Jasper Ridge Partners, L.P. Portfolio Holdings by Sector
Jasper Ridge Partners, L.P.
- $3.98 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV VEA IWD VWO SCHP VOO IWN IWF 19 stocks |
$3.32 Million
83.35% of portfolio
|
7
|
5
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
DUOL U DDOG CRM COIN INTU INTA UBER 24 stocks |
$130,848
3.28% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PAYO HOOD NET OKTA PANW AFRM TENB 17 stocks |
$96,927
2.43% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX EA 2 stocks |
$82,156
2.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG DASH META SPOT GOOGL PINS TWLO NN 9 stocks |
$59,699
1.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL MA 3 stocks |
$36,285
0.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL PSTG 2 stocks |
$32,223
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$28,711
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONO 2 stocks |
$24,964
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AMD AVGO QCOM 3 stocks |
$21,187
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$13,943
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$13,246
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$12,260
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$12,144
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CPNG 2 stocks |
$11,389
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP TPIC 2 stocks |
$11,374
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
AUR G 2 stocks |
$10,579
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$8,212
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
SRRK NRIX VRNA ACLX MIRM VERA CRSP RYTM 14 stocks |
$7,238
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$6,469
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR GH IQV 3 stocks |
$6,115
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS 1 stocks |
$5,586
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$4,777
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$3,861
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS FOX FOXA 3 stocks |
$3,740
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$3,709
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CRGY AR 2 stocks |
$3,669
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB EXPE 2 stocks |
$3,635
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$3,495
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
PHR TXG DOCS 3 stocks |
$1,274
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RKLB 1 stocks |
$864
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
DHX 1 stocks |
$636
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$439
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
AVTR 1 stocks |
$371
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
FA 1 stocks |
$275
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$254
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
COUR 1 stocks |
$236
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
HNST 1 stocks |
$221
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$219
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PTON 1 stocks |
$115
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
SFIX 1 stocks |
$90
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN 1 stocks |
$14
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|