RiverPark Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), RiverPark Advisors, LLC reported 131 stock positions worth $120.8 million. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Meta Platforms Class A (META, 5.2%) and Apple (AAPL, 5.1%). Compared with Q1 2024, it opened 14 new positions, sold out of 13, added to 43 and reduced 56. The biggest buy was Eli Lilly (LLY, shares +6%) and the biggest sale FIVE9 (FIVN, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001484256
- Portfolio Value
- $120.8M (Q2 2024)
- SEC Filing
- 0001104659-24-082908 ↗ filed Jul 26, 2024
Holdings Value
Holdings 131 stocks · $120.8M
| MSFT Microsoft Corp. | 6.07% | 16,408 | $7.3M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 5.25% | 12,577 | $6.3M | Reduce -6.2% |
| AAPL Apple Inc. | 5.11% | 29,317 | $6.2M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 4.40% | 29,169 | $5.3M | Reduce -9.9% |
| AMZN Amazon.com Inc. | 3.51% | 21,967 | $4.2M | Reduce -3.7% |
| BKNG Booking Holdings Inc. | 3.13% | 954 | $3.8M | Reduce -7.8% |
| V Visa Inc. Class A | 3.11% | 14,294 | $3.8M | Reduce -6.5% |
| UNH Unitedhealth Group Inc. | 2.81% | 6,673 | $3.4M | Reduce -0.3% |
| NVDA Nvidia Corp. | 2.66% | 26,034 | $3.2M | Reduce -1.7% |
| UBER Uber Technologies Inc. | 2.50% | 41,635 | $3.0M | Add +2.2% |
| NFLX Netflix Inc. | 2.44% | 4,372 | $3.0M | Reduce -17.5% |
| SHOP Shopify Inc. Class A | 2.26% | 41,417 | $2.7M | Add +18.7% |
| GOOG Alphabet Inc. Class C | 2.13% | 14,017 | $2.6M | Reduce -9.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.10% | 25,597 | $2.5M | Add +4.9% |
| MA Mastercard Inc. Class A | 2.02% | 5,523 | $2.4M | No change |
| ISRG Intuitive Surgical Inc. | 1.95% | 5,298 | $2.4M | Reduce -6.5% |
| BX Blackstone Inc. | 1.91% | 18,598 | $2.3M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 1.84% | 2,455 | $2.2M | Add +5.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.79% | 12,438 | $2.2M | Reduce -7.5% |
| NOW ServiceNow Inc. | 1.76% | 2,710 | $2.1M | Reduce -1.6% |
| KKR KKR & Co. Inc. | 1.69% | 19,403 | $2.0M | Reduce -5.9% |
| INTU Intuit Inc. | 1.60% | 2,946 | $1.9M | Reduce -7.8% |
| ADBE Adobe Inc. | 1.49% | 3,237 | $1.8M | Reduce -6.2% |
| COST Costco Wholesale Corp. | 1.41% | 2,008 | $1.7M | Reduce -3.0% |
| PYPL PayPal Holdings Inc. | 1.37% | 28,598 | $1.7M | Reduce -5.5% |
| NKE Nike Inc. Class B | 1.36% | 21,726 | $1.6M | Reduce -4.3% |
| PINS Pinterest Inc. Class A | 1.31% | 36,036 | $1.6M | Reduce -15.5% |
| MSI Motorola Solutions Inc. | 1.28% | 4,017 | $1.6M | No change |
| CPRT Copart Inc. | 1.26% | 28,202 | $1.5M | Reduce -4.9% |
| TSCO Tractor Supply Company | 1.23% | 5,507 | $1.5M | Reduce -7.9% |
| DDOG Datadog Inc. Class A | 1.14% | 10,581 | $1.4M | Reduce -0.3% |
| ADSK Autodesk Inc. | 1.06% | 5,155 | $1.3M | Reduce -17.7% |
| EW Edwards Lifesciences Corp. | 1.00% | 13,056 | $1.2M | No change |
| CDW CDW Corp. | 0.97% | 5,244 | $1.2M | Reduce -7.1% |
| SNAP Snap Inc. Class A | 0.95% | 69,223 | $1.1M | Reduce -31.1% |
| ZTS Zoetis Inc. | 0.93% | 6,485 | $1.1M | Add +0.4% |
| SCHW Schwab (charles) Corp. | 0.91% | 14,923 | $1.1M | Reduce -9.8% |
| FIVN FIVE9 Inc. | 0.89% | 24,389 | $1.1M | Reduce -13.4% |
| WDAY Workday Inc. Class A | 0.85% | 4,582 | $1.0M | Add +9.5% |
