RiverPark Advisors, LLC
NEW YORK NY · SEC CIK 0001484256
$2.19亿2026Q2 申报市值
140持仓数
37.0%前十大占比 · 第一大 7.6%
18 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SZZL 新建仓+$716.01万
FERA 新建仓+$677.30万
ALPEX ACQUISITIO 新建仓+$475.95万
SDHI 新建仓+$312.00万
FORTUNEX ACQUISI 新建仓+$175.88万
2026Q2 卖出最多 按季末市值估算
CONFLUENT INC 清仓-$4,362.70万
LIVE OAK ACQUISI 清仓-$1,085.76万
CANTOR EQUITY PA 清仓-$943.21万
JAMF HLDG CORP 清仓-$882.90万
FACT 清仓-$406.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ZD | ZIFF DAVIS INC | $1,665.37万 | 7.61% | 16,800,000 | 1,571,250 | 10.3% | $155.76万 | 加仓 |
| — | INFLECTION PT ACQUISITION CO | $991.69万 | 4.53% | 960,944 | 0 | 0.0% | — | 不变 |
| SOUL | SOULPOWER ACQUISITION CORP | $772.25万 | 3.53% | 746,140 | 0 | 0.0% | — | 不变 |
| SBXDF | SILVERBOX CORP IV | $733.58万 | 3.35% | 678,613 | 0 | 0.0% | — | 不变 |
| SZZL | SIZZLE ACQUISITION CORP. II | $716.01万 | 3.27% | 690,800 | 690,800 | — | $716.01万 | 新建仓 |
| AAPL | APPLE INC | $679.16万 | 3.10% | 23,471 | -3,189 | -12.0% | -$92.28万 | 减仓 |
| FERA | FIFTH ERA ACQUISITION CORP I | $677.30万 | 3.09% | 650,000 | 650,000 | — | $677.30万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $666.45万 | 3.05% | 13,955 | -1,098 | -7.3% | -$52.44万 | 减仓 |
| AMZN | AMAZON COM INC | $615.27万 | 2.81% | 25,815 | 1,635 | 6.8% | $38.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $577.47万 | 2.64% | 15,481 | -42 | -0.3% | -$1.57万 | 减仓 |
| KCHV | KOCHAV DEFENSE ACQUI CO | $544.43万 | 2.49% | 525,005 | -300,000 | -36.4% | -$311.10万 | 减仓 |
| — | CHURCHILL CAPITAL CORP IX | $536.80万 | 2.45% | 492,927 | -109,000 | -18.1% | -$118.70万 | 减仓 |
| CEPO | CANTOR EQUITY PARTNERS I INC | $522.30万 | 2.39% | 487,991 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $521.89万 | 2.38% | 9,265 | 557 | 6.4% | $31.38万 | 加仓 |
| GOOGL | ALPHABET INC | $500.71万 | 2.29% | 14,011 | -2,569 | -15.5% | -$91.81万 | 减仓 |
| ONEN | HENNESSY CAP INVT CORP VII | $496.71万 | 2.27% | 475,322 | 0 | 0.0% | — | 不变 |
| — | AGRICULTURE & NAT SOL ACQ CO | $495.48万 | 2.26% | 436,550 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $478.60万 | 2.19% | 23,919 | -5,215 | -17.9% | -$104.35万 | 减仓 |
| — | ALPEX ACQUISITION CORP | $475.95万 | 2.17% | 475,000 | 475,000 | — | $475.95万 | 新建仓 |
| AMAT | APPLIED MATERIALS INC | $475.30万 | 2.17% | 6,574 | -700 | -9.6% | -$50.61万 | 减仓 |
| LPAA | LAUNCH ONE ACQUISITION CORP | $443.65万 | 2.03% | 408,519 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $395.57万 | 1.81% | 3,298 | -173 | -5.0% | -$20.75万 | 减仓 |
| V | VISA INC | $329.13万 | 1.50% | 9,593 | -711 | -6.9% | -$24.39万 | 减仓 |
| VLOS | M3BRIGADE ACQUISITION V CORP | $318.59万 | 1.46% | 294,172 | 0 | 0.0% | — | 不变 |
| SDHI | SIDDHI ACQUISITION CORP | $312.00万 | 1.43% | 300,000 | 300,000 | — | $312.00万 | 新建仓 |
| DRDB | ROMAN DBDR ACQUISITION CORP | $297.75万 | 1.36% | 282,500 | 110,000 | 63.8% | $115.94万 | 加仓 |
| POLE | ANDRETTI ACQUISITION CORP II | $286.88万 | 1.31% | 266,868 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $278.70万 | 1.27% | 15,636 | -1,014 | -6.1% | -$18.07万 | 减仓 |
| SHOP | SHOPIFY INC | $231.85万 | 1.06% | 20,306 | 2,089 | 11.5% | $23.85万 | 加仓 |
