RiverPark Advisors, LLC

Registered adviser

CIK

1484256

Location

NEW YORK, NY

Portfolio Value

Small $201,320,090

Diversification

Diversified

Reports for

WEDGEWOOD PARTNERS INC NEXT CENTURY GROWTH INVESTORS LLC Crossingbridge Advisors, LLC

Filing Date

Global Rank

#6,508 / 8,819 ▼ 582

Top Industry

Shell Companies 42.3%

Period ended 4 months ago

Filed Jul 24, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 150646

Roster of Oct 1, 2026

Regulatory AUM

$836,000,000

Main clients

Registered funds and BDCs (100% of AUM)

Registered funds advised

7 series (0 index, 0 ETFs)

$918,010,547 net assets· N-CEN Sep 30, 2025

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$836,000,000	Registered funds and BDCs (100%)
Apr 2025 to Mar 2026	$907,000,000	Registered funds and BDCs (100%)
Apr 2024 to Mar 2025	$935,000,000	Registered funds and BDCs (100%)
May 2023 to Mar 2024	$1,978,000,000	Registered funds and BDCs (100%)
Apr 2023	$1,978,000,000	Registered funds and BDCs (100%)
Apr 2022 to Mar 2023	$2,847,000,000	Registered funds and BDCs (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 35.6%, 44.6 effective positions, active share 72.5% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

34.3% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 11.4 quarters, but 25.5% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 72.5%; sector active share 39.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

