StockDriftsStockDriftsTop 50 Jasper Ridge Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED INTL FD | 24.28% | 15.98M | $1.14B | -24.36%(-5.15M) | $51.52(+43.65%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 15.63% | 1.12M | $733.0M | new | $509.21(+15.44%) | 2026-06-30 | |
| IVV | ISHARES TR | 14.98% | 938.1K | $702.5M | -34.21%(-487.82K) | $474.38(+64.20%) | 2026-06-30 | |
| IWD | ISHARES TR | 10.57% | 2.05M | $495.9M | -17.10%(-421.80K) | $143.62(+79.17%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.01% | 6.30M | $375.8M | +10.61%(+604.14K) | $46.33(+30.35%) | 2026-06-30 | |
| NKE | NIKE INC | 4.27% | 4.88M | $200.5M | +0.00%(+0) | $68.72(-40.73%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.06% | 224.4K | $96.8M | +0.58%(+1.30K) | $34.39(+1295.60%) | 2026-06-30 | |
| CEG | CONSTELLATION ENERGY CORP | 1.99% | 375.3K | $93.2M | +0.00%(+0) | $316.26(-13.32%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.34% | 91.4K | $62.8M | -8.29%(-8.27K) | $358.58(+98.75%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.3% | 389.3K | $61.1M | +199.48%(+259.28K) | $140.55(+14.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.64% | +50.67% | +3.41% | +18.26% |
| Top 20 Holdings Unweighted | +15.71% | +54.93% | +4.29% | +23.39% |
Jasper Ridge Partners L P reports $4.69B in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are VEA (24.3%), SMH (15.6%) and IVV (15.0%). The top 20 holdings account for 91.31% of reported assets. Its disclosed equity book has returned +50.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jasper Ridge Partners L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1453381). View Jasper Ridge Partners L P’s 13F filings on SEC