Jasper Ridge Partners, L.P.

Wealth advisor Mechanical CIK 1453381
League rank
#844
in Wealth advisor · #3224 overall
Long book
$4.49B
Q1 2026
Positions
143
Top-10 weight
86%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
6%
of book per quarter

Strategy in plain words

auto-generated from filings

Jasper Ridge Partners, L.P. is a wealth-management firm allocating client money, running a $4.49B US long book across 143 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD FTSE DEVELOPED ETF, ISHARES CORE S&P 500 ETF, ISHARES RUSSELL 1000 VALUE E, VANGUARD FTSE EMERGING MARKE, NIKE INC -CL B.

Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.4%
Q2 2024
+6.4%
Q3 2024
+0.4%
Q4 2024
-1.4%
Q1 2025
+11.0%
Q2 2025
+7.3%
Q3 2025
+1.6%
Q4 2025
-3.3%
Q1 2026
+12.2%

Sector allocation

Technology
34%
Other
31%
Utilities
12%
Services media
7%
Financials
6%
Healthcare
4%
Consumer discretionary
2%
Consumer staples
1%

Long book by quarter

$3.18B
Q1 2024
$3.09B
Q2 2024
$3.51B
Q3 2024
$3.16B
Q4 2024
$3.11B
Q1 2025
$4.00B
Q2 2025
$4.44B
Q3 2025
$4.51B
Q4 2025
$4.49B
Q1 2026

What does Jasper Ridge own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NKE NIKE INC -CL BOther4.9M$257.9M5.7%Held
CEG CONSTELLATION ENERGYUtilities375.3K$104.8M2.3%New
GOOG ALPHABET INC-CL CTechnology145.7K$41.8M0.9%+0.7%
DELL DELL TECHNOLOGIES -CTechnology223.1K$36.6M0.8%+0.6%
RBLX ROBLOX CORP -CLASS ATechnology592.3K$33.5M0.7%Held
MSFT MICROSOFT CORPTechnology75.9K$28.1M0.6%Held
V VISA INC-CLASS A SHARESServices media63.2K$19.1M0.4%Held
U UNITY SOFTWARE INCTechnology783.3K$17.2M0.4%Held
DDOG DATADOG INC - CLASS ATechnology144.9K$17.1M0.4%Held
PAYO PAYONEER GLOBAL INCServices media3.1M$15.2M0.3%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials25.0K$12.0M0.3%Held
ICE INTERCONTINENTAL EXCHANGE INFinancials76.0K$12.0M0.3%Held
AMZN AMAZON.COM INCConsumer discretionary48.9K$10.2M0.2%Held
CRM SALESFORCE INCTechnology51.9K$9.7M0.2%Held
DUOL DUOLINGOTechnology87.1K$8.6M0.2%Held
DASH DOORDASH INC - AServices media56.3K$8.5M0.2%Held
EW EDWARDS LIFESCIENCES CORPHealthcare105.0K$8.4M0.2%Held
AUR AURORA INNOVATION INCTechnology2.0M$8.3M0.2%Held
HOOD ROBINHOOD MARKETS INC - AFinancials114.1K$7.9M0.2%Held
PEP PEPSICO INCConsumer staples49.0K$7.6M0.2%Held
ROP ROPER TECHNOLOGIES INCTechnology20.0K$7.1M0.2%Held
COST COSTCO WHOLESALE CORPConsumer discretionary7.0K$7.0M0.2%Held
MDLN MEDLINE INC-CL AHealthcare152.2K$6.8M0.2%+167.8%
INTU INTUIT INCTechnology15.2K$6.6M0.1%Held
AAPL APPLE INCTechnology25.5K$6.5M0.1%Held
META META PLATFORMS INC-CLASS ATechnology10.6K$6.1M0.1%Held
AVGO BROADCOM INCTechnology19.5K$6.0M0.1%Held
COIN COINBASE GLOBAL INC -CLASS AFinancials34.4K$6.0M0.1%Held
NET CLOUDFLARE INC - CLASS ATechnology27.8K$5.7M0.1%Held
P EVERPURE INC-ATechnology85.1K$5.0M0.1%Held
MA MASTERCARD INC - AServices media9.9K$4.9M0.1%Held
GH GUARDANT HEALTH INCHealthcare53.1K$4.9M0.1%Held
EA ELECTRONIC ARTS INCTechnology23.8K$4.8M0.1%Held
SPOT SPOTIFY TECHNOLOGY SACommunications9.8K$4.7M0.1%Held
AON AON PLC-CLASS AFinancials13.4K$4.3M0.1%Held
PYPL PAYPAL HOLDINGS INCServices media83.0K$3.8M0.1%Held
NU NU HOLDINGS LTD/CAYMAN ISL-AFinancials254.8K$3.7M0.1%Held
AMD ADVANCED MICRO DEVICESTechnology17.5K$3.6M0.1%Held
GOOGL ALPHABET INC-CL ATechnology12.2K$3.5M0.1%Held
UNH UNITEDHEALTH GROUP INCFinancials12.4K$3.3M0.1%Held
ABNB AIRBNB INC-CLASS AServices media25.0K$3.2M0.1%Held
OKTA OKTA INCTechnology37.5K$3.0M0.1%Held
CRGY CRESCENT ENERGY INC-AEnergy212.9K$2.9M0.1%-44.7%
DHR DANAHER CORPTechnology15.0K$2.8M0.1%Held
RACE FERRARI NVIndustrials7.6K$2.6M0.1%Held
CRCL CIRCLE INTERNET GROUP INCFinancials26.3K$2.5M0.1%+183.6%
CART MAPLEBEAR INCServices media67.1K$2.5M0.1%Held
PANW PALO ALTO NETWORKS INCTechnology15.2K$2.4M0.1%Held
ONTF ON24 INC283.3K$2.3M0.1%Held
SRRK SCHOLAR ROCK HOLDING CORPHealthcare42.5K$2.1M0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 11, 2026143$4.49B canonicalSEC ↗
Q4 202513F-HRFeb 12, 2026140$4.51B canonicalSEC ↗
Q3 202513F-HRNov 17, 2025145$4.44B canonicalSEC ↗
Q2 202513F-HRAug 14, 2025148$4.00B canonicalSEC ↗
Q1 202513F-HRMay 14, 2025148$3.11B canonicalSEC ↗
Q4 202413F-HRFeb 14, 2025144$3.16B canonicalSEC ↗
Q3 202413F-HRNov 14, 2024143$3.51B canonicalSEC ↗
Q2 202413F-HRAug 14, 2024147$3.09B canonicalSEC ↗
Q1 202413F-HRMay 15, 2024151$3.18B canonicalSEC ↗