RiverPark Advisors, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| FUBOTV INC | 0 | 0 | 0 | 0 | 20,133,162 | +20,133,162 |
| BENTLEY SYS INC | 0 | 0 | 0 | 0 | 17,467,188 | +17,467,188 |
| DROPBOX INC | 0 | 0 | 0 | 0 | 16,881,000 | +16,881,000 |
| CONFLUENT INC | 0 | 0 | 0 | 0 | 16,673,135 | +16,673,135 |
| VAIL RESORTS INC | 0 | 0 | 0 | 0 | 14,933,463 | +14,933,463 |
| CANTOR EQUITY PARTNERS III I | 0 | 889,624 | +889,624 | 0 | 9,074,165 | +9,074,165 |
| KOCHAV DEFENSE ACQUI CO | 0 | 825,005 | +825,005 | 0 | 8,365,551 | +8,365,551 |
| LIVE OAK ACQUISITION CORP V | 0 | 793,121 | +793,121 | 0 | 8,169,146 | +8,169,146 |
| SOULPOWER ACQUISITION CORP | 0 | 708,220 | +708,220 | 0 | 7,188,433 | +7,188,433 |
| INFLECTION PT ACQUISITION CO | 0 | 649,356 | +649,356 | 0 | 6,584,470 | +6,584,470 |
| SILVERBOX CORP IV | 0 | 587,732 | +587,732 | 0 | 6,218,205 | +6,218,205 |
| ZIFF DAVIS INC | 0 | 0 | 0 | 0 | 5,880,000 | +5,880,000 |
| CANTOR EQUITY PARTNERS I INC | 0 | 486,507 | +486,507 | 0 | 5,069,403 | +5,069,403 |
| CHURCHILL CAPITAL CORP IX | 0 | 449,070 | +449,070 | 0 | 4,773,614 | +4,773,614 |
| AGRICULTURE & NAT SOL ACQ CO | 0 | 361,550 | +361,550 | 0 | 4,038,514 | +4,038,514 |
| FACT II ACQUISITION CORP | 0 | 343,612 | +343,612 | 0 | 3,580,437 | +3,580,437 |
| VOYAGER ACQUISITION CORP | 0 | 248,597 | +248,597 | 0 | 2,652,530 | +2,652,530 |
| JAMF HLDG CORP | 0 | 0 | 0 | 0 | 2,568,800 | +2,568,800 |
| MELAR ACQUISITION CORP. I | 0 | 186,535 | +186,535 | 0 | 1,982,867 | +1,982,867 |
| CABLE ONE INC | 0 | 0 | 0 | 1,953,009 | 3,456,250 | +1,503,241 |
| CHUBB LIMITED | 0 | 2,909 | +2,909 | 0 | 907,957 | +907,957 |
| LAUNCH ONE ACQUISITION CORP | 0 | 82,926 | +82,926 | 0 | 878,186 | +878,186 |
| AMAZON COM INC | 20,322 | 23,018 | +2,696 | 4,462,102 | 5,313,015 | +850,913 |
| ALPHABET INC | 20,926 | 17,771 | -3,155 | 5,087,111 | 5,562,323 | +475,212 |
| APPLIED MATERIALS INC | 7,217 | 7,572 | +355 | 1,477,609 | 1,945,928 | +468,319 |
| ELI LILLY & CO | 4,296 | 3,433 | -863 | 3,277,848 | 3,689,376 | +411,528 |
| ALPHABET INC | 9,585 | 8,742 | -843 | 2,334,427 | 2,743,240 | +408,813 |
| FG MERGER II CORP | 0 | 34,654 | +34,654 | 0 | 347,926 | +347,926 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 18,294 | 17,873 | -421 | 5,109,331 | 5,431,426 | +322,095 |
| OLD DOMINION FREIGHT LINE INC | 4,720 | 6,233 | +1,513 | 664,482 | 977,334 | +312,852 |
| DAYFORCE INC | 0 | 0 | 0 | 18,713,225 | 18,956,750 | +243,525 |
