DOCK STREET ASSET MANAGEMENT INC — 13F Holdings & Portfolio

CIK 1172779 · latest 13F-HR filed 2026-07-30

DOCK STREET ASSET MANAGEMENT INC manages $1.08B in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (18.68%), AMZN (8.18%), PLTR (8.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 4, added to 28, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2875 SOUTH OCEAN BLVD., STE. 200-46
PALM BEACH, FL 33480
Phone
(203) 532-9470
Filing Manager
DOCK STREET ASSET MANAGEMENT INC
PALM BEACH, FL
Signatory
Marjan Verhelst
Compliance Assistant
Loading holdings…
AUM

$1.08B

Long-equity book

Holdings

64

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+10 / −4 / ↑28 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ARM HOLDINGS PLC$42.2M +129.7%
  • NVIDIA CORPORATION$25.4M +14.4%
  • TAIWAN SEMICONDUCTOR MANUFAC$23.5M +43.8%
  • ALPHABET INC$14.0M +23.0%
  • AMAZON COM INC$13.0M +17.2%
Show all 28

Top Trims

  • PALANTIR TECHNOLOGIES INC-$21.0M -19.3%
  • NETFLIX INC.-$7.3M -40.5%
  • INVESCO EXCH TRADED FD TR II-$4.4M -18.8%
  • TKO GROUP HOLDINGS INC-$2.8M -19.1%
  • SPOTIFY TECHNOLOGY S A-$2.6M -19.6%
Show all 15

New Positions

  • ATLASSIAN CORPORATION$11.7M
  • FLEX LTD$413.3K
  • INTEL CORP$401.6K
  • NEBIUS GROUP N.V.$359.0K
  • ISHARES TR$333.6K
Show all 10

Exited Positions

  • SCHWAB STRATEGIC TR$302.5K
  • TJX COS INC NEW$234.0K
  • ECOLAB INC$204.8K
  • SHERWIN WILLIAMS CO$201.9K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $202.0M 18.68% 1,009,549 SH
2 AMAZON COM INC AMZN 023135106 $88.5M 8.18% 371,130 SH
3 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $88.0M 8.13% 753,957 SH
4 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $77.0M 7.12% 161,305 SH
5 ALPHABET INC GOOG 02079K107 $75.1M 6.94% 212,492 SH
6 ARM HOLDINGS PLC ARM 042068205 $74.7M 6.91% 210,605 SH
7 VISA INC V 92826C839 $51.3M 4.74% 149,430 SH
8 MASTERCARD INCORPORATED MA 57636Q104 $38.0M 3.52% 74,042 SH
9 MICROSOFT CORP MSFT 594918104 $35.8M 3.31% 96,050 SH
10 META PLATFORMS INC META 30303M102 $35.7M 3.30% 63,448 SH
11 CADENCE DESIGN SYSTEM INC CDNS 127387108 $31.1M 2.87% 82,794 SH
12 BROADCOM INC AVGO 11135F101 $31.0M 2.86% 81,960 SH
13 SERVICENOW INC NOW 81762P102 $30.6M 2.83% 308,002 SH
14 APPLE INC AAPL 037833100 $24.3M 2.25% 83,971 SH
15 BOOKING HOLDINGS INC BKNG 09857L108 $20.3M 1.88% 113,771 SH
16 INVESCO EXCH TRADED FD TR II TBLL 46138G888 $18.8M 1.74% 178,334 SH
17 FAIR ISAAC CORP FICO 303250104 $18.4M 1.70% 15,391 SH
18 ORACLE CORP ORCL 68389X105 $18.0M 1.67% 122,961 SH
19 MSCI INC MSCI 55354G100 $16.6M 1.54% 29,730 SH
20 DATADOG INC DDOG 23804L103 $16.2M 1.50% 62,122 SH
21 TKO GROUP HOLDINGS INC TKO 87256C101 $12.0M 1.11% 59,704 SH
22 ATLASSIAN CORPORATION TEAM 049468101 $11.7M 1.08% 149,795 SH
23 NETFLIX INC. NFLX 64110L106 $10.8M 1.00% 150,995 SH
24 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $10.5M 0.97% 22,774 SH
25 SCHWAB STRATEGIC TR SCHO 808524862 $9.6M 0.89% 397,359 SH
26 SCHWAB STRATEGIC TR SCHR 808524854 $7.9M 0.73% 321,384 SH
27 ALPHABET INC GOOGL 02079K305 $3.2M 0.29% 8,871 SH
28 INVESCO QQQ TR QQQ 46090E103 $3.0M 0.28% 4,073 SH
29 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.0M 0.27% 5,926 SH
30 ISHARES TR SHY 464287457 $1.6M 0.15% 19,528 SH
31 ELI LILLY & CO LLY 532457108 $1.3M 0.12% 1,113 SH
32 FASTENAL CO FAST 311900104 $1.2M 0.11% 25,600 SH
33 LAM RESEARCH CORP LRCX 512807306 $1.2M 0.11% 2,793 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $1.2M 0.11% 3,652 SH
35 CATERPILLAR INC CAT 149123101 $1.2M 0.11% 1,081 SH
36 HOME DEPOT INC HD 437076102 $1.1M 0.10% 3,020 SH
37 JOHNSON & JOHNSON JNJ 478160104 $686.1K 0.06% 2,702 SH
38 POWELL INDS INC POWL 739128106 $651.2K 0.06% 2,274 SH
39 ABBVIE INC ABBV 00287Y109 $616.2K 0.06% 2,449 SH
40 GE AEROSPACE GE 369604301 $555.4K 0.05% 1,486 SH
41 WALMART INC WMT 931142103 $509.7K 0.05% 4,500 SH
42 EXXON MOBIL CORP XOM 30231G102 $485.5K 0.04% 3,551 SH
43 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $419.7K 0.04% 562 SH
44 FLEX LTD FLEX Y2573F102 $413.3K 0.04% 2,550 SH
45 INTEL CORP INTC 458140100 $401.6K 0.04% 2,876 SH
46 NASDAQ INC NDAQ 631103108 $388.2K 0.04% 4,925 SH
47 ISHARES TR SGOV 46436E718 $382.0K 0.04% 3,795 SH
48 ABBOTT LABORATORIES ABT 002824100 $370.5K 0.03% 4,083 SH
49 GOLDMAN SACHS GROUP INC GS 38141G104 $360.0K 0.03% 356 SH
50 AMGEN INC AMGN 031162100 $359.9K 0.03% 994 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $1.08B 64 0001172779-26-000003
2026-03-31 2026-04-20 $950.8M 58 0001172779-26-000002
2025-12-31 2026-01-15 $1.09B 47 0001172779-26-000001