RiverPark Advisors, LLC
NEW YORK NY · SEC CIK 0001484256
$2.76亿2026Q1 申报市值
150持仓数
46.4%前十大占比 · 第一大 15.8%
19 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CONFLUENT INC 加仓+$2,651.71万
ZD 加仓+$939.31万
JAMF HLDG CORP 加仓+$622.25万
ONEN 新建仓+$491.96万
LPAA 加仓+$348.87万
2026Q1 卖出最多 按季末市值估算
FUBOTV INC 清仓-$2,013.32万
DAYFORCE INC 清仓-$1,895.67万
AIRBNB INC 清仓-$1,837.18万
BENTLEY SYS INC 清仓-$1,746.72万
DROPBOX INC 清仓-$1,688.10万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XMTR | XOMETRY INC | $21.96万 | 0.08% | 5,376 | -70 | -1.3% | -$2,859 | 减仓 |
| AORT | ARTIVION INC | $23.68万 | 0.09% | 6,467 | -84 | -1.3% | -$3,076 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $26.41万 | 0.10% | 14,986 | -195 | -1.3% | -$3,436 | 减仓 |
| RBC | RBC BEARINGS INC | $27.43万 | 0.10% | 505 | 55 | 12.2% | $2.99万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $27.91万 | 0.10% | 708 | -9 | -1.3% | -$3,547 | 减仓 |
| FTAI | FTAI AVIATION LTD | $30.62万 | 0.11% | 1,250 | -195 | -13.5% | -$4.78万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $32.15万 | 0.12% | 3,466 | -345 | -9.1% | -$3.20万 | 减仓 |
| COHR | COHERENT CORP | $34.09万 | 0.12% | 1,431 | 211 | 17.3% | $5.03万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $34.17万 | 0.12% | 839 | -170 | -16.8% | -$6.92万 | 减仓 |
| — | FG MERGER II CORP | $35.00万 | 0.13% | 34,654 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | $36.66万 | 0.13% | 1,651 | 112 | 7.3% | $2.49万 | 加仓 |
| ATRO | ASTRONICS CORP | $36.68万 | 0.13% | 5,497 | -1,978 | -26.5% | -$13.20万 | 减仓 |
| — | SIM ACQUISITION CORP. I | $57.83万 | 0.21% | 53,900 | 53,900 | — | $57.83万 | 新建仓 |
| ADBE | ADOBE INC | $62.81万 | 0.23% | 2,584 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $63.57万 | 0.23% | 4,658 | 3,753 | 414.7% | $51.22万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $69.12万 | 0.25% | 1,625 | -115 | -6.6% | -$4.89万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $69.97万 | 0.25% | 8,737 | -525 | -5.7% | -$4.20万 | 减仓 |
| CPRT | COPART INC | $76.25万 | 0.28% | 22,967 | -2,085 | -8.3% | -$6.92万 | 减仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $81.83万 | 0.30% | 8,865 | -1,150 | -11.5% | -$10.62万 | 减仓 |
| PGR | PROGRESSIVE CORP | $82.45万 | 0.30% | 4,159 | 4,094 | 6,298.5% | $81.16万 | 重新持有 |
| PEP | PEPSICO INC | $84.65万 | 0.31% | 5,451 | -720 | -11.7% | -$11.18万 | 减仓 |
| INTU | INTUIT INC | $86.52万 | 0.31% | 2,001 | 127 | 6.8% | $5.49万 | 加仓 |
| CRWV | COREWEAVE INC | $86.56万 | 0.31% | 11,173 | -591 | -5.0% | -$4.58万 | 减仓 |
| CB | CHUBB LIMITED | $87.32万 | 0.32% | 2,679 | -230 | -7.9% | -$7.50万 | 减仓 |
| CDW | CDW CORP/DE | $88.37万 | 0.32% | 7,302 | -700 | -8.7% | -$8.47万 | 减仓 |
