4.9% |
| December 31, 2021 | +0.0% | +10.7% |
| September 30, 2021 | +1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Jasper Ridge Partners, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1453381&type=13F-HR&dateb=&owner=include&count=40CIK 1453381
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1453381/000145338126000013/Filed August 14, 2026 · accession 0001453381-26-000013