| GOOG | ALPHABET INC | $230.41万 | 1.05% | 6,521 | -1,578 | -19.5% | -$55.76万 | 减仓 |
| NFLX | NETFLIX INC | $224.73万 | 1.03% | 31,475 | 4,992 | 18.8% | $35.64万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $210.53万 | 0.96% | 29,176 | -1,493 | -4.9% | -$10.77万 | 减仓 |
| MA | MASTERCARD INC | $197.74万 | 0.90% | 3,850 | -141 | -3.5% | -$7.24万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP/THE | $194.22万 | 0.89% | 21,049 | 272 | 1.3% | $2.51万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $190.32万 | 0.87% | 4,579 | -821 | -15.2% | -$34.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $182.70万 | 0.83% | 1,953 | -95 | -4.6% | -$8.89万 | 减仓 |
| — | FORTUNEX ACQUISITION CORP | $175.88万 | 0.80% | 175,000 | 175,000 | — | $175.88万 | 新建仓 |
| DIS | WALT DISNEY CO/THE | $164.20万 | 0.75% | 17,060 | -1,088 | -6.0% | -$10.47万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $163.45万 | 0.75% | 4,110 | 346 | 9.2% | $13.76万 | 加仓 |
| DDOG | DATADOG INC | $158.30万 | 0.72% | 6,080 | -4,645 | -43.3% | -$120.94万 | 减仓 |
| — | GALAXYEDGE ACQUISITION CORP | $155.34万 | 0.71% | 156,282 | 156,282 | — | $155.34万 | 新建仓 |
| SBUX | STARBUCKS CORP | $151.98万 | 0.69% | 14,872 | -1,284 | -7.9% | -$13.12万 | 减仓 |
| BX | BLACKSTONE INC | $149.90万 | 0.68% | 12,739 | -968 | -7.1% | -$11.39万 | 减仓 |
| KKR | KKR & CO INC | $148.70万 | 0.68% | 16,202 | -1,457 | -8.3% | -$13.37万 | 减仓 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $142.70万 | 0.65% | 137,478 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $141.07万 | 0.64% | 3,397 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $129.73万 | 0.59% | 13,067 | 1,652 | 14.5% | $16.40万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC | $124.18万 | 0.57% | 5,733 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $121.81万 | 0.56% | 5,576 | 1,417 | 34.1% | $30.95万 | 加仓 |
| CB | CHUBB LIMITED | $120.21万 | 0.55% | 3,528 | 849 | 31.7% | $28.93万 | 加仓 |
| URI | UNITED RENTALS INC | $95.50万 | 0.44% | 843 | -428 | -33.7% | -$48.49万 | 减仓 |
| CRWV | COREWEAVE INC | $90.89万 | 0.42% | 9,131 | -2,042 | -18.3% | -$20.33万 | 减仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $81.64万 | 0.37% | 8,865 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD'S CORP | $80.15万 | 0.37% | 2,965 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $79.03万 | 0.36% | 8,737 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $78.25万 | 0.36% | 1,536 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $76.74万 | 0.35% | 4,658 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $74.91万 | 0.34% | 3,853 | -273 | -6.6% | -$5.31万 | 减仓 |
| PEP | PEPSICO INC | $73.81万 | 0.34% | 5,451 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $66.18万 | 0.30% | 1,625 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $64.74万 | 0.30% | 22,967 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC | $53.05万 | 0.24% | 5,496 | 120 | 2.2% | $1.16万 | 加仓 |
| INTU | INTUIT INC | $52.23万 | 0.24% | 2,001 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $51.70万 | 0.24% | 6,433 | 936 | 17.0% | $7.52万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $43.24万 | 0.20% | 1,368 | 709 | 107.6% | $22.41万 | 加仓 |
