RiverPark Advisors
NEW YORK, NYfiles as RiverPark Advisors, LLC
$202m in 139 US stocks at the end of 30 June 2026. The top 10 are 34.5% of the money. It changed about 22.4% of the portfolio this quarter.
Value
$202m
Stocks
139
Top 10 share
34.5%
Turnover
22.4%
What changed this quarter
New
Bought for the first time this quarter.
- Sizzle Acquisition Corp. IISZZL3.5% of the fund
- Fifth Era Acquisition Corp IFERA3.3% of the fund
- Alpex AcquisitionALPXU2.4% of the fund
- Siddhi Acquisition Corp (Cayman Islands)SDHI1.5% of the fund
- Fortunex AcquisitionFXACU0.9% of the fund
- GalaxyEdge AcquisitionGLED0.8% of the fund
- Space Exploration TechnologiesSPCX0.1% of the fund
- IPG PhotonicsIPGP0.1% of the fund
- DigitalOcean HoldingsDOCN<0.1% of the fund
- Park AerospacePKE<0.1% of the fund
- MaxlinearMXL<0.1% of the fund
- DPC HoldingsDPC<0.1% of the fund
- VericelVCEL<0.1% of the fund
- BrazeBRZE<0.1% of the fund
- GlaukosGKOS<0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- Arista NetworksANET<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
Added
Bought more of a stock they already held.
- Amazon.comAMZN3.0% of the fund+7%
- Meta PlatformsMETA2.6% of the fund+6%
- Roman DBDR Acquisition Corp. IIDRDB1.5% of the fund+64%
- ShopifySHOP1.1% of the fund+11%
- NetflixNFLX1.1% of the fund+19%
- Intuitive SurgicalISRG0.8% of the fund+9%
- ServiceNowNOW0.6% of the fund+14%
- ProgressivePGR0.6% of the fund+34%
- ChubbCB0.6% of the fund+32%
- XometryXMTR0.3% of the fund+2%
- AstronicsATRO0.3% of the fund+17%
- Ligand PharmaceuticalsLGND0.2% of the fund+108%
- SaiaSAIA0.2% of the fund+100%
- Alignment HealthcareALHC0.2% of the fund+19%
- RBC BearingsRBC0.2% of the fund+30%
- Guardant HealthGH0.2% of the fund+509%
- FTAI AviationFTAI0.2% of the fund+17%
- Knight-Swift Transportation HoldingsKNX0.2% of the fund+143%
- Lincoln Educational ServicesLINC0.2% of the fund+45%
- Mirum PharmaceuticalsMIRM0.2% of the fund+42%
- Forgent Power SolutionsFPS0.2% of the fund+58%
- BillionToOneBLLN0.1% of the fund+285%
- AxogenAXGN0.1% of the fund+9%
- Global-E OnlineGLBE0.1% of the fund+49%
- TeslaTSLA0.1% of the fund+268%
Cut
Sold some of their stake.
- AppleAAPL3.4% of the fund-12%
- Taiwan Semiconductor ManufacturingTSM3.3% of the fund-7%
- Kochav Defense AcquisitionKCHV2.7% of the fund-36%
- Churchill Capital Corp IX2.7% of the fund-18%
- AlphabetGOOGL2.5% of the fund-15%
- NvidiaNVDA2.4% of the fund-18%
- Applied MaterialsAMAT2.4% of the fund-10%
- Eli LillyLLY2.0% of the fund-5%
- VisaV1.6% of the fund-7%
- Booking HoldingsBKNG1.4% of the fund-6%
- AlphabetGOOG1.1% of the fund-19%
- Uber TechnologiesUBER1.0% of the fund-5%
- MastercardMA1.0% of the fund-4%
- UnitedHealth GroupUNH0.9% of the fund-15%
- Costco WholesaleCOST0.9% of the fund-5%
- Walt DisneyDIS0.8% of the fund-6%
- DatadogDDOG0.8% of the fund-43%
- StarbucksSBUX0.8% of the fund-8%
- BlackstoneBX0.7% of the fund-7%
- KKRKKR0.7% of the fund-8%
- United RentalsURI0.5% of the fund-34%
- CoreWeaveCRWV0.4% of the fund-18%
- AutodeskADSK0.4% of the fund-7%
- MACOM Technology Solutions HoldingsMTSI0.2% of the fund-48%
- Carpenter TechnologyCRS0.2% of the fund-30%
Sold out
Sold their entire stake.
