DOCK STREET ASSET MANAGEMENT INC — 13F holdings

DOCK STREET ASSET MANAGEMENT INC reported 64 holdings worth $1.08B in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $202M (18.7%)
  2. AMZN AMAZON COM INC — $88.5M (8.2%)
  3. PLTR PALANTIR TECHNOLOGIES INC — $88.0M (8.1%)
  4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $77.0M (7.1%)
  5. GOOG ALPHABET INC — $75.1M (6.9%)
  6. ARM ARM HOLDINGS PLC — $74.7M (6.9%)
  7. V VISA INC — $51.3M (4.7%)
  8. MA MASTERCARD INCORPORATED — $38.0M (3.5%)
  9. MSFT MICROSOFT CORP — $35.8M (3.3%)
  10. META META PLATFORMS INC — $35.7M (3.3%)