RiverPark Funds
RiverPark Next Century Growth Fund
Growth
Jun 2025 → Sep 2025
Our archive holds 3 letters from this strategy and positions in 36 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year · follow all of RiverPark Funds for every strategy.
What it bought and sold
o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital
o one each in consumer (Toll Brothers), energy (Centrus Energy), basic materials (MP Materials)
- AddedKarman HoldingsSep 2025
o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs
- AddedAccelerant HoldingsSep 2025
o three in financials: Pagaya Technologies, Porch Group, Accelerant Holdings
o one each in consumer (Toll Brothers), energy (Centrus Energy), basic materials (MP Materials)
six in health care: Veracyte, HealthEquity, CareDx, ARS Pharmaceuticals, Vericel, PROCEPT BioRobotics
two in industrials: Paylocity Holding, ExlService Holdings
o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs
o two in health care: Mirum Pharmaceuticals, ADMA Biologics
- AddedNetskope, Inc.Sep 2025
o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital
five in technology: CyberArk Software, Grid Dynamics Holdings, Vertex, PAR Technology, Clearwater Analytics
six in health care: Veracyte, HealthEquity, CareDx, ARS Pharmaceuticals, Vericel, PROCEPT BioRobotics
five in technology: CyberArk Software, Grid Dynamics Holdings, Vertex, PAR Technology, Clearwater Analytics
o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital
o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs
one in consumer: ACV Auctions
six in health care: Veracyte, HealthEquity, CareDx, ARS Pharmaceuticals, Vericel, PROCEPT BioRobotics
o three in financials: Pagaya Technologies, Porch Group, Accelerant Holdings
o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs
o three in financials: Pagaya Technologies, Porch Group, Accelerant Holdings
o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs
six in health care: Veracyte, HealthEquity, CareDx, ARS Pharmaceuticals, Vericel, PROCEPT BioRobotics
o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital
five in technology: CyberArk Software, Grid Dynamics Holdings, Vertex, PAR Technology, Clearwater Analytics