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RiverPark Funds: AI Momentum And Healthcare Headwinds Drive Portfolio Shifts In Q2 2025 [Seeking Alpha]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
UnitedHealth and Apple underperformed due to margin pressures, regulatory uncertainty, and mixed AI sentiment, but we remain confident in their multi-year value propositions. Our short position in QQQ detracted as tech stocks rallied, but it served as a portfolio hedge without forcing sales of core long holdings. We maintain a focus on high-quality, innovative growth companies, believing their structural advantages and cash flow profiles support durable long-term returns despite near-term volatility. MF3d The following segment was excerpted from the RiverPark Long/Short Opportunity Fund Q2 2025 Investor Letter. Top Contributors Top Contributors to Performance for the Quarter Ended June 30, 2025 Percent Impact NVIDIA Corp ( NVDA ). (long) Microsoft This article was written by Recommended For You
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- Stock Market Today, Dec. 26: S&P Notches New High As Investors Digest Nvidia-Groq Deal [Yahoo! Finance][Yahoo! Finance]
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- 12/22/25 - Form 4
- 12/22/25 - Form 4
- 12/19/25 - Form 144
- NVDA's page on the SEC website
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