Investor
RiverPark Advisors, LLC
CIK 0001484256 · filed 2026-05-14 · SEC filing
13F book
$276.1M
Positions
150
22 new · 32 sold
Largest name
15.8%
Confluent Inc
Est. mark
−$8.9M
Price effect on 128 names still held. Flow −$62.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Confluent Inc | — | 43.7M | $43.6M | 15.8% | $436.8K | Added$27M |
| Ziff Davis, Inc. | ZD | 15.2M | $15.5M | 5.6% | $226.9K | Added$9.62M |
| Live Oak Acquisition Corp V | — | 1.04M | $10.9M | 3.9% | $79.3K | Added$2.69M |
| Inflection Pt Acquisition Co | — | 960.9K | $9.81M | 3.6% | $45.5K | Added$3.23M |
| Cantor Equity Partners Iii I | — | 914.8K | $9.43M | 3.4% | $97.9K | Added$357.9K |
| Jamf Hldg Corp | — | 8.81M | $8.83M | 3.2% | $37.7K | Added$6.26M |
| Kochav Defense Acqui Co | — | 825K | $8.46M | 3.1% | $90.8K | Held |
| Soulpower Acquisition Corp | — | 746.1K | $7.65M | 2.8% | $70.8K | Added$459.5K |
| Silverbox Corp Iv | — | 678.6K | $7.26M | 2.6% | $70.5K | Added$1.04M |
| Apple Inc. | AAPL | 26.7K | $6.77M | 2.5% | −$481.7K | Cut−$1.21M |
| Churchill Capital Corp Ix | — | 601.9K | $6.43M | 2.3% | $22.5K | Added$1.65M |
| Microsoft Corp | MSFT | 15.5K | $5.75M | 2.1% | −$1.76M | Cut−$1.89M |
| Cantor Equity Partners I, Inc. | CEPO | 488K | $5.12M | 1.9% | $38.9K | Added$54.5K |
| Taiwan Semiconductor Mfg Ltd | — | 15.1K | $5.09M | 1.8% | $512.7K | Cut−$344.3K |
| Nvidia Corp | NVDA | 29.1K | $5.08M | 1.8% | −$351.2K | Cut−$765.1K |
| Amazon Com Inc | AMZN | 24.2K | $5.04M | 1.8% | −$518.1K | Added−$276.1K |
| Meta Platforms, Inc. | META | 8.71K | $4.98M | 1.8% | −$766K | Cut−$1.11M |
| Agriculture & Nat Sol Acq Co | — | 436.6K | $4.92M | 1.8% | $39.8K | Added$885.8K |
| Hennessy Cap Invt Corp Vii | — | 475.3K | $4.92M | 1.8% | — | New |
| Alphabet Inc | — | 16.6K | $4.77M | 1.7% | −$421.8K | Cut−$794.6K |
| Launch One Acquisition Corp | — | 408.5K | $4.38M | 1.6% | $10.4K | Added$3.5M |
| Fact Ii Acquisition Corp | — | 386.7K | $4.06M | 1.5% | $29.2K | Added$482K |
| Globa Terra Acquisition Cor | — | 350K | $3.59M | 1.3% | $52.5K | Held |
| Eli Lilly & Co | LLY | 3.47K | $3.19M | 1.2% | −$531.8K | Added−$496.9K |
| M3brigade Acquisition V Corp | — | 294.2K | $3.16M | 1.1% | — | New |
| Visa Inc. | V | 10.3K | $3.11M | 1.1% | −$489.5K | Added−$427.9K |
| Andretti Acquisition Corp Ii | — | 266.9K | $2.84M | 1.0% | — | New |
| Booking Holdings Inc. | BKNG | 666 | $2.8M | 1.0% | −$762.6K | Cut−$907.2K |
| Voyager Acquisition Corp | — | 248.6K | $2.66M | 1.0% | $9.94K | Held |
| Netflix Inc | NFLX | 26.5K | $2.55M | 0.9% | $59.8K | Added$168.1K |
| Applied Matls Inc | — | 7.27K | $2.49M | 0.9% | $616.8K | Cut$540.3K |
| Melar Acquisition Corp. I | — | 225.3K | $2.43M | 0.9% | $29.8K | Added$448.5K |
| Alphabet Inc | — | 8.1K | $2.32M | 0.8% | −$217.9K | Cut−$419.6K |
| Uber Technologies, Inc | UBER | 30.7K | $2.21M | 0.8% | −$299.1K | Added−$292.8K |