| PEP Pepsico Inc. | 0.73% | 5,322 | $878K | Reduce -0.6% |
| MCD McDonald's Corp. | 0.70% | 3,329 | $848K | Add +17.8% |
| ILMN Illumina Inc. | 0.70% | 8,065 | $842K | Add +16.9% |
| LULU Lululemon Athletica Inc. | 0.61% | 2,457 | $734K | Add +3.1% |
| LMT Lockheed Martin Corp. | 0.59% | 1,535 | $717K | No change |
| TMDX Transmedics Group Inc. | 0.56% | 4,462 | $672K | Reduce -26.6% |
| ODFL Old Dominion Freight Line | 0.54% | 3,698 | $653K | Reduce -7.5% |
| SPGI S&P Global Inc. | 0.51% | 1,385 | $618K | Reduce -5.1% |
| ATRO Astronics Corp. | 0.49% | 29,379 | $588K | Add +9.6% |
| POOL Pool Corp. | 0.48% | 1,906 | $586K | No change |
| SBUX Starbucks Corp. | 0.47% | 7,335 | $571K | No change |
| TPL Texas Pacific Land Corp. | 0.45% | 737 | $541K | Reduce -11.9% |
| MTSI Macom Technology Solutions H | 0.45% | 4,827 | $538K | Add +13.4% |
| SAIA Saia Inc. | 0.43% | 1,102 | $523K | Add +9.7% |
| ORLY O'reilly Automotive Inc. | 0.42% | 484 | $511K | Reduce -7.6% |
| VRRM Verra Mobility Corp. | 0.42% | 18,575 | $505K | Add +9.6% |
| EQIX Equinix Inc. | 0.39% | 626 | $474K | Add +11.2% |
| TNDM Tandem Diabetes Care Inc. | 0.37% | 11,130 | $448K | Add +9.6% |
| VERX Vertex Inc. Class A | 0.37% | 12,371 | $446K | Reduce -19.2% |
| NSSC Napco Security Technologies | 0.36% | 8,450 | $439K | Add +9.6% |
| KNSL Kinsale Capital Group Inc. | 0.36% | 1,139 | $439K | Reduce -6.1% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.34% | 6,737 | $406K | Add +9.6% |
| AVAV Aerovironment Inc. | 0.30% | 1,960 | $357K | Add +9.6% |
| NTRA Natera Inc. | 0.29% | 3,235 | $350K | Add +9.6% |
| SPSC SPS Commerce Inc. | 0.28% | 1,808 | $340K | Add +10.8% |
| FRPT Freshpet Inc. | 0.28% | 2,568 | $332K | Add +9.7% |
| HXL Hexcel Corp. | 0.27% | 5,312 | $332K | Add +18.1% |
| CELH Celsius Holdings Inc. | 0.26% | 5,432 | $310K | Add +11.5% |
| LYFT LYFT Inc. Class A | 0.26% | 21,869 | $308K | New |
| CYBR Cyberark Software Ltd./Israel | 0.25% | 1,092 | $299K | Add +55.1% |
| COHR Coherent Corp. | 0.23% | 3,818 | $277K | New |
| PAY Paymentus Holdings Inc. Class A | 0.22% | 14,269 | $271K | Add +139.1% |
| RBC RBC Bearings Inc. | 0.22% | 993 | $268K | Add +9.6% |
| FLYW Flywire Corp.-Voting | 0.22% | 16,142 | $265K | Add +9.6% |
| EXLS Exlservice Holdings Inc. | 0.21% | 8,131 | $255K | Add +9.6% |
| MEDP Medpace Holdings Inc. | 0.21% | 607 | $250K | Add +9.6% |
| GWRE Guidewire Software Inc. | 0.18% | 1,541 | $212K | Add +32.8% |
| APPF Appfolio Inc. Class A | 0.18% | 867 | $212K | Add +29.8% |
| RXST Rxsight Inc. | 0.17% | 3,379 | $203K | Add +9.6% |
| FTAI Ftai Aviation Ltd. | 0.17% | 1,961 | $202K | New |
| AGYS Agilysys Inc. | 0.17% | 1,936 | $202K | Add +9.6% |
| ATEC Alphatec Holdings Inc. | 0.16% | 18,828 | $197K | Reduce -3.2% |
| PAR Par Technology Corp. | 0.16% | 4,064 | $191K | New |
| CRDO Credo Technology Group Holdi | 0.14% | 5,477 | $175K | New |
| BROS Dutch Bros Inc. Class A | 0.14% | 3,982 | $165K | New |
| LOAR Loar Holdings Inc. | 0.13% | 2,901 | $155K | New |
| PGNY Progyny Inc. | 0.13% | 5,408 | $155K | Add +9.6% |
| MYRG MYR Group Inc./Delaware | 0.12% | 1,089 | $148K | Add +21.9% |
| MNDY Monday.com Ltd. | 0.12% | 596 | $143K | Add +3.3% |
| CAVA Cava Group Inc. | 0.12% | 1,518 | $141K | Reduce -10.4% |