139 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.9%

−0.3 pts

Top 5

19.6%

−2.6 pts

Top 10

35.6%

−2.6 pts

HHI

224

Diversified−11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	49.0%	$98,571,371	28
Technology	21.6%	$43,457,563	36
Communication Services	8.2%	$16,498,644	7
Consumer Cyclical	6.8%	$13,770,692	11
Healthcare	5.5%	$11,058,500	16
Industrials	4.6%	$9,303,905	32
Utilities	2.5%	$4,967,114	1
Consumer Defensive	1.7%	$3,444,324	6
Basic Materials	0.1%	$247,977	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DRDB	Roman DBDR Acquisition Corp. II	+110,000	282,500	$2,976,137
BKNG	Booking Holdings Inc.	+14,970	15,636	$2,786,960
NFLX	Netflix Inc	+4,992	31,475	$2,247,315
ALHC	Alignment Healthcare, Inc.	+2,901	17,887	$425,889
KNX	Knight-Swift Transportation Holdings Inc.	+2,791	4,743	$369,337
GLBE	Global-E Online Ltd.	+2,588	7,895	$274,193
MAMA	Mama's Creations, Inc.	+2,540	9,779	$174,555
GH	Guardant Health, Inc.	+2,302	2,754	$413,182
LINC	Lincoln Educational Services Corp	+2,272	7,325	$365,517
FPS	Forgent Power Solutions, Inc.	+2,152	5,886	$328,791
SHOP	Shopify Inc.	+2,089	20,306	$2,318,538
BLLN	BillionToOne, Inc.	+1,788	2,415	$289,751
FROG	JFrog Ltd	+1,659	2,952	$268,277
NOW	ServiceNow, Inc.	+1,652	13,067	$1,297,291
AMZN	Amazon Com Inc	+1,635	25,815	$6,152,746
PGR	Progressive Corp	+1,417	5,576	$1,218,077
KMTS	Kestra Medical Technologies, Ltd.	+1,396	3,138	$79,830
AGYS	Agilysys Inc	+1,354	2,334	$243,903
ATRO	Astronics Corp	+936	6,433	$522,744
MIRM	Mirum Pharmaceuticals, Inc.	+851	2,865	$335,405
CB	Chubb Ltd	+849	3,528	$1,202,130
LGND	Ligand Pharmaceuticals Inc	+709	1,368	$432,411
HTFL	Heartflow, Inc.	+570	4,774	$140,069
META	Meta Platforms, Inc.	+557	9,265	$5,218,881
AXGN	Axogen, Inc.	+521	6,216	$287,117
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KCHV	Kochav Defense Acquisition Corp.	−300,000	525,005	$5,444,301
—		−109,000	492,927	$5,367,975
NVDA	Nvidia Corp	−5,215	23,919	$4,785,951
DDOG	Datadog, Inc.	−4,645	6,080	$1,582,988
AAPL	Apple Inc.	−3,189	23,471	$6,791,567
GOOGL	Alphabet Inc.	−2,569	14,011	$5,007,109
CRWV	CoreWeave, Inc.	−2,042	9,131	$908,899
AEHR	Aehr Test Systems	−2,017	2,630	$252,637
BROS	Dutch Bros Inc.	−1,673	2,605	$187,065
LSCC	Lattice Semiconductor Corp	−1,659	1,807	$276,398
GOOG	Alphabet Inc.	−1,578	6,521	$2,304,064
PAY	Paymentus Holdings, Inc.	−1,554	5,463	$131,986
UBER	Uber Technologies, Inc	−1,493	29,176	$2,105,340
KKR	KKR & Co. Inc.	−1,457	16,202	$1,487,019
COHR	Coherent Corp.	−1,293	138	$54,436
SBUX	Starbucks Corp	−1,284	14,872	$1,519,769
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,098	13,955	$6,664,488
DIS	Walt Disney Co	−1,088	17,060	$1,642,025
BX	Blackstone Inc.	−968	12,739	$1,498,998
UNH	Unitedhealth Group Inc	−821	4,579	$1,903,169
MTSI	MACOM Technology Solutions Holdings, Inc.	−797	854	$324,835
OLLI	Ollie's Bargain Outlet Holdings, Inc.	−747	898	$69,038
V	Visa Inc.	−711	9,593	$3,291,261
AMAT	Applied Materials Inc	−700	6,574	$4,753,002
AAOI	Applied Optoelectronics, Inc.	−532	640	$94,822
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
SZZL	Sizzle Acquisition Corp. II	690,800	$7,156,688
FERA	Fifth Era Acquisition Corp I	650,000	$6,773,000
ALPXU	Alpex Acquisition Corp	475,000	$4,759,500
SDHI	Siddhi Acquisition Corp (Cayman Islands)	300,000	$3,126,000
FXAC	FortuneX Acquisition Corp	175,000	$1,758,750
GLED	GalaxyEdge Acquisition Corp	156,282	$1,553,443
SPCX	Space Exploration Technologies Corp	1,408	$240,570
IPGP	Ipg Photonics Corp	2,015	$236,399
DOCN	DigitalOcean Holdings, Inc.	1,040	$163,311
PKE	Park Aerospace Corp	4,249	$162,141
MXL	Maxlinear, Inc	1,197	$153,251
DPC	DPC Holdings PLC	2,450	$120,197
VCEL	Vericel Corp	2,584	$114,962
BRZE	Braze, Inc.	5,044	$109,404
GKOS	GLAUKOS Corp	368	$51,431
ASML	Asml Holding NV	22	$43,767
ANET	Arista Networks, Inc.	246	$41,790
MRVL	Marvell Technology, Inc.	124	$36,938
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TMS	Teamshares Inc	1,044,004	$10,857,641
—		914,848	$9,432,083
FACT	FACT II Acquisition Corp.	386,713	$4,060,486
GTERA	Globa Terra Acquisition Corp	350,000	$3,573,500
—		248,597	$2,662,474
MACI	Melar Acquisition Corp. I	225,333	$2,426,836
ZTS	Zoetis Inc.	12,437	$1,470,177
NKE	NIKE, Inc.	21,775	$1,150,155
TSCO	Tractor Supply Co	23,095	$1,046,203
CDW	CDW Corp	7,302	$883,688
ADBE	Adobe Inc.	2,584	$628,118
SIMA	SIM Acquisition Corp. I	53,900	$577,808
BXBL	BOXABL Inc.	34,654	$350,005
AORT	Artivion, Inc.	6,467	$236,821
SNAP	Snap Inc	45,724	$210,330
ATEC	Alphatec Holdings, Inc.	14,842	$161,480
CELH	Celsius Holdings, Inc.	3,432	$121,767
TMDX	TransMedics Group, Inc.	675	$67,101
WAY	Waystar Holding Corp.	2,713	$65,410
ADMA	Adma Biologics, Inc.	5,319	$47,924
PEGA	Pegasystems Inc	1,016	$43,240
KNSL	Kinsale Capital Group, Inc.	119	$40,657
PLTR	Palantir Technologies Inc.	267	$39,056
YSS	York Space Systems Inc.	1,345	$29,818
CVNA	Carvana Co.	92	$28,922
