RiverPark Advisors, LLC

Name: RiverPark Advisors, LLC 13F holdings, Q2 2026
Creator: RiverPark Advisors, LLC
Published: 2026-07-24

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), RiverPark Advisors, LLC reported 139 stock positions worth $202.2 million. Its top holding was Inflection Point Acquisiti-A (IPCX) at 4.9% of the portfolio, followed by Soulpower Acquisition Class A (SOUL, 3.8%) and Silverbox Corp. IV-A (SBXDF, 3.6%). Compared with Q1 2026, it opened 18 new positions, sold out of 26, added to 37 and reduced 62. The biggest buy was a new position in Sizzle Acquisition Class A (SZZL) and the biggest sale an exit from Teamshares (TMS).

Most Recent 13F: Q2 2026
Location: NEW YORK, NY
CIK: 0001484256
Portfolio Value: $202.2M (Q2 2026)
SEC Filing: 0001104659-26-086551 ↗ filed Jul 24, 2026

Holdings Value

Holdings 139 stocks · $202.2M


IPCX Inflection Point Acquisiti-A	4.90%	960,944	$9.9M	No change
SOUL Soulpower Acquisition Co. Class A	3.82%	746,140	$7.7M	No change
SBXDF Silverbox Corp. IV-A	3.63%	678,613	$7.3M	No change
SZZL Sizzle Acquisition Corp. Class A	3.54%	690,800	$7.2M	New
AAPL Apple Inc.	3.36%	23,471	$6.8M	Reduce -12.0%
FERA Fifth Era Acquisition Corp. Class A	3.35%	650,000	$6.8M	New
TSM Taiwan Semiconductor-SP ADR	3.30%	13,955	$6.7M	Reduce -7.3%
AMZN Amazon.com Inc.	3.04%	25,815	$6.2M	Add +6.8%
MSFT Microsoft Corp.	2.86%	15,481	$5.8M	Reduce -0.3%
KCHV Kochav Defense Acquisition-A	2.69%	525,005	$5.4M	Reduce -36.4%
CCIX Churchill Capital Corp. Ix	2.65%	492,927	$5.4M	Reduce -18.1%
CEPO Cantor Equity Partners I-A	2.58%	487,991	$5.2M	No change
META Meta Platforms Inc. Class A	2.58%	9,265	$5.2M	Add +6.4%
GOOGL Alphabet Inc. Class A	2.48%	14,011	$5.0M	Reduce -15.5%
ONEN One Nuclear Energy Inc. filed as HENNESSY CAP INVT CORP VII	2.46%	475,322	$5.0M	No change
ANSC Agriculture & Natural Soluti	2.45%	436,550	$5.0M	No change
NVDA Nvidia Corp.	2.37%	23,919	$4.8M	Reduce -17.9%
ALPXU Alpex Acquisition Corp.	2.35%	475,000	$4.8M	New
AMAT Applied Materials Inc.	2.35%	6,574	$4.8M	Reduce -9.6%
LPAA Launch One Acquisition Corp.	2.19%	408,519	$4.4M	No change
LLY Eli Lilly & Co.	1.96%	3,298	$4.0M	Reduce -5.0%
V Visa Inc. Class A	1.63%	9,593	$3.3M	Reduce -6.9%
VLOS Velos Acquisition I Corp. filed as M3BRIGADE ACQUISITION V CORP	1.58%	294,172	$3.2M	No change
SDHI Siddhi Acquisition Corp. Class A	1.54%	300,000	$3.1M	New
DRDB Roman DBDR Acquisition Corp.	1.47%	282,500	$3.0M	Add +63.8%
POLE Andretti Acquisition Corp. Class A	1.42%	266,868	$2.9M	No change
BKNG Booking Holdings Inc.	1.38%	15,636	$2.8M	Reduce -6.1%
SHOP Shopify Inc. Class A	1.15%	20,306	$2.3M	Add +11.5%
GOOG Alphabet Inc. Class C	1.14%	6,521	$2.3M	Reduce -19.5%
NFLX Netflix Inc.	1.11%	31,475	$2.2M	Add +18.9%
UBER Uber Technologies Inc.	1.04%	29,176	$2.1M	Reduce -4.9%
MA Mastercard Inc. Class A	0.98%	3,850	$2.0M	Reduce -3.5%
SCHW Schwab (charles) Corp.	0.96%	21,049	$1.9M	Add +1.3%
