RiverPark Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), RiverPark Advisors, LLC reported 125 stock positions worth $115.9 million. Its top holding was Apple (AAPL) at 6.4% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Meta Platforms Class A (META, 5.1%). Compared with Q4 2024, it opened 23 new positions, sold out of 26, added to 44 and reduced 45. The biggest buy was a new position in Ib Acquisition (IBAC) and the biggest sale Alphabet Class A (GOOGL, shares −1%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001484256
Portfolio Value
$115.9M (Q1 2025)
SEC Filing
0001104659-25-047119 ↗ filed May 12, 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 Q4 2024 Q1 2025: $115.9M $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 125 stocks · $115.9M

AAPL Apple Inc. 6.44% 33,580 $7.5M Add +2.4%
MSFT Microsoft Corp. 5.60% 17,273 $6.5M Add +4.5%
META Meta Platforms Inc. Class A 5.10% 10,260 $5.9M Reduce -9.0%
V Visa Inc. Class A 3.96% 13,086 $4.6M Reduce -6.1%
GOOGL Alphabet Inc. Class A 3.53% 26,465 $4.1M Reduce -1.0%
AMZN Amazon.com Inc. 3.49% 21,235 $4.0M Add +0.9%
BKNG Booking Holdings Inc. 3.18% 801 $3.7M No change
UNH Unitedhealth Group Inc. 3.14% 6,951 $3.6M Reduce -1.4%
TSM Taiwan Semiconductor-SP ADR 3.07% 21,456 $3.6M Add +7.5%
NVDA Nvidia Corp. 2.84% 30,371 $3.3M Add +16.2%
LLY Eli Lilly & Co. 2.73% 3,826 $3.2M Add +12.8%
NFLX Netflix Inc. 2.30% 2,854 $2.7M Reduce -41.4%
UBER Uber Technologies Inc. 2.10% 33,428 $2.4M Reduce -30.9%
SHOP Shopify Inc. Class A 2.03% 24,678 $2.4M Reduce -0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.87% 21,939 $2.2M No change
MA Mastercard Inc. Class A 1.79% 3,776 $2.1M Reduce -52.0%
COST Costco Wholesale Corp. 1.76% 2,153 $2.0M Reduce -3.5%
KKR KKR & Co. Inc. 1.70% 17,022 $2.0M Add +19.3%
ISRG Intuitive Surgical Inc. 1.64% 3,831 $1.9M Reduce -56.0%
BX Blackstone Inc. 1.60% 13,226 $1.8M Reduce -2.2%
PYPL PayPal Holdings Inc. 1.55% 27,502 $1.8M No change
GOOG Alphabet Inc. Class C 1.51% 11,171 $1.7M Reduce -1.9%
IBAC Ib Acquisition Corp. 1.46% 164,448 $1.7M New
NOW ServiceNow Inc. 1.38% 2,007 $1.6M Reduce -50.5%
CPRT Copart Inc. 1.38% 28,202 $1.6M No change
SBUX Starbucks Corp. 1.33% 15,718 $1.5M Add +24.9%
TSCO Tractor Supply Company 1.30% 27,330 $1.5M No change
INTU Intuit Inc. 1.28% 2,408 $1.5M Reduce -9.6%
EW Edwards Lifesciences Corp. 1.25% 19,989 $1.4M No change
MSI Motorola Solutions Inc. 1.24% 3,291 $1.4M No change
PINS Pinterest Inc. Class A 1.17% 43,572 $1.4M Add +0.5%
ADSK Autodesk Inc. 1.10% 4,849 $1.3M No change
NKE Nike Inc. Class B 1.10% 19,992 $1.3M Add +12.8%
AMAT Applied Materials Inc. 1.06% 8,458 $1.2M Add +38.7%
SCHW Schwab (charles) Corp. 1.03% 15,189 $1.2M Reduce -4.4%
ADBE Adobe Inc. 0.96% 2,898 $1.1M Reduce -8.2%
DDOG Datadog Inc. Class A 0.95% 11,096 $1.1M Add +19.6%
ORLY O'reilly Automotive Inc. 0.91% 738 $1.1M Add +43.0%
SPGI S&P Global Inc. 0.86% 1,960 $996K Add +40.5%
MCD McDonald's Corp. 0.85% 3,156 $986K Reduce -5.2%
ZTS Zoetis Inc. 0.84% 5,929 $976K Reduce -7.1%
CDW CDW Corp. 0.73% 5,274 $845K No change
ODFL Old Dominion Freight Line 0.70% 4,935 $816K Reduce -24.1%
