Institutional
Jasper Ridge Partners, L.P.
CIK 0001453381
$4.49B
Reported AUM
143
Positions
Q1 2026
Period
2026-05-11
Filed
The Brief · Jasper Ridge Partners, L.P. · Q1 2026
AI · grounded in 13F
Jasper Ridge Partners, L.P. established a new position in Constellation Energy Corp CEG valued at $104.8M. The fund significantly increased its holdings in iShares TR ACWI and Medline Inc MDLN, raising share counts by 219.3% and 167.8% respectively. Conversely, the fund trimmed its position in MongoDB Inc MDB by 22.3% and closed its position in Block Inc XYZ.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED INTL FD | $69.17 | -3.72% | 26.80% | 55.20% | $1.35B | 30.13% | +1,347,044 | +6.8% |
| 2 | IVV | ISHARES TR | $740.91 | -2.62% | 24.60% | 80.03% | $931.4M | 20.73% | −190,604 | −11.8% |
| 3 | IWD | ISHARES TR | $236.42 | -1.91% | 26.12% | 62.18% | $527.2M | 11.73% | −57,529 | −2.3% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $58.03 | -3.78% | 23.65% | 32.53% | $307.7M | 6.85% | +13,534 | +0.2% |
| 5 | NKE | NIKE INC | $42.98 | -1.47% | -29.22% | -72.13% | $257.9M | 5.74% | — | HELD |
| 6 | SCHP | SCHWAB STRATEGIC TR | $26.47 | -0.45% | 5.41% | 2.64% | $171.4M | 3.82% | +541,494 | +9.2% |
| 7 | CEG | CONSTELLATION ENERGY CORP | $254.83 | -3.69% | -14.27% | 474.86% | $104.8M | 2.33% | +375,305 | NEW |
| 8 | ACWI | ISHARES TR | $154.39 | -2.98% | 24.80% | 63.87% | $83.2M | 1.85% | +412,817 | +219.3% |
| 9 | IWN | ISHARES TR | $209.44 | -2.60% | 37.90% | 43.58% | $61.0M | 1.36% | — | HELD |
| 10 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $59.6M | 1.33% | −697 | −0.7% |
| 11 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $41.8M | 0.93% | +1,000 | +0.7% |
| 12 | DELL | DELL TECHNOLOGIES INC | $394.39 | -6.55% | 251.99% | 785.09% | $36.6M | 0.81% | +1,388 | +0.6% |
| 13 | RBLX | ROBLOX CORP | $41.82 | -3.53% | -56.35% | -45.67% | $33.5M | 0.75% | — | HELD |
| 14 | IWF | ISHARES TR | $122.69 | -3.26% | 20.87% | 79.95% | $29.7M | 0.66% | — | HELD |
| 15 | EFA | ISHARES TR | $102.26 | -2.56% | 18.03% | 48.24% | $29.6M | 0.66% | — | HELD |
| 16 | SPY | SPDR S&P 500 ETF TR | $737.55 | -2.58% | 24.51% | 79.50% | $28.4M | 0.63% | — | HELD |
| 17 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $28.1M | 0.63% | — | HELD |
| 18 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $19.1M | 0.42% | — | HELD |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $153.68 | -3.07% | 24.82% | 62.43% | $18.0M | 0.40% | +30,373 | +30.5% |
| 20 | U | UNITY SOFTWARE INC | $29.17 | -2.86% | 16.08% | -72.77% | $17.2M | 0.38% | — | HELD |
| 21 | DDOG | DATADOG INC | $234.11 | -3.90% | 91.64% | 111.48% | $17.1M | 0.38% | — | HELD |