| AIRBNB INC | 0 | 0 | 0 | 18,149,600 | 18,371,840 | +222,240 |
| MAGNITE INC | 0 | 0 | 0 | 14,781,663 | 15,002,488 | +220,825 |
| INTUITIVE SURGICAL INC | 4,216 | 3,689 | -527 | 1,885,522 | 2,089,302 | +203,780 |
| AXOGEN INC | 0 | 5,521 | +5,521 | 0 | 180,702 | +180,702 |
| PEPSICO INC | 5,369 | 6,171 | +802 | 754,022 | 885,662 | +131,640 |
| ALPHATEC HOLDINGS INC | 13,444 | 15,035 | +1,591 | 195,476 | 316,336 | +120,860 |
| UNITEDHEALTH GROUP INC | 4,525 | 5,036 | +511 | 1,562,483 | 1,662,434 | +99,951 |
| BOOKING HOLDINGS INC | 669 | 693 | +24 | 3,612,112 | 3,711,244 | +99,132 |
| JFROG LTD | 2,169 | 3,176 | +1,007 | 102,659 | 198,373 | +95,714 |
| COASTAL FINL CORP WA | 0 | 808 | +808 | 0 | 92,589 | +92,589 |
| INNODATA INC | 0 | 1,756 | +1,756 | 0 | 89,468 | +89,468 |
| GE AEROSPACE | 0 | 286 | +286 | 0 | 88,097 | +88,097 |
| COHERENT CORP | 1,276 | 1,220 | -56 | 137,451 | 225,175 | +87,724 |
| ADMA BIOLOGICS INC | 2,359 | 6,702 | +4,343 | 34,583 | 122,244 | +87,661 |
| ALMONTY INDS INC | 0 | 9,901 | +9,901 | 0 | 87,228 | +87,228 |
| PEGASYSTEMS INC | 0 | 1,430 | +1,430 | 0 | 85,400 | +85,400 |
| KARMAN HLDGS INC | 1,701 | 2,839 | +1,138 | 122,812 | 207,730 | +84,918 |
| MAMAS CREATIONS INC | 0 | 6,252 | +6,252 | 0 | 84,339 | +84,339 |
| FIGURE TECHNOLOGY SOLUTIO | 0 | 1,923 | +1,923 | 0 | 78,535 | +78,535 |
| DUTCH BROS INC | 3,180 | 3,947 | +767 | 166,441 | 241,635 | +75,194 |
| LOCKHEED MARTIN CORP | 1,583 | 1,788 | +205 | 790,249 | 864,802 | +74,553 |
| ADAPTIVE BIOTECHNOLOGIES COR | 0 | 3,826 | +3,826 | 0 | 62,134 | +62,134 |
| CDW CORP/DE | 6,454 | 8,002 | +1,548 | 1,027,993 | 1,089,872 | +61,879 |
| FTAI AVIATION LTD | 1,418 | 1,445 | +27 | 236,607 | 284,448 | +47,841 |
| KESTRA MED TECHNOLOGIES LTD | 0 | 1,764 | +1,764 | 0 | 46,781 | +46,781 |
| PHATHOM PHARMACEUTICALS INC | 0 | 2,807 | +2,807 | 0 | 46,568 | +46,568 |
| ADVANCED MICRO DEVICES INC | 0 | 215 | +215 | 0 | 46,044 | +46,044 |
| GLOBAL-E ONLINE LTD | 2,460 | 3,370 | +910 | 87,970 | 132,475 | +44,505 |
| LATTICE SEMICONDUCTOR CORP | 3,226 | 3,811 | +585 | 236,530 | 280,413 | +43,883 |
| APPLIED DIGITAL CORP | 2,218 | 3,793 | +1,575 | 50,881 | 93,004 | +42,123 |
| GLOBA TERRA ACQUISITION COR | 350,000 | 350,000 | 0 | 3,493,000 | 3,535,000 | +42,000 |
| ASTRONICS CORP | 7,987 | 7,475 | -512 | 364,287 | 405,444 | +41,157 |
| TERAWULF INC | 0 | 3,576 | +3,576 | 0 | 41,088 | +41,088 |
| ALIGNMENT HEALTHCARE INC | 14,876 | 15,181 | +305 | 259,586 | 299,825 | +40,239 |
