RiverPark Funds
Our archive holds 11 letters from RiverPark Funds, behind 10 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
RiverPark Funds’s own letters pageWhat they bought and sold · 1 move
- 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.”
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Companies held · 18
Every company RiverPark Funds has disclosed a position in across our archive, with the letter that last mentioned it.
- Adobe Inc.Mar 2026
- Alphabet Inc.Mar 2026
- Amazon.com, Inc.Mar 2026
- Applied Materials, Inc.Mar 2026
- Autodesk, Inc.Mar 2026
- Costco Wholesale CorporationMar 2026
- Datadog, Inc.Mar 2026
- Eli Lilly and CompanyMar 2026
- Intuit Inc.Mar 2026
- KKR & Co. Inc.Mar 2026
- Lockheed Martin CorporationMar 2026
- Meta Platforms, Inc.Mar 2026
- Microsoft Corp.Mar 2026
- Netflix, Inc.Mar 2026
- Pinterest, Inc.Mar 2026
- ServiceNow, Inc.Mar 2026
- Shopify Inc.Mar 2026
- Taiwan Semiconductor Manufacturing Company LimitedMar 2026
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.
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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
Funds · 4
- RiverPark Large Growth Fund4
- RiverPark Next Century Growth Fund3
- RiverPark Next Century Large Growth Fund3
- RiverPark Long Short Opportunity Fund1
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