| MCD | MCDONALD'S CORP | $92.16万 | 0.33% | 2,965 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $92.60万 | 0.34% | 1,271 | -125 | -9.0% | -$9.11万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $92.83万 | 0.34% | 1,536 | -252 | -14.1% | -$15.23万 | 减仓 |
| ADSK | AUTODESK INC | $98.78万 | 0.36% | 4,126 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $104.62万 | 0.38% | 23,095 | -2,500 | -9.8% | -$11.33万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC | $112.02万 | 0.41% | 5,733 | -500 | -8.0% | -$9.77万 | 减仓 |
| NKE | NIKE INC | $115.02万 | 0.42% | 21,775 | 1,357 | 6.6% | $7.17万 | 加仓 |
| NOW | SERVICENOW INC | $119.33万 | 0.43% | 11,415 | 567 | 5.2% | $5.93万 | 加仓 |
| DDOG | DATADOG INC | $126.61万 | 0.46% | 10,725 | 287 | 2.7% | $3.39万 | 加仓 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $140.78万 | 0.51% | 137,478 | 137,478 | — | $140.78万 | 新建仓 |
| SBUX | STARBUCKS CORP | $144.74万 | 0.52% | 16,156 | -3,822 | -19.1% | -$34.24万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $146.12万 | 0.53% | 5,400 | 364 | 7.2% | $9.85万 | 加仓 |
| ZTS | ZOETIS INC | $147.02万 | 0.53% | 12,437 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $147.42万 | 0.53% | 3,397 | -250 | -6.9% | -$10.85万 | 减仓 |
| BX | BLACKSTONE INC | $157.62万 | 0.57% | 13,707 | 500 | 3.8% | $5.75万 | 加仓 |
| KKR | KKR & CO INC | $163.35万 | 0.59% | 17,659 | 1,912 | 12.1% | $17.69万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $173.52万 | 0.63% | 3,764 | 75 | 2.0% | $3.46万 | 加仓 |
| DIS | WALT DISNEY CO/THE | $174.91万 | 0.63% | 18,148 | -1,229 | -6.3% | -$11.85万 | 减仓 |
| DRDB | ROMAN DBDR ACQUISITION CORP | $180.61万 | 0.65% | 172,500 | 172,500 | — | $180.61万 | 新建仓 |
| SCHW | CHARLES SCHWAB CORP/THE | $195.26万 | 0.71% | 20,777 | -2,125 | -9.3% | -$19.97万 | 减仓 |
| MA | MASTERCARD INC | $199.44万 | 0.72% | 3,991 | 97 | 2.5% | $4.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $204.07万 | 0.74% | 2,048 | -216 | -9.5% | -$21.52万 | 减仓 |
| SHOP | SHOPIFY INC | $216.09万 | 0.78% | 18,217 | 2,619 | 16.8% | $31.07万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $220.60万 | 0.80% | 30,669 | 88 | 0.3% | $6,330 | 加仓 |
| GOOG | ALPHABET INC | $232.36万 | 0.84% | 8,099 | -643 | -7.4% | -$18.45万 | 减仓 |
| — | MELAR ACQUISITION CORP. I | $243.13万 | 0.88% | 225,333 | 38,798 | 20.8% | $41.86万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $248.62万 | 0.90% | 7,274 | -298 | -3.9% | -$10.19万 | 减仓 |
| NFLX | NETFLIX INC | $254.55万 | 0.92% | 26,483 | 1,126 | 4.4% | $10.82万 | 加仓 |
