DOCK STREET ASSET MANAGEMENT INC: 13F holdings
CIK 11727792026Q2
| Positions | 64 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 64 (+6 vs prior quarter) |
|---|
| Reported value | $1.1bn (+13.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 1,009,549 | $202.0m | 18.7% |
| AMZN AMAZON COM INC | 371,130 | $88.5m | 8.2% |
| PLTR PALANTIR TECHNOLOGIES INC | 753,957 | $88.0m | 8.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 161,305 | $77.0m | 7.1% |
| GOOG ALPHABET INC | 212,492 | $75.1m | 6.9% |
| ARM ARM HOLDINGS PLC | 210,605 | $74.7m | 6.9% |
| V VISA INC | 149,430 | $51.3m | 4.7% |
| MA MASTERCARD INCORPORATED | 74,042 | $38.0m | 3.5% |
| MSFT MICROSOFT CORP | 96,050 | $35.8m | 3.3% |
| META META PLATFORMS INC | 63,448 | $35.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1172779")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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