- TeamsharesTMS-100%
- Cantor Equity Partners III ICAEP-100%
- FACT II AcquisitionFACT-100%
- Globa Terra AcquisitionGTERA-100%
- Voyager Acquisition-100%
- Melar Acquisition Corp. I/CaymanMACI-100%
- ZoetisZTS-100%
- NikeNKE-100%
- Tractor SupplyTSCO-100%
- CDWCDW-100%
- AdobeADBE-100%
- SIM Acquisition Corp. ISIMA-100%
- FG Merger II-100%
- ArtivionAORT-100%
- SnapSNAP-100%
- Alphatec HoldingsATEC-100%
- Celsius HoldingsCELH-100%
- TransMedics GroupTMDX-100%
- Waystar HoldingWAY-100%
- Adma BiologicsADMA-100%
- PegasystemsPEGA-100%
- Kinsale Capital GroupKNSL-100%
- Palantir TechnologiesPLTR-100%
- York Space SystemsYSS-100%
- CarvanaCVNA-100%
Holdings
- Inflection PT Acquisition
- Share
- 4.9%
- Value
- $10m
- Shares
- 960,944
Held
- Soulpower AcquisitionSOUL
- Share
- 3.8%
- Value
- $8m
- Shares
- 746,140
Held
- SilverBox Corp IVSBXD
- Share
- 3.6%
- Value
- $7m
- Shares
- 678,613
Held
- Sizzle Acquisition Corp. IISZZL
- Share
- 3.5%
- Value
- $7m
- Shares
- 690,800
New
- Fifth Era Acquisition Corp IFERA
- Share
- 3.3%
- Value
- $7m
- Shares
- 650,000
New
- Kochav Defense AcquisitionKCHV
- Share
- 2.7%
- Value
- $5m
- Shares
- 525,005
-36%
- Churchill Capital Corp IX
- Share
- 2.7%
- Value
- $5m
- Shares
- 492,927
-18%
- Cantor Equity Partners ICEPO
- Share
- 2.6%
- Value
- $5m
- Shares
- 487,991
Held
- Hennessy Capital Investment Corp. VIIHVII
- Share
- 2.5%
- Value
- $5m
- Shares
- 475,322
Held
- Agriculture & NAT SOL ACQ
- Share
- 2.5%
- Value
- $5m
- Shares
- 436,550
Held
- Alpex AcquisitionALPXU
- Share
- 2.4%
- Value
- $5m
- Shares
- 475,000
New
- Launch One AcquisitionLPAA
- Share
- 2.2%
- Value
- $4m
- Shares
- 408,519
Held
- Velos Acquisition IVLOS
- Share
- 1.6%
- Value
- $3m
- Shares
- 294,172
Held
- Siddhi Acquisition Corp (Cayman Islands)SDHI
- Share
- 1.5%
- Value
- $3m
- Shares
- 300,000
New
- Roman DBDR Acquisition Corp. IIDRDB
- Share
- 1.5%
- Value
- $3m
- Shares
- 282,500
+64%
- Andretti Acquisition Corp. IIPOLE
- Share
- 1.4%
- Value
- $3m
- Shares
- 266,868
Held
- Fortunex AcquisitionFXACU
- Share
- 0.9%
- Value
- $2m
- Shares
- 175,000
New
- GalaxyEdge AcquisitionGLED
- Share
- 0.8%
- Value
- $2m
- Shares
- 156,282
New
- Space Exploration TechnologiesSPCX
- Share
- 0.1%
- Value
- $240,571
- Shares
- 1,408
New
- Almonty IndustriesALM
- Share
- <0.1%
- Value
- $159,986
- Shares
- 9,661
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Inflection PT Acquisition | 4.9% | $10m | 960,944 | Held |
| Soulpower AcquisitionSOUL | 3.8% | $8m | 746,140 | Held |
| SilverBox Corp IVSBXD | 3.6% | $7m | 678,613 | Held |
| Sizzle Acquisition Corp. IISZZL | 3.5% | $7m | 690,800 | New |
| AppleAAPL | 3.4% | $7m | 23,471 | -12% |
| Fifth Era Acquisition Corp IFERA | 3.3% | $7m | 650,000 | New |