| Shopify Inc. | SHOP | 18.2K | $2.16M | 0.8% | −$659.5K | Added−$348.8K |
| Costco Whsl Corp New | — | 2.05K | $2.04M | 0.7% | $274.6K | Cut$88.4K |
| Mastercard Inc | MA | 3.99K | $1.99M | 0.7% | −$277.1K | Added−$228.6K |
| Schwab Charles Corp | — | 20.8K | $1.95M | 0.7% | −$123.2K | Cut−$335.5K |
| Roman Dbdr Acquisition Corp | — | 172.5K | $1.81M | 0.7% | — | New |
| Disney Walt Co | — | 18.1K | $1.75M | 0.6% | −$315.6K | Cut−$455.4K |
| Intuitive Surgical Inc | ISRG | 3.76K | $1.74M | 0.6% | −$388.7K | Added−$354.1K |
| Kkr & Co Inc | — | 17.7K | $1.63M | 0.6% | −$550.8K | Added−$374K |
| Blackstone Inc. | BX | 13.7K | $1.58M | 0.6% | −$517.1K | Added−$459.6K |
| Motorola Solutions, Inc. | MSI | 3.4K | $1.47M | 0.5% | $172.1K | Cut$76.2K |
| Zoetis Inc. | ZTS | 12.4K | $1.47M | 0.5% | −$94.6K | Held |
| Unitedhealth Group Inc | UNH | 5.4K | $1.46M | 0.5% | −$299.7K | Added−$201.2K |
| Starbucks Corp | SBUX | 16.2K | $1.45M | 0.5% | $86.9K | Cut−$234.9K |
| Digital Asset Acquisition Co | — | 137.5K | $1.41M | 0.5% | — | New |
| Datadog, Inc. | DDOG | 10.7K | $1.27M | 0.5% | −$187.3K | Added−$153.4K |
| ServiceNow, Inc. | NOW | 11.4K | $1.19M | 0.4% | −$527.8K | Added−$468.5K |
| NIKE, Inc. | NKE | 21.8K | $1.15M | 0.4% | −$222.4K | Added−$150.7K |
| Old Dominion Freight Line In | — | 5.73K | $1.12M | 0.4% | $221.3K | Cut$142.9K |
| Tractor Supply Co | — | 23.1K | $1.05M | 0.4% | −$108.8K | Cut−$233.8K |
| Autodesk, Inc. | ADSK | 4.13K | $987.8K | 0.4% | −$233.6K | Held |
| Lockheed Martin Corp | LMT | 1.54K | $928.3K | 0.3% | $185.4K | Cut$63.5K |
| United Rentals, Inc. | URI | 1.27K | $926K | 0.3% | −$102.6K | Cut−$203.8K |
| Mcdonalds Corp | MCD | 2.96K | $921.6K | 0.3% | $15.4K | Held |
| CDW Corp | CDW | 7.3K | $883.7K | 0.3% | −$110.8K | Cut−$206.2K |
| Chubb Limited | — | 2.68K | $873.2K | 0.3% | $37K | Cut−$34.8K |
| CoreWeave, Inc. | CRWV | 11.2K | $865.6K | 0.3% | $65.5K | Cut$23.2K |
| Intuit Inc. | INTU | 2K | $865.2K | 0.3% | −$431.1K | Added−$376.2K |
| Pepsico Inc | PEP | 5.45K | $846.5K | 0.3% | $64.2K | Cut−$39.2K |
| Progressive Corp | — | 4.16K | $824.5K | 0.3% | — | New |
| Oreilly Automotive Inc | — | 8.87K | $818.3K | 0.3% | $9.75K | Cut−$95.1K |
| Copart Inc | CPRT | 23K | $762.5K | 0.3% | −$136.7K | Cut−$218.3K |
| Edwards Lifesciences Corp | EW | 8.74K | $699.7K | 0.3% | −$45.2K | Cut−$89.9K |
| S&P Global Inc. | SPGI | 1.63K | $691.2K | 0.3% | −$158K | Cut−$218.1K |
| Toll Brothers, Inc. | TOL | 4.66K | $635.7K | 0.2% | — | New |
| Adobe Inc. | ADBE | 2.58K | $628.1K | 0.2% | −$276.3K | Held |
| Sim Acquisition Corp. I | — | 53.9K | $578.3K | 0.2% | — | New |
| Astronics Corp | — | 5.5K | $366.8K | 0.1% | $68.7K | Cut−$38.6K |
| Macom Tech Solutions Hldgs I | — | 1.65K | $366.6K | 0.1% | $78.2K | Added$103K |
