DOCK STREET ASSET MANAGEMENT INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.07M | $198.78M |
 | PLTR | 778K | $138.31M |
 | AMZN | 387K | $89.44M |
 | NFLX | 244K | $22.85M |
 | NOW | 228K | $34.88M |
 | GOOG | 223K | $70.07M |
 | ARM | 216K | $23.64M |
 | TSM | 163K | $49.59M |
 | V | 156K | $54.78M |
 | ORCL | 141K | $27.56M |
 | MSFT | 101K | $48.84M |
 | AAPL | 84K | $22.92M |
 | CDNS | 82K | $25.73M |
 | AVGO | 79K | $27.33M |
 | MA | 76K | $43.27M |
 | TKO | 70K | $14.60M |
 | META | 62K | $41.12M |
 | ECC | 33K | $189.81K |
 | MSCI | 32K | $18.10M |
 | SPOT | 31K | $18.06M |
NVIDIA Corporation
NVDA
Shares Held
1.07M
Value
$198.78M
Palantir Technologies Inc.
PLTR
Shares Held
778K
Value
$138.31M
Amazon.com, Inc.
AMZN
Shares Held
387K
Value
$89.44M
Netflix, Inc.
NFLX
Shares Held
244K
Value
$22.85M
ServiceNow, Inc.
NOW
Shares Held
228K
Value
$34.88M
Alphabet Inc.
GOOG
Shares Held
223K
Value
$70.07M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
216K
Value
$23.64M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
163K
Value
$49.59M
Visa Inc.
V
Shares Held
156K
Value
$54.78M
Oracle Corporation
ORCL
Shares Held
141K
Value
$27.56M
Microsoft Corporation
MSFT
Shares Held
101K
Value
$48.84M
Apple Inc.
AAPL
Shares Held
84K
Value
$22.92M
Cadence Design Systems, Inc.
CDNS
Shares Held
82K
Value
$25.73M
Broadcom Inc.
AVGO
Shares Held
79K
Value
$27.33M
Mastercard Incorporated
MA
Shares Held
76K
Value
$43.27M
TKO Group Holdings, Inc.
TKO
Shares Held
70K
Value
$14.60M
Meta Platforms, Inc.
META
Shares Held
62K
Value
$41.12M
Eagle Point Credit Company Inc.
ECC
Shares Held
33K
Value
$189.81K
MSCI Inc.
MSCI
Shares Held
32K
Value
$18.10M
Spotify Technology S.A.
SPOT
Shares Held
31K
Value
$18.06M