Riverpark Capital Management as of Dec. 31, 2019
Portfolio Holdings for Riverpark Capital Management
Riverpark Capital Management holds 55 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $6.5M | 41k | 157.68 | |
| Blackstone Group Inc Com Cl A (BX) | 5.6 | $6.3M | 113k | 55.95 | |
| Amazon (AMZN) | 5.3 | $6.0M | 3.2k | 1847.60 | |
| salesforce (CRM) | 4.1 | $4.7M | 29k | 162.64 | |
| Facebook Inc cl a (META) | 4.0 | $4.6M | 22k | 205.28 | |
| Autodesk (ADSK) | 3.5 | $4.0M | 22k | 183.49 | |
| Palo Alto Networks (PANW) | 3.5 | $4.0M | 17k | 231.26 | |
| Walt Disney Company (DIS) | 3.3 | $3.8M | 26k | 144.64 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $3.8M | 11k | 329.86 | |
| Apple (AAPL) | 3.2 | $3.6M | 12k | 293.61 | |
| Servicenow (NOW) | 3.1 | $3.5M | 13k | 282.37 | |
| UnitedHealth (UNH) | 3.1 | $3.5M | 12k | 294.03 | |
| MasterCard Incorporated (MA) | 3.0 | $3.5M | 12k | 298.51 | |
| Nike (NKE) | 2.9 | $3.3M | 32k | 101.28 | |
| Visa (V) | 2.8 | $3.1M | 17k | 187.91 | |
| EXACT Sciences Corporation (EXAS) | 2.6 | $3.0M | 32k | 92.46 | |
| Paypal Holdings (PYPL) | 2.6 | $2.9M | 27k | 108.17 | |
| Illumina (ILMN) | 2.5 | $2.9M | 8.6k | 331.72 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $2.8M | 2.1k | 1339.06 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $2.8M | 2.1k | 1337.46 | |
| Intuitive Surgical (ISRG) | 2.4 | $2.7M | 4.6k | 591.07 | |
| Iqvia Holdings (IQV) | 2.3 | $2.6M | 17k | 154.50 | |
| Five Below (FIVE) | 2.3 | $2.6M | 20k | 127.87 | |
| 2.0 | $2.3M | 71k | 32.05 | ||
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.0 | $2.3M | 8.9k | 253.12 | |
| Equinix (EQIX) | 2.0 | $2.2M | 3.8k | 583.85 | |
| Twilio Inc cl a (TWLO) | 1.9 | $2.2M | 23k | 98.28 | |
| American Tower Reit (AMT) | 1.8 | $2.0M | 8.8k | 229.83 | |
| Smiledirectclub (SDCCQ) | 1.7 | $2.0M | 226k | 8.74 | |
| Cme (CME) | 1.7 | $2.0M | 9.8k | 200.65 | |
| Activision Blizzard | 1.6 | $1.8M | 31k | 59.40 | |
| Booking Holdings (BKNG) | 1.4 | $1.5M | 747.00 | 2053.48 | |
| Northrop Grumman Corporation (NOC) | 1.3 | $1.5M | 4.3k | 343.92 | |
| EOG Resources (EOG) | 1.3 | $1.4M | 17k | 83.79 | |
| Teradata Corporation (TDC) | 1.1 | $1.3M | 47k | 26.77 | |
| CoStar (CSGP) | 1.1 | $1.2M | 2.0k | 597.84 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $393k | 6.5k | 60.29 | |
| Industries N shs - a - (LYB) | 0.3 | $292k | 3.1k | 94.38 | |
| Vistra Energy (VST) | 0.2 | $279k | 12k | 23.00 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.2 | $247k | 4.0k | 61.41 | |
| Lam Research Corporation (LRCX) | 0.2 | $251k | 858.00 | 292.54 | |
| Macquarie Infrastructure Company | 0.2 | $208k | 4.9k | 42.75 | |
| Liberty Global Inc C | 0.2 | $198k | 9.1k | 21.77 | |
| Ally Financial (ALLY) | 0.2 | $178k | 5.8k | 30.58 | |
| Lear Corporation (LEA) | 0.1 | $154k | 1.1k | 137.01 | |
| Valero Energy Corporation (VLO) | 0.1 | $156k | 1.7k | 93.92 | |
| Micron Technology (MU) | 0.1 | $156k | 2.9k | 53.74 | |
| CF Industries Holdings (CF) | 0.1 | $160k | 3.4k | 47.68 | |
| LKQ Corporation (LKQ) | 0.1 | $153k | 4.3k | 35.76 | |
| CIGNA Corporation | 0.1 | $131k | 642.00 | 204.05 | |
| Quanta Services (PWR) | 0.1 | $114k | 2.8k | 40.71 | |
| Anthem (ELV) | 0.1 | $112k | 371.00 | 301.89 | |
| Athene Holding Ltd Cl A | 0.1 | $110k | 2.3k | 47.21 | |
| CarMax (KMX) | 0.1 | $107k | 1.2k | 87.78 | |
| Liberty Interactive Corp (QRTEA) | 0.0 | $45k | 5.3k | 8.47 |
