account_balance
Investment manager · 13F filer · SEC CIK 1172779
Dock Street Asset Management Inc
Reported value$1.2Bas of Sep 30, 2026
Positions68 12 new, 8 sold out
Top 10 weight70.5%NVDA alone is 19%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
18.8%
PLTRPalantir Technologies Inc.
11.6%
AMZNAmazon.com Inc
7.5%Trimmed −2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.0%
GOOGAlphabet Inc.
5.9%
ARMArm Holdings PLC
5.1%
VVisa Inc.
4.3%Trimmed −3%
MSFTMicrosoft Corp
4.0%Trimmed −3%
METAMeta Platforms, Inc.
3.8%
NOWServiceNow, Inc.
3.5%
MAMastercard Inc
3.3%−3%
AAPLApple Inc.
2.6%
NVDANVIDIA Corp
18.8%
PLTRPalantir Technologies Inc.
11.6%
AMZNAmazon.com Inc
7.5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.0%
GOOGAlphabet Inc.
5.9%
ARMArm Holdings PLC
5.1%
VVisa Inc.
4.3%
MSFTMicrosoft Corp
4.0%
META3.8%NOW3.5%MA3.3%AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 18.8% HeldPLTR Palantir Technologies Inc. 11.6% HeldAMZN Amazon.com Inc 7.5% Trimmed −2%TSM Taiwan Semiconductor Manufacturing Co Ltd 6.0% HeldGOOG Alphabet Inc. 5.9% HeldARM Arm Holdings PLC 5.1% HeldV Visa Inc. 4.3% Trimmed −3%MSFT Microsoft Corp 4.0% Trimmed −3%META Meta Platforms, Inc. 3.8% HeldNOW ServiceNow, Inc. 3.5% HeldMA Mastercard Inc 3.3% Trimmed −3%AAPL Apple Inc. 2.6% Added +11%
What changed
Biggest moves since Jun 30, 2026
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