| STRL Sterling Infrastructure Inc. | 0.12% | 1,184 | $140K | New |
| PRCT Procept Biorobotics Corp. | 0.11% | 2,211 | $135K | New |
| LSCC Lattice Semiconductor Corp. | 0.11% | 2,314 | $134K | Reduce -38.9% |
| CWAN Clearwater Analytics HDS-A | 0.11% | 7,140 | $132K | Add +33.1% |
| LGIH Lgi Homes Inc. | 0.11% | 1,457 | $130K | Reduce -57.2% |
| SDHC Smith Douglas Homes Corp. | 0.10% | 5,122 | $120K | New |
| VCEL Vericel Corp. | 0.09% | 2,482 | $114K | Reduce -12.2% |
| QNST Quinstreet Inc. | 0.08% | 5,845 | $97K | Reduce -18.9% |
| PR Permian Resources Corp. Class A | 0.08% | 5,625 | $91K | Add +9.6% |
| GLBE Global-E Online Ltd. | 0.07% | 2,451 | $89K | Reduce -32.9% |
| FROG Jfrog Ltd. | 0.07% | 2,183 | $82K | Reduce -31.3% |
Portfolio Sells Q1 2024 → Q2 2024
| FIVN FIVE9 Inc. | Reduce -13.4% | 0.89% | −0.55 |
| V Visa Inc. Class A | Reduce -6.5% | 3.11% | −0.40 |
| NKE Nike Inc. Class B | Reduce -4.3% | 1.36% | −0.40 |
| RNG Ringcentral Inc. Class A | Sold out | 0.00% | −0.34 |
| PYPL PayPal Holdings Inc. | Reduce -5.5% | 1.37% | −0.29 |
| ADSK Autodesk Inc. | Reduce -17.7% | 1.06% | −0.28 |
| SPT Sprout Social Inc. Class A | Sold out | 0.00% | −0.28 |
| LGIH Lgi Homes Inc. | Reduce -57.2% | 0.11% | −0.22 |
| CDW CDW Corp. | Reduce -7.1% | 0.97% | −0.21 |
| NFLX Netflix Inc. | Reduce -17.5% | 2.44% | −0.20 |
| ODFL Old Dominion Freight Line | Reduce -7.5% | 0.54% | −0.18 |
| BX Blackstone Inc. | Reduce -3.1% | 1.91% | −0.17 |
| KNSL Kinsale Capital Group Inc. | Reduce -6.1% | 0.36% | −0.16 |
| CPRT Copart Inc. | Reduce -4.9% | 1.26% | −0.15 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.14 |
| LSCC Lattice Semiconductor Corp. | Reduce -38.9% | 0.11% | −0.13 |
| RYAN Ryan Specialty Holdings Inc. | Sold out | 0.00% | −0.13 |
| PWR Quanta Services Inc. | Reduce -75.7% | 0.04% | −0.12 |
| TCMD Tactile Systems Technology I | Sold out | 0.00% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -6.2% | 5.25% | −0.11 |
| INTU Intuit Inc. | Reduce -7.8% | 1.60% | −0.10 |
| TMCI Treace Medical Concepts Inc. | Sold out | 0.00% | −0.10 |
| SIBN Si-Bone Inc. | Reduce -49.9% | 0.06% | −0.09 |
| GSHD Goosehead Insurance Inc. Class A | Sold out | 0.00% | −0.09 |
| WK Workiva Inc. | Sold out | 0.00% | −0.08 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -18.5% | 0.06% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -9.8% | 0.91% | −0.07 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -7.6% | 0.42% | −0.06 |
| ATEC Alphatec Holdings Inc. | Reduce -3.2% | 0.16% | −0.06 |
| TSCO Tractor Supply Company | Reduce -7.9% | 1.23% | −0.06 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −0.05 |
| FROG Jfrog Ltd. | Reduce -31.3% | 0.07% | −0.05 |
| GLOB Globant SA | Sold out | 0.00% | −0.04 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.73% | −0.04 |
| GLBE Global-E Online Ltd. | Reduce -32.9% | 0.07% | −0.04 |
| PEN Penumbra Inc. | Reduce -21.9% | 0.06% | −0.03 |
| VERX Vertex Inc. Class A | Reduce -19.2% | 0.37% | −0.03 |
| VCEL Vericel Corp. | Reduce -12.2% | 0.09% | −0.03 |
| QNST Quinstreet Inc. | Reduce -18.9% | 0.08% | −0.02 |
| AEHR Aehr Test Systems | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -54.5% | 0.02% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -5.9% | 1.69% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -21.2% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Reduce -29.7% | 0.01% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -21.1% | 0.04% | −0.00 |