| Fg Merger Ii Corp | — | 34.7K | $350K | 0.1% | $2.08K | Held |
| Sterling Infrastructure, Inc. | STRL | 839 | $341.7K | 0.1% | $84.8K | Cut$32.7K |
| Coherent Corp. | COHR | 1.43K | $340.9K | 0.1% | $65.4K | Added$115.7K |
| Lattice Semiconductor Corp | LSCC | 3.47K | $321.5K | 0.1% | $66.5K | Cut$41.1K |
| Ftai Aviation Ltd | — | 1.25K | $306.3K | 0.1% | $60.2K | Cut$21.8K |
| Carpenter Technology Corp | CRS | 708 | $279.1K | 0.1% | $56.2K | Cut$53.3K |
| Rbc Bearings Inc | RBC | 505 | $274.3K | 0.1% | $42.6K | Added$72.5K |
| Alignment Healthcare, Inc. | ALHC | 15K | $264.1K | 0.1% | −$31.9K | Cut−$35.8K |
| Artivion, Inc. | AORT | 6.47K | $236.8K | 0.1% | −$58.1K | Cut−$62K |
| Xometry, Inc. | XMTR | 5.38K | $219.6K | 0.1% | −$100.2K | Cut−$104.3K |
| Lyft, Inc. | LYFT | 16.3K | $217.2K | 0.1% | −$99.1K | Held |
| Dutch Bros Inc. | BROS | 4.28K | $216.7K | 0.1% | −$41.7K | Added−$24.9K |
| Universal Technical Inst Inc | — | 5.88K | $212.2K | 0.1% | $58.6K | Cut$8.96K |
| Snap Inc | SNAP | 45.7K | $210.3K | 0.1% | −$158.7K | Cut−$161.1K |
| Lincoln Edl Svcs Corp | — | 5.05K | $205.6K | 0.1% | — | New |
| Myr Group Inc Del | MYRG | 690 | $194.8K | 0.1% | $44K | Cut$41.9K |
| Axogen, Inc. | AXGN | 5.7K | $188.7K | 0.1% | $2.21K | Added$7.97K |
| Mirum Pharmaceuticals, Inc. | MIRM | 2.01K | $186.1K | 0.1% | $23.2K | Added$49.2K |
| Saia Inc | SAIA | 511 | $179.5K | 0.1% | $9.33K | Added$56.4K |
| Paymentus Holdings, Inc. | PAY | 7.02K | $178.2K | 0.1% | −$43.4K | Cut−$46.3K |
| Aehr Test Sys | — | 4.65K | $172.3K | 0.1% | $57.4K | Added$103.7K |
| Karman Hldgs Inc | — | 2.12K | $169.9K | 0.1% | $14.6K | Cut−$37.9K |
| Global-E Online Ltd. | GLBE | 5.31K | $163.7K | 0.1% | −$28.5K | Added$31.2K |
| Broadcom Inc. | AVGO | 525 | $162.6K | 0.1% | −$18.9K | Added−$17.4K |
| Alphatec Hldgs Inc | — | 14.8K | $161.5K | 0.1% | −$150.8K | Cut−$154.9K |
| Ollies Bargain Outlet Hldgs | — | 1.65K | $151.4K | 0.1% | −$18.3K | Added$37.1K |
| Sitime Corp | SITM | 436 | $150.6K | 0.1% | −$2.33K | Added$45.7K |
| Ultra Clean Hldgs Inc | — | 2.36K | $146.6K | 0.1% | — | New |
| Almonty Inds Inc | — | 9.78K | $141.6K | 0.1% | $55.4K | Cut$54.3K |
| Irhythm Technologies Inc | IRTC | 1.19K | $140.1K | 0.1% | −$70.5K | Cut−$73.4K |
| Modine Mfg Co | — | 625 | $135.4K | 0.0% | — | New |
| Ligand Pharmaceuticals Inc | — | 659 | $131.6K | 0.0% | — | New |
| Vertiv Holdings Co | VRT | 494 | $123.8K | 0.0% | $43.3K | Added$44.6K |
| Celsius Hldgs Inc | — | 3.43K | $121.8K | 0.0% | −$31.1K | Added−$17.2K |
| Knight-Swift Transn Hldgs In | — | 1.95K | $112.4K | 0.0% | — | New |
| Aaon, Inc. | AAON | 1.35K | $111.8K | 0.0% | $8.78K | Cut−$18.4K |
| Mamas Creations Inc | — | 7.24K | $111K | 0.0% | $11.6K | Added$26.7K |
| Forgent Power Solutions, Inc. | FPS | 3.73K | $109.3K | 0.0% | — | New |
| Goldman Sachs Group Inc | — | 128 | $108.3K | 0.0% | −$4.19K | Added−$3.35K |