| — | VOYAGER ACQUISITION CORP | $266.25万 | 0.96% | 248,597 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $280.41万 | 1.02% | 666 | -27 | -3.9% | -$11.37万 | 减仓 |
| POLE | ANDRETTI ACQUISITION CORP II | $284.35万 | 1.03% | 266,868 | 266,868 | — | $284.35万 | 新建仓 |
| V | VISA INC | $311.43万 | 1.13% | 10,304 | 204 | 2.0% | $6.17万 | 加仓 |
| VLOS | M3BRIGADE ACQUISITION V CORP | $315.94万 | 1.14% | 294,172 | 294,172 | — | $315.94万 | 新建仓 |
| LLY | ELI LILLY & CO | $319.25万 | 1.16% | 3,471 | 38 | 1.1% | $3.50万 | 加仓 |
| GTERA | GLOBA TERRA ACQUISITION COR | $358.75万 | 1.30% | 350,000 | 0 | 0.0% | — | 不变 |
| FACT | FACT II ACQUISITION CORP | $406.24万 | 1.47% | 386,713 | 43,101 | 12.5% | $45.28万 | 加仓 |
| LPAA | LAUNCH ONE ACQUISITION CORP | $437.73万 | 1.59% | 408,519 | 325,593 | 392.6% | $348.87万 | 加仓 |
| GOOGL | ALPHABET INC | $476.77万 | 1.73% | 16,580 | -1,191 | -6.7% | -$34.25万 | 减仓 |
| ONEN | HENNESSY CAP INVT CORP VII | $491.96万 | 1.78% | 475,322 | 475,322 | — | $491.96万 | 新建仓 |
| — | AGRICULTURE & NAT SOL ACQ CO | $492.43万 | 1.78% | 436,550 | 75,000 | 20.7% | $84.60万 | 加仓 |
| META | META PLATFORMS INC | $498.21万 | 1.80% | 8,708 | -522 | -5.7% | -$29.87万 | 减仓 |
| AMZN | AMAZON COM INC | $503.69万 | 1.82% | 24,180 | 1,162 | 5.0% | $24.21万 | 加仓 |
| NVDA | NVIDIA CORP | $508.23万 | 1.84% | 29,134 | -2,219 | -7.1% | -$38.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $508.72万 | 1.84% | 15,053 | -2,820 | -15.8% | -$95.30万 | 减仓 |
| CEPO | CANTOR EQUITY PARTNERS I INC | $512.39万 | 1.86% | 487,991 | 1,484 | 0.3% | $1.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $574.61万 | 2.08% | 15,523 | -270 | -1.7% | -$9.99万 | 减仓 |
| — | CHURCHILL CAPITAL CORP IX | $642.86万 | 2.33% | 601,927 | 152,857 | 34.0% | $163.25万 | 加仓 |
| AAPL | APPLE INC | $676.60万 | 2.45% | 26,660 | -2,667 | -9.1% | -$67.69万 | 减仓 |
| SBXDF | SILVERBOX CORP IV | $726.12万 | 2.63% | 678,613 | 90,881 | 15.5% | $97.24万 | 加仓 |
| SOUL | SOULPOWER ACQUISITION CORP | $764.79万 | 2.77% | 746,140 | 37,920 | 5.4% | $38.87万 | 加仓 |
| KCHV | KOCHAV DEFENSE ACQUI CO | $845.63万 | 3.06% | 825,005 | 0 | 0.0% | — | 不变 |
| — | JAMF HLDG CORP | $882.90万 | 3.20% | 8,806,928 | 6,206,928 | 238.7% | $622.25万 | 加仓 |
| — | CANTOR EQUITY PARTNERS III I | $943.21万 | 3.42% | 914,848 | 25,224 | 2.8% | $26.01万 | 加仓 |
| — | INFLECTION PT ACQUISITION CO | $981.12万 | 3.55% | 960,944 | 311,588 | 48.0% | $318.13万 | 加仓 |
| — | LIVE OAK ACQUISITION CORP V | $1,085.76万 | 3.93% | 1,044,004 | 250,883 | 31.6% | $260.92万 | 加仓 |
| ZD | ZIFF DAVIS INC | $1,550.00万 | 5.61% | 15,228,750 | 9,228,750 | 153.8% | $939.31万 | 加仓 |
| — | CONFLUENT INC | $4,362.70万 | 15.80% | 43,670,627 | 26,543,627 | 155.0% | $2,651.71万 | 加仓 |