Riverpark Capital Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Riverpark Capital Management LLC reported 37 stock positions worth $55.4 million. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Microsoft (MSFT, 6.7%) and Apple (AAPL, 6.5%). Compared with Q2 2025, it opened 1 new position, added to 4 and reduced 31. The biggest buy was a new position in Coreweave Class A (CRWV) and the biggest sale Adobe (ADBE, shares −34%).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001614704
- Portfolio Value
- $55.4M (Q3 2025)
- SEC Filing
- 0001104659-25-111075 ↗ filed Nov 13, 2025
Holdings Value
Holdings 37 stocks · $55.4M
| NVDA Nvidia Corp. | 7.01% | 20,794 | $3.9M | Reduce -25.7% |
| MSFT Microsoft Corp. | 6.67% | 7,129 | $3.7M | Reduce -18.0% |
| AAPL Apple Inc. | 6.46% | 14,049 | $3.6M | Reduce -15.8% |
| AMZN Amazon.com Inc. | 5.53% | 13,934 | $3.1M | Reduce -14.2% |
| META Meta Platforms Inc. Class A | 5.22% | 3,934 | $2.9M | Reduce -15.3% |
| LLY Eli Lilly & Co. | 4.27% | 3,096 | $2.4M | Reduce -7.9% |
| NFLX Netflix Inc. | 3.65% | 1,684 | $2.0M | Reduce -10.2% |
| SHOP Shopify Inc. Class A | 3.47% | 12,941 | $1.9M | Reduce -28.3% |
| UBER Uber Technologies Inc. | 3.00% | 16,937 | $1.7M | Reduce -24.4% |
| GOOG Alphabet Inc. Class C | 2.92% | 6,631 | $1.6M | Reduce -21.7% |
| GOOGL Alphabet Inc. Class A | 2.92% | 6,640 | $1.6M | Reduce -22.5% |
| TSM Taiwan Semiconductor-SP ADR | 2.84% | 5,624 | $1.6M | Reduce -7.9% |
| SCHW Schwab (charles) Corp. | 2.74% | 15,865 | $1.5M | Reduce -15.1% |
| MA Mastercard Inc. Class A | 2.62% | 2,550 | $1.5M | Reduce -11.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.61% | 12,628 | $1.4M | Reduce -14.1% |
| BX Blackstone Inc. | 2.59% | 8,387 | $1.4M | Reduce -14.9% |
| KKR KKR & Co. Inc. | 2.56% | 10,915 | $1.4M | Reduce -11.1% |
| V Visa Inc. Class A | 2.52% | 4,088 | $1.4M | Reduce -3.1% |
| BKNG Booking Holdings Inc. | 2.41% | 247 | $1.3M | Reduce -18.2% |
| COST Costco Wholesale Corp. | 2.34% | 1,400 | $1.3M | Reduce -4.6% |
| ISRG Intuitive Surgical Inc. | 2.31% | 2,863 | $1.3M | Add +8.3% |
| NOW ServiceNow Inc. | 2.26% | 1,357 | $1.2M | Reduce -9.7% |
| SBUX Starbucks Corp. | 2.11% | 13,816 | $1.2M | Add +1.8% |
| PINS Pinterest Inc. Class A | 2.07% | 35,576 | $1.1M | Reduce -1.0% |
| AMAT Applied Materials Inc. | 1.90% | 5,149 | $1.1M | Reduce -12.8% |
| DDOG Datadog Inc. Class A | 1.82% | 7,084 | $1.0M | Reduce -16.1% |
| UNH Unitedhealth Group Inc. | 1.82% | 2,913 | $1.0M | Reduce -1.6% |
| INTU Intuit Inc. | 1.66% | 1,348 | $921K | Reduce -13.5% |
| NKE Nike Inc. Class B | 1.55% | 12,278 | $856K | Reduce -23.7% |
| ADSK Autodesk Inc. | 1.52% | 2,653 | $843K | Reduce -22.3% |
| ZTS Zoetis Inc. | 1.40% | 5,313 | $777K | Add +10.1% |
| ADBE Adobe Inc. | 1.01% | 1,585 | $559K | Reduce -33.6% |
| MCD McDonald's Corp. | 1.00% | 1,829 | $556K | No change |
| PEP Pepsico Inc. | 0.95% | 3,729 | $524K | Add +1.5% |
| CRWV Coreweave Inc. Class A | 0.86% | 3,465 | $474K | New |
| LMT Lockheed Martin Corp. | 0.85% | 938 | $468K | Reduce -14.0% |
| SNAP Snap Inc. Class A | 0.57% | 41,133 | $317K | Reduce -34.2% |
Portfolio Sells Q2 2025 → Q3 2025
| ADBE Adobe Inc. | Reduce -33.6% | 1.01% | −0.49 |
| NFLX Netflix Inc. | Reduce -10.2% | 3.65% | −0.43 |
| BKNG Booking Holdings Inc. | Reduce -18.2% | 2.41% | −0.43 |
| UBER Uber Technologies Inc. | Reduce -24.4% | 3.00% | −0.39 |
| DIS The Walt Disney Co. | Reduce -14.1% | 2.61% | −0.35 |
| META Meta Platforms Inc. Class A | Reduce -15.3% | 5.22% | −0.35 |
| MSFT Microsoft Corp. | Reduce -18.0% | 6.67% | −0.35 |
| INTU Intuit Inc. | Reduce -13.5% | 1.66% | −0.33 |
| SNAP Snap Inc. Class A | Reduce -34.2% | 0.57% | −0.31 |
| NKE Nike Inc. Class B | Reduce -23.7% | 1.55% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -14.2% | 5.53% | −0.25 |
| NOW ServiceNow Inc. | Reduce -9.7% | 2.26% | −0.25 |
| ADSK Autodesk Inc. | Reduce -22.3% | 1.52% | −0.19 |
| NVDA Nvidia Corp. | Reduce -25.7% | 7.01% | −0.16 |
| KKR KKR & Co. Inc. | Reduce -11.1% | 2.56% | −0.09 |
| SCHW Schwab (charles) Corp. | Reduce -15.1% | 2.74% | −0.03 |
| PINS Pinterest Inc. Class A | Reduce -1.0% | 2.07% | −0.02 |
| DDOG Datadog Inc. Class A | Reduce -16.1% | 1.82% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -4.6% | 2.34% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -11.0% | 2.62% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -7.9% | 4.27% | +0.01 |
| LMT Lockheed Martin Corp. | Reduce -14.0% | 0.85% | +0.03 |
| V Visa Inc. Class A | Reduce -3.1% | 2.52% | +0.09 |
| SHOP Shopify Inc. Class A | Reduce -28.3% | 3.47% | +0.09 |
| AMAT Applied Materials Inc. | Reduce -12.8% | 1.90% | +0.15 |
| BX Blackstone Inc. | Reduce -14.9% | 2.59% | +0.20 |
| UNH Unitedhealth Group Inc. | Reduce -1.6% | 1.82% | +0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -22.5% | 2.92% | +0.47 |
| GOOG Alphabet Inc. Class C | Reduce -21.7% | 2.92% | +0.48 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -7.9% | 2.84% | +0.59 |
| AAPL Apple Inc. | Reduce -15.8% | 6.46% | +0.91 |
Portfolio Buys Q2 2025 → Q3 2025
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 |