Riverpark Capital Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Riverpark Capital Management LLC reported 40 stock positions worth $72.9 million. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Amazon.com (AMZN, 5.0%) and Meta Platforms Class A (META, 5.0%). Compared with Q4 2023, it added to 21 and reduced 9. The biggest buy was Eli Lilly (LLY, shares +27%) and the biggest sale Shopify Class A (SHOP, shares −3%).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001614704
- Portfolio Value
- $72.9M (Q1 2024)
- SEC Filing
- 0001104659-24-056732 ↗ filed May 3, 2024
Holdings Value
Holdings 40 stocks · $72.9M
| MSFT Microsoft Corp. | 5.59% | 9,690 | $4.1M | Add +2.2% |
| AMZN Amazon.com Inc. | 4.97% | 20,089 | $3.6M | No change |
| META Meta Platforms Inc. Class A | 4.96% | 7,437 | $3.6M | Reduce -9.8% |
| NVDA Nvidia Corp. | 4.76% | 3,837 | $3.5M | No change |
| UBER Uber Technologies Inc. | 3.95% | 37,349 | $2.9M | Reduce -15.4% |
| NFLX Netflix Inc. | 3.85% | 4,621 | $2.8M | Reduce -3.6% |
| AAPL Apple Inc. | 3.80% | 16,176 | $2.8M | Add +3.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.80% | 22,659 | $2.8M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 3.39% | 5,126 | $2.5M | No change |
| SHOP Shopify Inc. Class A | 3.19% | 30,129 | $2.3M | Reduce -3.3% |
| BX Blackstone Inc. | 3.17% | 17,615 | $2.3M | No change |
| SCHW Schwab (charles) Corp. | 3.00% | 30,191 | $2.2M | No change |
| GOOG Alphabet Inc. Class C | 2.99% | 14,314 | $2.2M | Add +10.6% |
| BKNG Booking Holdings Inc. | 2.99% | 600 | $2.2M | No change |
| GOOGL Alphabet Inc. Class A | 2.98% | 14,402 | $2.2M | Add +10.8% |
| ISRG Intuitive Surgical Inc. | 2.82% | 5,154 | $2.1M | Reduce -6.9% |
| KKR KKR & Co. Inc. | 2.65% | 19,179 | $1.9M | No change |
| NKE Nike Inc. Class B | 2.57% | 19,894 | $1.9M | Add +22.3% |
| INTU Intuit Inc. | 2.54% | 2,844 | $1.8M | No change |
| NOW ServiceNow Inc. | 2.46% | 2,351 | $1.8M | No change |
| V Visa Inc. Class A | 2.42% | 6,310 | $1.8M | Add +2.2% |
| LLY Eli Lilly & Co. | 2.33% | 2,181 | $1.7M | Add +26.7% |
| ADBE Adobe Inc. | 1.98% | 2,864 | $1.4M | Add +15.9% |
| ADSK Autodesk Inc. | 1.98% | 5,528 | $1.4M | Reduce -8.5% |
| WDAY Workday Inc. Class A | 1.96% | 5,248 | $1.4M | Add +4.1% |
| FIVN FIVE9 Inc. | 1.89% | 22,217 | $1.4M | Add +31.5% |
| PINS Pinterest Inc. Class A | 1.83% | 38,488 | $1.3M | Add +0.9% |
| COST Costco Wholesale Corp. | 1.78% | 1,767 | $1.3M | Add +7.3% |
| UNH Unitedhealth Group Inc. | 1.73% | 2,553 | $1.3M | Add +17.7% |
| DDOG Datadog Inc. Class A | 1.54% | 9,065 | $1.1M | Reduce -6.5% |
| SNAP Snap Inc. Class A | 1.44% | 91,528 | $1.1M | Add +21.1% |
| ZTS Zoetis Inc. | 1.22% | 5,263 | $891K | Add +8.1% |
| PEP Pepsico Inc. | 1.12% | 4,656 | $815K | Add +13.8% |
