MondegarAI
RiverPark Advisors, LLC

Q4 2024 · 13F-HR

RiverPark Advisors, LLCholdings as filed

Filed 2025-02-14 · accession 0001104659-25-013596

$125.1M
Reported value
128
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$8.2M6.57%32,789CommonSOLE
594918104MSFTMICROSOFT CORP$7.0M5.60%16,533CommonSOLE
30303M102METAMETA PLATFORMS INC$6.6M5.27%11,270CommonSOLE
02079K305GOOGLALPHABET INC$5.1M4.05%26,730CommonSOLE
023135106AMZNAMAZON.COM INC$4.6M3.69%21,044CommonSOLE
92826c839VISA INC$4.4M3.52%13,940CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.0M3.18%801CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$3.9M3.15%19,969CommonSOLE
91324p102UNITEDHEALTH GROUP INC$3.6M2.85%7,051CommonSOLE
67066G104NVDANVIDIA CORP$3.6M2.85%26,143CommonSOLE
82509L107SHOPSHOPIFY INC$3.1M2.47%24,773CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.9M2.33%48,353CommonSOLE
64110L106NFLXNETFLIX INC$2.8M2.28%4,867CommonSOLE
57636q104MASTERCARD INC$2.8M2.24%7,861CommonSOLE
532457108LLYELI LILLY & CO$2.6M2.09%3,391CommonSOLE
254687106DISWALT DISNEY CO/THE$2.4M1.95%21,939CommonSOLE
46120e602INTUITIVE SURGICAL INC$2.4M1.90%8,711CommonSOLE
70450y103PAYPAL HOLDINGS INC$2.3M1.88%27,502CommonNONE
09260D107BXBLACKSTONE INC$2.3M1.86%13,524CommonSOLE
02079K107GOOGALPHABET INC$2.2M1.73%11,393CommonSOLE
48251W104KKRKKR & CO INC$2.1M1.69%14,268CommonSOLE
22160k105COSTCO WHOLESALE CORP$2.0M1.63%2,230CommonSOLE
81762p102SERVICENOW INC$2.0M1.61%4,054CommonSOLE
461202103INTUINTUIT INC$1.7M1.34%2,663CommonSOLE
217204106CPRTCOPART INC$1.6M1.29%28,202CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.5M1.22%3,291CommonNONE
28176e108EDWARDS LIFESCIENCES CORP$1.5M1.18%19,989CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.5M1.16%27,330CommonNONE
052769106ADSKAUTODESK INC$1.4M1.15%4,849CommonSOLE
00724F101ADBEADOBE INC$1.4M1.12%3,157CommonSOLE
654106103NKENIKE INC$1.3M1.07%17,729CommonSOLE
23804L103DDOGDATADOG INC$1.3M1.06%9,275CommonSOLE
72352L106PINSPINTEREST INC$1.3M1.01%43,346CommonSOLE
808513105SCHWCHARLES SCHWAB CORP/THE$1.2M0.94%15,881CommonSOLE
855244109SBUXSTARBUCKS CORP$1.1M0.92%12,587CommonSOLE
98978V103ZTSZOETIS INC$1.0M0.83%6,381CommonSOLE
038222105AMATAPPLIED MATERIALS INC$991,7180.79%6,098CommonSOLE
580135101MCDMCDONALD'S CORP$965,0440.77%3,329CommonSOLE
12514G108CDWCDW CORP/DE$917,8870.73%5,274CommonNONE
452327109ILMNILLUMINA INC$867,1250.69%6,489CommonSOLE
713448108PEPPEPSICO INC$815,1940.65%5,361CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$769,2430.62%1,583CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$766,5730.61%6,499CommonNONE
83304A106SNAPSNAP INC$747,4810.60%69,404CommonSOLE
78409V104SPGIS&P GLOBAL INC$694,7520.56%1,395CommonNONE
67103H107ORLYO'REILLY AUTOMOTIVE INC$611,8730.49%516CommonNONE
73278L105POOLPOOL CORP$593,5770.47%1,741CommonNONE
78709Y105SAIASAIA INC$457,3850.37%1,529CommonNONE
M5216V106GLBEGLOBAL-E ONLINE LTD$455,5440.36%8,354CommonNONE
697435105PANWPALO ALTO NETWORKS INC$452,0220.36%13,836CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$431,4180.34%9,721CommonNONE
88160r101TESLA INC$426,0100.34%2,529CommonNONE
743315103PGRPROGRESSIVE CORP/THE$421,9950.34%5,807CommonNONE
632307104NTRANATERA INC$413,3530.33%3,767CommonNONE
000360206AAONAAON INC$410,1150.33%3,485CommonNONE
92538J106VERXVERTEX INC$409,3010.33%7,672CommonNONE
G3730V105FTAIFTAI AVIATION LTD$376,3770.30%2,613CommonNONE
19247G107COHRCOHERENT CORP$372,8570.30%3,936CommonNONE
92511U102VRRMVERRA MOBILITY CORP$344,0510.28%13,382CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$342,8010.27%737CommonNONE
26701L100BROSDUTCH BROS INC$325,1230.26%6,207CommonNONE
53947R105LOARLOAR HOLDINGS INC$322,2820.26%5,689CommonNONE
358039105FRPTFRESHPET INC$319,4730.26%2,157CommonNONE
00091G104ACVAACV AUCTIONS INC$312,9410.25%14,488CommonNONE
74874Q100QNSTQUINSTREET INC$311,4110.25%3,094CommonNONE
046433108ATROASTRONICS CORP$305,6820.24%19,153CommonNONE
