Jasper Ridge Partners, L.P.
MENLO PARK CA · SEC CIK 0001453381
$46.90亿2026Q2 申报市值
151持仓数
84.4%前十大占比 · 第一大 24.3%
15 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SMH 新建仓+$7.33亿
VT 加仓+$4,069.47万
VWO 加仓+$3,606.09万
MDLN 加仓+$600.96万
AMZN 加仓+$551.04万
2026Q2 卖出最多 按季末市值估算
VEA 减仓-$3.67亿
IVV 减仓-$3.65亿
SCHP 清仓-$1.71亿
IWD 减仓-$1.02亿
IWN 减仓-$5,641.77万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED INTL FD | $11.39亿 | 24.28% | 15,979,954 | -5,147,666 | -24.4% | -$3.67亿 | 减仓 |
| SMH | VANECK ETF TRUST | $7.33亿 | 15.63% | 1,117,575 | 1,117,575 | — | $7.33亿 | 新建仓 |
| IVV | ISHARES TR | $7.03亿 | 14.98% | 938,059 | -487,820 | -34.2% | -$3.65亿 | 减仓 |
| IWD | ISHARES TR | $4.96亿 | 10.57% | 2,045,358 | -421,797 | -17.1% | -$1.02亿 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.76亿 | 8.01% | 6,296,257 | 604,137 | 10.6% | $3,606.09万 | 加仓 |
| NKE | NIKE INC | $2.00亿 | 4.27% | 4,883,229 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $9,680.15万 | 2.06% | 224,358 | 1,302 | 0.6% | $56.18万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $9,321.45万 | 1.99% | 375,305 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $6,277.74万 | 1.34% | 91,404 | -8,267 | -8.3% | -$567.79万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $6,109.51万 | 1.30% | 389,261 | 259,282 | 199.5% | $4,069.47万 | 加仓 |
| GOOG | ALPHABET INC | $5,450.08万 | 1.16% | 154,249 | 8,574 | 5.9% | $302.95万 | 加仓 |
| ACWI | ISHARES TR | $3,862.85万 | 0.82% | 246,089 | -354,957 | -59.1% | -$5,571.75万 | 减仓 |
| IWF | ISHARES TR | $3,463.30万 | 0.74% | 278,916 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $3,231.05万 | 0.69% | 43,267 | -428 | -1.0% | -$31.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,225.50万 | 0.69% | 86,470 | 10,584 | 13.9% | $394.80万 | 加仓 |
| RBLX | ROBLOX CORP | $3,220.72万 | 0.69% | 592,261 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $3,166.27万 | 0.68% | 304,801 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $2,236.62万 | 0.48% | 3,141,320 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $2,216.22万 | 0.47% | 775,443 | -7,875 | -1.0% | -$22.51万 | 减仓 |
| V | VISA INC | $2,167.95万 | 0.46% | 63,189 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1,738.64万 | 0.37% | 254,150 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1,717.67万 | 0.37% | 72,068 | 23,120 | 47.2% | $551.04万 | 加仓 |
| IWM | ISHARES TR | $1,673.15万 | 0.36% | 55,688 | -3,405 | -5.8% | -$102.30万 | 减仓 |
| IWN | ISHARES TR | $1,473.88万 | 0.31% | 66,631 | -255,053 | -79.3% | -$5,641.77万 | 减仓 |
| AUR | AURORA INNOVATION INC | $1,406.97万 | 0.30% | 2,063,013 | 42,500 | 2.1% | $28.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,250.97万 | 0.27% | 25,000 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $1,201.28万 | 0.26% | 304,584 | 152,373 | 100.1% | $600.96万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,169.11万 | 0.25% | 116,585 | 2,506 | 2.2% | $25.13万 | 加仓 |
| DASH | DOORDASH INC | $1,038.50万 | 0.22% | 56,278 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1,016.59万 | 0.22% | 17,500 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $1,001.92万 | 0.21% | 87,108 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $949.83万 | 0.20% | 105,000 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $935.64万 | 0.20% | 76,000 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $797.03万 | 0.17% | 53,125 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $792.29万 | 0.17% | 50,574 | -1,320 | -2.5% | -$20.68万 | 减仓 |
| EFG | ISHARES TR | $739.09万 | 0.16% | 59,403 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $738.59万 | 0.16% | 25,525 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $736.61万 | 0.16% | 19,500 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $682.74万 | 0.15% | 27,835 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $676.81万 | 0.14% | 20,001 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $670.39万 | 0.14% | 85,086 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $663.46万 | 0.14% | 49,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $655.11万 | 0.14% | 7,003 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $597.62万 | 0.13% | 10,610 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $517.87万 | 0.11% | 15,186 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $514.51万 | 0.11% | 12,379 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $512.29万 | 0.11% | 54,925 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $507.39万 | 0.11% | 9,879 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $504.59万 | 0.11% | 36,980 | -530 | -1.4% | -$7.23万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $503.10万 | 0.11% | 34,414 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $487.32万 | 0.10% | 23,767 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $448.25万 | 0.10% | 9,897 | 9,897 | — | $448.25万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $447.70万 | 0.10% | 9,751 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP NV | $445.52万 | 0.10% | 16,132 | 74 | 0.5% | $2.04万 | 加仓 |