UNH Unitedhealth Group Inc.	0.94%	4,579	$1.9M	Reduce -15.2%
COST Costco Wholesale Corp.	0.90%	1,953	$1.8M	Reduce -4.6%
FXACU Fortunex Acquisition Corp.	0.87%	175,000	$1.8M	New
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.81%	17,060	$1.6M	Reduce -6.0%
ISRG Intuitive Surgical Inc.	0.81%	4,110	$1.6M	Add +9.2%
DDOG Datadog Inc. Class A	0.78%	6,080	$1.6M	Reduce -43.3%
GLED Galaxyedge Acquisition Corp.	0.77%	156,282	$1.6M	New
SBUX Starbucks Corp.	0.75%	14,872	$1.5M	Reduce -8.0%
BX Blackstone Inc.	0.74%	12,739	$1.5M	Reduce -7.1%
KKR KKR & Co. Inc.	0.74%	16,202	$1.5M	Reduce -8.3%
DAAQ Digital Asset Acquisiti Class A	0.71%	137,478	$1.4M	No change
MSI Motorola Solutions Inc.	0.70%	3,397	$1.4M	No change
NOW ServiceNow Inc.	0.64%	13,067	$1.3M	Add +14.5%
ODFL Old Dominion Freight Line	0.61%	5,733	$1.2M	No change
PGR Progressive Corp.	0.60%	5,576	$1.2M	Add +34.1%
CB Chubb Ltd.	0.59%	3,528	$1.2M	Add +31.7%
URI United Rentals Inc.	0.47%	843	$955K	Reduce -33.7%
CRWV Coreweave Inc. Class A	0.45%	9,131	$909K	Reduce -18.3%
ORLY O'reilly Automotive Inc.	0.40%	8,865	$816K	No change
MCD McDonald's Corp.	0.40%	2,965	$801K	No change
EW Edwards Lifesciences Corp.	0.39%	8,737	$790K	No change
LMT Lockheed Martin Corp.	0.39%	1,536	$783K	No change
TOL Toll Brothers Inc.	0.38%	4,658	$767K	No change
ADSK Autodesk Inc.	0.37%	3,853	$749K	Reduce -6.6%
PEP Pepsico Inc.	0.36%	5,451	$738K	No change
SPGI S&P Global Inc.	0.33%	1,625	$662K	No change
CPRT Copart Inc.	0.32%	22,967	$647K	No change
XMTR Xometry Inc. Class A	0.26%	5,496	$530K	Add +2.2%
INTU Intuit Inc.	0.26%	2,001	$522K	No change
ATRO Astronics Corp.	0.26%	6,433	$517K	Add +17.0%
LGND Ligand Pharmaceuticals	0.21%	1,368	$432K	Add +107.6%
SAIA Saia Inc.	0.21%	1,024	$431K	Add +100.4%
ALHC Alignment Healthcare Inc.	0.21%	17,887	$426K	Add +19.4%
RBC RBC Bearings Inc.	0.21%	654	$421K	Add +29.5%
GH Guardant Health Inc.	0.20%	2,754	$413K	Add +509.3%
FTAI Ftai Aviation Ltd.	0.20%	1,463	$396K	Add +17.0%
KNX Knight-Swift Transportation	0.18%	4,743	$369K	Add +143.0%
LINC Lincoln Educational Services	0.18%	7,325	$366K	Add +45.0%
MIRM Mirum Pharmaceuticals Inc.	0.17%	2,865	$335K	Add +42.3%
FPS Forgent Power Solutions Class A	0.16%	5,886	$329K	Add +57.6%
MTSI Macom Technology Solutions H	0.16%	854	$325K	Reduce -48.3%
CRS Carpenter Technology	0.15%	499	$308K	Reduce -29.5%
UCTT Ultra Clean Holdings Inc.	0.15%	2,112	$301K	Reduce -10.4%
STRL Sterling Infrastructure Inc.	0.14%	347	$291K	Reduce -58.6%
BLLN Billiontoone Inc. Class A	0.14%	2,415	$290K	Add +285.2%
AXGN Axogen Inc.	0.14%	6,216	$287K	Add +9.2%
LSCC Lattice Semiconductor Corp.	0.14%	1,807	$276K	Reduce -47.9%
GLBE Global-E Online Ltd.	0.14%	7,895	$274K	Add +48.8%
TSLA Tesla Inc.	0.14%	651	$274K	Add +267.8%
UTI Universal Technical Institut	0.13%	6,317	$270K	Add +7.5%
FROG Jfrog Ltd.	0.13%	2,952	$268K	Add +128.3%
AEHR Aehr Test Systems	0.12%	2,630	$253K	Reduce -43.4%
