RiverPark Advisors, LLC

Name: RiverPark Advisors, LLC 13F holdings, Q2 2024
Creator: RiverPark Advisors, LLC
Published: 2024-07-26

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

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%
AAON Aaon Inc.	0.06%	886	$77K	New
KRUS Kura Sushi USA Inc. Class A	0.06%	1,184	$75K	Reduce -18.5%
SIBN Si-Bone Inc.	0.06%	5,687	$74K	Reduce -49.9%
PEN Penumbra Inc.	0.06%	396	$71K	Reduce -21.9%
CSTL Castle Biosciences Inc.	0.06%	3,136	$68K	Add +9.6%
ENFN Enfusion Inc. Class A	0.06%	8,008	$68K	New
FND Floor & Decor Holdings Inc. Class A	0.05%	662	$66K	Add +9.6%
BA The Boeing Co.	0.05%	318	$58K	No change
PCTY Paylocity Holding Corp.	0.05%	420	$55K	Add +9.7%
AORT Artivion Inc.	0.05%	2,141	$55K	New
AMD Advanced Micro Devices	0.04%	335	$54K	No change
VRTX Vertex Pharmaceuticals Inc.	0.04%	104	$49K	Reduce -21.2%
CRWD CrowdStrike Holdings Inc. Class A	0.04%	127	$49K	Reduce -21.1%
GS Goldman Sachs Group Inc.	0.04%	107	$48K	No change
PWR Quanta Services Inc.	0.04%	179	$45K	Reduce -75.7%
VRT Vertiv Holdings Co. Class A	0.04%	520	$45K	Add +19.8%
DXCM Dexcom Inc.	0.04%	397	$45K	No change
UTI Universal Technical Institut	0.04%	2,703	$43K	New
ARM Arm Holdings PLC-ADR	0.03%	247	$40K	Add +45.3%
PANW Palo Alto Networks Inc.	0.03%	116	$39K	Reduce -17.1%
PGR Progressive Corp.	0.03%	183	$38K	No change
BSX Boston Scientific Corp.	0.03%	438	$34K	No change
MPWR Monolithic Power Systems Inc.	0.03%	40	$33K	No change
SYM Symbotic Inc.	0.02%	823	$29K	No change
CSGP Costar Group Inc.	0.02%	387	$29K	No change
NVO Novo-Nordisk A/S-Spons ADR	0.02%	180	$26K	Reduce -54.5%
CDNS Cadence Design SYS Inc.	0.02%	82	$25K	No change
CMG Chipotle Mexican Grill Inc.	0.02%	400	$25K	No change
DHI D.R. Horton Inc.	0.02%	177	$25K	No change
GRAL Grail Inc.	0.01%	1,149	$18K	Reduce -0.3%
TSLA Tesla Inc.	0.01%	78	$15K	Reduce -29.7%

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