RiverPark Advisors, LLC

CIK 1484256 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$199.8M
#6.471 dari 9.443 berdasarkan nilai 13F · top 68.5%
Posisi
141
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: -22.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
38,32%
Bobot 25 kepemilikan teratas
66,92%
Posisi di atas 1%
30
Jumlah posisi efektif
39,5

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 15,64% Perkiraan pembelian $35.815.407 · penjualan $54.012.679

Kepemilikan median: 3,0 kuartal Dilacak Q4 2024–Q2 2026 · 52,8% masih dipegang

Posisi baru
19
Meningkat
36
Menurun
63
Tertutup
26
Di halaman ini

Rincian sektor

N/A
33,9%
Technology
15,3%
Industrials
5,8%
Communication Services
5,7%
Health Care
3,4%
Financial Services
2,9%
Consumer Discretionary
2,2%
Retail
1,6%
Financials
1,2%
Communications
0,8%
Consumer Staples
0,5%
Consumer products
0,4%
Diversified Consumer Services
0,3%
Materials
0,1%
Lainnya/Tidak terpetakan
25,9%

Portofolio lengkap 141 posisi

Tipe Rentetan Tren 8 kuartal
Penerbit tidak dikenal (CUSIP: 48123VAE2) $16.653.716 8,33% 16.800.000 $1.153.716 Naik ×2
IPCX Inflection Point Acquisition Corp. III - Class A ordinary shares $9.916.942 4,96% 960.944 $105.704
SOUL Soulpower Acquisition Corporation Class A Ordinary Shares $7.722.549 3,86% 746.140 $74.614
SBXD SilverBox Corp IV Class A Ordinary Shares $7.335.807 3,67% 678.613 $74.648
SZZL Sizzle Acquisition Corp. II - Class A ordinary shares $7.160.142 3,58% 690.800 Naik ×1
FERA Fifth Era Acquisition Corp I - Class A Ordinary Shares $6.773.000 3,39% 650.000 Naik ×1
KCHV Kochav Defense Acquisition Corp. - Class A Ordinary Shares $5.444.302 2,72% 525.005 $-3.011.999 Turun ×1
CCIX Churchill Capital Corp IX - Ordinary Shares $5.367.975 2,69% 492.927 $-1.060.605 Turun ×1
CEPO Cantor Equity Partners I, Inc. - Class A Ordinary Shares $5.222.968 2,61% 487.991 $99.062
HVII Hennessy Capital Investment Corp. VII - Ordinary Shares $4.967.115 2,49% 475.322 $47.532
ANSC Agriculture & Natural Solutions Acquisition Corporation - Class A Ordinary Shares $4.954.843 2,48% 436.550 $30.559
Penerbit tidak dikenal (CUSIP: G63325123) $4.759.500 2,38% 475.000 Naik ×1
AMAT Applied Materials, Inc. - Common Stock $4.623.585 2,31% 6.395 $2.213.965 Turun ×2
AAPL Apple Inc. - Common Stock $4.586.935 2,30% 15.852 $-129.245 Turun ×1
LPAA Launch One Acquisition Corp. - Class A Ordinary Shares $4.436.516 2,22% 408.519 $59.235
NVDA NVIDIA Corporation - Common Stock $4.412.985 2,21% 22.055 $-337.850 Turun ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $4.096.595 2,05% 8.578 $1.197.660
LLY Eli Lilly and Company Common Stock $3.955.720 1,98% 3.298 $763.198 Turun ×1
MSFT Microsoft Corporation - Common Stock $3.933.869 1,97% 10.546 $-255.715 Turun ×1
MBAV M3-Brigade Acquisition V Corp. - Class A Ordinary shares $3.185.883 1,59% 294.172 $26.476
SDHI Siddhi Acquisition Corp - Class A Common stock $3.120.000 1,56% 300.000 Naik ×1
