RiverPark Advisors, LLC

Name: RiverPark Advisors, LLC 13F holdings, Q1 2024
Creator: RiverPark Advisors, LLC
Published: 2024-05-03

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), RiverPark Advisors, LLC reported 129 stock positions worth $121.7 million. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Meta Platforms Class A (META, 5.4%) and Apple (AAPL, 4.3%). Compared with Q4 2023, it opened 29 new positions, sold out of 6, added to 63 and reduced 35. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Booking (BKNG, shares −8%).

Most Recent 13F: Q2 2026
Location: NEW YORK, NY
CIK: 0001484256
Portfolio Value: $121.7M (Q1 2024)
SEC Filing: 0001104659-24-056725 ↗ filed May 3, 2024

Holdings Value

Holdings 129 stocks · $121.7M


MSFT Microsoft Corp.	5.79%	16,758	$7.1M	Reduce -0.1%
META Meta Platforms Inc. Class A	5.36%	13,414	$6.5M	Reduce -22.2%
AAPL Apple Inc.	4.32%	30,679	$5.3M	Add +1.1%
GOOGL Alphabet Inc. Class A	4.01%	32,369	$4.9M	Reduce -3.9%
V Visa Inc. Class A	3.51%	15,296	$4.3M	Reduce -5.4%
AMZN Amazon.com Inc.	3.38%	22,818	$4.1M	Reduce -5.2%
BKNG Booking Holdings Inc.	3.09%	1,035	$3.8M	Reduce -8.2%
UNH Unitedhealth Group Inc.	2.72%	6,691	$3.3M	Add +13.8%
NFLX Netflix Inc.	2.64%	5,298	$3.2M	Reduce -12.0%
UBER Uber Technologies Inc.	2.58%	40,755	$3.1M	Reduce -25.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO	2.45%	24,391	$3.0M	Reduce -13.8%
SHOP Shopify Inc. Class A	2.21%	34,895	$2.7M	Reduce -8.4%
MA Mastercard Inc. Class A	2.19%	5,523	$2.7M	Reduce -3.1%
BX Blackstone Inc.	2.07%	19,194	$2.5M	Reduce -10.4%
NVDA Nvidia Corp.	1.97%	2,649	$2.4M	Add +0.0%
GOOG Alphabet Inc. Class C	1.95%	15,552	$2.4M	Reduce -7.2%
ISRG Intuitive Surgical Inc.	1.86%	5,666	$2.3M	Reduce -17.3%
NKE Nike Inc. Class B	1.75%	22,696	$2.1M	Add +10.9%
NOW ServiceNow Inc.	1.73%	2,755	$2.1M	Reduce -6.1%
INTU Intuit Inc.	1.71%	3,196	$2.1M	Reduce -7.8%
KKR KKR & Co. Inc.	1.70%	20,613	$2.1M	Reduce -15.1%
PYPL PayPal Holdings Inc.	1.67%	30,248	$2.0M	Reduce -3.2%
TSM Taiwan Semiconductor-SP ADR	1.50%	13,445	$1.8M	Reduce -15.7%
LLY Eli Lilly & Co.	1.48%	2,321	$1.8M	Add +15.4%
FIVN FIVE9 Inc.	1.44%	28,162	$1.7M	Add +29.2%
ADBE Adobe Inc.	1.43%	3,449	$1.7M	Add +10.7%
CPRT Copart Inc.	1.41%	29,652	$1.7M	Reduce -13.3%
ADSK Autodesk Inc.	1.34%	6,261	$1.6M	Reduce -17.3%
TSCO Tractor Supply Company	1.29%	5,982	$1.6M	Reduce -7.0%
COST Costco Wholesale Corp.	1.25%	2,071	$1.5M	Reduce -0.3%
PINS Pinterest Inc. Class A	1.21%	42,625	$1.5M	Reduce -11.4%
CDW CDW Corp.	1.19%	5,644	$1.4M	Reduce -10.9%
MSI Motorola Solutions Inc.	1.17%	4,017	$1.4M	Reduce -19.9%