| Heartflow, Inc. | HTFL | 4.2K | $102.3K | 0.0% | — | New |
| Howmet Aerospace Inc. | HWM | 441 | $101.6K | 0.0% | $11.2K | Cut−$6K |
| Applied Optoelectronics, Inc. | AAOI | 1.17K | $99.1K | 0.0% | — | New |
| Cava Group, Inc. | CAVA | 1.14K | $92.1K | 0.0% | — | New |
| Loar Holdings Inc. | LOAR | 1.56K | $89.3K | 0.0% | −$6.04K | Added$50.9K |
| StandardAero, Inc. | SARO | 3.26K | $84.1K | 0.0% | −$9.28K | Cut−$10.5K |
| GE Vernova Inc. | GEV | 96 | $83.8K | 0.0% | $21.1K | Cut$15.8K |
| Caterpillar Inc | CAT | 117 | $82.9K | 0.0% | $11.1K | Added$35.9K |
| Terex Corp New | — | 1.35K | $79.8K | 0.0% | — | New |
| Mp Materials Corp | — | 1.59K | $76.7K | 0.0% | −$3.59K | Cut−$4.6K |
| Ge Aerospace | — | 266 | $75.5K | 0.0% | −$6.45K | Cut−$12.6K |
| Bloom Energy Corp | BE | 554 | $75.1K | 0.0% | $26.9K | Cut$26.3K |
| Insmed Inc | INSM | 439 | $71.8K | 0.0% | −$3.49K | Added$14K |
| Agilysys Inc | AGYS | 980 | $69.7K | 0.0% | −$19.2K | Added$21.9K |
| TransMedics Group, Inc. | TMDX | 675 | $67.1K | 0.0% | −$15K | Cut−$16.1K |
| Innodata Inc | INOD | 1.73K | $66.9K | 0.0% | −$21.4K | Cut−$22.5K |
| Tesla, Inc. | TSLA | 177 | $65.8K | 0.0% | −$13.7K | Added−$12.9K |
| Waystar Hldg Corp | — | 2.71K | $65.4K | 0.0% | −$23.4K | Cut−$29.7K |
| Axon Enterprise, Inc. | AXON | 154 | $65.4K | 0.0% | −$15K | Added$5.77K |
| Jfrog Ltd | FROG | 1.29K | $60.6K | 0.0% | −$20.1K | Cut−$137.7K |
| EquipmentShare.com Inc | EQPT | 2.9K | $59.2K | 0.0% | — | New |
| Crowdstrike Hldgs Inc | — | 147 | $57.4K | 0.0% | −$4.94K | Added$27.9K |
| Planet Labs Pbc | PL | 1.97K | $55K | 0.0% | $16.2K | Cut−$45.6K |
| BillionToOne, Inc. | BLLN | 627 | $49.5K | 0.0% | −$1.34K | Added$11.6K |
| Adma Biologics, Inc. | ADMA | 5.32K | $47.9K | 0.0% | −$49.1K | Cut−$74.3K |
| Quanta Svcs Inc | — | 81 | $44.5K | 0.0% | $10.2K | Added$10.7K |
| Advanced Micro Devices Inc | AMD | 215 | $43.7K | 0.0% | −$2.31K | Held |
| Pegasystems Inc | PEGA | 1.02K | $43.2K | 0.0% | −$17.4K | Cut−$42.2K |
| Robinhood Mkts Inc | — | 607 | $42.1K | 0.0% | −$26.3K | Added−$25.9K |
| Guardant Health, Inc. | GH | 452 | $41.8K | 0.0% | −$2.95K | Added$10.9K |
| Kinsale Cap Group Inc | — | 119 | $40.7K | 0.0% | −$5.89K | Cut−$44.6K |
| Palantir Technologies Inc. | PLTR | 267 | $39.1K | 0.0% | — | New |
| Kestra Med Technologies Ltd | — | 1.74K | $34.7K | 0.0% | −$11.5K | Cut−$12.1K |
| Applovin Corp | APP | 82 | $32.6K | 0.0% | −$22.6K | Cut−$57.7K |
| Roku, Inc | ROKU | 340 | $32.2K | 0.0% | −$4.68K | Added−$4.39K |
| Seagate Technology Hldngs Pl | — | 79 | $30.9K | 0.0% | — | New |
| York Space Systems Inc. | YSS | 1.34K | $29.8K | 0.0% | — | New |
| Carvana Co. | CVNA | 92 | $28.9K | 0.0% | −$9.9K | Held |
| Wingstop Inc. | WING | 182 | $28.2K | 0.0% | −$15.2K | Cut−$49.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.