PEP Pepsico Inc. 0.69% 5,361 $804K No change
SNAP Snap Inc. Class A 0.68% 90,909 $792K Add +31.0%
LMT Lockheed Martin Corp. 0.61% 1,583 $707K No change
URI United Rentals Inc. 0.59% 1,085 $680K New
POOL Pool Corp. 0.48% 1,741 $554K No change
ILMN Illumina Inc. 0.44% 6,489 $515K No change
RBC RBC Bearings Inc. 0.35% 1,246 $401K Add +555.8%
KNSL Kinsale Capital Group Inc. 0.34% 799 $389K Add +55.8%
WGS Genedx Holdings Corp. 0.33% 4,370 $387K Add +44.2%
OLLI Ollie's Bargain Outlet Holdi 0.33% 3,307 $385K Reduce -31.1%
SAIA Saia Inc. 0.33% 1,085 $379K Reduce -29.0%
EXLS Exlservice Holdings Inc. 0.32% 7,923 $374K Reduce -18.5%
ALHC Alignment Healthcare Inc. 0.32% 19,923 $371K Add +111.7%
PAY Paymentus Holdings Inc. Class A 0.31% 13,645 $356K Add +7879.5%
UTI Universal Technical Institut 0.27% 12,151 $312K Add +1626.0%
MTSI Macom Technology Solutions H 0.27% 3,093 $310K Add +5.6%
ATRO Astronics Corp. 0.26% 12,658 $306K Reduce -33.9%
LYFT LYFT Inc. Class A 0.26% 25,435 $302K Add +15.1%
GLBE Global-E Online Ltd. 0.26% 8,414 $300K Add +0.7%
PAR Par Technology Corp. 0.25% 4,733 $290K Reduce -64.4%
CWAN Clearwater Analytics HDS-A 0.25% 10,754 $288K Add +86.6%
CRS Carpenter Technology 0.24% 1,515 $274K Add +6.2%
WAY Waystar Holding Corp. 0.24% 7,331 $274K Add +109.6%
AORT Artivion Inc. 0.22% 10,558 $260K Add +100.6%
VCEL Vericel Corp. 0.21% 5,514 $246K Add +1.3%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 0.21% 3,041 $243K Add +57.6%
LSCC Lattice Semiconductor Corp. 0.21% 4,635 $243K Add +528.9%
VERX Vertex Inc. Class A 0.21% 6,856 $240K Reduce -10.6%
GDYN Grid Dynamics Holdings Inc. 0.21% 15,268 $239K Add +15.1%
BROS Dutch Bros Inc. Class A 0.20% 3,785 $234K Reduce -39.0%
PEN Penumbra Inc. 0.20% 857 $229K New
FTAI Ftai Aviation Ltd. 0.19% 1,991 $221K Reduce -23.8%
WAL Western Alliance Bancorp 0.19% 2,851 $219K Add +39.7%
IRTC Irhythm Holdings Inc. 0.18% 2,040 $214K New
PNFP Pinnacle Financial Partners 0.17% 1,879 $199K New
AAON Aaon Inc. 0.17% 2,539 $198K Reduce -27.1%
GWRE Guidewire Software Inc. 0.16% 1,005 $188K Add +1.8%
STRL Sterling Infrastructure Inc. 0.16% 1,661 $188K Reduce -74.2%
XMTR Xometry Inc. Class A 0.16% 7,478 $186K New
HQY Healthequity Inc. 0.15% 2,006 $177K Add +14.4%
ACVA Acv Auctions Inc. Class A 0.15% 12,530 $177K Reduce -13.5%
LOAR Loar Holdings Inc. 0.15% 2,387 $169K Reduce -58.0%
ATEC Alphatec Holdings Inc. 0.14% 16,557 $168K Add +76.0%
PCTY Paylocity Holding Corp. 0.14% 869 $163K New
MYRG MYR Group Inc./Delaware 0.14% 1,433 $162K New
SARO Standardaero Inc. 0.13% 5,731 $153K New
CYBR Cyberark Software Ltd./Israel 0.12% 422 $143K Reduce -18.5%
VCYT Veracyte Inc. 0.10% 3,877 $115K Reduce -18.5%
KNX Knight-Swift Transportation 0.10% 2,604 $113K Add +2333.6%
HXL Hexcel Corp. 0.09% 1,979 $108K New
COHR Coherent Corp. 0.09% 1,616 $105K Reduce -58.9%
INOD Innodata Inc. 0.09% 2,744 $99K New
PGR Progressive Corp. 0.08% 317 $90K Reduce -94.5%
BA The Boeing Co. 0.08% 520 $89K Add +4.6%
PRCT Procept Biorobotics Corp. 0.07% 1,437 $84K Reduce -47.1%
GS Goldman Sachs Group Inc. 0.07% 138 $75K Add +17.9%
SNOW Snowflake Inc. 0.06% 501 $73K New