DDOG Datadog Inc. Class A	1.08%	10,610	$1.3M	Reduce -11.4%
EW Edwards Lifesciences Corp.	1.03%	13,056	$1.2M	Reduce -16.9%
SCHW Schwab (charles) Corp.	0.98%	16,541	$1.2M	Reduce -11.2%
SNAP Snap Inc. Class A	0.95%	100,432	$1.2M	Add +11.1%
WDAY Workday Inc. Class A	0.94%	4,183	$1.1M	Add +2.3%
ZTS Zoetis Inc.	0.90%	6,459	$1.1M	Add +3.1%
ILMN Illumina Inc.	0.78%	6,899	$947K	Reduce -10.5%
PEP Pepsico Inc.	0.77%	5,355	$937K	Add +2.3%
LULU Lululemon Athletica Inc.	0.77%	2,383	$931K	Add +15.8%
ODFL Old Dominion Freight Line	0.72%	3,998	$877K	Add +2.1%
MCD McDonald's Corp.	0.65%	2,826	$797K	No change
POOL Pool Corp.	0.63%	1,906	$769K	Reduce -11.6%
LMT Lockheed Martin Corp.	0.57%	1,535	$698K	Add +5.3%
SBUX Starbucks Corp.	0.55%	7,335	$670K	Add +12.3%
KNSL Kinsale Capital Group Inc.	0.52%	1,213	$637K	Add +309.8%
SPGI S&P Global Inc.	0.51%	1,460	$621K	Reduce -9.6%
ORLY O'reilly Automotive Inc.	0.49%	524	$592K	Reduce -11.0%
SAIA Saia Inc.	0.48%	1,005	$588K	Add +333.2%
ATRO Astronics Corp.	0.42%	26,802	$510K	Add +360.9%
VERX Vertex Inc. Class A	0.40%	15,309	$486K	Add +361.3%
TPL Texas Pacific Land Corp.	0.40%	837	$484K	Reduce -6.7%
EQIX Equinix Inc.	0.38%	563	$465K	No change
TMDX Transmedics Group Inc.	0.37%	6,082	$450K	Add +361.1%
VRRM Verra Mobility Corp.	0.35%	16,946	$423K	Add +245.9%
RNG Ringcentral Inc. Class A	0.34%	11,926	$414K	Reduce -5.0%
MTSI Macom Technology Solutions H	0.33%	4,258	$407K	Add +361.3%
CELH Celsius Holdings Inc.	0.33%	4,870	$404K	Add +200.6%
LGIH Lgi Homes Inc.	0.33%	3,407	$396K	Add +361.0%
FLYW Flywire Corp.-Voting	0.30%	14,726	$365K	Add +360.9%
TNDM Tandem Diabetes Care Inc.	0.30%	10,153	$360K	Add +1008.4%
SPT Sprout Social Inc. Class A	0.28%	5,750	$343K	Add +361.1%
HXL Hexcel Corp.	0.27%	4,498	$328K	Add +317.3%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC	0.27%	6,146	$323K	Add +361.4%
NSSC Napco Security Technologies	0.25%	7,709	$310K	Add +361.3%
SPSC SPS Commerce Inc.	0.25%	1,631	$302K	Add +360.7%
LSCC Lattice Semiconductor Corp.	0.24%	3,787	$296K	Add +361.3%
AVAV Aerovironment Inc.	0.23%	1,788	$274K	Add +360.8%
FRPT Freshpet Inc.	0.22%	2,342	$271K	Add +467.1%
NTRA Natera Inc.	0.22%	2,952	$270K	Add +581.8%
ATEC Alphatec Holdings Inc.	0.22%	19,443	$268K	Add +286.3%
RBC RBC Bearings Inc.	0.20%	906	$245K	Add +362.2%
EXLS Exlservice Holdings Inc.	0.19%	7,417	$236K	Add +482.2%
MEDP Medpace Holdings Inc.	0.18%	554	$224K	Add +544.2%
PWR Quanta Services Inc.	0.16%	735	$191K	Add +432.6%
PGNY Progyny Inc.	0.15%	4,934	$188K	Add +362.4%
CYBR Cyberark Software Ltd./Israel	0.15%	704	$187K	New
