Riverpark Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Riverpark Capital Management LLC reported 36 stock positions worth $61.6 million. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Microsoft (MSFT, 7.0%) and Amazon.com (AMZN, 5.8%). Compared with Q1 2025, it sold out of 1, added to 11 and reduced 13. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +4%) and the biggest sale an exit from Illumina (ILMN).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001614704
- Portfolio Value
- $61.6M (Q2 2025)
- SEC Filing
- 0001104659-25-077000 ↗ filed Aug 13, 2025
Holdings Value
Holdings 36 stocks · $61.6M
| NVDA Nvidia Corp. | 7.17% | 27,980 | $4.4M | Reduce -13.7% |
| MSFT Microsoft Corp. | 7.02% | 8,693 | $4.3M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 5.78% | 16,238 | $3.6M | No change |
| META Meta Platforms Inc. Class A | 5.57% | 4,647 | $3.4M | No change |
| AAPL Apple Inc. | 5.55% | 16,685 | $3.4M | Add +5.8% |
| LLY Eli Lilly & Co. | 4.25% | 3,363 | $2.6M | Add +8.9% |
| NFLX Netflix Inc. | 4.08% | 1,876 | $2.5M | Reduce -8.8% |
| UBER Uber Technologies Inc. | 3.39% | 22,405 | $2.1M | Reduce -8.7% |
| SHOP Shopify Inc. Class A | 3.38% | 18,059 | $2.1M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.96% | 14,708 | $1.8M | Reduce -8.4% |
| BKNG Booking Holdings Inc. | 2.84% | 302 | $1.7M | Reduce -6.8% |
| SCHW Schwab (charles) Corp. | 2.76% | 18,677 | $1.7M | Reduce -5.8% |
| KKR KKR & Co. Inc. | 2.65% | 12,284 | $1.6M | No change |
| MA Mastercard Inc. Class A | 2.61% | 2,866 | $1.6M | Add +7.4% |
| NOW ServiceNow Inc. | 2.51% | 1,503 | $1.5M | No change |
| GOOGL Alphabet Inc. Class A | 2.45% | 8,572 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 2.44% | 8,471 | $1.5M | No change |
| V Visa Inc. Class A | 2.43% | 4,220 | $1.5M | No change |
| BX Blackstone Inc. | 2.39% | 9,853 | $1.5M | Add +4.9% |
| COST Costco Wholesale Corp. | 2.36% | 1,468 | $1.5M | Reduce -6.7% |
| ISRG Intuitive Surgical Inc. | 2.33% | 2,644 | $1.4M | No change |
| TSM Taiwan Semiconductor-SP ADR | 2.24% | 6,104 | $1.4M | Add +3.6% |
| PINS Pinterest Inc. Class A | 2.09% | 35,924 | $1.3M | Add +12.9% |
| SBUX Starbucks Corp. | 2.02% | 13,573 | $1.2M | Add +15.1% |
| INTU Intuit Inc. | 1.99% | 1,559 | $1.2M | Reduce -12.9% |
| NKE Nike Inc. Class B | 1.85% | 16,091 | $1.1M | Add +8.9% |
| DDOG Datadog Inc. Class A | 1.84% | 8,442 | $1.1M | No change |
| AMAT Applied Materials Inc. | 1.75% | 5,902 | $1.1M | Reduce -6.7% |
| ADSK Autodesk Inc. | 1.71% | 3,412 | $1.1M | No change |
| UNH Unitedhealth Group Inc. | 1.50% | 2,960 | $923K | Add +8.9% |
| ADBE Adobe Inc. | 1.50% | 2,386 | $923K | Add +7.6% |
| ZTS Zoetis Inc. | 1.22% | 4,828 | $753K | Add +12.7% |
| SNAP Snap Inc. Class A | 0.88% | 62,511 | $543K | Reduce -4.1% |
| MCD McDonald's Corp. | 0.87% | 1,829 | $534K | Reduce -12.5% |
| LMT Lockheed Martin Corp. | 0.82% | 1,091 | $505K | No change |
| PEP Pepsico Inc. | 0.79% | 3,673 | $485K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ILMN Illumina Inc. | Sold out | 0.00% | −0.63 |
| COST Costco Wholesale Corp. | Reduce -6.7% | 2.36% | −0.37 |
| MCD McDonald's Corp. | Reduce -12.5% | 0.87% | −0.33 |
| SNAP Snap Inc. Class A | Reduce -4.1% | 0.88% | −0.16 |
| SCHW Schwab (charles) Corp. | Reduce -5.8% | 2.76% | −0.08 |
| INTU Intuit Inc. | Reduce -12.9% | 1.99% | −0.02 |
| DIS The Walt Disney Co. | Reduce -8.4% | 2.96% | +0.05 |
| AMAT Applied Materials Inc. | Reduce -6.7% | 1.75% | +0.07 |
| BKNG Booking Holdings Inc. | Reduce -6.8% | 2.84% | +0.10 |
| UBER Uber Technologies Inc. | Reduce -8.7% | 3.39% | +0.11 |
| SHOP Shopify Inc. Class A | Reduce -0.8% | 3.38% | +0.19 |
| NFLX Netflix Inc. | Reduce -8.8% | 4.08% | +0.56 |
| NVDA Nvidia Corp. | Reduce -13.7% | 7.17% | +0.73 |
| MSFT Microsoft Corp. | Reduce -3.9% | 7.02% | +0.79 |
Portfolio Buys Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | Add +3.6% | 2.24% | +0.45 |
| PINS Pinterest Inc. Class A | Add +12.9% | 2.09% | +0.28 |
| NKE Nike Inc. Class B | Add +8.9% | 1.85% | +0.13 |
| BX Blackstone Inc. | Add +4.9% | 2.39% | −0.02 |
| ADBE Adobe Inc. | Add +7.6% | 1.50% | −0.06 |
| MA Mastercard Inc. Class A | Add +7.4% | 2.61% | −0.07 |
| ZTS Zoetis Inc. | Add +12.7% | 1.22% | −0.07 |
| SBUX Starbucks Corp. | Add +15.1% | 2.02% | −0.10 |
| LLY Eli Lilly & Co. | Add +8.9% | 4.25% | −0.42 |
| AAPL Apple Inc. | Add +5.8% | 5.55% | −0.87 |
| UNH Unitedhealth Group Inc. | Add +8.9% | 1.50% | −1.11 |
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 |