SEC 13F Intelligence

Managers / Q1 2019 · view latest →

DOCK STREET ASSET MANAGEMENT INC

CIK 0001172779 · 2875 SOUTH OCEAN BLVD., STE. 200-46, PALM BEACH, FL, 33480 · 2035329470

Reported Value
$293M
Q1 2019
Positions
51
Filings on Record
30
2019–present window
Filed
Apr 29, 2019
original filing

Summary

Dock Street Asset Management Inc reported $293M in U.S.-listed holdings across 51 positions for Q1 2019.

Its largest position, AAPL, represents 12.3% of the portfolio.

Compared with Q4 2018, the fund opened 5 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $262MQ4 ’18Q1 ’19: $293MQ2 ’19: $297MQ3 ’19: $295MQ4 ’19: $346MQ4 ’19Q1 ’20: $284MQ2 ’20: $361MQ3 ’20: $395MQ4 ’20: $481MQ4 ’20Q1 ’21: $479MQ2 ’21: $537MQ3 ’21: $535MQ4 ’21: $607MQ4 ’21Q1 ’22: $557MQ2 ’22: $458MQ3 ’22: $417MQ4 ’22: $433.7BQ4 ’22Q1 ’23: $514MQ2 ’23: $581MQ3 ’23: $571MQ4 ’23: $640MQ4 ’23Q1 ’24: $669MQ2 ’24: $715MQ3 ’24: $741MQ4 ’24: $835MQ4 ’24Q1 ’25: $847MQ2 ’25: $1.1BQ3 ’25: $1.1BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $951Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 76.5%Other: 21.9%ETP: 1.5%MLP: 0.1%Open-End Fund: 0.1%
  • Common Stock · 76.5% · $224M
  • Other · 21.9% · $64M
  • ETP · 1.5% · $4M
  • MLP · 0.1% · $244,000
  • Open-End Fund · 0.1% · $216,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$951M58Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B47Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B49Oct 23, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B48Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$847M58May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$835M49Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$741M47Oct 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$715M48Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$669M47May 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$640M43Jan 31, 202413F-HRchanges · EDGAR ↗
Q3 2023$571M42Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$581M43Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$514M54Apr 26, 202313F-HRchanges · EDGAR ↗
Q4 2022$433.7B53Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$417M57Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$458M63Jul 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$557M71Apr 14, 202213F-HRchanges · EDGAR ↗
Q4 2021$607M76Jan 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$535M72Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$537M76Jul 15, 202113F-HRchanges · EDGAR ↗
Q1 2021$479M66Apr 15, 202113F-HRchanges · EDGAR ↗
Q4 2020$481M60Jan 27, 202113F-HRchanges · EDGAR ↗
Q3 2020$395M47Nov 2, 202013F-HRchanges · EDGAR ↗
Q2 2020$361M49Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$284M41May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$346M45Jan 29, 202013F-HRchanges · EDGAR ↗
Q3 2019$295M46Oct 23, 201913F-HRchanges · EDGAR ↗
Q2 2019$297M47Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$293M51Apr 29, 201913F-HRchanges · EDGAR ↗
Q4 2018$262M51Jan 17, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.