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 tracked positions · $201,320,090 total · filing declares 161 positions · $218,849,008 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
		Held	960,944	0	$9,926,551	+1.1%	3	$10.16	4.93%
SOUL	Soulpower Acquisition Corp. Financial Services	Held	746,140	0	$7,722,549	+1.0%	3	$10.16	3.84%
SBXDF	SilverBox Corp IV Financial Services	Held	678,613	0	$7,335,806	+1.0%	3	$10.55	3.64%
SZZL	Sizzle Acquisition Corp. II Financial Services	NEW	690,800	NEW	$7,156,688	NEW	1	$10.32	3.55%
AAPL	Apple Inc. Technology	Reduced	23,471	-3,189	$6,791,567	+0.4%	26+	before history	3.37%
FERA	Fifth Era Acquisition Corp I Financial Services	NEW	650,000	NEW	$6,773,000	NEW	1	$10.37	3.36%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	13,955	-1,098	$6,664,488	+31.0%	21	$137.43	3.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,815	+1,635	$6,152,746	+22.2%	26+	before history	3.06%
MSFT	Microsoft Corp Technology	Reduced	15,481	-42	$5,774,721	+0.5%	26+	before history	2.87%
KCHV	Kochav Defense Acquisition Corp. Financial Services	Reduced	525,005	-300,000	$5,444,301	−35.6%	3	$10.11	2.70%
		Reduced	492,927	-109,000	$5,367,975	−16.5%	3	$10.65	2.67%
META	Meta Platforms, Inc. Communication Services	Added	9,265	+557	$5,218,881	+4.8%	26+	before history	2.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,011	-2,569	$5,007,109	+5.0%	26+	before history	2.49%
		Held	436,550	0	$4,985,401	+1.2%	3	$11.11	2.48%
ONEN	ONE Nuclear Energy Inc. Utilities	Held	475,322	0	$4,967,114	+1.0%	2	$10.33	2.47%
NVDA	Nvidia Corp Technology	Reduced	23,919	-5,215	$4,785,951	−5.8%	18	$58.98	2.38%
ALPXU	Alpex Acquisition Corp Financial Services	NEW	475,000	NEW	$4,759,500	NEW	1	unpriced	2.36%
AMAT	Applied Materials Inc Technology	Reduced	6,574	-700	$4,753,002	+91.2%	8	$191.07	2.36%
LPAA	Launch One Acquisition Corp. Financial Services	Held	408,519	0	$4,428,345	+1.2%	3	$10.63	2.20%
CEPO	Cantor Equity Partners I, Inc. Financial Services	Held	487,991	0	$4,308,960	−15.9%	3	$10.46	2.14%
LLY	ELI LILLY & Co Healthcare	Reduced	3,298	-173	$3,955,720	+23.9%	12	$689.30	1.96%
V	Visa Inc. Financial Services	Reduced	9,593	-711	$3,291,261	+5.7%	26+	before history	1.63%
VLOS	Velos Acquisition I Corp. Financial Services	Held	294,172	0	$3,185,882	+0.8%	2	$10.68	1.58%
SDHI	Siddhi Acquisition Corp (Cayman Islands) Financial Services	NEW	300,000	NEW	$3,126,000	NEW	1	$10.39	1.55%
DRDB	Roman DBDR Acquisition Corp. II Financial Services	Added	282,500	+110,000	$2,976,137	+64.8%	2	$10.48	1.48%
POLE	Andretti Acquisition Corp. II Financial Services	Held	266,868	0	$2,868,831	+1.0%	2	$10.60	1.43%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	15,636	+14,970	$2,786,960	−0.6%	22	$83.79	1.38%
SHOP	Shopify Inc. Technology	Added	20,306	+2,089	$2,318,538	+7.3%	26+	before history	1.15%
GOOG	Alphabet Inc. Communication Services	Reduced	6,521	-1,578	$2,304,064	−0.8%	26+	before history	1.14%
NFLX	Netflix Inc Communication Services	Added	31,475	+4,992	$2,247,315	−11.7%	18	unpriced	1.12%
UBER	Uber Technologies, Inc Technology	Reduced	29,176	-1,493	$2,105,340	−4.6%	26+	before history	1.05%
MA	Mastercard Inc Financial Services	Reduced	3,850	-141	$1,977,359	−0.8%	26+	before history	0.98%
SCHW	Schwab Charles Corp Financial Services	Added	21,049	+272	$1,942,191	−0.5%	22	$72.87	0.96%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,579	-821	$1,903,169	+30.2%	22	$408.64	0.95%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	1,953	-95	$1,826,971	−10.5%	13	$589.82	0.91%
FXAC	FortuneX Acquisition Corp Financial Services	NEW	175,000	NEW	$1,758,750	NEW	1	unpriced	0.87%
DIS	Walt Disney Co Communication Services	Reduced	17,060	-1,088	$1,642,025	−6.1%	26+	before history	0.82%
ISRG	Intuitive Surgical Inc Healthcare	Added	4,110	+346	$1,634,464	−5.8%	26+	before history	0.81%
DDOG	Datadog, Inc. Technology	Reduced	6,080	-4,645	$1,582,988	+25.0%	15	$89.97	0.79%
GLED	GalaxyEdge Acquisition Corp Financial Services	NEW	156,282	NEW	$1,553,443	NEW	1	$9.91	0.77%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	14,872	-1,284	$1,519,769	+5.0%	12	$95.82	0.75%
BX	Blackstone Inc. Financial Services	Reduced	12,739	-968	$1,498,998	−4.9%	26+	before history	0.74%
KKR	KKR & Co. Inc. Financial Services	Reduced	16,202	-1,457	$1,487,019	−9.0%	17	$70.48	0.74%
DAAQ	Digital Asset Acquisition Corp. Financial Services	Held	137,478	0	$1,427,021	+1.4%	2	$10.22	0.71%
MSI	Motorola Solutions, Inc. Technology	Held	3,397	0	$1,410,740	−4.3%	26+	before history	0.70%
NOW	ServiceNow, Inc. Technology	Added	13,067	+1,652	$1,297,291	+8.7%	26+	before history	0.64%
ODFL	Old Dominion Freight Line, Inc. Industrials	Held	5,733	0	$1,241,767	+10.8%	22	unpriced	0.62%
PGR	Progressive Corp Financial Services	Added	5,576	+1,417	$1,218,077	+47.7%	2	$205.16	0.61%
CB	Chubb Ltd Financial Services	Added	3,528	+849	$1,202,130	+37.7%	3	$300.53	0.60%
URI	United Rentals, Inc. Industrials	Reduced	843	-428	$955,026	+3.1%	6	$682.50	0.47%

Showing the top 50 of 139 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.