Jasper Ridge Partners, L.P.
MENLO PARK CA · SEC CIK 0001453381
$44.94亿2026Q1 申报市值
143持仓数
85.9%前十大占比 · 第一大 30.1%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CEG 新建仓+$1.05亿
VEA 加仓+$8,631.60万
ACWI 加仓+$5,712.15万
SCHP 加仓+$1,440.92万
MDLN 加仓+$424.41万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$1.25亿
IWD 减仓-$1,229.22万
CRGY 减仓-$232.24万
XYZ 清仓-$51.60万
CONFLUENT INC 清仓-$43.57万
2026Q1 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 | $13.54亿 | 30.13% | 21,127,620 | 1,347,044 | 6.8% | $8,631.60万 | 加仓 |
| IVV | ISHARES TR | $9.31亿 | 20.73% | 1,425,879 | -190,604 | -11.8% | -$1.25亿 | 减仓 |
| IWD | ISHARES TR | $5.27亿 | 11.73% | 2,467,155 | -57,529 | -2.3% | -$1,229.22万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.08亿 | 6.85% | 5,692,120 | 13,534 | 0.2% | $73.15万 | 加仓 |
| NKE | NIKE INC | $2.58亿 | 5.74% | 4,883,229 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $1.71亿 | 3.82% | 6,442,984 | 541,494 | 9.2% | $1,440.92万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.05亿 | 2.33% | 375,305 | 375,305 | — | $1.05亿 | 新建仓 |
| ACWI | ISHARES TR | $8,316.67万 | 1.85% | 601,046 | 412,817 | 219.3% | $5,712.15万 | 加仓 |
| IWN | ISHARES TR | $6,098.81万 | 1.36% | 321,684 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $5,955.86万 | 1.33% | 99,671 | -697 | -0.7% | -$41.65万 | 减仓 |
| GOOG | ALPHABET INC | $4,178.83万 | 0.93% | 145,675 | 1,000 | 0.7% | $28.69万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,661.02万 | 0.81% | 223,056 | 1,388 | 0.6% | $22.78万 | 加仓 |
| RBLX | ROBLOX CORP | $3,349.83万 | 0.75% | 592,261 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $2,973.24万 | 0.66% | 69,729 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $2,960.53万 | 0.66% | 304,801 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $2,841.66万 | 0.63% | 43,695 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $2,809.07万 | 0.63% | 75,886 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,909.82万 | 0.42% | 63,189 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,797.88万 | 0.40% | 129,979 | 30,373 | 30.5% | $420.12万 | 加仓 |
| U | UNITY SOFTWARE INC | $1,718.60万 | 0.38% | 783,318 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $1,710.98万 | 0.38% | 144,937 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $1,517.26万 | 0.34% | 3,141,320 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $1,465.51万 | 0.33% | 59,093 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1,443.32万 | 0.32% | 254,150 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,198.00万 | 0.27% | 25,000 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,195.33万 | 0.27% | 76,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1,019.44万 | 0.23% | 48,948 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $968.71万 | 0.22% | 51,894 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $858.62万 | 0.19% | 87,108 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $845.01万 | 0.19% | 56,278 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $840.84万 | 0.19% | 105,000 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $832.45万 | 0.19% | 2,020,513 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $790.57万 | 0.18% | 114,079 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $760.92万 | 0.17% | 49,000 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $707.76万 | 0.16% | 20,001 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $697.80万 | 0.16% | 7,003 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $677.34万 | 0.15% | 152,211 | 95,374 | 167.8% | $424.41万 | 加仓 |
| EFG | ISHARES TR | $661.57万 | 0.15% | 59,403 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $657.04万 | 0.15% | 15,196 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $647.80万 | 0.14% | 25,525 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $607.00万 | 0.14% | 10,610 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $603.54万 | 0.13% | 19,500 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $600.90万 | 0.13% | 34,414 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $574.35万 | 0.13% | 27,835 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $525.32万 | 0.12% | 9,102 | 395 | 4.5% | $22.80万 | 加仓 |
| P | EVERPURE INC | $502.35万 | 0.11% | 85,086 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $493.61万 | 0.11% | 9,879 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $490.72万 | 0.11% | 53,125 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $484.54万 | 0.11% | 23,767 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $472.84万 | 0.11% | 9,751 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $463.79万 | 0.10% | 54,925 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $432.20万 | 0.10% | 13,390 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $375.44万 | 0.08% | 83,007 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $366.13万 | 0.08% | 254,790 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $356.00万 | 0.08% | 17,500 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $350.33万 | 0.08% | 12,183 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $334.96万 | 0.07% | 12,379 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $316.09万 | 0.07% | 25,031 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $295.24万 | 0.07% | 37,510 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $287.37万 | 0.06% | 212,869 | -172,028 | -44.7% | -$232.24万 | 减仓 |
| DHR | DANAHER CORPORATION | $284.48万 | 0.06% | 15,004 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $255.87万 | 0.06% | 7,560 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $251.37万 | 0.06% | 26,346 | 17,057 | 183.6% | $162.74万 | 加仓 |
| CART | MAPLEBEAR INC | $251.23万 | 0.06% | 67,067 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $243.46万 | 0.05% | 15,186 | 0 | 0.0% | — | 不变 |
| — | ON24 INC | $229.49万 | 0.05% | 283,324 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $208.71万 | 0.05% | 42,455 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $203.48万 | 0.05% | 21,112 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $197.80万 | 0.04% | 30,801 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $188.79万 | 0.04% | 26,246 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $174.51万 | 0.04% | 38,086 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $166.62万 | 0.04% | 16,058 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $161.46万 | 0.04% | 5,145 | 0 | 0.0% | — | 不变 |
| — | ARCELLX INC | $160.14万 | 0.04% | 13,947 | 0 | 0.0% | — | 不变 |
| SONO | SONOS INC | $152.44万 | 0.03% | 113,763 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS SHORT TERM | $149.41万 | 0.03% | 25,523 | 25,523 | — | $149.41万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $148.35万 | 0.03% | 95,711 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $145.54万 | 0.03% | 5,946 | -1,704 | -22.3% | -$41.71万 | 减仓 |
| SUB | ISHARES TR | $144.00万 | 0.03% | 13,521 | 13,521 | — | $144.00万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $139.73万 | 0.03% | 14,368 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $139.55万 | 0.03% | 67,219 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $136.97万 | 0.03% | 35,762 | 0 | 0.0% | — | 不变 |
| INTA | INTAPP INC | $136.95万 | 0.03% | 53,308 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $134.89万 | 0.03% | 16,851 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $128.60万 | 0.03% | 3,294 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $128.01万 | 0.03% | 75,679 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL PLC | $122.23万 | 0.03% | 104,200 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $120.41万 | 0.03% | 13,845 | 8,206 | 145.5% | $71.37万 | 加仓 |
| BRZE | BRAZE INC | $116.46万 | 0.03% | 49,327 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $99.45万 | 0.02% | 7,904 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $93.39万 | 0.02% | 18,682 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $84.88万 | 0.02% | 22,331 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $83.77万 | 0.02% | 39,457 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $74.71万 | 0.02% | 14,070 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $73.47万 | 0.02% | 23,183 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $71.35万 | 0.02% | 19,155 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $64.36万 | 0.01% | 14,232 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $62.95万 | 0.01% | 34,323 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM HLDGS INC | $60.36万 | 0.01% | 13,976 | 0 | 0.0% | — | 不变 |
| — | DHI GROUP INC | $60.25万 | 0.01% | 214,416 | 0 | 0.0% | — | 不变 |