DOCK STREET ASSET MANAGEMENT INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.01M | $176.62M |
 | PLTR | 745K | $108.95M |
 | AMZN | 362K | $75.48M |
 | NOW | 286K | $29.93M |
 | ARM | 215K | $32.51M |
 | GOOG | 213K | $61.05M |
 | NFLX | 188K | $18.11M |
 | TSM | 159K | $53.57M |
 | V | 149K | $44.98M |
 | ORCL | 139K | $20.50M |
 | MSFT | 102K | $37.79M |
 | CDNS | 82K | $22.81M |
 | AAPL | 81K | $20.55M |
 | AVGO | 80K | $24.84M |
 | TKO | 74K | $14.86M |
 | MA | 74K | $36.76M |
 | META | 62K | $35.23M |
 | DDOG | 59K | $6.99M |
 | ECC | 33K | $123.91K |
 | MSCI | 30K | $15.93M |
NVIDIA Corporation
NVDA
Shares Held
1.01M
Value
$176.62M
Palantir Technologies Inc.
PLTR
Shares Held
745K
Value
$108.95M
Amazon.com, Inc.
AMZN
Shares Held
362K
Value
$75.48M
ServiceNow, Inc.
NOW
Shares Held
286K
Value
$29.93M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
215K
Value
$32.51M
Alphabet Inc.
GOOG
Shares Held
213K
Value
$61.05M
Netflix, Inc.
NFLX
Shares Held
188K
Value
$18.11M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
159K
Value
$53.57M
Visa Inc.
V
Shares Held
149K
Value
$44.98M
Oracle Corporation
ORCL
Shares Held
139K
Value
$20.50M
Microsoft Corporation
MSFT
Shares Held
102K
Value
$37.79M
Cadence Design Systems, Inc.
CDNS
Shares Held
82K
Value
$22.81M
Apple Inc.
AAPL
Shares Held
81K
Value
$20.55M
Broadcom Inc.
AVGO
Shares Held
80K
Value
$24.84M
TKO Group Holdings, Inc.
TKO
Shares Held
74K
Value
$14.86M
Mastercard Incorporated
MA
Shares Held
74K
Value
$36.76M
Meta Platforms, Inc.
META
Shares Held
62K
Value
$35.23M
Datadog, Inc.
DDOG
Shares Held
59K
Value
$6.99M
Eagle Point Credit Company Inc.
ECC
Shares Held
33K
Value
$123.91K
MSCI Inc.
MSCI
Shares Held
30K
Value
$15.93M