Riverpark Capital Management LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Riverpark Capital Management LLC reported 38 stock positions worth $55.0 million. Its top holding was Nvidia (NVDA) at 6.6% of the portfolio, followed by Apple (AAPL, 6.4%) and Microsoft (MSFT, 6.3%). Compared with Q2 2024, it opened 2 new positions, sold out of 4 and reduced 35. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale an exit from Workday Class A (WDAY).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001614704
- Portfolio Value
- $55.0M (Q3 2024)
- SEC Filing
- 0001104659-24-115105 ↗ filed Nov 7, 2024
Holdings Value
Holdings 38 stocks · $55.0M
| NVDA Nvidia Corp. | 6.57% | 29,732 | $3.6M | Reduce -24.1% |
| AAPL Apple Inc. | 6.39% | 15,091 | $3.5M | Reduce -10.3% |
| MSFT Microsoft Corp. | 6.32% | 8,072 | $3.5M | Reduce -18.2% |
| AMZN Amazon.com Inc. | 5.25% | 15,486 | $2.9M | Reduce -22.9% |
| META Meta Platforms Inc. Class A | 5.10% | 4,895 | $2.8M | Reduce -34.2% |
| LLY Eli Lilly & Co. | 3.79% | 2,354 | $2.1M | No change |
| UBER Uber Technologies Inc. | 3.62% | 26,482 | $2.0M | Reduce -32.6% |
| SHOP Shopify Inc. Class A | 3.42% | 23,478 | $1.9M | Reduce -36.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.20% | 18,275 | $1.8M | Reduce -19.4% |
| NFLX Netflix Inc. | 3.06% | 2,376 | $1.7M | Reduce -41.5% |
| MA Mastercard Inc. Class A | 2.90% | 3,225 | $1.6M | Reduce -37.1% |
| UNH Unitedhealth Group Inc. | 2.89% | 2,716 | $1.6M | Reduce -8.0% |
| BX Blackstone Inc. | 2.81% | 10,091 | $1.5M | Reduce -42.7% |
| ISRG Intuitive Surgical Inc. | 2.70% | 3,027 | $1.5M | Reduce -40.3% |
| BKNG Booking Holdings Inc. | 2.70% | 352 | $1.5M | Reduce -40.2% |
| GOOGL Alphabet Inc. Class A | 2.54% | 8,422 | $1.4M | Reduce -38.6% |
| GOOG Alphabet Inc. Class C | 2.54% | 8,349 | $1.4M | Reduce -38.1% |
| COST Costco Wholesale Corp. | 2.54% | 1,574 | $1.4M | Reduce -10.9% |
| SCHW Schwab (charles) Corp. | 2.53% | 21,476 | $1.4M | Reduce -19.7% |
| KKR KKR & Co. Inc. | 2.48% | 10,428 | $1.4M | Reduce -45.6% |
| NOW ServiceNow Inc. | 2.36% | 1,449 | $1.3M | Reduce -42.0% |
| V Visa Inc. Class A | 2.29% | 4,571 | $1.3M | Reduce -27.6% |
| INTU Intuit Inc. | 2.13% | 1,886 | $1.2M | Reduce -33.7% |
| NKE Nike Inc. Class B | 2.08% | 12,968 | $1.1M | Reduce -34.8% |
| ADBE Adobe Inc. | 1.97% | 2,088 | $1.1M | Reduce -27.1% |
| ADSK Autodesk Inc. | 1.71% | 3,412 | $940K | Reduce -30.1% |
| ZTS Zoetis Inc. | 1.53% | 4,314 | $843K | Reduce -28.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.47% | 4,669 | $811K | New |
| DDOG Datadog Inc. Class A | 1.47% | 7,034 | $809K | Reduce -29.5% |
| PINS Pinterest Inc. Class A | 1.43% | 24,289 | $786K | Reduce -27.4% |
| MCD McDonald's Corp. | 1.16% | 2,091 | $637K | Reduce -30.0% |
| PEP Pepsico Inc. | 1.14% | 3,673 | $625K | Reduce -23.7% |