AGYS Agilysys Inc.	0.12%	2,334	$244K	Add +138.2%
SPCX Space Exploration Techn Class A	0.12%	1,408	$241K	New
LYFT LYFT Inc. Class A	0.12%	16,331	$239K	No change
IPGP Ipg Photonics Corp.	0.12%	2,015	$236K	New
SITM Sitime Corp.	0.11%	307	$229K	Reduce -29.6%
MYRG MYR Group Inc./Delaware	0.11%	447	$224K	Reduce -35.2%
BROS Dutch Bros Inc. Class A	0.09%	2,605	$187K	Reduce -39.1%
AVGO Broadcom Inc.	0.09%	489	$185K	Reduce -6.9%
AAON Aaon Inc.	0.09%	1,408	$179K	Add +4.2%
MAMA Mama's Creations Inc.	0.09%	9,779	$175K	Add +35.1%
DOCN Digitalocean Holdings Inc.	0.08%	1,040	$163K	New
PKE Park Aerospace Corp.	0.08%	4,249	$162K	New
ALM Almonty Industries Inc.	0.08%	9,661	$160K	Reduce -1.2%
IRTC Irhythm Holdings Inc.	0.08%	1,335	$159K	Add +12.5%
INOD Innodata Inc.	0.08%	2,042	$154K	Add +17.8%
MXL Maxlinear Inc.	0.08%	1,197	$153K	New
GE General Electric filed as GE AEROSPACE	0.07%	385	$144K	Add +44.7%
HTFL Heartflow Inc.	0.07%	4,774	$140K	Add +13.6%
MOD Modine Manufacturing Co.	0.07%	523	$140K	Reduce -16.3%
PAY Paymentus Holdings Inc. Class A	0.07%	5,463	$132K	Reduce -22.1%
GS Goldman Sachs Group Inc.	0.06%	126	$127K	Reduce -1.6%
LOAR Loar Holdings Inc.	0.06%	1,540	$124K	Reduce -1.2%
DPC DPC Holdings PLC	0.06%	2,450	$120K	New
HWM Howmet Aerospace Inc.	0.06%	433	$116K	Reduce -1.8%
VCEL Vericel Corp.	0.06%	2,584	$115K	New
CRWD CrowdStrike Holdings Inc. Class A	0.05%	144	$110K	Reduce -2.0%
BRZE Braze Inc. Class A	0.05%	5,044	$109K	New
KRMN Karman Holdings Inc.	0.05%	2,097	$105K	Reduce -1.2%
AMD Advanced Micro Devices	0.05%	168	$98K	Reduce -21.9%
SARO Standardaero Inc.	0.05%	3,219	$96K	Reduce -1.2%
AAOI Applied Optoelectronics Inc.	0.05%	640	$95K	Reduce -45.4%
MP MP Materials Corp.	0.04%	1,571	$88K	Reduce -1.2%
CAT Caterpillar Inc.	0.04%	81	$86K	Reduce -30.8%
VRT Vertiv Holdings Co. Class A	0.04%	249	$83K	Reduce -49.6%
KMTS Kestra Medical Technologies	0.04%	3,138	$80K	Add +80.1%
TEX Terex Corp.	0.04%	1,078	$78K	Reduce -20.1%
OLLI Ollie's Bargain Outlet Holdi	0.03%	898	$69K	Reduce -45.4%
PL Planet Labs PBC	0.03%	1,944	$64K	Reduce -1.2%
GEV GE Vernova Inc.	0.03%	54	$63K	Reduce -43.8%
HOOD Robinhood Markets Inc. Class A	0.03%	598	$60K	Reduce -1.5%
EQPT Equipmentshare.com Inc. Class A	0.03%	3,046	$60K	Add +4.9%
PWR Quanta Services Inc.	0.03%	79	$57K	Reduce -2.5%
COHR Coherent Corp.	0.03%	138	$54K	Reduce -90.4%
GKOS Glaukos Corp.	0.03%	368	$51K	New
CAVA Cava Group Inc.	0.03%	653	$51K	Reduce -42.7%
AXON Axon Enterprise Inc.	0.02%	83	$47K	Reduce -46.1%
ROKU Roku Inc.	0.02%	335	$46K	Reduce -1.5%
INSM Insmed Inc.	0.02%	431	$46K	Reduce -1.8%
STX Seagate Technology Holdings	0.02%	47	$45K	Reduce -40.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.02%	22	$44K	New
ANET Arista Networks Inc.	0.02%	246	$42K	New
MRVL Marvell Technology Inc.	0.02%	124	$37K	New
APP AppLovin Corp. Class A	0.02%	64	$33K	Reduce -21.9%
BE Bloom Energy Corp. Class A	0.01%	96	$29K	Reduce -82.7%

