MondegarAI
RiverPark Advisors, LLC

Q2 2024 · 13F-HR

RiverPark Advisors, LLCholdings as filed

Filed 2024-07-26 · accession 0001104659-24-082908

$120.8M
Reported value
131
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$7.3M6.07%16,408CommonSOLE
30303M102METAMETA PLATFORMS INC$6.3M5.25%12,577CommonSOLE
037833100AAPLAPPLE INC$6.2M5.11%29,317CommonSOLE
02079K305GOOGLALPHABET INC$5.3M4.40%29,169CommonSOLE
023135106AMZNAMAZON.COM INC$4.2M3.51%21,967CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.8M3.13%954CommonSOLE
92826c839VISA INC$3.8M3.11%14,294CommonSOLE
91324p102UNITEDHEALTH GROUP INC$3.4M2.81%6,673CommonSOLE
67066G104NVDANVIDIA CORP$3.2M2.66%26,034CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.0M2.50%41,635CommonSOLE
64110L106NFLXNETFLIX INC$3.0M2.44%4,372CommonSOLE
82509L107SHOPSHOPIFY INC$2.7M2.26%41,417CommonSOLE
02079K107GOOGALPHABET INC$2.6M2.13%14,017CommonSOLE
254687106DISWALT DISNEY CO/THE$2.5M2.10%25,597CommonSOLE
57636q104MASTERCARD INC$2.4M2.02%5,523CommonSOLE
46120e602INTUITIVE SURGICAL INC$2.4M1.95%5,298CommonSOLE
09260D107BXBLACKSTONE INC$2.3M1.91%18,598CommonSOLE
532457108LLYELI LILLY & CO$2.2M1.84%2,455CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$2.2M1.79%12,438CommonNONE
81762p102SERVICENOW INC$2.1M1.76%2,710CommonSOLE
48251W104KKRKKR & CO INC$2.0M1.69%19,403CommonSOLE
461202103INTUINTUIT INC$1.9M1.60%2,946CommonSOLE
00724F101ADBEADOBE INC$1.8M1.49%3,237CommonSOLE
22160k105COSTCO WHOLESALE CORP$1.7M1.41%2,008CommonSOLE
70450y103PAYPAL HOLDINGS INC$1.7M1.37%28,598CommonNONE
654106103NKENIKE INC$1.6M1.36%21,726CommonSOLE
72352L106PINSPINTEREST INC$1.6M1.31%36,036CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.6M1.28%4,017CommonNONE
217204106CPRTCOPART INC$1.5M1.26%28,202CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.5M1.23%5,507CommonNONE
23804L103DDOGDATADOG INC$1.4M1.14%10,581CommonSOLE
052769106ADSKAUTODESK INC$1.3M1.06%5,155CommonSOLE
28176e108EDWARDS LIFESCIENCES CORP$1.2M1.00%13,056CommonNONE
12514G108CDWCDW CORP/DE$1.2M0.97%5,244CommonNONE
83304A106SNAPSNAP INC$1.1M0.95%69,223CommonSOLE
98978V103ZTSZOETIS INC$1.1M0.93%6,485CommonSOLE
808513105SCHWCHARLES SCHWAB CORP/THE$1.1M0.91%14,923CommonSOLE
338307101FIVNFIVE9 INC$1.1M0.89%24,389CommonSOLE
98138H101WDAYWORKDAY INC$1.0M0.85%4,582CommonSOLE
713448108PEPPEPSICO INC$877,7570.73%5,322CommonSOLE
580135101MCDMCDONALD'S CORP$848,3620.70%3,329CommonSOLE
452327109ILMNILLUMINA INC$841,8250.70%8,065CommonSOLE
550021109LULULULULEMON ATHLETICA INC$733,9060.61%2,457CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$716,9990.59%1,535CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$672,0660.56%4,462CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE INC$653,0670.54%3,698CommonNONE
78409V104SPGIS&P GLOBAL INC$617,7100.51%1,385CommonNONE
046433108ATROASTRONICS CORP$588,4610.49%29,379CommonNONE
73278L105POOLPOOL CORP$585,7710.48%1,906CommonNONE
855244109SBUXSTARBUCKS CORP$571,0300.47%7,335CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$541,1570.45%737CommonNONE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC$538,0660.45%4,827CommonNONE
78709Y105SAIASAIA INC$522,6680.43%1,102CommonNONE
67103H107ORLYO'REILLY AUTOMOTIVE INC$511,1330.42%484CommonNONE
92511U102VRRMVERRA MOBILITY CORP$505,2400.42%18,575CommonNONE
29444u700EQUINIX INC$473,6320.39%626CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$448,4280.37%11,130CommonNONE
92538J106VERXVERTEX INC$445,9750.37%12,371CommonNONE
630402105NSSCNAPCO SECURITY TECHNOLOGIES INC$438,9780.36%8,450CommonNONE
49714P108KNSLKINSALE CAPITAL GROUP INC$438,8340.36%1,139CommonNONE
74736L109QTWOQ2 HOLDINGS INC$406,4430.34%6,737CommonNONE
008073108AVAVAEROVIRONMENT INC$357,0340.30%1,960CommonNONE
632307104NTRANATERA INC$350,3180.29%3,235CommonNONE
78463M107SPSCSPS COMMERCE INC$340,1930.28%1,808CommonNONE
358039105FRPTFRESHPET INC$332,2740.28%2,568CommonNONE
428291108HXLHEXCEL CORP$331,7340.27%5,312CommonNONE
