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Portfolio (Quarterly) Guide ↗

Jasper Ridge Partners, L.P.

· CIK 0001453381
13F Portfolio $4.5B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 140 New
Page 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMPL AMPLITUDE INC Technology 23,005.0 $266K 0.01% NEW $11.58 -23.7%
122 GTM ZOOMINFO TECHNOLOGIES INC Technology 23,858.0 $243K 0.01% NEW $10.17 -70.6%
123 FA FIRST ADVANTAGE CORP NEW Industrials 16,614.0 $241K 0.01% NEW $14.53 +41.3%
124 NN NEXTNAV INC Communication Services 11,073.0 $184K 0.00% NEW $16.64 -2.2%
125 S SENTINELONE INC Technology 11,906.0 $179K 0.00% NEW $15.00 +16.7%
126 COUR COURSERA INC Consumer Defensive 24,135.0 $178K 0.00% NEW $7.36 -19.8%
127 SPT SPROUT SOCIAL INC Technology 15,741.0 $177K 0.00% NEW $11.27 -28.3%
128 ORIC ORIC PHARMACEUTICALS INC Healthcare 20,870.0 $171K 0.00% NEW $8.18 +42.3%
129 PD PAGERDUTY INC Technology 12,867.0 $169K 0.00% NEW $13.11 -23.9%
130 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 28,071.0 $164K 0.00% NEW $5.83 -16.0%
131 ALEC ALECTOR INC Healthcare 95,068.0 $148K 0.00% NEW $1.56 +32.1%
132 PUBM PUBMATIC INC Technology 15,032.0 $133K 0.00% NEW $8.87 +52.8%
133 SFIX STITCH FIX INC Consumer Cyclical 24,389.0 $128K 0.00% NEW $5.25 -26.9%
134 HNST HONEST CO INC Consumer Cyclical 43,532.0 $112K 0.00% NEW $2.58 +51.2%
135 PTON PELOTON INTERACTIVE INC Consumer Cyclical 16,637.0 $102K 0.00% NEW $6.16 -6.7%
136 SGMT SAGIMET BIOSCIENCES INC Healthcare 12,865.0 $76K 0.00% NEW $5.92 +28.5%
137 BLND BLEND LABS INC Technology 13,100.0 $40K 0.00% NEW $3.04 -40.5%
138 GERN GERON CORP Healthcare 20,995.0 $28K 0.00% NEW $1.32 +3.0%
139 TEADS HLDG CO 17,868.0 $13K NEW $0.70
140 TNYA TENAYA THERAPEUTICS INC Healthcare 10,250.0 $7K NEW $0.71 +10.6%
Page 7 of 7  ·  140 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 37.4%
Technology 33.2%
Financial Services 12.4%
Communication Services 9.6%
Healthcare 4.2%
Consumer Defensive 1.5%
Industrials 1.4%
Energy 0.4%
Real Estate 0.0%