| 22 | PAYO | PAYONEER GLOBAL INC | $5.04 | -1.75% | -28.31% | -46.61% | $15.2M | 0.34% | — | HELD |
| 23 | IWM | ISHARES TR | $281.65 | -3.55% | 34.35% | 35.27% | $14.7M | 0.33% | — | HELD |
| 24 | EEM | ISHARES TR | $64.59 | -6.53% | 40.98% | 40.06% | $14.4M | 0.32% | — | HELD |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $12.0M | 0.27% | — | HELD |
| 26 | ICE | INTERCONTINENTAL EXCHANGE IN | $141.50 | -0.39% | -19.88% | 25.58% | $12.0M | 0.27% | — | HELD |
| 27 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $10.2M | 0.23% | — | HELD |
| 28 | CRM | SALESFORCE INC | $185.66 | -1.64% | -31.86% | -22.13% | $9.7M | 0.22% | — | HELD |
| 29 | DUOL | DUOLINGO INC | $109.03 | -0.11% | -78.74% | -15.85% | $8.6M | 0.19% | — | HELD |
| 30 | DASH | DOORDASH INC | $156.80 | -2.04% | -28.22% | -10.03% | $8.5M | 0.19% | — | HELD |
| 31 | EW | EDWARDS LIFESCIENCES CORP | $85.96 | -1.70% | — | — | $8.4M | 0.19% | — | HELD |
| 32 | AUR | AURORA INNOVATION INC | $6.31 | -7.75% | — | — | $8.3M | 0.19% | — | HELD |
| 33 | HOOD | ROBINHOOD MKTS INC | $82.47 | -6.63% | — | — | $7.9M | 0.18% | — | HELD |
| 34 | PEP | PEPSICO INC | $141.92 | -0.16% | — | — | $7.6M | 0.17% | — | HELD |
| 35 | ROP | ROPER TECHNOLOGIES INC | $332.18 | 0.11% | — | — | $7.1M | 0.16% | — | HELD |
| 36 | COST | COSTCO WHSL CORP NEW | $971.87 | -0.05% | — | — | $7.0M | 0.16% | — | HELD |
| 37 | MDLN | MEDLINE INC | $33.61 | -2.44% | — | — | $6.8M | 0.15% | +95,374 | +167.8% |
| 38 | EFG | ISHARES TR | $119.90 | -3.38% | — | — | $6.6M | 0.15% | — | HELD |
| 39 | INTU | INTUIT | $296.76 | -1.73% | — | — | $6.6M | 0.15% | — | HELD |
| 40 | AAPL | APPLE INC | $307.34 | -1.25% | — | — | $6.5M | 0.14% | — | HELD |
| 41 | META | META PLATFORMS INC | $593.00 | -5.51% | — | — | $6.1M | 0.14% | — | HELD |
| 42 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | $6.0M | 0.13% | — | HELD |
| 43 | COIN | COINBASE GLOBAL INC | $152.40 | -7.15% | — | — | $6.0M | 0.13% | — | HELD |
| 44 | NET | CLOUDFLARE INC | $250.11 | -6.90% | — | — | $5.7M | 0.13% | — | HELD |
| 45 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | — | — | $5.3M | 0.12% | +395 | +4.5% |
| 46 | P | EVERPURE INC | $72.17 | -8.08% | — | — | $5.0M | 0.11% | — | HELD |
| 47 | MA | MASTERCARD INCORPORATED | $491.08 | 1.93% | — | — | $4.9M | 0.11% | — | HELD |
| 48 | GH | GUARDANT HEALTH INC | $125.61 | -5.60% | — | — | $4.9M | 0.11% | — | HELD |
| 49 | EA | ELECTRONIC ARTS INC | $203.00 | -0.20% | — | — | $4.8M | 0.11% | — | HELD |
| 50 | SPOT | SPOTIFY TECHNOLOGY S A | $496.95 | 0.68% | — | — | $4.7M | 0.11% | — | HELD |
