JASPER RIDGE PARTNERS, L.P. Information

2885 SAND HILL ROAD, MENLO PARK, California, 94025, (650) 494-4800

Report Date: 09/30/2014

Position Statistics

Total Positions 132
New Positions 4
Increased Positions 12
Decreased Positions 57
Positions with Activity 69
Sold Out Positions 19
Total Mkt Value (in $ millions) 1,501

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.88%
Capital Goods 0.22%
Conglomerates
Consumer Cyclical 15.74%
Consumer/Non-Cyclical 0.53%
Energy 0.35%
Financial 33.55%
Healthcare 0.62%
Services 26.11%
Technology 16.03%
Transportation
Utilities

57 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NIKE INC CL B 135,462 -26,977 (16.61) 1,408,715
PACCAR INC COM 88,546 -30,088 (25.36) 1,371,737
GAP INC DEL COM 85,642 -8,549 (9.08) 2,029,424
CINTAS CORP COM 57,926 -410 (0.7) 726,074
HILL ROM HLDGS INC COM 25,486 -2,657 (9.44) 523,226
FACEBOOK INC CL A 12,118 -324 (2.6) 155,693
HILLENBRAND INC COM 8,339 -379 (4.34) 260,270
BOSTON BEER INC CL A 4,878 -1,963 (28.7) 15,205
ALLERGAN INC COM 3,003 -1,494 (33.22) 13,396
AMGEN INC COM 2,473 -1,507 (37.87) 15,476
TWITTER INC COM 2,420 -866 (26.36) 61,380
INTUIT COM 2,112 -2,324 (52.39) 23,618
SCHEIN HENRY INC COM 2,038 -1,961 (49.04) 14,216
STARBUCKS CORP COM 1,817 -1,825 (50.1) 20,596
TORCHMARK CORP COM 1,657 -842 (33.68) 32,022
BRINKER INTL INC COM 1,092 -1,237 (53.12) 17,599
HOMEAWAY INC COM 1,076 -508 (32.08) 39,650
ROCKWELL COLLINS INC COM 1,027 -998 (49.3) 11,764
COMPUTER SCIENCES CORP COM 968 -893 (47.96) 15,027
CONAGRA FOODS INC COM 938 -943 (50.13) 25,527


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