Riverpark Capital Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Riverpark Capital Management LLC reported 37 stock positions worth $54.5 million. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by Apple (AAPL, 6.4%) and Microsoft (MSFT, 6.2%). Compared with Q4 2024, it added to 18 and reduced 10. The biggest buy was Eli Lilly (LLY, shares +14%) and the biggest sale Uber Technologies (UBER, shares −29%).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001614704
- Portfolio Value
- $54.5M (Q1 2025)
- SEC Filing
- 0001104659-25-047107 ↗ filed May 12, 2025
Holdings Value
Holdings 37 stocks · $54.5M
| NVDA Nvidia Corp. | 6.44% | 32,402 | $3.5M | Add +18.0% |
| AAPL Apple Inc. | 6.43% | 15,768 | $3.5M | Add +1.5% |
| MSFT Microsoft Corp. | 6.23% | 9,043 | $3.4M | Add +6.8% |
| AMZN Amazon.com Inc. | 5.67% | 16,238 | $3.1M | Add +5.3% |
| META Meta Platforms Inc. Class A | 4.91% | 4,647 | $2.7M | Reduce -5.1% |
| LLY Eli Lilly & Co. | 4.68% | 3,087 | $2.5M | Add +14.2% |
| NFLX Netflix Inc. | 3.52% | 2,057 | $1.9M | No change |
| UBER Uber Technologies Inc. | 3.28% | 24,535 | $1.8M | Reduce -28.6% |
| SHOP Shopify Inc. Class A | 3.19% | 18,212 | $1.7M | Add +7.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.91% | 16,058 | $1.6M | No change |
| SCHW Schwab (charles) Corp. | 2.85% | 19,823 | $1.6M | Reduce -2.0% |
| BKNG Booking Holdings Inc. | 2.74% | 324 | $1.5M | No change |
| COST Costco Wholesale Corp. | 2.73% | 1,574 | $1.5M | No change |
| V Visa Inc. Class A | 2.71% | 4,220 | $1.5M | Reduce -7.7% |
| MA Mastercard Inc. Class A | 2.68% | 2,668 | $1.5M | Reduce -17.3% |
| UNH Unitedhealth Group Inc. | 2.61% | 2,717 | $1.4M | Reduce -2.5% |
| KKR KKR & Co. Inc. | 2.61% | 12,284 | $1.4M | Add +23.5% |
| GOOGL Alphabet Inc. Class A | 2.43% | 8,572 | $1.3M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 2.43% | 8,471 | $1.3M | Add +1.5% |
| BX Blackstone Inc. | 2.41% | 9,389 | $1.3M | Add +0.4% |
| ISRG Intuitive Surgical Inc. | 2.40% | 2,644 | $1.3M | Reduce -4.0% |
| NOW ServiceNow Inc. | 2.20% | 1,503 | $1.2M | Add +14.7% |
| SBUX Starbucks Corp. | 2.12% | 11,788 | $1.2M | Add +33.0% |
| INTU Intuit Inc. | 2.02% | 1,789 | $1.1M | Reduce -5.1% |
| PINS Pinterest Inc. Class A | 1.81% | 31,825 | $987K | Add +1.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.79% | 5,889 | $978K | Add +26.1% |
| NKE Nike Inc. Class B | 1.72% | 14,771 | $938K | Add +13.9% |
| AMAT Applied Materials Inc. | 1.68% | 6,324 | $918K | Add +48.6% |
| ADSK Autodesk Inc. | 1.64% | 3,412 | $893K | No change |
| ADBE Adobe Inc. | 1.56% | 2,217 | $850K | Reduce -3.4% |
| DDOG Datadog Inc. Class A | 1.54% | 8,442 | $838K | Add +30.3% |
| ZTS Zoetis Inc. | 1.29% | 4,286 | $706K | Reduce -8.6% |
| MCD McDonald's Corp. | 1.20% | 2,091 | $653K | No change |
| SNAP Snap Inc. Class A | 1.04% | 65,175 | $568K | Add +34.5% |
| PEP Pepsico Inc. | 1.01% | 3,673 | $551K | No change |
| LMT Lockheed Martin Corp. | 0.89% | 1,091 | $487K | No change |
| ILMN Illumina Inc. | 0.63% | 4,347 | $345K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| UBER Uber Technologies Inc. | Reduce -28.6% | 3.28% | −0.34 |
| MA Mastercard Inc. Class A | Reduce -17.3% | 2.68% | −0.29 |
| ADBE Adobe Inc. | Reduce -3.4% | 1.56% | −0.22 |
| ISRG Intuitive Surgical Inc. | Reduce -4.0% | 2.40% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -5.1% | 4.91% | −0.10 |
| INTU Intuit Inc. | Reduce -5.1% | 2.02% | −0.06 |
| ZTS Zoetis Inc. | Reduce -8.6% | 1.29% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 2.61% | +0.15 |
| V Visa Inc. Class A | Reduce -7.7% | 2.71% | +0.19 |
| SCHW Schwab (charles) Corp. | Reduce -2.0% | 2.85% | +0.23 |
Portfolio Buys Q4 2024 → Q1 2025
| LLY Eli Lilly & Co. | Add +14.2% | 4.68% | +1.03 |
| SBUX Starbucks Corp. | Add +33.0% | 2.12% | +0.71 |
| AMAT Applied Materials Inc. | Add +48.6% | 1.68% | +0.47 |
| PINS Pinterest Inc. Class A | Add +1.2% | 1.81% | +0.22 |
| TSM Taiwan Semiconductor-SP ADR | Add +26.1% | 1.79% | +0.18 |
| SNAP Snap Inc. Class A | Add +34.5% | 1.04% | +0.13 |
| KKR KKR & Co. Inc. | Add +23.5% | 2.61% | +0.03 |
| SHOP Shopify Inc. Class A | Add +7.2% | 3.19% | +0.03 |
| NKE Nike Inc. Class B | Add +13.9% | 1.72% | +0.00 |
| NVDA Nvidia Corp. | Add +18.0% | 6.44% | −0.01 |
| MSFT Microsoft Corp. | Add +6.8% | 6.23% | −0.01 |
| DDOG Datadog Inc. Class A | Add +30.3% | 1.54% | −0.08 |
| NOW ServiceNow Inc. | Add +14.7% | 2.20% | −0.23 |
| AMZN Amazon.com Inc. | Add +5.3% | 5.67% | −0.25 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 2.43% | −0.35 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 2.43% | −0.36 |
| AAPL Apple Inc. | Add +1.5% | 6.43% | −0.38 |
| BX Blackstone Inc. | Add +0.4% | 2.41% | −0.41 |
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 |