RiverPark Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), RiverPark Advisors, LLC reported 128 stock positions worth $125.1 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Meta Platforms Class A (META, 5.3%). Compared with Q3 2024, it opened 7 new positions, sold out of 9, added to 52 and reduced 63. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale an exit from Texas Pacific Land (TPL).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001484256
Portfolio Value
$125.1M (Q4 2024)
SEC Filing
0001104659-25-013596 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $121.7M Q1 2024 Q2 2024: $120.8M Q2 2024 Q3 2024: $122.4M Q3 2024 Q4 2024: $125.1M $125.1M Q4 2024 Q1 2025: $115.9M Q1 2025 Q2 2025: $126.8M Q2 2025 Q3 2025: $130.0M Q3 2025 Q4 2025: $193.5M Q4 2025 Q1 2026: $208.2M Q1 2026 Q2 2026: $202.2M Q2 2026

Holdings 128 stocks · $125.1M

AAPL Apple Inc. 6.57% 32,789 $8.2M Add +3.5%
MSFT Microsoft Corp. 5.60% 16,533 $7.0M Reduce -1.0%
META Meta Platforms Inc. Class A 5.27% 11,270 $6.6M Reduce -1.7%
GOOGL Alphabet Inc. Class A 4.05% 26,730 $5.1M Reduce -1.8%
AMZN Amazon.com Inc. 3.69% 21,044 $4.6M Reduce -6.3%
V Visa Inc. Class A 3.52% 13,940 $4.4M Add +1.9%
BKNG Booking Holdings Inc. 3.18% 801 $4.0M Reduce -8.6%
TSM Taiwan Semiconductor-SP ADR 3.15% 19,969 $3.9M Add +5.2%
UNH Unitedhealth Group Inc. 2.85% 7,051 $3.6M Add +2.6%
NVDA Nvidia Corp. 2.85% 26,143 $3.6M Reduce -4.1%
SHOP Shopify Inc. Class A 2.47% 24,773 $3.1M Reduce -27.0%
UBER Uber Technologies Inc. 2.33% 48,353 $2.9M Add +23.5%
NFLX Netflix Inc. 2.28% 4,867 $2.8M Add +32.3%
MA Mastercard Inc. Class A 2.24% 7,861 $2.8M Add +72.1%
LLY Eli Lilly & Co. 2.09% 3,391 $2.6M Add +12.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.95% 21,939 $2.4M Reduce -16.4%
ISRG Intuitive Surgical Inc. 1.90% 8,711 $2.4M Add +94.4%
PYPL PayPal Holdings Inc. 1.88% 27,502 $2.3M Add +1.7%
BX Blackstone Inc. 1.86% 13,524 $2.3M Reduce -9.4%
GOOG Alphabet Inc. Class C 1.73% 11,393 $2.2M Reduce -9.9%
KKR KKR & Co. Inc. 1.69% 14,268 $2.1M Reduce -6.2%
COST Costco Wholesale Corp. 1.63% 2,230 $2.0M Add +0.1%
NOW ServiceNow Inc. 1.61% 4,054 $2.0M Add +83.6%
INTU Intuit Inc. 1.34% 2,663 $1.7M No change
CPRT Copart Inc. 1.29% 28,202 $1.6M No change
MSI Motorola Solutions Inc. 1.22% 3,291 $1.5M Reduce -3.0%
EW Edwards Lifesciences Corp. 1.18% 19,989 $1.5M Reduce -3.1%
TSCO Tractor Supply Company 1.16% 27,330 $1.5M Add +6.2%
ADSK Autodesk Inc. 1.15% 4,849 $1.4M Reduce -5.9%
ADBE Adobe Inc. 1.12% 3,157 $1.4M Add +6.0%
NKE Nike Inc. Class B 1.07% 17,729 $1.3M No change
DDOG Datadog Inc. Class A 1.06% 9,275 $1.3M Reduce -12.3%
PINS Pinterest Inc. Class A 1.01% 43,346 $1.3M Add +20.3%
SCHW Schwab (charles) Corp. 0.94% 15,881 $1.2M Reduce -6.1%
SBUX Starbucks Corp. 0.92% 12,587 $1.1M Add +59.6%
ZTS Zoetis Inc. 0.83% 6,381 $1.0M Add +4.7%
AMAT Applied Materials Inc. 0.79% 6,098 $992K Add +55.1%
MCD McDonald's Corp. 0.77% 3,329 $965K No change
CDW CDW Corp. 0.73% 5,274 $918K Reduce -5.0%
ILMN Illumina Inc. 0.69% 6,489 $867K No change
PEP Pepsico Inc. 0.65% 5,361 $815K Add +7.4%
LMT Lockheed Martin Corp. 0.62% 1,583 $769K Add +8.0%
ODFL Old Dominion Freight Line 0.61% 6,499 $767K Add +64.4%