Other holdings (1): bonds, preferreds, convertibles and warrants · $16.7M (not counted above)

Security	Class	Shares / Principal	Value	Change
ZIFF DAVIS INC (ZD 1.75 11/01/26)	NOTE 1.750%11/0 · principal	16,800,000	$16.7M	Add +10.3%

Total filed on the 13F, all lines: $218.8M.

Portfolio Sells Q1 2026 → Q2 2026


TMS Teamshares Inc.	Sold out	0.00%	−5.22
CAEP Cantor Equity Partners III-A	Sold out	0.00%	−4.53
FACT Fact II Acquisition Corp.	Sold out	0.00%	−1.95
GTERA Globa Terra Acquisition Co. Class A	Sold out	0.00%	−1.72
KCHV Kochav Defense Acquisition-A	Reduce -36.4%	2.69%	−1.37
VACH Voyager Acquisition Corp.	Sold out	0.00%	−1.28
MACI Melar Acquisition Corp. I-A	Sold out	0.00%	−1.17
ZTS Zoetis Inc.	Sold out	0.00%	−0.71
NKE Nike Inc. Class B	Sold out	0.00%	−0.55
TSCO Tractor Supply Company	Sold out	0.00%	−0.50
CCIX Churchill Capital Corp. Ix	Reduce -18.1%	2.65%	−0.43
CDW CDW Corp.	Sold out	0.00%	−0.42
ADBE Adobe Inc.	Sold out	0.00%	−0.30
SIMA Sim Acquisition Corp. I-A	Sold out	0.00%	−0.28
FG MERGER II CORP	Sold out	0.00%	−0.17
COHR Coherent Corp.	Reduce -90.4%	0.03%	−0.14
AORT Artivion Inc.	Sold out	0.00%	−0.11
ADSK Autodesk Inc.	Reduce -6.6%	0.37%	−0.10
SNAP Snap Inc. Class A	Sold out	0.00%	−0.10
ATEC Alphatec Holdings Inc.	Sold out	0.00%	−0.08
COST Costco Wholesale Corp.	Reduce -4.6%	0.90%	−0.08
NVDA Nvidia Corp.	Reduce -17.9%	2.37%	−0.07
CELH Celsius Holdings Inc.	Sold out	0.00%	−0.06
KKR KKR & Co. Inc.	Reduce -8.3%	0.74%	−0.05
OLLI Ollie's Bargain Outlet Holdi	Reduce -45.4%	0.03%	−0.04
TMDX Transmedics Group Inc.	Sold out	0.00%	−0.03
WAY Waystar Holding Corp.	Sold out	0.00%	−0.03
KRMN Karman Holdings Inc.	Reduce -1.2%	0.05%	−0.03
DIS The Walt Disney Co.	Reduce -6.0%	0.81%	−0.03
ADMA Adma Biologics Inc.	Sold out	0.00%	−0.02
BE Bloom Energy Corp. Class A	Reduce -82.7%	0.01%	−0.02
PEGA Pegasystems Inc.	Sold out	0.00%	−0.02
PAY Paymentus Holdings Inc. Class A	Reduce -22.1%	0.07%	−0.02
STRL Sterling Infrastructure Inc.	Reduce -58.6%	0.14%	−0.02
KNSL Kinsale Capital Group Inc.	Sold out	0.00%	−0.02
CAVA Cava Group Inc.	Reduce -42.7%	0.03%	−0.02
PLTR Palantir Technologies Inc. Class A	Sold out	0.00%	−0.02
UBER Uber Technologies Inc.	Reduce -4.9%	1.04%	−0.02
VRT Vertiv Holdings Co. Class A	Reduce -49.6%	0.04%	−0.02
LSCC Lattice Semiconductor Corp.	Reduce -47.9%	0.14%	−0.02
BX Blackstone Inc.	Reduce -7.1%	0.74%	−0.02
MTSI Macom Technology Solutions H	Reduce -48.3%	0.16%	−0.02
YSS York Space Systems Inc.	Sold out	0.00%	−0.01
CVNA Carvana Co.	Sold out	0.00%	−0.01
WING Wingstop Inc.	Sold out	0.00%	−0.01
INSM Insmed Inc.	Reduce -1.8%	0.02%	−0.01
BROS Dutch Bros Inc. Class A	Reduce -39.1%	0.09%	−0.01
GEV GE Vernova Inc.	Reduce -43.8%	0.03%	−0.01
AXON Axon Enterprise Inc.	Reduce -46.1%	0.02%	−0.01
AAOI Applied Optoelectronics Inc.	Reduce -45.4%	0.05%	−0.00