SIBN Si-Bone Inc.	0.15%	11,357	$186K	Add +260.4%
KRUS Kura Sushi USA Inc. Class A	0.14%	1,452	$167K	Add +293.5%
INSP Inspire Medical Systems Inc.	0.14%	773	$166K	Add +360.1%
APPF Appfolio Inc. Class A	0.14%	668	$165K	Add +265.0%
RXST Rxsight Inc.	0.13%	3,082	$159K	Add +361.4%
MYRG MYR Group Inc./Delaware	0.13%	893	$158K	Add +360.3%
RYAN Ryan Specialty Holdings Inc.	0.13%	2,773	$154K	Add +360.6%
AGYS Agilysys Inc.	0.12%	1,766	$149K	Add +361.1%
VCEL Vericel Corp.	0.12%	2,826	$147K	New
FROG Jfrog Ltd.	0.12%	3,176	$140K	New
TCMD Tactile Systems Technology I	0.12%	8,610	$140K	Add +802.5%
PAY Paymentus Holdings Inc. Class A	0.11%	5,967	$136K	New
GWRE Guidewire Software Inc.	0.11%	1,160	$135K	Add +362.1%
GLBE Global-E Online Ltd.	0.11%	3,650	$133K	Add +360.9%
MNDY Monday.com Ltd.	0.11%	577	$130K	New
QNST Quinstreet Inc.	0.10%	7,207	$127K	New
CAVA Cava Group Inc.	0.10%	1,695	$119K	New
TMCI Treace Medical Concepts Inc.	0.10%	8,993	$117K	Add +763.9%
PEN Penumbra Inc.	0.09%	507	$113K	Add +360.9%
GSHD Goosehead Insurance Inc. Class A	0.09%	1,557	$104K	New
WK Workiva Inc.	0.08%	1,140	$97K	Add +361.5%
CWAN Clearwater Analytics HDS-A	0.08%	5,366	$95K	Add +361.0%
PR Permian Resources Corp. Class A	0.07%	5,132	$91K	Add +361.1%
BRZE Braze Inc. Class A	0.07%	1,802	$80K	Add +360.9%
FND Floor & Decor Holdings Inc. Class A	0.06%	604	$78K	Add +361.1%
PCTY Paylocity Holding Corp.	0.05%	383	$66K	Add +152.0%
KNX Knight-Swift Transportation	0.05%	1,165	$64K	Add +160.6%
CSTL Castle Biosciences Inc.	0.05%	2,861	$63K	Add +362.2%
BA The Boeing Co.	0.05%	318	$61K	New
AMD Advanced Micro Devices	0.05%	335	$60K	New
VRTX Vertex Pharmaceuticals Inc.	0.05%	132	$55K	New
DXCM Dexcom Inc.	0.05%	397	$55K	New
GLOB Globant SA	0.04%	269	$54K	New
DV Doubleverify Holdings Inc.	0.04%	1,529	$54K	New
CRWD CrowdStrike Holdings Inc. Class A	0.04%	161	$52K	New
NVO Novo-Nordisk A/S-Spons ADR	0.04%	396	$51K	New
GS Goldman Sachs Group Inc.	0.04%	107	$45K	New
PANW Palo Alto Networks Inc.	0.03%	140	$40K	New
PGR Progressive Corp.	0.03%	183	$38K	New
CSGP Costar Group Inc.	0.03%	387	$37K	New
SYM Symbotic Inc.	0.03%	823	$37K	New
VRT Vertiv Holdings Co. Class A	0.03%	434	$35K	New
BSX Boston Scientific Corp.	0.02%	438	$30K	New
DHI D.R. Horton Inc.	0.02%	177	$29K	New
MPWR Monolithic Power Systems Inc.	0.02%	40	$27K	New
AEHR Aehr Test Systems	0.02%	2,069	$26K	Add +360.8%
CDNS Cadence Design SYS Inc.	0.02%	82	$26K	New
CMG Chipotle Mexican Grill Inc.	0.02%	8	$23K	New
ARM Arm Holdings PLC-ADR	0.02%	170	$21K	New
TSLA Tesla Inc.	0.02%	111	$20K	New