SNAP Snap Inc. Class A 0.60% 69,404 $747K Reduce -16.8%
SPGI S&P Global Inc. 0.56% 1,395 $695K No change
ORLY O'reilly Automotive Inc. 0.49% 516 $612K Add +2.4%
POOL Pool Corp. 0.47% 1,741 $594K Reduce -11.4%
SAIA Saia Inc. 0.37% 1,529 $457K Add +25.5%
GLBE Global-E Online Ltd. 0.36% 8,354 $456K Add +38.4%
PANW Palo Alto Networks Inc. 0.36% 13,836 $452K Add +9002.6%
EXLS Exlservice Holdings Inc. 0.34% 9,721 $431K Reduce -2.3%
TSLA Tesla Inc. 0.34% 2,529 $426K Add +2308.6%
PGR Progressive Corp. 0.34% 5,807 $422K Add +2940.3%
NTRA Natera Inc. 0.33% 3,767 $413K Add +12.6%
AAON Aaon Inc. 0.33% 3,485 $410K Add +22.5%
VERX Vertex Inc. Class A 0.33% 7,672 $409K Reduce -16.3%
FTAI Ftai Aviation Ltd. 0.30% 2,613 $376K Reduce -38.2%
COHR Coherent Corp. 0.30% 3,936 $373K Reduce -2.3%
VRRM Verra Mobility Corp. 0.28% 13,382 $344K Reduce -30.4%
LSCC Lattice Semiconductor Corp. 0.27% 737 $343K Reduce -82.8%
BROS Dutch Bros Inc. Class A 0.26% 6,207 $325K Add +50.9%
LOAR Loar Holdings Inc. 0.26% 5,689 $322K Add +89.8%
FRPT Freshpet Inc. 0.26% 2,157 $319K Reduce -2.3%
ACVA Acv Auctions Inc. Class A 0.25% 14,488 $313K Reduce -2.3%
QNST Quinstreet Inc. 0.25% 3,094 $311K Reduce -47.6%
ATRO Astronics Corp. 0.24% 19,153 $306K Reduce -37.0%
VCEL Vericel Corp. 0.24% 5,444 $299K Reduce -2.3%
GDYN Grid Dynamics Holdings Inc. 0.24% 13,260 $295K New
WDAY Workday Inc. Class A 0.23% 7,998 $294K Add +9421.4%
WAY Waystar Holding Corp. 0.23% 3,498 $292K Add +25.5%
LYFT LYFT Inc. Class A 0.23% 22,094 $285K Add +1.0%
PWR Quanta Services Inc. 0.22% 3,367 $271K Add +1720.0%
MPWR Monolithic Power Systems Inc. 0.22% 642 $271K Add +1428.6%
PRCT Procept Biorobotics Corp. 0.20% 2,715 $253K Reduce -14.9%
PAR Par Technology Corp. 0.20% 13,305 $247K Add +169.9%
MNDY Monday.com Ltd. 0.20% 1,660 $247K Add +290.6%
CRS Carpenter Technology 0.19% 1,427 $242K New
WGS Genedx Holdings Corp. 0.19% 3,031 $233K New
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 0.18% 1,929 $221K Reduce -55.1%
MTSI Macom Technology Solutions H 0.17% 2,929 $216K Reduce -15.1%
LNTH Lantheus Holdings Inc. 0.17% 3,975 $211K Add +493.3%
VRT Vertiv Holdings Co. Class A 0.16% 697 $198K Add +82.9%
VCYT Veracyte Inc. 0.15% 4,757 $188K Reduce -2.3%
FLYW Flywire Corp.-Voting 0.15% 9,024 $186K Reduce -33.4%
CRDO Credo Technology Group Holdi 0.14% 2,662 $179K Reduce -2.3%
AGYS Agilysys Inc. 0.14% 1,331 $175K Reduce -2.3%
CYBR Cyberark Software Ltd./Israel 0.14% 518 $173K Reduce -2.3%
RXST Rxsight Inc. 0.14% 7,432 $171K Add +54.8%
HQY Healthequity Inc. 0.13% 1,753 $168K Reduce -37.7%
GWRE Guidewire Software Inc. 0.13% 987 $166K Reduce -38.0%
ELF Elf Beauty Inc. 0.13% 1,271 $160K Add +34.9%
STRL Sterling Infrastructure Inc. 0.13% 6,443 $160K Add +257.6%
CWAN Clearwater Analytics HDS-A 0.13% 5,763 $159K Reduce -2.3%
AORT Artivion Inc. 0.12% 5,263 $150K Reduce -2.3%
CWK Cushman & Wakefield UK Holdc 0.12% 11,454 $150K New
OS Onestream Inc. 0.12% 727 $145K Reduce -73.3%
OLLI Ollie's Bargain Outlet Holdi 0.11% 4,802 $137K Add +56.8%
TMDX Transmedics Group Inc. 0.09% 293 $118K Reduce -92.1%
ALHC Alignment Healthcare Inc. 0.08% 9,411 $106K New
USAP Universal Stainless & Alloy 0.07% 2,600 $94K Reduce -45.9%