| AON | AON PLC | $444.13万 | 0.09% | 13,390 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $435.38万 | 0.09% | 12,183 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $396.61万 | 0.08% | 15,196 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $358.42万 | 0.08% | 83,007 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $358.19万 | 0.08% | 25,031 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $353.08万 | 0.08% | 4,644 | 1,350 | 41.0% | $102.64万 | 加仓 |
| NU | NU HLDGS LTD | $340.40万 | 0.07% | 254,790 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $317.56万 | 0.07% | 67,067 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $313.09万 | 0.07% | 30,801 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $310.59万 | 0.07% | 38,086 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $285.80万 | 0.06% | 15,004 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $281.45万 | 0.06% | 7,560 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $281.27万 | 0.06% | 10,803 | -134,134 | -92.5% | -$3,492.31万 | 减仓 |
| TENB | TENABLE HLDGS INC | $279.10万 | 0.06% | 75,679 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $250.93万 | 0.05% | 3,408 | -5,694 | -62.6% | -$419.25万 | 减仓 |
| FIG | FIGMA INC | $244.31万 | 0.05% | 135,051 | 135,051 | — | $244.31万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $233.50万 | 0.05% | 42,455 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $233.05万 | 0.05% | 67,219 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $232.19万 | 0.05% | 95,711 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $209.04万 | 0.04% | 212,869 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC | $208.67万 | 0.04% | 74,739 | 74,739 | — | $208.67万 | 新建仓 |
| DIS | DISNEY WALT CO | $203.20万 | 0.04% | 21,112 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $202.69万 | 0.04% | 5,145 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $199.73万 | 0.04% | 5,946 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $189.39万 | 0.04% | 26,246 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $185.08万 | 0.04% | 29,552 | 3,206 | 12.2% | $20.08万 | 加仓 |
| TWLO | TWILIO INC | $163.08万 | 0.03% | 7,904 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $157.04万 | 0.03% | 18,369 | 18,369 | — | $157.04万 | 新建仓 |
| SONO | SONOS INC | $153.92万 | 0.03% | 113,763 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $153.72万 | 0.03% | 13,845 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $151.31万 | 0.03% | 4,089 | 4,089 | — | $151.31万 | 新建仓 |
| TXG | 10X GENOMICS INC | $151.28万 | 0.03% | 39,457 | 0 | 0.0% | — | 不变 |
| INTA | INTAPP INC | $134.39万 | 0.03% | 53,308 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $129.47万 | 0.03% | 13,041 | 8,716 | 201.5% | $86.53万 | 加仓 |
| BILL | BILL HOLDINGS INC | $129.32万 | 0.03% | 35,762 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS SHORT TERM | $121.61万 | 0.03% | 20,896 | -4,627 | -18.1% | -$26.93万 | 减仓 |
| SUB | ISHARES TR | $116.97万 | 0.02% | 10,986 | -2,535 | -18.7% | -$26.99万 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $114.62万 | 0.02% | 104,200 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $113.80万 | 0.02% | 22,331 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN INC | $110.37万 | 0.02% | 48,259 | 48,259 | — | $110.37万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $108.79万 | 0.02% | 5,809 | -8,559 | -59.6% | -$160.29万 | 减仓 |
| BRZE | BRAZE INC | $106.99万 | 0.02% | 49,327 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $106.52万 | 0.02% | 18,682 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $82.45万 | 0.02% | 14,232 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $81.33万 | 0.02% | 4,401 | 0 | 0.0% | — | 不变 |
| — | DHI GROUP INC | $79.55万 | 0.02% | 214,416 | 0 | 0.0% | — | 不变 |