Riverpark Capital Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Riverpark Capital Management LLC reported 40 stock positions worth $75.5 million. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by Microsoft (MSFT, 5.8%) and Amazon.com (AMZN, 5.1%). Compared with Q1 2024, it sold out of 1, added to 16 and reduced 11. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale an exit from Ringcentral Class A (RNG).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001614704
- Portfolio Value
- $75.5M (Q2 2024)
- SEC Filing
- 0001104659-24-082904 ↗ filed Jul 26, 2024
Holdings Value
Holdings 40 stocks · $75.5M
| NVDA Nvidia Corp. | 6.41% | 39,150 | $4.8M | Add +2.0% |
| MSFT Microsoft Corp. | 5.85% | 9,872 | $4.4M | Add +1.9% |
| AMZN Amazon.com Inc. | 5.14% | 20,089 | $3.9M | No change |
| META Meta Platforms Inc. Class A | 4.97% | 7,437 | $3.7M | No change |
| AAPL Apple Inc. | 4.69% | 16,823 | $3.5M | Add +4.0% |
| UBER Uber Technologies Inc. | 3.78% | 39,291 | $2.9M | Add +5.2% |
| NFLX Netflix Inc. | 3.63% | 4,060 | $2.7M | Reduce -12.1% |
| GOOGL Alphabet Inc. Class A | 3.31% | 13,709 | $2.5M | Reduce -4.8% |
| GOOG Alphabet Inc. Class C | 3.28% | 13,494 | $2.5M | Reduce -5.7% |
| SHOP Shopify Inc. Class A | 3.23% | 36,906 | $2.4M | Add +22.5% |
| BKNG Booking Holdings Inc. | 3.09% | 589 | $2.3M | Reduce -1.8% |
| MA Mastercard Inc. Class A | 3.00% | 5,126 | $2.3M | No change |
| ISRG Intuitive Surgical Inc. | 2.99% | 5,067 | $2.3M | Reduce -1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.98% | 22,659 | $2.2M | No change |
| BX Blackstone Inc. | 2.89% | 17,615 | $2.2M | No change |
| LLY Eli Lilly & Co. | 2.82% | 2,354 | $2.1M | Add +7.9% |
| KKR KKR & Co. Inc. | 2.67% | 19,179 | $2.0M | No change |
| SCHW Schwab (charles) Corp. | 2.61% | 26,735 | $2.0M | Reduce -11.4% |
| NOW ServiceNow Inc. | 2.60% | 2,496 | $2.0M | Add +6.2% |
| INTU Intuit Inc. | 2.48% | 2,844 | $1.9M | No change |
| V Visa Inc. Class A | 2.19% | 6,310 | $1.7M | No change |
| ADBE Adobe Inc. | 2.11% | 2,864 | $1.6M | No change |
| UNH Unitedhealth Group Inc. | 1.99% | 2,953 | $1.5M | Add +15.7% |
| COST Costco Wholesale Corp. | 1.99% | 1,767 | $1.5M | No change |
| NKE Nike Inc. Class B | 1.99% | 19,894 | $1.5M | No change |
| PINS Pinterest Inc. Class A | 1.95% | 33,438 | $1.5M | Reduce -13.1% |
| WDAY Workday Inc. Class A | 1.77% | 5,960 | $1.3M | Add +13.6% |
| DDOG Datadog Inc. Class A | 1.71% | 9,972 | $1.3M | Add +10.0% |
| ADSK Autodesk Inc. | 1.60% | 4,885 | $1.2M | Reduce -11.6% |
| SNAP Snap Inc. Class A | 1.47% | 66,705 | $1.1M | Reduce -27.1% |
| ZTS Zoetis Inc. | 1.38% | 6,012 | $1.0M | Add +14.2% |
| FIVN FIVE9 Inc. | 1.24% | 21,139 | $932K | Reduce -4.8% |
| PEP Pepsico Inc. | 1.05% | 4,816 | $794K | Add +3.4% |
| ILMN Illumina Inc. | 1.02% | 7,342 | $766K | Add +27.6% |
| MCD McDonald's Corp. | 1.01% | 2,987 | $761K | Add +23.0% |
| LMT Lockheed Martin Corp. | 0.92% | 1,480 | $691K | No change |
| LULU Lululemon Athletica Inc. | 0.87% | 2,204 | $658K | Add +17.8% |
| SBUX Starbucks Corp. | 0.74% | 7,155 | $557K | No change |
| EQIX Equinix Inc. | 0.58% | 574 | $434K | Add +18.1% |
| GRAL Grail Inc. | 0.02% | 959 | $15K | Reduce -0.2% |
Portfolio Sells Q1 2024 → Q2 2024
| RNG Ringcentral Inc. Class A | Sold out | 0.00% | −0.97 |
| FIVN FIVE9 Inc. | Reduce -4.8% | 1.24% | −0.66 |
| SCHW Schwab (charles) Corp. | Reduce -11.4% | 2.61% | −0.39 |
| ADSK Autodesk Inc. | Reduce -11.6% | 1.60% | −0.37 |
| NFLX Netflix Inc. | Reduce -12.1% | 3.63% | −0.22 |
| GRAL Grail Inc. | Reduce -0.2% | 0.02% | −0.00 |
| SNAP Snap Inc. Class A | Reduce -27.1% | 1.47% | +0.03 |
| BKNG Booking Holdings Inc. | Reduce -1.8% | 3.09% | +0.10 |
| PINS Pinterest Inc. Class A | Reduce -13.1% | 1.95% | +0.12 |
| ISRG Intuitive Surgical Inc. | Reduce -1.7% | 2.99% | +0.16 |
| GOOG Alphabet Inc. Class C | Reduce -5.7% | 3.28% | +0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -4.8% | 3.31% | +0.33 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +2.0% | 6.41% | +1.65 |
| AAPL Apple Inc. | Add +4.0% | 4.69% | +0.89 |
| LLY Eli Lilly & Co. | Add +7.9% | 2.82% | +0.50 |
| UNH Unitedhealth Group Inc. | Add +15.7% | 1.99% | +0.26 |
| MSFT Microsoft Corp. | Add +1.9% | 5.85% | +0.25 |
| DDOG Datadog Inc. Class A | Add +10.0% | 1.71% | +0.18 |
| ZTS Zoetis Inc. | Add +14.2% | 1.38% | +0.16 |
| NOW ServiceNow Inc. | Add +6.2% | 2.60% | +0.14 |
| MCD McDonald's Corp. | Add +23.0% | 1.01% | +0.07 |
| SHOP Shopify Inc. Class A | Add +22.5% | 3.23% | +0.04 |
| EQIX Equinix Inc. | Add +18.1% | 0.58% | +0.03 |
| PEP Pepsico Inc. | Add +3.4% | 1.05% | −0.07 |
| ILMN Illumina Inc. | Add +27.6% | 1.02% | −0.07 |
| LULU Lululemon Athletica Inc. | Add +17.8% | 0.87% | −0.13 |
| UBER Uber Technologies Inc. | Add +5.2% | 3.78% | −0.16 |
| WDAY Workday Inc. Class A | Add +13.6% | 1.77% | −0.20 |
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 |