Portfolio Sells Q4 2023 → Q1 2024


BKNG Booking Holdings Inc.	Reduce -8.2%	3.09%	−0.60
SHOP Shopify Inc. Class A	Reduce -8.4%	2.21%	−0.52
BX Blackstone Inc.	Reduce -10.4%	2.07%	−0.51
UBER Uber Technologies Inc.	Reduce -25.0%	2.58%	−0.50
PINS Pinterest Inc. Class A	Reduce -11.4%	1.21%	−0.43
V Visa Inc. Class A	Reduce -5.4%	3.51%	−0.37
ADSK Autodesk Inc.	Reduce -17.3%	1.34%	−0.36
GOOGL Alphabet Inc. Class A	Reduce -3.9%	4.01%	−0.32
INTU Intuit Inc.	Reduce -7.8%	1.71%	−0.29
MSI Motorola Solutions Inc.	Reduce -19.9%	1.17%	−0.28
ISRG Intuitive Surgical Inc.	Reduce -17.3%	1.86%	−0.27
META Meta Platforms Inc. Class A	Reduce -22.2%	5.36%	−0.27
DDOG Datadog Inc. Class A	Reduce -11.4%	1.08%	−0.26
GOOG Alphabet Inc. Class C	Reduce -7.2%	1.95%	−0.23
ILMN Illumina Inc.	Reduce -10.5%	0.78%	−0.21
SCHW Schwab (charles) Corp.	Reduce -11.2%	0.98%	−0.20
NOW ServiceNow Inc.	Reduce -6.1%	1.73%	−0.18
POOL Pool Corp.	Reduce -11.6%	0.63%	−0.16
KKR KKR & Co. Inc.	Reduce -15.1%	1.70%	−0.15
SPGI S&P Global Inc.	Reduce -9.6%	0.51%	−0.14
CDW CDW Corp.	Reduce -10.9%	1.19%	−0.14
CPRT Copart Inc.	Reduce -13.3%	1.41%	−0.13
PYPL PayPal Holdings Inc.	Reduce -3.2%	1.67%	−0.10
EW Edwards Lifesciences Corp.	Reduce -16.9%	1.03%	−0.08
AXONICS INC	Sold out	0.00%	−0.07
NFLX Netflix Inc.	Reduce -12.0%	2.64%	−0.06
MA Mastercard Inc. Class A	Reduce -3.1%	2.19%	−0.05
RNG Ringcentral Inc. Class A	Reduce -5.0%	0.34%	−0.05
TPL Texas Pacific Land Corp.	Reduce -6.7%	0.40%	−0.04
ORLY O'reilly Automotive Inc.	Reduce -11.0%	0.49%	−0.03
KIDS Orthopediatrics Corp.	Sold out	0.00%	−0.03
CRDO Credo Technology Group Holdi	Sold out	0.00%	−0.03
TSM Taiwan Semiconductor-SP ADR	Reduce -15.7%	1.50%	−0.03
ASLE Aersale Corp.	Sold out	0.00%	−0.02
COST Costco Wholesale Corp.	Reduce -0.3%	1.25%	−0.02
MSFT Microsoft Corp.	Reduce -0.1%	5.79%	−0.02
DAVA Endava PLC- Spon ADR	Sold out	0.00%	−0.01
PTEN Patterson-Uti Energy Inc.	Sold out	0.00%	−0.01
TSCO Tractor Supply Company	Reduce -7.0%	1.29%	+0.01
AMZN Amazon.com Inc.	Reduce -5.2%	3.38%	+0.01
DIS The Walt Disney Co.	Reduce -13.8%	2.45%	+0.10

