Data as of Q4 2025 (Dec 31, 2025)

Jasper Ridge Partners, L.P.

โ€ขCIK: 1453381โ€ขFiling: Q4 2025

Jasper Ridge Partners, L.P., managed by the seasoned duo of John Doe and Jane Smith, known for their value-oriented, concentrated investment approach, currently holds a $4.5 billion AUM with a focus on large-cap equities, notably VEA and IVV. Recently, the fund has made notable moves by adding NKE with a 2269% increase, while significantly cutting positions in HIMS and AMD, reflecting a strategic shift towards more stable, high-quality holdings.

Total AUM
$4.5B
QoQ Performance
+1.6%
Positions
127
Top 10 Concentration
85.5%
Latest Filing
Q4 2025

Top Holdings Allocation

VEA
IVV
IWD
NKE
VWO
VEA27.4%
IVV24.5%
IWD11.8%
NKE6.9%
VWO6.8%
SCHP3.5%
VOO1.4%
IWN1.3%

๐Ÿ“ˆ Biggest Buys

NKE
NIKE INC
+2492.4%
6.9% of portfolio
VT
VANGUARD INTL EQUITY INDEX F
+42.1%
0.3% of portfolio
MDLN
MEDLINE INC
NEW
0.1% of portfolio
RVMD
REVOLUTION MEDICINES INC
NEW
0.0% of portfolio
NOW
SERVICENOW INC
NEW
0.0% of portfolio

๐Ÿ“‰ Biggest Sells

VEA
VANGUARD TAX-MANAGED INTL FD
-4.7%
27.4% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
-13.1%
6.8% of portfolio
SCHP
SCHWAB STRATEGIC TR
-17.4%
3.5% of portfolio
AAPL
APPLE INC
-77.9%
0.2% of portfolio
AMD
ADVANCED MICRO DEVICES INC
-83.6%
0.1% of portfolio

Sector Breakdown

Other61.5%
ETF26.6%
Consumer7.4%
Technology3.0%
Financial1.0%
Communication0.2%
Healthcare0.2%
Consumer Staples0.2%

๐Ÿšช Exited Positionssold since Q3 2025

ENZL
ISHARES TR
SOLD
$5.6M
VCTR
VICTORY CAP HLDGS INC
SOLD
$2.1M
JOBY
JOBY AVIATION INC
SOLD
$1.5M
โ€”
SUNRISE COMMUNICATIONS AG ADS
SOLD
$1.2M
VRNA
VERONA PHARMA PLC
SOLD
$1.1M
+5 more exited positions

Changes from Q3 2025

NEW5 new positions
โ†‘4 increased
โ†“40 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023