15118V207CELHCELSIUS HOLDINGS INC$310,1130.26%5,432CommonNONE
55087P104LYFTLYFT INC$308,3530.26%21,869CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$298,5750.25%1,092CommonNONE
19247G107COHRCOHERENT CORP$276,6520.23%3,818CommonNONE
70439P108PAYPAYMENTUS HOLDINGS INC$271,1110.22%14,269CommonNONE
75524B104RBCRBC BEARINGS INC$267,8920.22%993CommonNONE
302492103FLYWFLYWIRE CORP$264,5670.22%16,142CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$254,9880.21%8,131CommonNONE
58506Q109MEDPMEDPACE HOLDINGS INC$249,9930.21%607CommonNONE
40171v100GUIDEWIRE SOFTWARE INC$212,4880.18%1,541CommonNONE
03783C100APPFAPPFOLIO INC$212,0420.18%867CommonNONE
78349D107RXSTRXSIGHT INC$203,3140.17%3,379CommonNONE
G3730V105FTAIFTAI AVIATION LTD$202,4340.17%1,961CommonNONE
00847J105AGYSAGILYSYS INC$201,6150.17%1,936CommonNONE
02081G201ATECALPHATEC HOLDINGS INC$196,7530.16%18,828CommonNONE
698884103PARPAR TECHNOLOGY CORP$191,3740.16%4,064CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDING LTD$174,9350.14%5,477CommonNONE
26701L100BROSDUTCH BROS INC$164,8550.14%3,982CommonNONE
53947R105LOARLOAR HOLDINGS INC$154,9420.13%2,901CommonNONE
74340E103PGNYPROGYNY INC$154,7230.13%5,408CommonNONE
55405W104MYRGMYR GROUP INC$147,7880.12%1,089CommonNONE
M7S64H106MNDYMONDAY.COM LTD$143,4930.12%596CommonNONE
148929102CAVACAVA GROUP INC$140,7950.12%1,518CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$140,1150.12%1,184CommonNONE
74276L105PRCTPROCEPT BIOROBOTICS CORP$135,0700.11%2,211CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$134,1890.11%2,314CommonNONE
185123106CWANCLEARWATER ANALYTICS HOLDINGS INC$132,2330.11%7,140CommonNONE
50187T106LGIHLGI HOMES INC$130,3870.11%1,457CommonNONE
83207R107SDHCSMITH DOUGLAS HOMES CORP$119,7520.10%5,122CommonNONE
92346J108VCELVERICEL CORP$113,8740.09%2,482CommonNONE
74874Q100QNSTQUINSTREET INC$96,9690.08%5,845CommonNONE
71424F105PRPERMIAN RESOURCES CORP$90,8440.08%5,625CommonNONE
M5216V106GLBEGLOBAL-E ONLINE LTD$88,8980.07%2,451CommonNONE
M6191J100FROGJFROG LTD$81,9720.07%2,183CommonNONE
000360206AAONAAON INC$77,2950.06%886CommonNONE
501270102KRUSKURA SUSHI USA INC$74,6990.06%1,184CommonNONE
825704109SIBNSI-BONE INC$73,5330.06%5,687CommonNONE
70975L107PENPENUMBRA INC$71,2680.06%396CommonNONE
14843C105CSTLCASTLE BIOSCIENCES INC$68,2710.06%3,136CommonNONE
292812104ENFUSION INC$68,2280.06%8,008CommonNONE
339750101FNDFLOOR & DECOR HOLDINGS INC$65,8090.05%662CommonNONE
097023105BABOEING CO/THE$57,8790.05%318CommonNONE
70438V106PCTYPAYLOCITY HOLDING CORP$55,3770.05%420CommonNONE
228903100AORTARTIVION INC$54,9170.05%2,141CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$54,3400.04%335CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$48,7470.04%104CommonNONE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$48,6650.04%127CommonNONE
38141g104GOLDMAN SACHS GROUP INC/THE$48,3980.04%107CommonNONE
74762e102QUANTA SERVICES INC$45,4820.04%179CommonNONE
92537N108VRTVERTIV HOLDINGS CO$45,0160.04%520CommonNONE
252131107DXCMDEXCOM INC$45,0120.04%397CommonNONE
913915104UTIUNIVERSAL TECHNICAL INSTITUTE INC$42,5180.04%2,703CommonNONE
042068205ARMARM HOLDINGS PLC$40,4140.03%247CommonNONE
697435105PANWPALO ALTO NETWORKS INC$39,3250.03%116CommonNONE
743315103PGRPROGRESSIVE CORP/THE$38,0110.03%183CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$33,7300.03%438CommonNONE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$32,8670.03%40CommonNONE
87151X101SYMSYMBOTIC INC$28,9370.02%823CommonNONE
22160N109CSGPCOSTAR GROUP INC$28,6920.02%387CommonNONE
670100205NVONOVO NORDISK A/S$25,6930.02%180CommonNONE
127387108CDNSCADENCE DESIGN SYSTEMS INC$25,2360.02%82CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$25,0600.02%400CommonNONE
23331A109DHIDR HORTON INC$24,9450.02%177CommonNONE
384747101GRALGRAIL INC$17,6600.01%1,149CommonSOLE
88160r101TESLA INC$15,4350.01%78CommonNONE

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.