Show all 128 holdings

Portfolio Sells Q3 2024 → Q4 2024

TPL Texas Pacific Land Corp. Sold out 0.00% −0.57
EQIX Equinix Inc. Sold out 0.00% −0.45
TNDM Tandem Diabetes Care Inc. Reduce -98.3% 0.02% −0.43
KNSL Kinsale Capital Group Inc. Reduce -56.5% 0.04% −0.40
TMDX Transmedics Group Inc. Reduce -92.1% 0.09% −0.38
HXL Hexcel Corp. Sold out 0.00% −0.34
RBC RBC Bearings Inc. Reduce -87.1% 0.05% −0.31
CDW CDW Corp. Reduce -5.0% 0.73% −0.29
MSFT Microsoft Corp. Reduce -1.0% 5.60% −0.27
AVAV Aerovironment Inc. Sold out 0.00% −0.25
ATRO Astronics Corp. Reduce -37.0% 0.24% −0.24
PAY Paymentus Holdings Inc. Class A Reduce -98.9% 0.03% −0.22
VRRM Verra Mobility Corp. Reduce -30.4% 0.28% −0.16
FTAI Ftai Aviation Ltd. Reduce -38.2% 0.30% −0.16
MTSI Macom Technology Solutions H Reduce -15.1% 0.17% −0.14
SNAP Snap Inc. Class A Reduce -16.8% 0.60% −0.13
POOL Pool Corp. Reduce -11.4% 0.47% −0.13
UTI Universal Technical Institut Reduce -93.6% 0.02% −0.13
APPF Appfolio Inc. Class A Sold out 0.00% −0.12
ONON On Holding AG Class A Reduce -95.5% 0.02% −0.12
SDHC Smith Douglas Homes Corp. Reduce -87.0% 0.01% −0.12
DIS The Walt Disney Co. Reduce -16.4% 1.95% −0.11
GWRE Guidewire Software Inc. Reduce -38.0% 0.13% −0.10
QTWO Q2 Holdings Inc. Reduce -55.1% 0.18% −0.10
META Meta Platforms Inc. Class A Reduce -1.7% 5.27% −0.09
NSSC Napco Security Technologies Reduce -98.4% 0.05% −0.09
KNX Knight-Swift Transportation Reduce -96.5% 0.04% −0.09
SPSC SPS Commerce Inc. Reduce -49.3% 0.03% −0.09
CAVA Cava Group Inc. Sold out 0.00% −0.08
USAP Universal Stainless & Alloy Reduce -45.9% 0.07% −0.08
HQY Healthequity Inc. Reduce -37.7% 0.13% −0.05
FLYW Flywire Corp.-Voting Reduce -33.4% 0.15% −0.03
SYM Symbotic Inc. Reduce -73.3% 0.01% −0.03
MSI Motorola Solutions Inc. Reduce -3.0% 1.22% −0.03
DHI D.R. Horton Inc. Sold out 0.00% −0.03
BSX Boston Scientific Corp. Reduce -51.5% 0.02% −0.02
HWM Howmet Aerospace Inc. Sold out 0.00% −0.02
DXCM Dexcom Inc. Sold out 0.00% −0.02
ADSK Autodesk Inc. Reduce -5.9% 1.15% −0.01
CSGP Costar Group Inc. Reduce -47.1% 0.01% −0.01
CSTL Castle Biosciences Inc. Reduce -2.3% 0.07% −0.01
PRCT Procept Biorobotics Corp. Reduce -14.9% 0.20% −0.01
GS Goldman Sachs Group Inc. Reduce -17.6% 0.05% −0.00
BX Blackstone Inc. Reduce -9.4% 1.86% −0.00
SIBN Si-Bone Inc. Reduce -98.6% 0.07% +0.00
AORT Artivion Inc. Reduce -2.3% 0.12% +0.00
ACVA Acv Auctions Inc. Class A Reduce -2.3% 0.25% +0.00
BLND Blend Labs Inc. Class A Reduce -2.3% 0.07% +0.00
CWAN Clearwater Analytics HDS-A Reduce -2.3% 0.13% +0.01
COHR Coherent Corp. Reduce -2.3% 0.30% +0.01