Portfolio Buys Q1 2026 → Q2 2026


SZZL Sizzle Acquisition Corp. Class A	New	3.54%	+3.54
FERA Fifth Era Acquisition Corp. Class A	New	3.35%	+3.35
ALPXU Alpex Acquisition Corp.	New	2.35%	+2.35
SDHI Siddhi Acquisition Corp. Class A	New	1.54%	+1.54
FXACU Fortunex Acquisition Corp.	New	0.87%	+0.87
GLED Galaxyedge Acquisition Corp.	New	0.77%	+0.77
AMZN Amazon.com Inc.	Add +6.8%	3.04%	+0.62
DRDB Roman DBDR Acquisition Corp.	Add +63.8%	1.47%	+0.61
PGR Progressive Corp.	Add +34.1%	0.60%	+0.21
META Meta Platforms Inc. Class A	Add +6.4%	2.58%	+0.19
GH Guardant Health Inc.	Add +509.3%	0.20%	+0.18
CB Chubb Ltd.	Add +31.7%	0.59%	+0.18
XMTR Xometry Inc. Class A	Add +2.2%	0.26%	+0.16
LGND Ligand Pharmaceuticals	Add +107.6%	0.21%	+0.15
KNX Knight-Swift Transportation	Add +143.0%	0.18%	+0.13
SAIA Saia Inc.	Add +100.4%	0.21%	+0.13
BLLN Billiontoone Inc. Class A	Add +285.2%	0.14%	+0.12
SPCX Space Exploration Techn Class A	New	0.12%	+0.12
IPGP Ipg Photonics Corp.	New	0.12%	+0.12
FPS Forgent Power Solutions Class A	Add +57.6%	0.16%	+0.11
SHOP Shopify Inc. Class A	Add +11.5%	1.15%	+0.11
TSLA Tesla Inc.	Add +267.8%	0.14%	+0.10
FROG Jfrog Ltd.	Add +128.3%	0.13%	+0.10
AGYS Agilysys Inc.	Add +138.2%	0.12%	+0.09
ALHC Alignment Healthcare Inc.	Add +19.4%	0.21%	+0.08
LINC Lincoln Educational Services	Add +45.0%	0.18%	+0.08
DOCN Digitalocean Holdings Inc.	New	0.08%	+0.08
PKE Park Aerospace Corp.	New	0.08%	+0.08
ATRO Astronics Corp.	Add +17.0%	0.26%	+0.08
RBC RBC Bearings Inc.	Add +29.5%	0.21%	+0.08
MIRM Mirum Pharmaceuticals Inc.	Add +42.3%	0.17%	+0.08
MXL Maxlinear Inc.	New	0.08%	+0.08
NOW ServiceNow Inc.	Add +14.5%	0.64%	+0.07
DPC DPC Holdings PLC	New	0.06%	+0.06
GLBE Global-E Online Ltd.	Add +48.8%	0.14%	+0.06
VCEL Vericel Corp.	New	0.06%	+0.06
BRZE Braze Inc. Class A	New	0.05%	+0.05
AXGN Axogen Inc.	Add +9.2%	0.14%	+0.05
FTAI Ftai Aviation Ltd.	Add +17.0%	0.20%	+0.05
INOD Innodata Inc.	Add +17.8%	0.08%	+0.04
GE General Electric	Add +44.7%	0.07%	+0.03
AAON Aaon Inc.	Add +4.2%	0.09%	+0.03
MAMA Mama's Creations Inc.	Add +35.1%	0.09%	+0.03
UTI Universal Technical Institut	Add +7.5%	0.13%	+0.03
GKOS Glaukos Corp.	New	0.03%	+0.03
KMTS Kestra Medical Technologies	Add +80.1%	0.04%	+0.02
SCHW Schwab (charles) Corp.	Add +1.3%	0.96%	+0.02
ASML ASML Holding NV-NY Reg SHS	New	0.02%	+0.02
ANET Arista Networks Inc.	New	0.02%	+0.02
HTFL Heartflow Inc.	Add +13.6%	0.07%	+0.02

Notes & Other Activity Q1 2026 → Q2 2026


CONFLUENT INC (CFLT 0 01/15/27)	NOTE 1/1 · principal	Sold out	43,670,627	$43.6Mbefore exit
ZIFF DAVIS INC (ZD 1.75 11/01/26)	NOTE 1.750%11/0 · principal	Add +10.3%	16,800,000	$16.7M
JAMF HOLDING CORP (JAMF 0.125 09/01/26)	NOTE 0.125% 9/0 · principal	Sold out	8,806,928	$8.8Mbefore exit

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

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