| 51 | EWJ | ISHARES INC | $90.72 | -3.62% | — | — | $4.6M | 0.10% | — | HELD |
| 52 | AON | AON PLC | $328.53 | 1.95% | — | — | $4.3M | 0.10% | — | HELD |
| 53 | PYPL | PAYPAL HLDGS INC | $41.29 | -3.42% | — | — | $3.8M | 0.08% | — | HELD |
| 54 | NU | NU HLDGS LTD | $11.97 | -1.24% | — | — | $3.7M | 0.08% | — | HELD |
| 55 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | — | — | $3.6M | 0.08% | — | HELD |
| 56 | GOOGL | ALPHABET INC | $368.53 | -0.98% | — | — | $3.5M | 0.08% | — | HELD |
| 57 | UNH | UNITEDHEALTH GROUP INC | $399.47 | 0.76% | — | — | $3.3M | 0.07% | — | HELD |
| 58 | ABNB | AIRBNB INC | $133.54 | -0.13% | — | — | $3.2M | 0.07% | — | HELD |
| 59 | OKTA | OKTA INC | $118.72 | -3.85% | — | — | $3.0M | 0.07% | — | HELD |
| 60 | CRGY | CRESCENT ENERGY COMPANY | $11.54 | -5.41% | — | — | $2.9M | 0.06% | −172,028 | −44.7% |
| 61 | DHR | DANAHER CORPORATION | $184.30 | -1.25% | — | — | $2.8M | 0.06% | — | HELD |
| 62 | RACE | FERRARI N V | $346.99 | -0.84% | — | — | $2.6M | 0.06% | — | HELD |
| 63 | CRCL | CIRCLE INTERNET GROUP INC | $80.28 | -11.33% | — | — | $2.5M | 0.06% | +17,057 | +183.6% |
| 64 | CART | MAPLEBEAR INC | — | — | — | — | $2.5M | 0.06% | — | HELD |
| 65 | PANW | PALO ALTO NETWORKS INC | $272.05 | -2.58% | — | — | $2.4M | 0.05% | — | HELD |
| 66 | ONTF | ON24 INC | — | — | — | — | $2.3M | 0.05% | — | HELD |
| 67 | SRRK | SCHOLAR ROCK HLDG CORP | $44.30 | -2.27% | — | — | $2.1M | 0.05% | — | HELD |
| 68 | DIS | DISNEY WALT CO | $99.71 | 0.37% | — | — | $2.0M | 0.05% | — | HELD |
| 69 | RKLB | ROCKET LAB CORP | $110.08 | -8.23% | — | — | $2.0M | 0.04% | — | HELD |
| 70 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | — | — | $1.9M | 0.04% | — | HELD |
| 71 | AFRM | AFFIRM HLDGS INC | $63.61 | -7.41% | — | — | $1.7M | 0.04% | — | HELD |
| 72 | NBIS | NEBIUS GROUP N.V. | $227.81 | -12.27% | — | — | $1.7M | 0.04% | — | HELD |
| 73 | IWO | ISHARES TR | $366.27 | -4.34% | — | — | $1.6M | 0.04% | — | HELD |
| 74 | ACLXGBX | ARCELLX INC | — | — | — | — | $1.6M | 0.04% | — | HELD |
| 75 | SONO | SONOS INC | $15.08 | -7.20% | — | — | $1.5M | 0.03% | — | HELD |
| 76 | VGSH | VANGUARD SCOTTSDALE FDS SHORT TERM | $58.04 | -0.17% | — | — | $1.5M | 0.03% | +25,523 | NEW |
| 77 | NRIX | NURIX THERAPEUTICS INC | $14.64 | -4.19% | — | — | $1.5M | 0.03% | — | HELD |
| 78 | MDB | MONGODB INC | $350.74 | -7.74% | — | — | $1.5M | 0.03% | −1,704 | −22.3% |
| 79 | SUB | ISHARES TR | $106.41 | -0.05% | — | — | $1.4M | 0.03% | +13,521 | NEW |
| 80 | RVMD | REVOLUTION MEDICINES INC | $149.23 | -4.15% | — | — | $1.4M | 0.03% | — | HELD |
| 81 | HIMS | HIMS & HERS HEALTH INC | $26.19 | -6.50% | — | — | $1.4M | 0.03% | — | HELD |