| SAIA | SAIA INC | $43.13万 | 0.20% | 1,024 | 513 | 100.4% | $21.61万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $42.59万 | 0.19% | 17,887 | 2,901 | 19.4% | $6.91万 | 加仓 |
| RBC | RBC BEARINGS INC | $42.12万 | 0.19% | 654 | 149 | 29.5% | $9.60万 | 加仓 |
| GH | GUARDANT HEALTH INC | $41.32万 | 0.19% | 2,754 | 2,302 | 509.3% | $34.54万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $39.58万 | 0.18% | 1,463 | 213 | 17.0% | $5.76万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $36.93万 | 0.17% | 4,743 | 2,791 | 143.0% | $21.73万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $36.55万 | 0.17% | 7,325 | 2,272 | 45.0% | $11.34万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $33.54万 | 0.15% | 2,865 | 851 | 42.3% | $9.96万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $32.88万 | 0.15% | 5,886 | 2,152 | 57.6% | $12.02万 | 加仓 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | $32.48万 | 0.15% | 854 | -797 | -48.3% | -$30.32万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $30.78万 | 0.14% | 499 | -209 | -29.5% | -$12.89万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $30.11万 | 0.14% | 2,112 | -245 | -10.4% | -$3.49万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $29.13万 | 0.13% | 347 | -492 | -58.6% | -$41.30万 | 减仓 |
| BLLN | BILLIONTOONE INC | $28.98万 | 0.13% | 2,415 | 1,788 | 285.2% | $21.45万 | 加仓 |
| AXGN | AXOGEN INC | $28.71万 | 0.13% | 6,216 | 521 | 9.1% | $2.41万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $27.64万 | 0.13% | 1,807 | -1,659 | -47.9% | -$25.38万 | 减仓 |
| GLBE | GLOBAL-E ONLINE LTD | $27.42万 | 0.13% | 7,895 | 2,588 | 48.8% | $8.99万 | 加仓 |
| TSLA | TESLA INC | $27.38万 | 0.13% | 651 | 474 | 267.8% | $19.94万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $27.02万 | 0.12% | 6,317 | 439 | 7.5% | $1.88万 | 加仓 |
| FROG | JFROG LTD | $26.83万 | 0.12% | 2,952 | 1,659 | 128.3% | $15.08万 | 加仓 |
| AEHR | AEHR TEST SYS | $25.26万 | 0.12% | 2,630 | -2,017 | -43.4% | -$19.38万 | 减仓 |
| AGYS | AGILYSYS INC | $24.39万 | 0.11% | 2,334 | 1,354 | 138.2% | $14.15万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $24.06万 | 0.11% | 1,408 | 1,408 | — | $24.06万 | 新建仓 |
| LYFT | LYFT INC | $23.86万 | 0.11% | 16,331 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $23.64万 | 0.11% | 2,015 | 2,015 | — | $23.64万 | 新建仓 |
| SITM | SITIME CORP | $22.89万 | 0.10% | 307 | -129 | -29.6% | -$9.62万 | 减仓 |
| MYRG | MYR GROUP INC DEL | $22.37万 | 0.10% | 447 | -243 | -35.2% | -$12.16万 | 减仓 |
| BROS | DUTCH BROS INC | $18.71万 | 0.09% | 2,605 | -1,673 | -39.1% | -$12.01万 | 减仓 |
| AVGO | BROADCOM INC | $18.47万 | 0.08% | 489 | -36 | -6.9% | -$1.36万 | 减仓 |
| AAON | AAON INC | $17.86万 | 0.08% | 1,408 | 57 | 4.2% | $7,231 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $17.46万 | 0.08% | 9,779 | 2,540 | 35.1% | $4.53万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $16.33万 | 0.07% | 1,040 | 1,040 | — | $16.33万 | 新建仓 |
| PKE | PARK AEROSPACE CORP | $16.21万 | 0.07% | 4,249 | 4,249 | — | $16.21万 | 新建仓 |
| ALM | ALMONTY INDS INC | $16.00万 | 0.07% | 9,661 | -115 | -1.2% | -$1,904 | 减仓 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $15.88万 | 0.07% | 1,335 | 148 | 12.5% | $1.76万 | 加仓 |