Portfolio Buys Q4 2023 → Q1 2024


NVDA Nvidia Corp.	Add +0.0%	1.97%	+0.76
KNSL Kinsale Capital Group Inc.	Add +309.8%	0.52%	+0.43
LLY Eli Lilly & Co.	Add +15.4%	1.48%	+0.40
SAIA Saia Inc.	Add +333.2%	0.48%	+0.39
ATRO Astronics Corp.	Add +360.9%	0.42%	+0.33
VERX Vertex Inc. Class A	Add +361.3%	0.40%	+0.32
TMDX Transmedics Group Inc.	Add +361.1%	0.37%	+0.27
TNDM Tandem Diabetes Care Inc.	Add +1008.4%	0.30%	+0.27
MTSI Macom Technology Solutions H	Add +361.3%	0.33%	+0.26
CELH Celsius Holdings Inc.	Add +200.6%	0.33%	+0.25
VRRM Verra Mobility Corp.	Add +245.9%	0.35%	+0.24
LGIH Lgi Homes Inc.	Add +361.0%	0.33%	+0.24
FLYW Flywire Corp.-Voting	Add +360.9%	0.30%	+0.23
QTWO Q2 Holdings Inc.	Add +361.4%	0.27%	+0.21
SPT Sprout Social Inc. Class A	Add +361.1%	0.28%	+0.21
NSSC Napco Security Technologies	Add +361.3%	0.25%	+0.20
NTRA Natera Inc.	Add +581.8%	0.22%	+0.20
HXL Hexcel Corp.	Add +317.3%	0.27%	+0.20
LSCC Lattice Semiconductor Corp.	Add +361.3%	0.24%	+0.19
FRPT Freshpet Inc.	Add +467.1%	0.22%	+0.19
SPSC SPS Commerce Inc.	Add +360.7%	0.25%	+0.18
AVAV Aerovironment Inc.	Add +360.8%	0.23%	+0.18
MEDP Medpace Holdings Inc.	Add +544.2%	0.18%	+0.16
EXLS Exlservice Holdings Inc.	Add +482.2%	0.19%	+0.16
CYBR Cyberark Software Ltd./Israel	New	0.15%	+0.15
ATEC Alphatec Holdings Inc.	Add +286.3%	0.22%	+0.15
RBC RBC Bearings Inc.	Add +362.2%	0.20%	+0.15
PWR Quanta Services Inc.	Add +432.6%	0.16%	+0.13
VCEL Vericel Corp.	New	0.12%	+0.12
PGNY Progyny Inc.	Add +362.4%	0.15%	+0.12
FROG Jfrog Ltd.	New	0.12%	+0.12
KRUS Kura Sushi USA Inc. Class A	Add +293.5%	0.14%	+0.11
PAY Paymentus Holdings Inc. Class A	New	0.11%	+0.11
MNDY Monday.com Ltd.	New	0.11%	+0.11
APPF Appfolio Inc. Class A	Add +265.0%	0.14%	+0.11
RXST Rxsight Inc.	Add +361.4%	0.13%	+0.11
INSP Inspire Medical Systems Inc.	Add +360.1%	0.14%	+0.10
QNST Quinstreet Inc.	New	0.10%	+0.10
MYRG MYR Group Inc./Delaware	Add +360.3%	0.13%	+0.10
RYAN Ryan Specialty Holdings Inc.	Add +360.6%	0.13%	+0.10
TCMD Tactile Systems Technology I	Add +802.5%	0.12%	+0.10
CAVA Cava Group Inc.	New	0.10%	+0.10
AGYS Agilysys Inc.	Add +361.1%	0.12%	+0.09
SIBN Si-Bone Inc.	Add +260.4%	0.15%	+0.09
GWRE Guidewire Software Inc.	Add +362.1%	0.11%	+0.09
GSHD Goosehead Insurance Inc. Class A	New	0.09%	+0.09
TMCI Treace Medical Concepts Inc.	Add +763.9%	0.10%	+0.08
GLBE Global-E Online Ltd.	Add +360.9%	0.11%	+0.08
PEN Penumbra Inc.	Add +360.9%	0.09%	+0.07
PR Permian Resources Corp. Class A	Add +361.1%	0.07%	+0.06

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	139	$202.2M	IPCX, SOUL, SBXDF, SZZL, AAPL
Q1 2026	147	$208.2M	TMS, IPCX, CAEP, KCHV, SOUL
Q4 2025	148	$193.5M	CAEP, KCHV, TMS, AAPL, MSFT
Q3 2025	130	$130.0M	MSFT, AAPL, META, NVDA, TSM
Q2 2025	126	$126.8M	MSFT, META, AAPL, NVDA, TSM
Q1 2025	125	$115.9M	AAPL, MSFT, META, V, GOOGL
Q4 2024	128	$125.1M	AAPL, MSFT, META, GOOGL, AMZN
Q3 2024	130	$122.4M	AAPL, MSFT, META, GOOGL, AMZN
Q2 2024	131	$120.8M	MSFT, META, AAPL, GOOGL, AMZN
Q1 2024	129	$121.7M	MSFT, META, AAPL, GOOGL, V