Riverpark Capital Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Riverpark Capital Management LLC reported 37 stock positions worth $57.2 million. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Microsoft (MSFT, 6.2%). Compared with Q3 2024, it sold out of 1, added to 11 and reduced 13. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale an exit from Equinix (EQIX).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001614704
- Portfolio Value
- $57.2M (Q4 2024)
- SEC Filing
- 0001104659-25-013580 ↗ filed Feb 14, 2025
Holdings Value
Holdings 37 stocks · $57.2M
| AAPL Apple Inc. | 6.80% | 15,537 | $3.9M | Add +3.0% |
| NVDA Nvidia Corp. | 6.45% | 27,469 | $3.7M | Reduce -7.6% |
| MSFT Microsoft Corp. | 6.24% | 8,471 | $3.6M | Add +4.9% |
| AMZN Amazon.com Inc. | 5.91% | 15,418 | $3.4M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 5.01% | 4,895 | $2.9M | No change |
| LLY Eli Lilly & Co. | 3.65% | 2,704 | $2.1M | Add +14.9% |
| UBER Uber Technologies Inc. | 3.62% | 34,351 | $2.1M | Add +29.7% |
| NFLX Netflix Inc. | 3.21% | 2,057 | $1.8M | Reduce -13.4% |
| SHOP Shopify Inc. Class A | 3.16% | 16,988 | $1.8M | Reduce -27.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.13% | 16,058 | $1.8M | Reduce -12.1% |
| MA Mastercard Inc. Class A | 2.97% | 3,225 | $1.7M | No change |
| BX Blackstone Inc. | 2.82% | 9,354 | $1.6M | Reduce -7.3% |
| BKNG Booking Holdings Inc. | 2.81% | 324 | $1.6M | Reduce -8.0% |
| GOOGL Alphabet Inc. Class A | 2.79% | 8,422 | $1.6M | No change |
| GOOG Alphabet Inc. Class C | 2.78% | 8,349 | $1.6M | No change |
| SCHW Schwab (charles) Corp. | 2.62% | 20,219 | $1.5M | Reduce -5.8% |
| KKR KKR & Co. Inc. | 2.57% | 9,945 | $1.5M | Reduce -4.6% |
| V Visa Inc. Class A | 2.53% | 4,571 | $1.4M | No change |
| COST Costco Wholesale Corp. | 2.52% | 1,574 | $1.4M | No change |
| ISRG Intuitive Surgical Inc. | 2.51% | 2,753 | $1.4M | Reduce -9.1% |
| UNH Unitedhealth Group Inc. | 2.46% | 2,787 | $1.4M | Add +2.6% |
| NOW ServiceNow Inc. | 2.43% | 1,311 | $1.4M | Reduce -9.5% |
| INTU Intuit Inc. | 2.07% | 1,886 | $1.2M | No change |
| ADBE Adobe Inc. | 1.78% | 2,296 | $1.0M | Add +10.0% |
| ADSK Autodesk Inc. | 1.76% | 3,412 | $1.0M | No change |
| NKE Nike Inc. Class B | 1.72% | 12,968 | $981K | No change |
| DDOG Datadog Inc. Class A | 1.62% | 6,477 | $925K | Reduce -7.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.61% | 4,669 | $922K | No change |
| PINS Pinterest Inc. Class A | 1.59% | 31,448 | $912K | Add +29.5% |
| SBUX Starbucks Corp. | 1.41% | 8,863 | $809K | Add +48.8% |
| ZTS Zoetis Inc. | 1.34% | 4,691 | $764K | Add +8.7% |
| AMAT Applied Materials Inc. | 1.21% | 4,257 | $692K | Add +48.9% |
| MCD McDonald's Corp. | 1.06% | 2,091 | $606K | No change |
| ILMN Illumina Inc. | 1.02% | 4,347 | $581K | No change |
| PEP Pepsico Inc. | 0.98% | 3,673 | $559K | No change |
| LMT Lockheed Martin Corp. | 0.93% | 1,091 | $530K | Add +11.3% |
| SNAP Snap Inc. Class A | 0.91% | 48,457 | $522K | Reduce -9.6% |
Portfolio Sells Q3 2024 → Q4 2024
| EQIX Equinix Inc. | Sold out | 0.00% | −0.71 |
| SHOP Shopify Inc. Class A | Reduce -27.6% | 3.16% | −0.26 |
| ISRG Intuitive Surgical Inc. | Reduce -9.1% | 2.51% | −0.19 |
| SNAP Snap Inc. Class A | Reduce -9.6% | 0.91% | −0.13 |
| NVDA Nvidia Corp. | Reduce -7.6% | 6.45% | −0.12 |
| DIS The Walt Disney Co. | Reduce -12.1% | 3.13% | −0.07 |
| BX Blackstone Inc. | Reduce -7.3% | 2.82% | +0.01 |
| NOW ServiceNow Inc. | Reduce -9.5% | 2.43% | +0.07 |
| SCHW Schwab (charles) Corp. | Reduce -5.8% | 2.62% | +0.09 |
| KKR KKR & Co. Inc. | Reduce -4.6% | 2.57% | +0.10 |
| BKNG Booking Holdings Inc. | Reduce -8.0% | 2.81% | +0.12 |
| NFLX Netflix Inc. | Reduce -13.4% | 3.21% | +0.14 |
| DDOG Datadog Inc. Class A | Reduce -7.9% | 1.62% | +0.15 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 5.91% | +0.67 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +3.0% | 6.80% | +0.41 |
| SBUX Starbucks Corp. | Add +48.8% | 1.41% | +0.36 |
| PINS Pinterest Inc. Class A | Add +29.5% | 1.59% | +0.16 |
| AMAT Applied Materials Inc. | Add +48.9% | 1.21% | +0.16 |
| UBER Uber Technologies Inc. | Add +29.7% | 3.62% | +0.00 |
| MSFT Microsoft Corp. | Add +4.9% | 6.24% | −0.07 |
| LMT Lockheed Martin Corp. | Add +11.3% | 0.93% | −0.11 |
| LLY Eli Lilly & Co. | Add +14.9% | 3.65% | −0.14 |
| ADBE Adobe Inc. | Add +10.0% | 1.78% | −0.18 |
| ZTS Zoetis Inc. | Add +8.7% | 1.34% | −0.20 |
| UNH Unitedhealth Group Inc. | Add +2.6% | 2.46% | −0.42 |
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 |