Portfolio Buys Q3 2024 → Q4 2024

AAPL Apple Inc. Add +3.5% 6.57% +0.54
TSM Taiwan Semiconductor-SP ADR Add +5.2% 3.15% +0.46
V Visa Inc. Class A Add +1.9% 3.52% +0.45
MA Mastercard Inc. Class A Add +72.1% 2.24% +0.40
PANW Palo Alto Networks Inc. Add +9002.6% 0.36% +0.34
TSLA Tesla Inc. Add +2308.6% 0.34% +0.32
PGR Progressive Corp. Add +2940.3% 0.34% +0.30
SBUX Starbucks Corp. Add +59.6% 0.92% +0.29
GDYN Grid Dynamics Holdings Inc. New 0.24% +0.24
WDAY Workday Inc. Class A Add +9421.4% 0.23% +0.22
CRS Carpenter Technology New 0.19% +0.19
WGS Genedx Holdings Corp. New 0.19% +0.19
MPWR Monolithic Power Systems Inc. Add +1428.6% 0.22% +0.18
GLBE Global-E Online Ltd. Add +38.4% 0.36% +0.17
PWR Quanta Services Inc. Add +1720.0% 0.22% +0.17
WAY Waystar Holding Corp. Add +25.5% 0.23% +0.17
PYPL PayPal Holdings Inc. Add +1.7% 1.88% +0.15
BROS Dutch Bros Inc. Class A Add +50.9% 0.26% +0.15
NFLX Netflix Inc. Add +32.3% 2.28% +0.15
AMAT Applied Materials Inc. Add +55.1% 0.79% +0.14
VRT Vertiv Holdings Co. Class A Add +82.9% 0.16% +0.13
CWK Cushman & Wakefield UK Holdc New 0.12% +0.12
LNTH Lantheus Holdings Inc. Add +493.3% 0.17% +0.11
MNDY Monday.com Ltd. Add +290.6% 0.20% +0.10
ISRG Intuitive Surgical Inc. Add +94.4% 1.90% +0.10
ALHC Alignment Healthcare Inc. New 0.08% +0.08
AAON Aaon Inc. Add +22.5% 0.33% +0.08
LOAR Loar Holdings Inc. Add +89.8% 0.26% +0.08
PINS Pinterest Inc. Class A Add +20.3% 1.01% +0.05
ELF Elf Beauty Inc. Add +34.9% 0.13% +0.04
APP AppLovin Corp. Class A New 0.03% +0.03
COST Costco Wholesale Corp. Add +0.1% 1.63% +0.02
BA The Boeing Co. Add +18.9% 0.07% +0.02
AXON Axon Enterprise Inc. New 0.02% +0.02
ORLY O'reilly Automotive Inc. Add +2.4% 0.49% +0.02
CRWD CrowdStrike Holdings Inc. Class A Add +3.5% 0.02% +0.00
CDNS Cadence Design SYS Inc. Add +3.5% 0.02% +0.00
CMG Chipotle Mexican Grill Inc. Add +3.0% 0.02% +0.00
LYFT LYFT Inc. Class A Add +1.0% 0.23% +0.00
VRTX Vertex Pharmaceuticals Inc. Add +285.3% 0.04% −0.00
ARM Arm Holdings PLC-ADR Add +3.1% 0.03% −0.00
NOW ServiceNow Inc. Add +83.6% 1.61% −0.01
PAR Par Technology Corp. Add +169.9% 0.20% −0.01
NTRA Natera Inc. Add +12.6% 0.33% −0.02
AMD Advanced Micro Devices Add +2.5% 0.05% −0.02
ODFL Old Dominion Freight Line Add +64.4% 0.61% −0.03
PEP Pepsico Inc. Add +7.4% 0.65% −0.04
RXST Rxsight Inc. Add +54.8% 0.14% −0.06
WAL Western Alliance Bancorp Add +14.2% 0.07% −0.06
TSCO Tractor Supply Company Add +6.2% 1.16% −0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 139$202.2MIPCX, SOUL, SBXDF, SZZL, AAPL
Q1 2026 147$208.2MTMS, IPCX, CAEP, KCHV, SOUL
Q4 2025 148$193.5MCAEP, KCHV, TMS, AAPL, MSFT
Q3 2025 130$130.0MMSFT, AAPL, META, NVDA, TSM
Q2 2025 126$126.8MMSFT, META, AAPL, NVDA, TSM
Q1 2025 125$115.9MAAPL, MSFT, META, V, GOOGL
Q4 2024 128$125.1MAAPL, MSFT, META, GOOGL, AMZN
Q3 2024 130$122.4MAAPL, MSFT, META, GOOGL, AMZN
Q2 2024 131$120.8MMSFT, META, AAPL, GOOGL, AMZN
Q1 2024 129$121.7MMSFT, META, AAPL, GOOGL, V