Stock Taper 
DOCK STREET ASSET MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 1.01M | $202M |
 Palantir Technologies Inc. | PLTR | 753.96K | $87.96M |
 Amazon.com, Inc. | AMZN | 371.13K | $88.46M |
 ServiceNow, Inc. | NOW | 308K | $30.58M |
 Alphabet Inc. | GOOG | 212.49K | $75.08M |
 Arm Holdings plc American Depositary Shares | ARM | 210.6K | $74.67M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 161.31K | $77.03M |
 Netflix, Inc. | NFLX | 151K | $10.78M |
 Atlassian Corporation | TEAM | 149.79K | $11.65M |
 Visa Inc. | V | 149.43K | $51.27M |
 Oracle Corporation | ORCL | 122.96K | $18.02M |
 Booking Holdings Inc. | BKNG | 113.77K | $20.28M |
 Microsoft Corporation | MSFT | 96.05K | $35.83M |
 Apple Inc. | AAPL | 83.97K | $24.3M |
 Cadence Design Systems, Inc. | CDNS | 82.79K | $31.07M |
 Broadcom Inc. | AVGO | 81.96K | $30.96M |
 Mastercard Incorporated | MA | 74.04K | $38.03M |
 Meta Platforms, Inc. | META | 63.45K | $35.74M |
 Datadog, Inc. | DDOG | 62.12K | $16.17M |
 TKO Group Holdings, Inc. | TKO | 59.7K | $12.02M |