Riverpark Capital Management as of March 31, 2020
Portfolio Holdings for Riverpark Capital Management
Riverpark Capital Management holds 54 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.2 | $5.4M | 2.8k | 1949.58 | |
| Microsoft Corporation (MSFT) | 6.5 | $4.9M | 31k | 157.73 | |
| Blackstone Group Inc Com Cl A (BX) | 4.9 | $3.7M | 81k | 45.56 | |
| Illumina (ILMN) | 4.1 | $3.1M | 11k | 273.16 | |
| EXACT Sciences Corporation (EXAS) | 3.8 | $2.8M | 49k | 58.00 | |
| Facebook Inc cl a (META) | 3.8 | $2.8M | 17k | 166.77 | |
| Snap Inc cl a (SNAP) | 3.8 | $2.8M | 237k | 11.89 | |
| MasterCard Incorporated (MA) | 3.5 | $2.6M | 11k | 241.57 | |
| Intuitive Surgical (ISRG) | 3.5 | $2.6M | 5.3k | 495.21 | |
| Autodesk (ADSK) | 3.4 | $2.6M | 17k | 156.11 | |
| Walt Disney Company (DIS) | 3.4 | $2.5M | 26k | 96.58 | |
| Twilio Inc cl a (TWLO) | 3.3 | $2.5M | 28k | 89.51 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $2.4M | 7.6k | 318.33 | |
| Apple (AAPL) | 3.1 | $2.4M | 9.3k | 254.36 | |
| Servicenow (NOW) | 3.1 | $2.3M | 8.1k | 286.67 | |
| Dex (DXCM) | 3.1 | $2.3M | 8.6k | 269.26 | |
| Uber Technologies (UBER) | 3.1 | $2.3M | 83k | 27.93 | |
| Visa (V) | 2.6 | $2.0M | 12k | 161.08 | |
| Pinterest Inc Cl A (PINS) | 2.6 | $1.9M | 126k | 15.44 | |
| Paypal Holdings (PYPL) | 2.5 | $1.9M | 20k | 95.72 | |
| Equinix (EQIX) | 2.5 | $1.9M | 3.0k | 624.74 | |
| 2.3 | $1.7M | 70k | 24.57 | ||
| American Tower Reit (AMT) | 2.1 | $1.6M | 7.2k | 217.85 | |
| Alphabet Inc Class C cs (GOOG) | 2.0 | $1.5M | 1.3k | 1162.76 | |
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $1.5M | 1.3k | 1161.78 | |
| Shopify Inc cl a (SHOP) | 1.8 | $1.4M | 3.3k | 416.74 | |
| Cme (CME) | 1.7 | $1.2M | 7.2k | 172.98 | |
| Nike (NKE) | 1.5 | $1.2M | 14k | 82.75 | |
| salesforce (CRM) | 1.5 | $1.1M | 7.9k | 144.06 | |
| Bill Com Holdings Ord (BILL) | 1.5 | $1.1M | 32k | 34.22 | |
| Ringcentral (RNG) | 1.2 | $907k | 4.3k | 212.04 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $714k | 2.1k | 339.03 | |
| Northrop Grumman Corporation (NOC) | 0.9 | $644k | 2.1k | 302.77 | |
| Vistra Energy (VST) | 0.4 | $269k | 17k | 15.98 | |
| Industries N shs - a - (LYB) | 0.3 | $212k | 4.3k | 49.61 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $204k | 8.6k | 23.63 | |
| Lam Research Corporation (LRCX) | 0.2 | $162k | 673.00 | 240.71 | |
| CF Industries Holdings (CF) | 0.2 | $139k | 5.1k | 27.16 | |
| Quanta Services (PWR) | 0.2 | $136k | 4.3k | 31.75 | |
| CarMax (KMX) | 0.2 | $134k | 2.5k | 53.95 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.2 | $132k | 5.8k | 22.87 | |
| Valero Energy Corporation (VLO) | 0.2 | $132k | 2.9k | 45.21 | |
| CIGNA Corporation | 0.2 | $114k | 642.00 | 177.57 | |
| Anthem (ELV) | 0.1 | $104k | 459.00 | 226.58 | |
| Ally Financial (ALLY) | 0.1 | $99k | 6.9k | 14.40 | |
| Lear Corporation (LEA) | 0.1 | $91k | 1.1k | 80.96 | |
| Micron Technology (MU) | 0.1 | $90k | 2.1k | 42.21 | |
| LKQ Corporation (LKQ) | 0.1 | $88k | 4.3k | 20.57 | |
| Athene Holding Ltd Cl A | 0.1 | $87k | 3.5k | 24.74 | |
| Appollo Global Mgmt Inc Cl A | 0.1 | $83k | 2.5k | 33.31 | |
| Berry Plastics (BERY) | 0.1 | $79k | 2.3k | 33.79 | |
| Dxc Technology (DXC) | 0.1 | $79k | 6.0k | 13.08 | |
| Liberty Global Inc C | 0.1 | $71k | 4.5k | 15.71 | |
| Goldman Sachs (GS) | 0.1 | $66k | 426.00 | 154.93 |