DRDB Roman DBDR Acquisition Corp. II - Ordinary shares $2.977.550 1,49% 282.500 $1.171.475 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $2.931.361 1,47% 5.204 $-74.610 Turun ×1
POLE Andretti Acquisition Corp. II - Class A Ordinary Shares $2.868.831 1,44% 266.868 $25.352
GOOGL Alphabet Inc. - Class A Common Stock $2.309.682 1,16% 6.463 $-20.992 Turun ×5
GOOG Alphabet Inc. - Class C Capital Stock $2.304.065 1,15% 6.521 $-19.538 Turun ×6
NFLX Netflix, Inc. - Common Stock $2.247.315 1,12% 31.475 $-298.231 Naik ×5
SHOP Shopify Inc. - Class A Subordinate Voting Shares $2.244.436 1,12% 19.657 $132.288 Naik ×2
UBER Uber Technologies, Inc. Common Stock $2.105.340 1,05% 29.176 $-100.681 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $2.071.651 1,04% 8.692 $1.029.893 Naik ×2
SCHW Charles Schwab Corporation (The) Common Stock $1.942.191 0,97% 21.049 $-10.431 Naik ×1
Penerbit tidak dikenal (CUSIP: 57636q104) $1.934.731 0,97% 3.767 $-17.675 Turun ×1
Penerbit tidak dikenal (CUSIP: 92826c839) $1.916.158 0,96% 5.585 $54.057 Turun ×1
Penerbit tidak dikenal (CUSIP: 91324p102) $1.903.170 0,95% 4.579 $441.984 Turun ×1
Penerbit tidak dikenal (CUSIP: 22160k105) $1.793.296 0,90% 1.917 $-210.525 Turun ×1
Penerbit tidak dikenal (CUSIP: G3645W123) $1.758.750 0,88% 175.000 Naik ×1
DIS Walt Disney Company (The) Common Stock $1.642.025 0,82% 17.060 $-107.079 Turun ×3
Penerbit tidak dikenal (CUSIP: 46120e602) $1.634.465 0,82% 4.110 $-100.701 Naik ×2
DDOG Datadog, Inc. - Class A Common Stock $1.582.989 0,79% 6.080 $316.903 Turun ×1
BKNG Booking Holdings Inc. - Common Stock $1.557.105 0,78% 8.736 $-84.920 Naik ×2
Penerbit tidak dikenal (CUSIP: G3710B103) $1.553.443 0,78% 156.282 Naik ×1
SBUX Starbucks Corporation - Common Stock $1.519.770 0,76% 14.872 $72.354 Turun ×2
BX Blackstone Inc. Common Stock $1.498.998 0,75% 12.739 $-77.170 Turun ×1
KKR KKR & Co. Inc. Common Stock $1.487.020 0,74% 16.202 $-146.438 Turun ×1
DAAQ Digital Asset Acquisition Corp. - Class A Ordinary shares $1.427.022 0,71% 137.478 $19.247
MSI Motorola Solutions, Inc. Common Stock $1.410.740 0,71% 3.397 $-63.456
Penerbit tidak dikenal (CUSIP: 81762p102) $1.297.292 0,65% 13.067 $103.968 Naik ×2
ODFL Old Dominion Freight Line, Inc. - Common Stock $1.241.768 0,62% 5.733 $121.540
PGR Progressive Corporation (The) Common Stock $1.218.077 0,61% 5.576 $393.597 Naik ×1
CB Chubb Limited Common Stock $1.202.131 0,60% 3.528 $328.965 Naik ×1
URI United Rentals, Inc. Common Stock $955.026 0,48% 843 $29.026 Turun ×4
CRWV CoreWeave, Inc. - Class A Common Stock $908.900 0,45% 9.131 $43.328 Turun ×2
ORLY O'Reilly Automotive, Inc. - Common Stock $816.378 0,41% 8.865 $-1.950
MCD McDonald's Corporation Common Stock $801.469 0,40% 2.965 $-120.172
Penerbit tidak dikenal (CUSIP: 28176e108) $790.349 0,40% 8.737 $90.690
LMT Lockheed Martin Corporation Common Stock $782.531 0,39% 1.536 $-145.812
TOL Toll Brothers, Inc. Common Stock $767.406 0,38% 4.658 $131.729
ADSK Autodesk, Inc. - Common Stock $749.100 0,37% 3.853 $-238.664 Turun ×1
PEP PepsiCo, Inc. - Common Stock $738.065 0,37% 5.451 $-108.421