| ILMN Illumina Inc. | 1.08% | 5,756 | $790K | Reduce -9.3% |
| LULU Lululemon Athletica Inc. | 1.00% | 1,871 | $731K | Add +16.0% |
| RNG Ringcentral Inc. Class A | 0.97% | 20,330 | $706K | No change |
| MCD McDonald's Corp. | 0.94% | 2,428 | $685K | Add +16.2% |
| LMT Lockheed Martin Corp. | 0.92% | 1,480 | $673K | Add +23.8% |
| SBUX Starbucks Corp. | 0.90% | 7,155 | $654K | Add +36.3% |
| EQIX Equinix Inc. | 0.55% | 486 | $401K | Add +18.3% |
Portfolio Sells Q4 2023 → Q1 2024
| SHOP Shopify Inc. Class A | Reduce -3.3% | 3.19% | −0.52 |
| ADSK Autodesk Inc. | Reduce -8.5% | 1.98% | −0.27 |
| ILMN Illumina Inc. | Reduce -9.3% | 1.08% | −0.27 |
| DDOG Datadog Inc. Class A | Reduce -6.5% | 1.54% | −0.26 |
| UBER Uber Technologies Inc. | Reduce -15.4% | 3.95% | −0.21 |
| ISRG Intuitive Surgical Inc. | Reduce -6.9% | 2.82% | −0.03 |
| NFLX Netflix Inc. | Reduce -3.6% | 3.85% | +0.28 |
| META Meta Platforms Inc. Class A | Reduce -9.8% | 4.96% | +0.50 |
| DIS The Walt Disney Co. | Reduce -3.0% | 3.80% | +0.58 |
Portfolio Buys Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | Add +26.7% | 2.33% | +0.79 |
| GOOGL Alphabet Inc. Class A | Add +10.8% | 2.98% | +0.20 |
| GOOG Alphabet Inc. Class C | Add +10.6% | 2.99% | +0.20 |
| MSFT Microsoft Corp. | Add +2.2% | 5.59% | +0.15 |
| SBUX Starbucks Corp. | Add +36.3% | 0.90% | +0.13 |
| COST Costco Wholesale Corp. | Add +7.3% | 1.78% | +0.12 |
| LMT Lockheed Martin Corp. | Add +23.8% | 0.92% | +0.10 |
| PEP Pepsico Inc. | Add +13.8% | 1.12% | +0.06 |
| EQIX Equinix Inc. | Add +18.3% | 0.55% | +0.04 |
| MCD McDonald's Corp. | Add +16.2% | 0.94% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +17.7% | 1.73% | −0.01 |
| V Visa Inc. Class A | Add +2.2% | 2.42% | −0.04 |
| NKE Nike Inc. Class B | Add +22.3% | 2.57% | −0.13 |
| FIVN FIVE9 Inc. | Add +31.5% | 1.89% | −0.14 |
| WDAY Workday Inc. Class A | Add +4.1% | 1.96% | −0.16 |
| ZTS Zoetis Inc. | Add +8.1% | 1.22% | −0.25 |
| LULU Lululemon Athletica Inc. | Add +16.0% | 1.00% | −0.26 |
| ADBE Adobe Inc. | Add +15.9% | 1.98% | −0.27 |
| PINS Pinterest Inc. Class A | Add +0.9% | 1.83% | −0.33 |
| SNAP Snap Inc. Class A | Add +21.1% | 1.44% | −0.51 |
| AAPL Apple Inc. | Add +3.7% | 3.80% | −0.78 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 36 | $51.7M | AAPL, MSFT, NVDA, AMZN, LLY |
| Q3 2025 | 37 | $55.4M | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 36 | $61.6M | NVDA, MSFT, AMZN, META, AAPL |
| Q1 2025 | 37 | $54.5M | NVDA, AAPL, MSFT, AMZN, META |
| Q4 2024 | 37 | $57.2M | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 38 | $55.0M | NVDA, AAPL, MSFT, AMZN, META |
| Q2 2024 | 40 | $75.5M | NVDA, MSFT, AMZN, META, AAPL |
| Q1 2024 | 40 | $72.9M | MSFT, AMZN, META, NVDA, UBER |