RiverPark Funds
Our archive holds 11 letters from RiverPark Funds, behind 10 investment theses and positions in 74 companies. Every quote below is copied verbatim from the letter it came from.
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4 strategies
RiverPark Funds publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.
- RiverPark Large Growth Fund4
US Mega-cap Growth · 22 companies
1Y +9.4% · 3Y +17.4%/yr (Mar 31, 2026)
- RiverPark Next Century Growth Fund3
Growth · 36 companies
- RiverPark Next Century Large Growth Fund3
Growth · 22 companies
- RiverPark Long Short Opportunity Fund1
Opportunistic · 16 companies
Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.
What they bought and sold · 46 moves
- ExitedPinterest, Inc.March 2026
“Given the severity and uncertainty of the near-term headwinds and the seeming lack of uptake on the company’s multiple growth initiatives, we exited our position in Pinterest during the quarter.”
Read the letter - AddedAehr Test SystemsSeptember 2025
“o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital”
Read the letter - AddedMP Materials Corp.September 2025
“o one each in consumer (Toll Brothers), energy (Centrus Energy), basic materials (MP Materials)”
Read the letter - AddedKarman HoldingsSeptember 2025
“o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs”
Read the letter - AddedAccelerant HoldingsSeptember 2025
“o three in financials: Pagaya Technologies, Porch Group, Accelerant Holdings”
Read the letter - New positionInsmedSeptember 2025
“o one each in health care (Insmed), industrials (GE Vernova), financials (Robinhood Markets)”
Read the letter - ExitedIntuitive SurgicalSeptember 2025
“we sold 7 positions to zero in Q3: o six in technology: Tyler Technologies, CyberArk Software, Salesforce, Atlassian, ARM Holdings, Toast o one in health care: Intuitive Surgical”
Read the letter - New positionRobinhood MarketsSeptember 2025
“o one each in health care (Insmed), industrials (GE Vernova), financials (Robinhood Markets)”
Read the letter - ExitedSalesforceSeptember 2025
“we sold 7 positions to zero in Q3: o six in technology: Tyler Technologies, CyberArk Software, Salesforce, Atlassian, ARM Holdings, Toast”
Read the letter - New positionGE VernovaSeptember 2025
“o one each in health care (Insmed), industrials (GE Vernova), financials (Robinhood Markets)”
Read the letter - AddedToll Brothers, Inc.September 2025
“o one each in consumer (Toll Brothers), energy (Centrus Energy), basic materials (MP Materials)”
Read the letter - ExitedToastSeptember 2025
“we sold 7 positions to zero in Q3: o six in technology: Tyler Technologies, CyberArk Software, Salesforce, Atlassian, ARM Holdings, Toast”
Read the letter - ExitedCareDx, Inc.September 2025
“six in health care: Veracyte, HealthEquity, CareDx, ARS Pharmaceuticals, Vericel, PROCEPT BioRobotics”
Read the letter - September 2025
“two in industrials: Paylocity Holding, ExlService Holdings”
Read the letter - AddedAeroVironment, Inc.September 2025
“o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs”
Read the letter - AddedADMA Biologics, Inc.September 2025
“o two in health care: Mirum Pharmaceuticals, ADMA Biologics”
Read the letter - AddedNetskope, Inc.September 2025
“o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital”
Read the letter - ExitedTyler TechnologiesSeptember 2025
“we sold 7 positions to zero in Q3: o six in technology: Tyler Technologies, CyberArk Software, Salesforce, Atlassian, ARM Holdings, Toast”
Read the letter - ExitedVertex, Inc.September 2025
“five in technology: CyberArk Software, Grid Dynamics Holdings, Vertex, PAR Technology, Clearwater Analytics”
Read the letter - ExitedHealthEquity, Inc.September 2025
“six in health care: Veracyte, HealthEquity, CareDx, ARS Pharmaceuticals, Vericel, PROCEPT BioRobotics”
Read the letter - September 2025
“five in technology: CyberArk Software, Grid Dynamics Holdings, Vertex, PAR Technology, Clearwater Analytics”
Read the letter - AddedImpinj, Inc.September 2025
“o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital”
Read the letter - AddedPlanet Labs PBCSeptember 2025
“o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs”
Read the letter - ExitedACV Auctions Inc.September 2025
“one in consumer: ACV Auctions”
Read the letter - September 2025
“six in health care: Veracyte, HealthEquity, CareDx, ARS Pharmaceuticals, Vericel, PROCEPT BioRobotics”
Read the letter - ExitedCyberArk SoftwareSeptember 2025
“we sold 7 positions to zero in Q3: o six in technology: Tyler Technologies, CyberArk Software, Salesforce, Atlassian, ARM Holdings, Toast”
Read the letter - New positionOracle CorpSeptember 2025
“we added 5 new positions in Q3: o two in technology: MongoDB, Oracle Corp”
Read the letter - AddedPorch Group, Inc.September 2025
“o three in financials: Pagaya Technologies, Porch Group, Accelerant Holdings”
Read the letter - AddedAAON, Inc.September 2025
“o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs”
Read the letter - ExitedAtlassianSeptember 2025
“we sold 7 positions to zero in Q3: o six in technology: Tyler Technologies, CyberArk Software, Salesforce, Atlassian, ARM Holdings, Toast”
Read the letter
Showing the 30 most recent of 46 recorded moves.
Companies held · 74
Every company RiverPark Funds has disclosed a position in across our archive, with the letter that last mentioned it.