| TRANSMEDICS GROUP INC | 386 | 684 | +298 | 43,309 | 83,209 | +39,900 |
| PROCORE TECHNOLOGIES INC | 0 | 548 | +548 | 0 | 39,862 | +39,862 |
| BILLIONTOONE INC | 0 | 463 | +463 | 0 | 37,892 | +37,892 |
| NETSKOPE INC | 3,836 | 7,088 | +3,252 | 87,192 | 124,324 | +37,132 |
| ROKU INC | 0 | 337 | +337 | 0 | 36,564 | +36,564 |
| BETA TECHNOLOGIES INC | 0 | 1,194 | +1,194 | 0 | 33,683 | +33,683 |
| GUARDANT HEALTH INC | 0 | 302 | +302 | 0 | 30,846 | +30,846 |
| CARPENTER TECHNOLOGY CORP | 800 | 717 | -83 | 196,432 | 225,740 | +29,308 |
| ROBINHOOD MKTS INC | 280 | 601 | +321 | 40,090 | 67,973 | +27,883 |
| AEHR TEST SYS | 1,411 | 3,398 | +1,987 | 42,485 | 68,606 | +26,121 |
| GE VERNOVA INC | 69 | 104 | +35 | 42,428 | 67,971 | +25,543 |
| COREWEAVE INC | 5,972 | 11,764 | +5,792 | 817,268 | 842,420 | +25,152 |
| XOMETRY INC | 5,538 | 5,446 | -92 | 301,655 | 323,874 | +22,219 |
| INSMED INC | 261 | 332 | +71 | 37,587 | 57,781 | +20,194 |
| PENUMBRA INC | 645 | 586 | -59 | 163,391 | 182,193 | +18,802 |
| ARTIVION INC | 6,662 | 6,551 | -111 | 282,069 | 298,791 | +16,722 |
| AXON ENTERPRISE INC | 61 | 105 | +44 | 43,776 | 59,633 | +15,857 |
| MONGODB INC | 148 | 147 | -1 | 45,936 | 61,694 | +15,758 |
| MIRUM PHARMACEUTICALS INC | 1,655 | 1,732 | +77 | 121,328 | 136,811 | +15,483 |
| CROWDSTRIKE HOLDINGS INC | 32 | 63 | +31 | 15,692 | 29,532 | +13,840 |
| WINGSTOP INC | 259 | 324 | +65 | 65,185 | 77,271 | +12,086 |
| STANDARDAERO INC | 3,035 | 3,299 | +264 | 82,825 | 94,615 | +11,790 |
| PAYMENTUS HOLDINGS INC | 6,988 | 7,108 | +120 | 213,833 | 224,542 | +10,709 |
| PLANET LABS PBC | 6,973 | 5,102 | -1,871 | 90,510 | 100,611 | +10,101 |
| GOLDMAN SACHS GROUP INC/THE | 128 | 127 | -1 | 101,933 | 111,633 | +9,700 |
| CATERPILLAR INC | 83 | 82 | -1 | 39,603 | 46,975 | +7,372 |
| BROADCOM INC | 524 | 520 | -4 | 172,873 | 179,972 | +7,099 |
| CENTRUS ENERGY CORP | 106 | 164 | +58 | 32,867 | 39,813 | +6,946 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 2,076 | 1,539 | -537 | 258,441 | 263,600 | +5,159 |
| MCDONALD'S CORP | 2,965 | 2,965 | 0 | 901,034 | 906,193 | +5,159 |
| VERTIV HOLDINGS CO | 492 | 489 | -3 | 74,223 | 79,223 | +5,000 |
| AGILYSYS INC | 409 | 402 | -7 | 43,047 | 47,774 | +4,727 |
| EDWARDS LIFESCIENCES CORP | 10,097 | 9,262 | -835 | 785,244 | 789,586 | +4,342 |
| CARVANA CO | 92 | 92 | 0 | 34,706 | 38,826 | +4,120 |
| HOWMET AEROSPACE INC | 530 | 525 | -5 | 104,002 | 107,636 | +3,634 |