| 82 | BILL | BILL HOLDINGS INC | $35.97 | 0.03% | — | — | $1.4M | 0.03% | — | HELD |
| 83 | INTA | INTAPP INC | $24.35 | -0.16% | — | — | $1.4M | 0.03% | — | HELD |
| 84 | IGV | ISHARES TR | $95.85 | -4.21% | — | — | $1.3M | 0.03% | — | HELD |
| 85 | CRWD | CROWDSTRIKE HLDGS INC | $671.02 | -6.68% | — | — | $1.3M | 0.03% | — | HELD |
| 86 | TENB | TENABLE HLDGS INC | $27.85 | -4.92% | — | — | $1.3M | 0.03% | — | HELD |
| 87 | LBTYK | LIBERTY GLOBAL PLC | $11.33 | 0.80% | — | — | $1.2M | 0.03% | — | HELD |
| 88 | RYTM | RHYTHM PHARMACEUTICALS INC | $86.40 | -1.38% | — | — | $1.2M | 0.03% | +8,206 | +145.5% |
| 89 | BRZE | BRAZE INC | $22.91 | -0.99% | — | — | $1.2M | 0.03% | — | HELD |
| 90 | TWLO | TWILIO INC | $225.99 | -4.50% | — | — | $994K | 0.02% | — | HELD |
| 91 | ESTC | ELASTIC N V | $61.79 | -5.07% | — | — | $934K | 0.02% | — | HELD |
| 92 | NTNX | NUTANIX INC | $53.64 | -2.42% | — | — | $849K | 0.02% | — | HELD |
| 93 | TXG | 10X GENOMICS INC | $31.04 | -7.34% | — | — | $838K | 0.02% | — | HELD |
| 94 | FOX | FOX CORP | $59.88 | 1.96% | — | — | $747K | 0.02% | — | HELD |
| 95 | IOT | SAMSARA INC | $34.80 | -1.16% | — | — | $735K | 0.02% | — | HELD |
| 96 | G | GENPACT LIMITED | $32.62 | -0.73% | — | — | $714K | 0.02% | — | HELD |
| 97 | TEM | TEMPUS AI INC | $46.43 | -11.16% | — | — | $644K | 0.01% | — | HELD |
| 98 | PINS | PINTEREST INC | $21.42 | -0.79% | — | — | $629K | 0.01% | — | HELD |
| 99 | ALRM | ALARM COM HLDGS INC | $45.37 | 0.84% | — | — | $604K | 0.01% | — | HELD |
| 100 | DHX | DHI GROUP INC | $3.37 | -8.17% | — | — | $603K | 0.01% | — | HELD |
| 101 | MIRM | MIRUM PHARMACEUTICALS INC | — | — | — | — | $577K | 0.01% | — | HELD |
| 102 | QCOM | QUALCOMM INC | — | — | — | — | $567K | 0.01% | — | HELD |
| 103 | CRSP | CRISPR THERAPEUTICS AG | — | — | — | — | $454K | 0.01% | — | HELD |
| 104 | NOW | SERVICENOW INC | — | — | — | — | $452K | 0.01% | −636 | −12.8% |
| 105 | EXPE | EXPEDIA GROUP INC | — | — | — | — | $443K | 0.01% | — | HELD |
| 106 | VLTO | VERALTO CORP | — | — | — | — | $442K | 0.01% | — | HELD |
| 107 | IQV | IQVIA HLDGS INC | — | — | — | — | $420K | 0.01% | — | HELD |
| 108 | FOXA | FOX CORP | — | — | — | — | $413K | 0.01% | — | HELD |
| 109 | CPNG | COUPANG INC | — | — | — | — | $411K | 0.01% | — | HELD |
| 110 | VERA | VERA THERAPEUTICS INC | — | — | — | — | $408K | 0.01% | — | HELD |
| 111 | GTLB | GITLAB INC | — | — | — | — | $395K | 0.01% | — | HELD |
| 112 | MQ | MARQETA INC | — | — | — | — | $389K | 0.01% | — | HELD |
| 113 | AR | ANTERO RESOURCES CORP | — | — | — | — | $379K | 0.01% | — | HELD |