| PANW Palo Alto Networks Inc. | Reduce -17.1% | 0.03% | −0.00 |
| GRAL Grail Inc. | Reduce -0.3% | 0.01% | +0.00 |
| SPGI S&P Global Inc. | Reduce -5.1% | 0.51% | +0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| LLY Eli Lilly & Co. | Add +5.8% | 1.84% | +0.36 |
| LYFT LYFT Inc. Class A | New | 0.26% | +0.26 |
| COHR Coherent Corp. | New | 0.23% | +0.23 |
| FTAI Ftai Aviation Ltd. | New | 0.17% | +0.17 |
| PAR Par Technology Corp. | New | 0.16% | +0.16 |
| CRDO Credo Technology Group Holdi | New | 0.14% | +0.14 |
| BROS Dutch Bros Inc. Class A | New | 0.14% | +0.14 |
| LOAR Loar Holdings Inc. | New | 0.13% | +0.13 |
| STRL Sterling Infrastructure Inc. | New | 0.12% | +0.12 |
| PAY Paymentus Holdings Inc. Class A | Add +139.1% | 0.22% | +0.11 |
| PRCT Procept Biorobotics Corp. | New | 0.11% | +0.11 |
| MTSI Macom Technology Solutions H | Add +13.4% | 0.45% | +0.11 |
| NSSC Napco Security Technologies | Add +9.6% | 0.36% | +0.11 |
| SDHC Smith Douglas Homes Corp. | New | 0.10% | +0.10 |
| CYBR Cyberark Software Ltd./Israel | Add +55.1% | 0.25% | +0.09 |
| TNDM Tandem Diabetes Care Inc. | Add +9.6% | 0.37% | +0.08 |
| QTWO Q2 Holdings Inc. | Add +9.6% | 0.34% | +0.07 |
| VRRM Verra Mobility Corp. | Add +9.6% | 0.42% | +0.07 |
| AVAV Aerovironment Inc. | Add +9.6% | 0.30% | +0.07 |
| NTRA Natera Inc. | Add +9.6% | 0.29% | +0.07 |
| ATRO Astronics Corp. | Add +9.6% | 0.49% | +0.07 |
| GWRE Guidewire Software Inc. | Add +32.8% | 0.18% | +0.06 |
| AAON Aaon Inc. | New | 0.06% | +0.06 |
| ENFN Enfusion Inc. Class A | New | 0.06% | +0.06 |
| FRPT Freshpet Inc. | Add +9.7% | 0.28% | +0.05 |
| SHOP Shopify Inc. Class A | Add +18.7% | 2.26% | +0.05 |
| MCD McDonald's Corp. | Add +17.8% | 0.70% | +0.05 |
| AORT Artivion Inc. | New | 0.05% | +0.05 |
| AGYS Agilysys Inc. | Add +9.6% | 0.17% | +0.04 |
| APPF Appfolio Inc. Class A | Add +29.8% | 0.18% | +0.04 |
| RXST Rxsight Inc. | Add +9.6% | 0.17% | +0.04 |
| UTI Universal Technical Institut | New | 0.04% | +0.04 |
| SPSC SPS Commerce Inc. | Add +10.8% | 0.28% | +0.03 |
| ZTS Zoetis Inc. | Add +0.4% | 0.93% | +0.03 |
| CWAN Clearwater Analytics HDS-A | Add +33.1% | 0.11% | +0.03 |
| MEDP Medpace Holdings Inc. | Add +9.6% | 0.21% | +0.02 |
| RBC RBC Bearings Inc. | Add +9.6% | 0.22% | +0.02 |
| EXLS Exlservice Holdings Inc. | Add +9.6% | 0.21% | +0.02 |
| ARM Arm Holdings PLC-ADR | Add +45.3% | 0.03% | +0.02 |
| MNDY Monday.com Ltd. | Add +3.3% | 0.12% | +0.01 |
| EQIX Equinix Inc. | Add +11.2% | 0.39% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +19.8% | 0.04% | +0.01 |
| HXL Hexcel Corp. | Add +18.1% | 0.27% | +0.01 |
| CSTL Castle Biosciences Inc. | Add +9.6% | 0.06% | +0.00 |
| PR Permian Resources Corp. Class A | Add +9.6% | 0.08% | +0.00 |
| MYRG MYR Group Inc./Delaware | Add +21.9% | 0.12% | −0.01 |
| PCTY Paylocity Holding Corp. | Add +9.7% | 0.05% | −0.01 |
| FND Floor & Decor Holdings Inc. Class A | Add +9.6% | 0.05% | −0.01 |
| PGNY Progyny Inc. | Add +9.6% | 0.13% | −0.03 |
| SAIA Saia Inc. | Add +9.7% | 0.43% | −0.05 |
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 |