SPGI S&P Global Inc. Common Stock $661.798 0,33% 1.625 $-29.380
CPRT Copart, Inc. - Common Stock $647.440 0,32% 22.967 $-115.064
XMTR Xometry, Inc. - Class A Common Stock $530.474 0,27% 5.496 $310.918 Naik ×1
INTU Intuit Inc. - Common Stock $522.261 0,26% 2.001 $-342.931
ATRO Astronics Corporation - Common Stock $433.441 0,22% 5.334 $66.626 Turun ×6
LGND Ligand Pharmaceuticals Incorporated - Common Stock $432.411 0,22% 1.368 $300.842 Naik ×1
SAIA Saia, Inc. - Common Stock $431.268 0,22% 1.024 $251.764 Naik ×2
ALHC Alignment Healthcare, Inc. - Common Stock $425.889 0,21% 17.887 $161.836 Naik ×1
RBC RBC Bearings Incorporated Common Stock $421.215 0,21% 654 $146.939 Naik ×2
GH Guardant Health, Inc. - Common Stock $413.183 0,21% 2.754 $371.432 Naik ×2
FTAI FTAI Aviation Ltd. - Common Stock $395.785 0,20% 1.463 $89.535 Naik ×1
KNX Knight-Swift Transportation Holdings Inc. $369.337 0,18% 4.743 $256.941 Naik ×1
LINC Lincoln Educational Services Corporation - Common Stock $365.518 0,18% 7.325 $159.962 Naik ×1
MIRM Mirum Pharmaceuticals, Inc. - common stock $335.406 0,17% 2.865 $149.353 Naik ×3
FPS Forgent Power Solutions, Inc. Class A Common Stock $328.792 0,16% 5.886 $219.498 Naik ×1
MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock $324.836 0,16% 854 $-41.802 Turun ×1
CRS Carpenter Technology Corporation Common Stock $307.803 0,15% 499 $28.745 Turun ×5
UCTT Ultra Clean Holdings, Inc. - Common Stock $301.150 0,15% 2.112 $154.592 Turun ×1
STRL Sterling Infrastructure, Inc. - Common Stock $291.258 0,15% 347 $-50.442 Turun ×4
BLLN BillionToOne, Inc. - Class A common stock $289.752 0,15% 2.415 $240.257 Naik ×2
AXGN Axogen, Inc. - Common Stock $287.117 0,14% 6.216 $98.442 Naik ×2
LSCC Lattice Semiconductor Corporation - Common Stock $276.399 0,14% 1.807 $-45.107 Turun ×2
GLBE Global-E Online Ltd. - ordinary shares $274.193 0,14% 7.895 $110.472 Naik ×3
UTI Universal Technical Institute Inc Common Stock $270.178 0,14% 6.317 $57.982 Naik ×1
FROG JFrog Ltd. - Ordinary shares $268.278 0,13% 2.952 $207.643 Naik ×1
AEHR Aehr Test Systems - Common Stock $252.638 0,13% 2.630 $80.327 Turun ×1
AGYS Agilysys, Inc. - Common Stock $243.903 0,12% 2.334 $174.186 Naik ×2
Penerbit tidak dikenal (CUSIP: 84615Q103) $240.571 0,12% 1.408 Naik ×1
LYFT Lyft, Inc. - Class A Common Stock $238.596 0,12% 16.331 $21.394
IPGP IPG Photonics Corporation - Common Stock $236.400 0,12% 2.015 Naik ×1
TSLA Tesla, Inc. - Common Stock $235.957 0,12% 561 Naik ×1
SITM SiTime Corporation - Common Stock $228.887 0,11% 307 $78.314 Turun ×1
MYRG MYR Group, Inc. - Common Stock $223.679 0,11% 447 $28.878 Turun ×5
BROS Dutch Bros Inc. Class A Common Stock $187.065 0,09% 2.605 $-29.658 Turun ×1
AVGO Broadcom Inc. - Common Stock $184.720 0,09% 489 $22.148 Turun ×1
AAON AAON, Inc. - Common Stock $178.619 0,09% 1.408 $66.824 Naik ×1
MAMA Mama's Creations, Inc. - Common Stock $174.555 0,09% 9.779 $63.509 Naik ×2
DOCN DigitalOcean Holdings, Inc. Common Stock $163.311 0,08% 1.040 Naik ×1
PKE Park Aerospace Corp. Common Stock $162.142 0,08% 4.249 Naik ×1