| SBUX Starbucks Corp. | 1.06% | 5,955 | $581K | Reduce -16.8% |
| AMAT Applied Materials Inc. | 1.05% | 2,860 | $578K | New |
| SNAP Snap Inc. Class A | 1.04% | 53,627 | $574K | Reduce -19.6% |
| LMT Lockheed Martin Corp. | 1.04% | 980 | $573K | Reduce -33.8% |
| ILMN Illumina Inc. | 1.03% | 4,347 | $567K | Reduce -40.8% |
| EQIX Equinix Inc. | 0.71% | 440 | $391K | Reduce -23.3% |
Portfolio Sells Q2 2024 → Q3 2024
| WDAY Workday Inc. Class A | Sold out | 0.00% | −1.77 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −1.24 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.87 |
| GOOGL Alphabet Inc. Class A | Reduce -38.6% | 2.54% | −0.77 |
| GOOG Alphabet Inc. Class C | Reduce -38.1% | 2.54% | −0.74 |
| NFLX Netflix Inc. | Reduce -41.5% | 3.06% | −0.57 |
| PINS Pinterest Inc. Class A | Reduce -27.4% | 1.43% | −0.52 |
| SNAP Snap Inc. Class A | Reduce -19.6% | 1.04% | −0.42 |
| BKNG Booking Holdings Inc. | Reduce -40.2% | 2.70% | −0.40 |
| INTU Intuit Inc. | Reduce -33.7% | 2.13% | −0.35 |
| ISRG Intuitive Surgical Inc. | Reduce -40.3% | 2.70% | −0.28 |
| NOW ServiceNow Inc. | Reduce -42.0% | 2.36% | −0.24 |
| DDOG Datadog Inc. Class A | Reduce -29.5% | 1.47% | −0.24 |
| KKR KKR & Co. Inc. | Reduce -45.6% | 2.48% | −0.20 |
| UBER Uber Technologies Inc. | Reduce -32.6% | 3.62% | −0.16 |
| ADBE Adobe Inc. | Reduce -27.1% | 1.97% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -37.1% | 2.90% | −0.10 |
| BX Blackstone Inc. | Reduce -42.7% | 2.81% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -19.7% | 2.53% | −0.08 |
| GRAL Grail Inc. | Sold out | 0.00% | −0.02 |
| ILMN Illumina Inc. | Reduce -40.8% | 1.03% | +0.02 |
| PEP Pepsico Inc. | Reduce -23.7% | 1.14% | +0.08 |
| V Visa Inc. Class A | Reduce -27.6% | 2.29% | +0.09 |
| NKE Nike Inc. Class B | Reduce -34.8% | 2.08% | +0.10 |
| AMZN Amazon.com Inc. | Reduce -22.9% | 5.25% | +0.10 |
| ADSK Autodesk Inc. | Reduce -30.1% | 1.71% | +0.11 |
| LMT Lockheed Martin Corp. | Reduce -33.8% | 1.04% | +0.13 |
| META Meta Platforms Inc. Class A | Reduce -34.2% | 5.10% | +0.13 |
| EQIX Equinix Inc. | Reduce -23.3% | 0.71% | +0.13 |
| MCD McDonald's Corp. | Reduce -30.0% | 1.16% | +0.15 |
| ZTS Zoetis Inc. | Reduce -28.2% | 1.53% | +0.15 |
| NVDA Nvidia Corp. | Reduce -24.1% | 6.57% | +0.16 |
| SHOP Shopify Inc. Class A | Reduce -36.4% | 3.42% | +0.19 |
| DIS The Walt Disney Co. | Reduce -19.4% | 3.20% | +0.22 |
| SBUX Starbucks Corp. | Reduce -16.8% | 1.06% | +0.32 |
| MSFT Microsoft Corp. | Reduce -18.2% | 6.32% | +0.47 |
| COST Costco Wholesale Corp. | Reduce -10.9% | 2.54% | +0.55 |
| UNH Unitedhealth Group Inc. | Reduce -8.0% | 2.89% | +0.90 |
| AAPL Apple Inc. | Reduce -10.3% | 6.39% | +1.70 |
Portfolio Buys Q2 2024 → Q3 2024
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 |