| Taiwan Semiconductor ManufacturingTSM | 3.3% | $7m | 13,955 | -7% |
| Amazon.comAMZN | 3.0% | $6m | 25,815 | +7% |
| MicrosoftMSFT | 2.9% | $6m | 15,481 | Held |
| Kochav Defense AcquisitionKCHV | 2.7% | $5m | 525,005 | -36% |
| Churchill Capital Corp IX | 2.7% | $5m | 492,927 | -18% |
| Cantor Equity Partners ICEPO | 2.6% | $5m | 487,991 | Held |
| Meta PlatformsMETA | 2.6% | $5m | 9,265 | +6% |
| AlphabetGOOGL | 2.5% | $5m | 14,011 | -15% |
| Hennessy Capital Investment Corp. VIIHVII | 2.5% | $5m | 475,322 | Held |
| Agriculture & NAT SOL ACQ | 2.5% | $5m | 436,550 | Held |
| NvidiaNVDA | 2.4% | $5m | 23,919 | -18% |
| Alpex AcquisitionALPXU | 2.4% | $5m | 475,000 | New |
| Applied MaterialsAMAT | 2.4% | $5m | 6,574 | -10% |
| Launch One AcquisitionLPAA | 2.2% | $4m | 408,519 | Held |
| Eli LillyLLY | 2.0% | $4m | 3,298 | -5% |
| VisaV | 1.6% | $3m | 9,593 | -7% |
| Velos Acquisition IVLOS | 1.6% | $3m | 294,172 | Held |
| Siddhi Acquisition Corp (Cayman Islands)SDHI | 1.5% | $3m | 300,000 | New |
| Roman DBDR Acquisition Corp. IIDRDB | 1.5% | $3m | 282,500 | +64% |
| Andretti Acquisition Corp. IIPOLE | 1.4% | $3m | 266,868 | Held |
| Booking HoldingsBKNG | 1.4% | $3m | 15,636 | -6% |
| ShopifySHOP | 1.1% | $2m | 20,306 | +11% |
| AlphabetGOOG | 1.1% | $2m | 6,521 | -19% |
| NetflixNFLX | 1.1% | $2m | 31,475 | +19% |
| Uber TechnologiesUBER | 1.0% | $2m | 29,176 | -5% |
| MastercardMA | 1.0% | $2m | 3,850 | -4% |
| Charles SchwabSCHW | 1.0% | $2m | 21,049 | Held |
| UnitedHealth GroupUNH | 0.9% | $2m | 4,579 | -15% |
| Costco WholesaleCOST | 0.9% | $2m | 1,953 | -5% |
| Fortunex AcquisitionFXACU | 0.9% | $2m | 175,000 | New |
| Walt DisneyDIS | 0.8% | $2m | 17,060 | -6% |
| Intuitive SurgicalISRG | 0.8% | $2m | 4,110 | +9% |
| DatadogDDOG | 0.8% | $2m | 6,080 | -43% |
| GalaxyEdge AcquisitionGLED | 0.8% | $2m | 156,282 | New |
| StarbucksSBUX | 0.8% | $2m | 14,872 | -8% |
| BlackstoneBX | 0.7% | $1m | 12,739 | -7% |
| KKRKKR | 0.7% | $1m | 16,202 | -8% |
| Digital Asset AcquisitionDAAQ | 0.7% | $1m | 137,478 | Held |
| Motorola SolutionsMSI | 0.7% | $1m | 3,397 | Held |
| ServiceNowNOW | 0.6% | $1m | 13,067 | +14% |
| Old Dominion Freight LineODFL | 0.6% | $1m | 5,733 | Held |
| ProgressivePGR | 0.6% | $1m | 5,576 | +34% |
| ChubbCB | 0.6% | $1m | 3,528 | +32% |
| United RentalsURI | 0.5% | $955,026 | 843 | -34% |
| CoreWeaveCRWV | 0.4% | $908,900 | 9,131 | -18% |
| O'Reilly AutomotiveORLY | 0.4% | $816,378 | 8,865 | Held |
| McDonald'sMCD | 0.4% | $801,469 | 2,965 | Held |
| Edwards LifesciencesEW | 0.4% | $790,349 | 8,737 | Held |
| Lockheed MartinLMT | 0.4% | $782,531 | 1,536 | Held |
| Toll BrothersTOL | 0.4% | $767,406 | 4,658 | Held |
| AutodeskADSK | 0.4% | $749,100 | 3,853 | -7% |