ALM Almonty Industries Inc. - Common Shares $159.986 0,08% 9.661 $18.430 Turun ×2
IRTC iRhythm Holdings, Inc. - Common Stock $158.798 0,08% 1.335 $18.708 Naik ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
NFLX $2.247.315 1,12% naik ×5
MIRM $335.406 0,17% naik ×3
GLBE $274.193 0,14% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
SZZL $7.160.142 690.800 3,58%
FERA $6.773.000 650.000 3,39%
Penerbit tidak dikenal (CUSIP: G63325123) $4.759.500 475.000 2,38%
SDHI $3.120.000 300.000 1,56%
Penerbit tidak dikenal (CUSIP: G3645W123) $1.758.750 175.000 0,88%
Penerbit tidak dikenal (CUSIP: G3710B103) $1.553.443 156.282 0,78%
Penerbit tidak dikenal (CUSIP: 84615Q103) $240.571 1.408 0,12%
IPGP $236.400 2.015 0,12%
TSLA $235.957 561 0,12%
DOCN $163.311 1.040 0,08%
PKE $162.142 4.249 0,08%
MXL $153.252 1.197 0,08%
Penerbit tidak dikenal (CUSIP: G2R11M108) $120.197 2.450 0,06%
VCEL $114.962 2.584 0,06%
BRZE $109.404 5.044 0,05%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
KCHV Dipangkas -300K -$3.0M
AMAT Dipangkas -655 +$2.2M
TSM Hanya pergerakan harga +0 +$1.2M
DRDB Beli lebih banyak +110K +$1.2M
Beli lebih banyak +1.6M +$1.2M
CCIX Dipangkas -109K -$1.1M
AMZN Beli lebih banyak +4K +$1.0M
LLY Dipangkas -173 +$763K
Dipangkas -821 +$442K
PGR Beli lebih banyak +1K +$394K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
LOKV 30 Juni 2026 1.044.004 $10.857.642 Tidak lagi dilacak
CAEP 30 Juni 2026 914.848 $9.432.083 Tidak lagi dilacak
FACT 30 Juni 2026 386.713 $4.062.420 0,5%
GTERA 30 Juni 2026 350.000 $3.587.500 0,8%
VACH 30 Juni 2026 248.597 $2.662.474 Tidak lagi dilacak
IBAC 31 Des. 2025 246.281 $2.610.579 3,6%
MACI 30 Juni 2026 225.333 $2.431.343 0,6%
JVSA 30 Sep. 2025 193.508 $2.109.237 Tidak lagi dilacak
PINS 31 Maret 2026 55.356 $1.433.167 27,4%
NKE 30 Juni 2026 21.775 $1.150.156 -1,1%
TSCO 30 Juni 2026 23.095 $1.046.204 10,4%
CDW 30 Juni 2026 7.302 $883.688 -1,0%
ZTS 30 Juni 2026 6.632 $783.969 5,4%
ADBE 30 Juni 2026 2.584 $628.119 33,6%
SIMA 30 Juni 2026 53.900 $578.347 1,0%
POOL 31 Des. 2025 1.716 $532.080 -15,8%
ILMN 30 Juni 2025 6.489 $514.837 121,0%
PANW 31 Maret 2025 13.836 $452.022 108,5%
NTRA 31 Maret 2025 3.767 $413.353 132,3%
FGMC 30 Juni 2026 34.654 $350.005 Tidak lagi dilacak
VRRM 31 Maret 2025 13.382 $344.051 -79,4%
FRPT 31 Maret 2025 2.157 $319.473 -10,0%
QNST 31 Maret 2025 3.094 $311.411 17,7%
WDAY 31 Maret 2025 7.998 $293.527 -15,4%
EXLS 30 Sep. 2025 6.427 $281.438 -15,0%
MPWR 31 Maret 2025 642 $270.603 125,8%
MNDY 31 Maret 2025 1.660 $246.958 -62,7%
AORT 30 Juni 2026 6.467 $236.822 27,9%
VCEL 30 Sep. 2025 5.393 $229.472 35,7%
HQY 30 Sep. 2025 2.176 $227.958 11,4%
PAR 30 Sep. 2025 3.184 $220.874 -51,2%
LNTH 31 Maret 2025 3.975 $210.834 2,9%
SNAP 30 Juni 2026 45.724 $210.330 17,9%
AAON 30 Juni 2025 2.539 $198.372 9,5%
VERX 30 Sep. 2025 5.562 $196.533 -45,4%
FLYW 31 Maret 2025 9.024 $186.075 99,7%
PEN 31 Maret 2026 586 $182.193 -0,5%
AGYS 31 Maret 2025 1.331 $175.306 58,6%
CYBR 30 Sep. 2025 420 $170.890 Tidak lagi dilacak