92346J108VCELVERICEL CORP$298,9300.24%5,444CommonNONE
39813G109GDYNGRID DYNAMICS HLDGS INC$294,9020.24%13,260CommonNONE
98138H101WDAYWORKDAY INC$293,5270.23%7,998CommonNONE
946784105WAYWAYSTAR HOLDING CORP$292,2230.23%3,498CommonNONE
55087P104LYFTLYFT INC$285,0130.23%22,094CommonSOLE
74762e102QUANTA SERVICES INC$271,1110.22%3,367CommonNONE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$270,6030.22%642CommonNONE
74276L105PRCTPROCEPT BIOROBOTICS CORP$253,0380.20%2,715CommonNONE
698884103PARPAR TECHNOLOGY CORP$247,0740.20%13,305CommonNONE
M7S64H106MNDYMONDAY.COM LTD$246,9580.20%1,660CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$242,1760.19%1,427CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$232,9630.19%3,031CommonNONE
74736L109QTWOQ2 HOLDINGS INC$220,6580.18%1,929CommonNONE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC$216,4820.17%2,929CommonNONE
516544103LNTHLANTHEUS HOLDINGS INC$210,8340.17%3,975CommonNONE
92537N108VRTVERTIV HOLDINGS CO$198,0870.16%697CommonNONE
92337F107VCYTVERACYTE INC$188,3770.15%4,757CommonNONE
302492103FLYWFLYWIRE CORP$186,0750.15%9,024CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDING LTD$178,9130.14%2,662CommonNONE
00847J105AGYSAGILYSYS INC$175,3060.14%1,331CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$172,5720.14%518CommonNONE
78349D107RXSTRXSIGHT INC$171,4560.14%7,432CommonNONE
42226A107HQYHEALTHEQUITY INC$168,2000.13%1,753CommonNONE
40171v100GUIDEWIRE SOFTWARE INC$166,3880.13%987CommonNONE
26856L103ELFELF BEAUTY INC$159,5740.13%1,271CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$159,5290.13%6,443CommonNONE
185123106CWANCLEARWATER ANALYTICS HOLDINGS INC$158,5980.13%5,763CommonNONE
228903100AORTARTIVION INC$150,4690.12%5,263CommonNONE
G2717B108CUSHMAN WAKEFIELD PLC$149,8180.12%11,454CommonNONE
68278B107K4FONESTREAM INC$145,0150.12%727CommonNONE
681116109OLLIOLLIE'S BARGAIN OUTLET HOLDINGS INC$136,9530.11%4,802CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$118,3250.09%293CommonNONE
01625V104ALHCALIGNMENT HEALTHCARE INC$105,8740.08%9,411CommonNONE
913837100UNIVERSAL STAINLESS & ALLOY PRODUCTS INC$93,6520.07%2,600CommonNONE
097023105BABOEING CO/THE$87,9690.07%497CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$87,0690.07%2,041CommonNONE
825704109SIBNSI-BONE INC$86,9300.07%82CommonNONE
02081G201ATECALPHATEC HOLDINGS INC$86,3650.07%9,408CommonNONE
14843C105CSTLCASTLE BIOSCIENCES INC$84,4810.07%3,170CommonNONE
09352U108BLNDBLEND LABS INC$84,1030.07%19,977CommonNONE
38141g104GOLDMAN SACHS GROUP INC/THE$66,9970.05%117CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$64,3810.05%533CommonNONE
630402105NSSCNAPCO SECURITY TECHNOLOGIES INC$60,6100.05%68CommonNONE
75524B104RBCRBC BEARINGS INC$60,0500.05%190CommonNONE
49714P108KNSLKINSALE CAPITAL GROUP INC$56,1070.04%513CommonNONE
499049104KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC$55,8500.04%107CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$44,6490.04%393CommonNONE
03831W108APPAPPLOVIN CORP$43,0690.03%133CommonNONE
70439P108PAYPAYMENTUS HOLDINGS INC$40,9730.03%171CommonNONE
78463M107SPSCSPS COMMERCE INC$40,7240.03%383CommonNONE
042068205ARMARM HOLDINGS PLC$32,4440.03%263CommonNONE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$30,7940.02%90CommonNONE
H5919C104ONONON HOLDING AG$28,3860.02%156CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$28,3140.02%317CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$26,7730.02%444CommonNONE
127387108CDNSCADENCE DESIGN SYSTEMS INC$26,4400.02%88CommonNONE
913915104UTIUNIVERSAL TECHNICAL INSTITUTE INC$25,6610.02%704CommonNONE
875372203TNDMTANDEM DIABETES CARE INC$25,5040.02%217CommonNONE
05464C101AXONAXON ENTERPRISE INC$20,2070.02%34CommonNONE
83207R107SDHCSMITH DOUGLAS HOMES CORP$13,7940.01%538CommonNONE
22160N109CSGPCOSTAR GROUP INC$13,1010.01%183CommonNONE
87151X101SYMSYMBOTIC INC$12,8980.01%544CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.