| 114 | CYTK | CYTOKINETICS INC | — | — | — | — | $363K | 0.01% | — | HELD |
| 115 | RKT | ROCKET COS INC | — | — | — | — | $350K | 0.01% | — | HELD |
| 116 | FRSH | FRESHWORKS INC | — | — | — | — | $349K | 0.01% | — | HELD |
| 117 | PJAN | INNOVATOR ETFS TRUST | — | — | — | — | $332K | 0.01% | +7,200 | NEW |
| 118 | PCOR | PROCORE TECHNOLOGIES INC | — | — | — | — | $284K | 0.01% | — | HELD |
| 119 | FIGR | FIGURE TECHNOLOGY SOLUTIO | — | — | — | — | $283K | 0.01% | +8,334 | NEW |
| 120 | BOX | BOX INC | — | — | — | — | $279K | 0.01% | — | HELD |
| 121 | ORIC | ORIC PHARMACEUTICALS INC | — | — | — | — | $264K | 0.01% | — | HELD |
| 122 | QS | QUANTUMSCAPE CORP | — | — | — | — | $241K | 0.01% | — | HELD |
| 123 | AVTR | AVANTOR INC | — | — | — | — | $216K | 0.00% | — | HELD |
| 124 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | — | — | — | — | $203K | 0.00% | +601 | NEW |
| 125 | FA | FIRST ADVANTAGE CORP NEW | — | — | — | — | $195K | 0.00% | — | HELD |
| 126 | NN | NEXTNAV INC | — | — | — | — | $177K | 0.00% | — | HELD |
| 127 | PHR | PHREESIA INC | — | — | — | — | $175K | 0.00% | — | HELD |
| 128 | ALEC | ALECTOR INC | — | — | — | — | $158K | 0.00% | −21,537 | −22.7% |
| 129 | AMPL | AMPLITUDE INC | — | — | — | — | $157K | 0.00% | — | HELD |
| 130 | S | SENTINELONE INC | — | — | — | — | $153K | 0.00% | — | HELD |
| 131 | GTM | ZOOMINFO TECHNOLOGIES INC | — | — | — | — | $143K | 0.00% | — | HELD |
| 132 | COUR | COURSERA INC | — | — | — | — | $138K | 0.00% | −500 | −2.1% |
| 133 | OPEN | OPENDOOR TECHNOLOGIES INC | — | — | — | — | $131K | 0.00% | — | HELD |
| 134 | HNST | HONEST CO INC | — | — | — | — | $128K | 0.00% | — | HELD |
| 135 | PUBM | PUBMATIC INC | — | — | — | — | $123K | 0.00% | — | HELD |
| 136 | SPT | SPROUT SOCIAL INC | — | — | — | — | $90K | 0.00% | — | HELD |
| 137 | SFIX | STITCH FIX INC | — | — | — | — | $81K | 0.00% | — | HELD |
| 138 | PTON | PELOTON INTERACTIVE INC | — | — | — | — | $71K | 0.00% | — | HELD |
| 139 | SGMT | SAGIMET BIOSCIENCES INC | — | — | — | — | $67K | 0.00% | — | HELD |
| 140 | GERN | GERON CORP | — | — | — | — | $31K | 0.00% | — | HELD |
| 141 | BLND | BLEND LABS INC | — | — | — | — | $22K | 0.00% | — | HELD |
| 142 | TEAD | TEADS HLDG CO | — | — | — | — | $12K | 0.00% | — | HELD |
| 143 | TNYA | TENAYA THERAPEUTICS INC | — | — | — | — | $7K | 0.00% | — | HELD |
| 144 | XYZ | BLOCK INC | — | — | — | — | — | — | −7,927 | EXITED |
| 145 | 8QR | CONFLUENT INC | — | — | — | — | — | — | −14,409 | EXITED |
| 146 | PD | PAGERDUTY INC | — | — | — | — | — | — | −12,867 | EXITED |
Source: SEC EDGAR · accession 0001453381-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.