DOCK STREET ASSET MANAGEMENT INC
Top Portfolio Positions
49 positions ·
$843,611,710 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,012,751 | $176,623,774 | 20.94% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
744,782 | $108,946,710 | 12.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
362,406 | $75,478,297 | 8.95% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
158,515 | $53,570,144 | 6.35% | |
| V |
Visa Inc.
Financial Services
|
148,829 | $44,982,076 | 5.33% | |
| MSFT |
Microsoft Corp
Technology
|
102,088 | $37,789,914 | 4.48% | |
| MA |
Mastercard Inc
Financial Services
|
73,568 | $36,758,986 | 4.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
61,570 | $35,226,044 | 4.18% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
214,885 | $32,507,802 | 3.85% | |
| NOW |
ServiceNow, Inc.
Technology
|
286,250 | $29,927,437 | 3.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ECC
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,907 | 32,954 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $189,815 | 32,954 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $218,090 | 32,994 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $252,734 | 32,994 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $267,251 | 32,994 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $292,986 | 32,994 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $325,320 | 32,994 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $331,589 | 32,994 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $333,569 | 32,994 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $313,443 | 32,994 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $334,889 | 32,994 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $335,219 | 32,994 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $368,542 | 32,994 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $333,899 | 32,994 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $362,494 | 32,954 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $223,278 | 18,954 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $249,245 | 18,954 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $265,356 | 18,954 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $258,153 | 18,954 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $256,826 | 18,954 | Shares | Sole | 2021-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||