- AAON, Inc.Sep 2025
- Accelerant HoldingsSep 2025
- ACV Auctions Inc.Sep 2025
- ADMA Biologics, Inc.Sep 2025
- Adobe Inc.Mar 2026
- Aehr Test SystemsSep 2025
- AeroVironment, Inc.Sep 2025
- Alphabet Inc.Mar 2026
- Amazon.com, Inc.Mar 2026
- Apple Inc.Sep 2025
- Applied Digital CorporationSep 2025
- Applied Materials, Inc.Mar 2026
- AppLovin Corp.Sep 2025
- ARM HoldingsSep 2025
- ARS Pharmaceuticals, Inc.Sep 2025
- Artivion, Inc.Sep 2025
- Astronics Corp.Sep 2025
- AtlassianSep 2025
- Autodesk, Inc.Mar 2026
- Axon Enterprise IncSep 2025
- Bloom Energy Corp.Sep 2025
- Broadcom Inc.Sep 2025
- CareDx, Inc.Sep 2025
- Centrus Energy Corp.Sep 2025
- Clearwater Analytics Holdings, Inc.Sep 2025
- Costco Wholesale CorporationMar 2026
- CyberArk SoftwareSep 2025
- Datadog, Inc.Mar 2026
- Eli Lilly and CompanyMar 2026
- ExlService Holdings, Inc.Sep 2025
- GE VernovaSep 2025
- Grid Dynamics Holdings, Inc.Sep 2025
- HealthEquity, Inc.Sep 2025
- Impinj, Inc.Sep 2025
- InsmedSep 2025
- Intuit Inc.Mar 2026
- Intuitive SurgicalSep 2025
- JFrog Ltd.Sep 2025
- Karman HoldingsSep 2025
- KKR & Co. Inc.Mar 2026
- Klaviyo, Inc.Sep 2025
- Lockheed Martin CorporationMar 2026
- Meta Platforms, Inc.Mar 2026
- Microsoft Corp.Mar 2026
- Mirum Pharmaceuticals, Inc.Sep 2025
- MongoDBSep 2025
- MP Materials Corp.Sep 2025
- Netflix, Inc.Mar 2026
- Netskope, Inc.Sep 2025
- NVIDIA Corp.Sep 2025
- Oracle CorpSep 2025
- Pagaya Technologies Ltd.Sep 2025
- PAR Technology Corp.Sep 2025
- Paylocity Holding CorporationSep 2025
- Pinnacle Financial Partners, Inc.Sep 2025
- Pinterest, Inc.Mar 2026
- Planet Labs PBCSep 2025
- Porch Group, Inc.Sep 2025
- PROCEPT BioRobotics CorporationSep 2025
- Progressive Corp.Sep 2025
- Robinhood MarketsSep 2025
- SalesforceSep 2025
- ServiceNow, Inc.Mar 2026
- Shopify Inc.Mar 2026
- Sterling Infrastructure, Inc.Sep 2025
- Taiwan Semiconductor Manufacturing Company LimitedMar 2026
- ToastSep 2025
- Toll Brothers, Inc.Sep 2025
- Tyler TechnologiesSep 2025
- Uber Technologies, Inc.Sep 2025
- Veracyte, Inc.Sep 2025
- Vericel Corp.Sep 2025
- Vertex, Inc.Sep 2025
- Xometry, Inc.Sep 2025
Theses · 10
- March 2026
KKR is portrayed as a differentiated alternative asset compounder with a diversified platform, record fundraising, and strong earnings trajectory.
Read the full thesis - March 2026
Applied Materials is positioned as a structurally advantaged semiconductor equipment company benefiting from AI-driven demand and strong cash generation.
Read the full thesis - March 2026
Eli Lilly is viewed as a premier healthcare growth franchise with leadership in obesity and diabetes and strong multi-year revenue growth.
Read the full thesis - March 2026
Netflix is portrayed as the dominant global streaming platform with durable competitive advantages, pricing power, and long-term earnings compounding.
Read the full thesis - March 2026
Costco Wholesale is presented as a resilient membership-driven retailer with durable traffic, recurring revenue, and long-term compounding potential.
Read the full thesis - March 2026
Taiwan Semiconductor Manufacturing is viewed as the key advanced foundry benefiting from secular AI compute growth, pricing power, and margin expansion.
Read the full thesis - March 2026
Lockheed Martin is described as a high-quality defense franchise with durable earnings, strong cash generation, and long revenue visibility.
Read the full thesis - September 2025
Disney is a high-quality EPS compounder with strong growth potential from its DTC segment and successful Experiences business.
Read the full thesis - June 2025
Apple is well-positioned for long-term growth due to its large installed base, strong cash flow, and a focused AI strategy emphasizing security and performance.
Read the full thesis - June 2025
UnitedHealth is a robust healthcare franchise with a strong integrated model poised for long-term value creation despite short-term volatility.
Read the full thesis
Letter archive · 11
2025
- Sep 2025RiverPark Large Growth Fund
- Sep 2025RiverPark Long Short Opportunity Fund
- Sep 2025RiverPark Next Century Large Growth Fund
- Sep 2025RiverPark Next Century Growth Fund
- Jun 2025RiverPark Next Century Large Growth Fund
- Jun 2025RiverPark Large Growth Fund
- Jun 2025RiverPark Next Century Growth Fund
- Jun 2025RiverPark Next Century Large Growth Fund
- Jun 2025RiverPark Large Growth Fund
- Jun 2025RiverPark Next Century Growth Fund
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