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Portfolio (Quarterly) Guide ↗

Jasper Ridge Partners, L.P.

· CIK 0001453381
13F Portfolio $4.5B AUM 143 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 10 Added 8 Reduced 3 Exited
Page 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MIRM MIRUM PHARMACEUTICALS INC Healthcare 6,248.0 $577K 0.01% $92.38 +16.0%
102 QCOM QUALCOMM INC Technology 4,401.0 $567K 0.01% $128.78 +75.6%
103 CRSP CRISPR THERAPEUTICS AG Healthcare 9,539.0 $454K 0.01% $47.57 +13.7%
104 NOW SERVICENOW INC Technology 4,325.0 $452K 0.01% -636.0 -12.8% $104.55 -9.1%
105 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,918.0 $443K 0.01% $230.89 +4.3%
106 VLTO VERALTO CORP Industrials 5,000.0 $442K 0.01% $88.42 -5.0%
107 IQVIA HLDGS INC 2,463.0 $420K 0.01% $170.54
108 FOXA FOX CORP Communication Services 7,070.0 $413K 0.01% $58.40 -10.6%
109 CPNG COUPANG INC Consumer Cyclical 21,754.0 $411K 0.01% $18.88 -4.7%
110 VERA VERA THERAPEUTICS INC Healthcare 10,154.0 $408K 0.01% $40.23 -12.8%
111 GTLB GITLAB INC Technology 18,264.0 $395K 0.01% $21.64 +22.7%
112 MQ MARQETA INC Technology 95,244.0 $389K 0.01% $4.08 -4.9%
113 AR ANTERO RESOURCES CORP Energy 8,932.0 $379K 0.01% $42.44 -21.7%
114 CYTK CYTOKINETICS INC Healthcare 5,500.0 $363K 0.01% $65.91 +19.5%
115 RKT ROCKET COS INC Financial Services 24,563.0 $350K 0.01% $14.25 +1.2%
116 FRSH FRESHWORKS INC Technology 43,439.0 $349K 0.01% $8.03 +10.3%
117 PJAN INNOVATOR ETFS TRUST 7,200.0 $332K 0.01% NEW $46.13 +7.2%
118 PCOR PROCORE TECHNOLOGIES INC Technology 4,976.0 $284K 0.01% $57.00 -29.8%
119 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 8,334.0 $283K 0.01% NEW $33.95 -15.9%
120 BOX BOX INC Technology 11,814.0 $279K 0.01% $23.64 +5.1%
Page 6 of 8  ·  143 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 32.4%
Technology 27.3%
Utilities 12.2%
Financial Services 11.5%
Communication Services 8.7%
Healthcare 4.6%
Consumer Defensive 1.7%
Industrials 1.2%
Energy 0.4%
Real Estate 0.0%