| PepsiCoPEP | 0.4% | $738,065 | 5,451 | Held |
| S&P GlobalSPGI | 0.3% | $661,798 | 1,625 | Held |
| CopartCPRT | 0.3% | $647,440 | 22,967 | Held |
| XometryXMTR | 0.3% | $530,474 | 5,496 | +2% |
| IntuitINTU | 0.3% | $522,261 | 2,001 | Held |
| AstronicsATRO | 0.3% | $516,995 | 6,433 | +17% |
| Ligand PharmaceuticalsLGND | 0.2% | $432,411 | 1,368 | +108% |
| SaiaSAIA | 0.2% | $431,268 | 1,024 | +100% |
| Alignment HealthcareALHC | 0.2% | $425,889 | 17,887 | +19% |
| RBC BearingsRBC | 0.2% | $421,215 | 654 | +30% |
| Guardant HealthGH | 0.2% | $413,183 | 2,754 | +509% |
| FTAI AviationFTAI | 0.2% | $395,785 | 1,463 | +17% |
| Knight-Swift Transportation HoldingsKNX | 0.2% | $369,337 | 4,743 | +143% |
| Lincoln Educational ServicesLINC | 0.2% | $365,518 | 7,325 | +45% |
| Mirum PharmaceuticalsMIRM | 0.2% | $335,406 | 2,865 | +42% |
| Forgent Power SolutionsFPS | 0.2% | $328,792 | 5,886 | +58% |
| MACOM Technology Solutions HoldingsMTSI | 0.2% | $324,836 | 854 | -48% |
| Carpenter TechnologyCRS | 0.2% | $307,803 | 499 | -30% |
| Ultra Clean HoldingsUCTT | 0.1% | $301,150 | 2,112 | -10% |
| Sterling InfrastructureSTRL | 0.1% | $291,258 | 347 | -59% |
| BillionToOneBLLN | 0.1% | $289,752 | 2,415 | +285% |
| AxogenAXGN | 0.1% | $287,117 | 6,216 | +9% |
| Lattice SemiconductorLSCC | 0.1% | $276,399 | 1,807 | -48% |
| Global-E OnlineGLBE | 0.1% | $274,193 | 7,895 | +49% |
| TeslaTSLA | 0.1% | $273,811 | 651 | +268% |
| Universal Technical InstituteUTI | 0.1% | $270,178 | 6,317 | +7% |
| JFrogFROG | 0.1% | $268,278 | 2,952 | +128% |
| Aehr Test SystemsAEHR | 0.1% | $252,638 | 2,630 | -43% |
| AgilysysAGYS | 0.1% | $243,903 | 2,334 | +138% |
| Space Exploration TechnologiesSPCX | 0.1% | $240,571 | 1,408 | New |
| LyftLYFT | 0.1% | $238,596 | 16,331 | Held |
| IPG PhotonicsIPGP | 0.1% | $236,400 | 2,015 | New |
| SitimeSITM | 0.1% | $228,887 | 307 | -30% |
| MYR GroupMYRG | 0.1% | $223,679 | 447 | -35% |
| Dutch BrosBROS | <0.1% | $187,065 | 2,605 | -39% |
| BroadcomAVGO | <0.1% | $184,720 | 489 | -7% |
| AaonAAON | <0.1% | $178,619 | 1,408 | +4% |
| Mama's CreationsMAMA | <0.1% | $174,555 | 9,779 | +35% |
| DigitalOcean HoldingsDOCN | <0.1% | $163,311 | 1,040 | New |
| Park AerospacePKE | <0.1% | $162,142 | 4,249 | New |
| Almonty IndustriesALM | <0.1% | $159,986 | 9,661 | Held |
| iRhythm HoldingsIRTC | <0.1% | $158,798 | 1,335 | +12% |
| InnodataINOD | <0.1% | $154,334 | 2,042 | +18% |
Showing the largest 100 of 139.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 59.5% since 30 June 2025.
Where the money is
Financial services36.2%
Technology21.2%
Media & telecom8.2%
Retail & consumer7.0%
Health care5.3%
Industrials4.9%
Utilities2.5%
Everyday goods1.4%
Materials0.2%
Other13.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.