Show all 125 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $12.7M (not counted above)
SecurityClassShares / PrincipalValueChange
MAGNITE INC (MGNI 0.25 03/15/26) NOTE 0.250% 3/1 · principal 9,000,000$8.6MNew
VISHAY INTERTECHNOLOGY (VSH 2.25 06/15/25) NOTE 2.250% 6/1 · principal 4,162,000$4.1MNew

Total filed on the 13F, all lines: $128.6M.

Portfolio Sells Q4 2024 → Q1 2025

GOOGL Alphabet Inc. Class A Reduce -1.0% 3.53% −0.51
MA Mastercard Inc. Class A Reduce -52.0% 1.79% −0.46
SHOP Shopify Inc. Class A Reduce -0.4% 2.03% −0.44
PANW Palo Alto Networks Inc. Sold out 0.00% −0.36
NTRA Natera Inc. Sold out 0.00% −0.33
TSLA Tesla Inc. Reduce -95.4% 0.03% −0.31
VRRM Verra Mobility Corp. Sold out 0.00% −0.28
BX Blackstone Inc. Reduce -2.2% 1.60% −0.27
PGR Progressive Corp. Reduce -94.5% 0.08% −0.26
ISRG Intuitive Surgical Inc. Reduce -56.0% 1.64% −0.26
FRPT Freshpet Inc. Sold out 0.00% −0.26
QNST Quinstreet Inc. Sold out 0.00% −0.25
WDAY Workday Inc. Class A Sold out 0.00% −0.23
UBER Uber Technologies Inc. Reduce -30.9% 2.10% −0.23
GOOG Alphabet Inc. Class C Reduce -1.9% 1.51% −0.23
NOW ServiceNow Inc. Reduce -50.5% 1.38% −0.23
MPWR Monolithic Power Systems Inc. Sold out 0.00% −0.22
COHR Coherent Corp. Reduce -58.9% 0.09% −0.21
MNDY Monday.com Ltd. Sold out 0.00% −0.20
PWR Quanta Services Inc. Reduce -97.1% 0.02% −0.20
META Meta Platforms Inc. Class A Reduce -9.0% 5.10% −0.17
LNTH Lantheus Holdings Inc. Sold out 0.00% −0.17
ADBE Adobe Inc. Reduce -8.2% 0.96% −0.16
AAON Aaon Inc. Reduce -27.1% 0.17% −0.16
FLYW Flywire Corp.-Voting Sold out 0.00% −0.15
AGYS Agilysys Inc. Sold out 0.00% −0.14
VRT Vertiv Holdings Co. Class A Reduce -36.3% 0.03% −0.13
PRCT Procept Biorobotics Corp. Reduce -47.1% 0.07% −0.13
ELF Elf Beauty Inc. Sold out 0.00% −0.13
VERX Vertex Inc. Class A Reduce -10.6% 0.21% −0.12
OS Onestream Inc. Sold out 0.00% −0.12
LOAR Loar Holdings Inc. Reduce -58.0% 0.15% −0.11
FTAI Ftai Aviation Ltd. Reduce -23.8% 0.19% −0.11
ACVA Acv Auctions Inc. Class A Reduce -13.5% 0.15% −0.10
RXST Rxsight Inc. Reduce -75.4% 0.04% −0.10
TMDX Transmedics Group Inc. Sold out 0.00% −0.09
CRDO Credo Technology Group Holdi Reduce -34.5% 0.06% −0.08
USAP Universal Stainless & Alloy Sold out 0.00% −0.07
CWK Cushman & Wakefield UK Holdc Reduce -52.0% 0.05% −0.07
SIBN Si-Bone Inc. Sold out 0.00% −0.07
CSTL Castle Biosciences Inc. Sold out 0.00% −0.07
INTU Intuit Inc. Reduce -9.6% 1.28% −0.06
BROS Dutch Bros Inc. Class A Reduce -39.0% 0.20% −0.06
AMD Advanced Micro Devices Sold out 0.00% −0.05
VCYT Veracyte Inc. Reduce -18.5% 0.10% −0.05
NSSC Napco Security Technologies Sold out 0.00% −0.05
SAIA Saia Inc. Reduce -29.0% 0.33% −0.04
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.04
SPSC SPS Commerce Inc. Sold out 0.00% −0.03
ONON On Holding AG Class A Sold out 0.00% −0.02

