RiverPark Advisors, LLC

Name: RiverPark Advisors, LLC 13F holdings, Q4 2024
Creator: RiverPark Advisors, LLC
Published: 2025-02-14

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

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

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%
BA The Boeing Co.	0.07%	497	$88K	Add +18.9%
WAL Western Alliance Bancorp	0.07%	2,041	$87K	Add +14.2%
SIBN Si-Bone Inc.	0.07%	82	$87K	Reduce -98.6%
ATEC Alphatec Holdings Inc.	0.07%	9,408	$86K	Reduce -31.0%
CSTL Castle Biosciences Inc.	0.07%	3,170	$84K	Reduce -2.3%
BLND Blend Labs Inc. Class A	0.07%	19,977	$84K	Reduce -2.3%
GS Goldman Sachs Group Inc.	0.05%	117	$67K	Reduce -17.6%
AMD Advanced Micro Devices	0.05%	533	$64K	Add +2.5%
NSSC Napco Security Technologies	0.05%	68	$61K	Reduce -98.4%
RBC RBC Bearings Inc.	0.05%	190	$60K	Reduce -87.1%
KNSL Kinsale Capital Group Inc.	0.04%	513	$56K	Reduce -56.5%
KNX Knight-Swift Transportation	0.04%	107	$56K	Reduce -96.5%
VRTX Vertex Pharmaceuticals Inc.	0.04%	393	$45K	Add +285.3%
APP AppLovin Corp. Class A	0.03%	133	$43K	New
PAY Paymentus Holdings Inc. Class A	0.03%	171	$41K	Reduce -98.9%
SPSC SPS Commerce Inc.	0.03%	383	$41K	Reduce -49.3%
ARM Arm Holdings PLC-ADR	0.03%	263	$32K	Add +3.1%
CRWD CrowdStrike Holdings Inc. Class A	0.02%	90	$31K	Add +3.5%
ONON On Holding AG Class A filed as ON HLDG AG	0.02%	156	$28K	Reduce -95.5%
BSX Boston Scientific Corp.	0.02%	317	$28K	Reduce -51.5%
CMG Chipotle Mexican Grill Inc.	0.02%	444	$27K	Add +3.0%
CDNS Cadence Design SYS Inc.	0.02%	88	$26K	Add +3.5%
UTI Universal Technical Institut	0.02%	704	$26K	Reduce -93.6%
TNDM Tandem Diabetes Care Inc.	0.02%	217	$26K	Reduce -98.3%
AXON Axon Enterprise Inc.	0.02%	34	$20K	New
SDHC Smith Douglas Homes Corp.	0.01%	538	$14K	Reduce -87.0%
CSGP Costar Group Inc.	0.01%	183	$13K	Reduce -47.1%
SYM Symbotic Inc.	0.01%	544	$13K	Reduce -73.3%

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

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