ATEC 30 Juni 2026 14.842 $161.481 11,1%
ELF 31 Maret 2025 1.271 $159.574 61,5%
PCTY 30 Sep. 2025 856 $155.099 -5,8%
WGS 31 Maret 2026 1.146 $149.049 26,1%
CDNA 30 Sep. 2025 7.624 $148.973 225,0%
OS 31 Maret 2025 727 $145.015 Tidak lagi dilacak
ELF 31 Des. 2025 955 $126.518 33,4%
CRDO 31 Maret 2026 872 $125.472 145,8%
TOL 31 Des. 2025 905 $125.017 7,6%
NTSK 31 Maret 2026 7.088 $124.324 69,7%
CELH 30 Juni 2026 3.432 $121.836 11,5%
CWAN 30 Sep. 2025 5.425 $118.970 Tidak lagi dilacak
TMDX 31 Maret 2025 293 $118.325 39,3%
HXL 30 Juni 2025 1.979 $108.370 70,7%
PNFP 30 Sep. 2025 942 $104.006 8,3%
PRCT 30 Sep. 2025 1.761 $101.434 -39,3%
ACVA 30 Sep. 2025 6.218 $100.856 -25,0%
SPRY 30 Sep. 2025 5.703 $99.517 -39,0%
INOD 30 Juni 2025 2.744 $98.510 24,4%
USAP 31 Maret 2025 2.600 $93.652 Tidak lagi dilacak
APLD 31 Maret 2026 3.793 $93.004 21,1%
CCB 31 Maret 2026 808 $92.589 -38,2%
SNOW 31 Maret 2026 416 $91.254 112,7%
PI 31 Des. 2025 499 $90.194 -8,7%
SIBN 31 Maret 2025 82 $86.930 40,1%
CSTL 31 Maret 2025 3.170 $84.481 66,3%
WAL 31 Des. 2025 961 $83.338 -4,3%
QTWO 31 Des. 2025 1.110 $80.353 -11,3%
AVAV 31 Maret 2026 327 $79.098 -9,2%
FIGR 31 Maret 2026 1.923 $78.535 11,5%
TTAN 31 Des. 2025 759 $76.530 -10,0%
KVYO 31 Des. 2025 2.474 $68.505 -44,2%
TMDX 30 Juni 2026 675 $67.102 41,1%
WAY 30 Juni 2026 2.713 $65.410 21,9%
AMD 31 Maret 2025 533 $64.381 353,6%
ADPT 31 Maret 2026 3.826 $62.134 86,4%
AVPT 31 Des. 2025 4.133 $62.036 -5,8%
MDB 31 Maret 2026 147 $61.694 73,8%
NSSC 31 Maret 2025 68 $60.610 64,6%
CWK 30 Juni 2025 5.502 $56.230 38,2%
GDYN 30 Sep. 2025 4.440 $51.282 3,2%
ADMA 30 Juni 2026 5.319 $47.924 18,5%
PHAT 31 Maret 2026 2.807 $46.568 -17,9%
RXST 30 Juni 2025 1.829 $46.182 -52,5%
ARM 30 Sep. 2025 282 $45.611 74,6%
VRTX 31 Maret 2025 393 $44.649 12,2%
KNX 31 Des. 2025 1.109 $43.817 31,6%
PEGA 30 Juni 2026 1.016 $43.241 12,1%
VCYT 30 Sep. 2025 1.555 $42.032 21,8%
WULF 31 Maret 2026 3.576 $41.088 9,4%
SPSC 31 Maret 2025 383 $40.724 -39,9%
KNSL 30 Juni 2026 119 $40.658 16,7%
PCOR 31 Maret 2026 548 $39.862 9,9%
LEU 31 Maret 2026 164 $39.813 1,9%
PRCH 31 Des. 2025 2.334 $39.165 86,4%
PLTR 30 Juni 2026 267 $39.057 49,7%
BA 31 Maret 2026 177 $38.430 10,2%
BLND 31 Des. 2025 10.274 $37.500 -50,6%
ORCL 31 Maret 2026 186 $36.253 -3,1%
TYL 30 Sep. 2025 61 $36.163 -33,3%
SPOT 31 Des. 2025 51 $35.598 -7,0%
PGY 31 Maret 2026 1.650 $34.485 72,9%
BETA 31 Maret 2026 1.194 $33.683 71,4%
TEAM 30 Sep. 2025 151 $30.667 10,0%
YSS 30 Juni 2026 1.345 $29.819 -61,4%
TOST 30 Sep. 2025 669 $29.630 -3,0%
CVNA 30 Juni 2026 92 $28.923 6,7%
ONON 31 Maret 2025 156 $28.386 -30,3%
WING 30 Juni 2026 182 $28.205 -30,9%
CRM 30 Sep. 2025 94 $25.633 -13,2%
TNDM 31 Maret 2025 217 $25.504 21,9%
CDNS 30 Juni 2025 92 $23.398 2,3%
MRVL 30 Juni 2025 369 $22.719 214,3%
PGR 31 Des. 2025 65 $16.052 -3,5%
BSX 31 Maret 2026 167 $15.923 -18,0%
SDHC 31 Maret 2025 538 $13.794 -32,8%
CMG 30 Juni 2025 269 $13.506 -38,9%
CSGP 31 Maret 2025 183 $13.101 -57,8%
SYM 31 Maret 2025 544 $12.898 104,6%
TTD 30 Juni 2025 179 $9.795 -81,3%