Portfolio Buys Q4 2024 → Q1 2025

IBAC Ib Acquisition Corp. New 1.46% +1.46
LLY Eli Lilly & Co. Add +12.8% 2.73% +0.63
URI United Rentals Inc. New 0.59% +0.59
ORLY O'reilly Automotive Inc. Add +43.0% 0.91% +0.42
SBUX Starbucks Corp. Add +24.9% 1.33% +0.41
SPGI S&P Global Inc. Add +40.5% 0.86% +0.30
RBC RBC Bearings Inc. Add +555.8% 0.35% +0.30
KNSL Kinsale Capital Group Inc. Add +55.8% 0.34% +0.29
PAY Paymentus Holdings Inc. Class A Add +7879.5% 0.31% +0.27
AMAT Applied Materials Inc. Add +38.7% 1.06% +0.27
UTI Universal Technical Institut Add +1626.0% 0.27% +0.25
ALHC Alignment Healthcare Inc. Add +111.7% 0.32% +0.24
PEN Penumbra Inc. New 0.20% +0.20
IRTC Irhythm Holdings Inc. New 0.18% +0.18
PNFP Pinnacle Financial Partners New 0.17% +0.17
XMTR Xometry Inc. Class A New 0.16% +0.16
PINS Pinterest Inc. Class A Add +0.5% 1.17% +0.16
WGS Genedx Holdings Corp. Add +44.2% 0.33% +0.15
PCTY Paylocity Holding Corp. New 0.14% +0.14
MYRG MYR Group Inc./Delaware New 0.14% +0.14
SARO Standardaero Inc. New 0.13% +0.13
CWAN Clearwater Analytics HDS-A Add +86.6% 0.25% +0.12
WAL Western Alliance Bancorp Add +39.7% 0.19% +0.12
AORT Artivion Inc. Add +100.6% 0.22% +0.10
MTSI Macom Technology Solutions H Add +5.6% 0.27% +0.09
HXL Hexcel Corp. New 0.09% +0.09
SNAP Snap Inc. Class A Add +31.0% 0.68% +0.09
INOD Innodata Inc. New 0.09% +0.09
ATEC Alphatec Holdings Inc. Add +76.0% 0.14% +0.08
SNOW Snowflake Inc. New 0.06% +0.06
HWM Howmet Aerospace Inc. New 0.06% +0.06
KNX Knight-Swift Transportation Add +2333.6% 0.10% +0.05
SITM Sitime Corp. New 0.05% +0.05
WING Wingstop Inc. New 0.05% +0.05
CRS Carpenter Technology Add +6.2% 0.24% +0.04
AVGO Broadcom Inc. New 0.04% +0.04
QTWO Q2 Holdings Inc. Add +57.6% 0.21% +0.03
LYFT LYFT Inc. Class A Add +15.1% 0.26% +0.03
GWRE Guidewire Software Inc. Add +1.8% 0.16% +0.03
CVNA Carvana Co. New 0.03% +0.03
TYL Tyler Technologies Inc. New 0.02% +0.02
SPOT Spotify Technology SA New 0.02% +0.02
NKE Nike Inc. Class B Add +12.8% 1.10% +0.02
TEAM Atlassian Corp. Class A New 0.02% +0.02
CRM Salesforce Inc. New 0.02% +0.02
MRVL Marvell Technology Inc. New 0.02% +0.02
HQY Healthequity Inc. Add +14.4% 0.15% +0.02
APP AppLovin Corp. Class A Add +54.9% 0.05% +0.01
GS Goldman Sachs Group Inc. Add +17.9% 0.07% +0.01
KKR KKR & Co. Inc. Add +19.3% 1.70% +0.01

Notes & Other Activity Q4 2024 → Q1 2025

MAGNITE INC (MGNI 0.25 03/15/26) NOTE 0.250% 3/1 · principal New 9,000,000 $8.6M
VISHAY INTERTECHNOLOGY (VSH 2.25 06/15/25) NOTE 2.250% 6/1 · principal New 4,162,000 $4.1M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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