DC

DOCKYARD CAPITAL MANAGEMENT LP

13F
DOCKYARD CAPITAL MANAGEMENT LP
Last update 2022-05-10 19 Stocks (7 new)
Value $70.00 Mil Turnover 24 %
Countries:
Top Holdings: TTD(10.55%)NOW(9.96%)GOOGL(9.50%)AVGO(9.48%)NVDA(7.77%)
Summary Stock Picks Current Portfolio
DOCKYARD CAPITAL MANAGEMENT LP... Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TTD
The Trade Desk Inc
107,000
7,410.0
+33.75%
10.550
+2.66%
0.020
+59.59%
-31.75%
39,418.3
Media - Diversified
NOW
ServiceNow Inc
12,560
6,995.0
+14.18%
9.960
+1.24%
0.010
+24.77%
-9.12%
199,570.2
Software
GOOGL
Alphabet Inc
48,000
6,675.0
-7.69%
9.500
-0.53%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
AVGO
Broadcom Inc
105,700
6,656.0
-3.91%
9.480
-0.26%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
NVDA
NVIDIA Corp
200,000
5,457.0
-37.50%
7.770
-3.21%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
FND
Floor & Decor Holdings Inc
62,500
5,063.0
+13.64%
7.210
+0.87%
0.060
+11.83%
-21.13%
8,461.1
Retail - Cyclical
SLB
Schlumberger Ltd
122,500
5,060.0
New Holding
7.200
+7.20%
0.010
-4.30%
-11.75%
49,702.4
Oil & Gas
AMZN
Amazon.com Inc
28,000
4,564.0
0%
6.500
0%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
HUBS
HubSpot Inc
7,500
3,562.0
-16.67%
5.070
-0.90%
0.020
+0.50%
-22.15%
28,605.4
Software
KRNT
Kornit Digital Ltd
40,500
3,349.0
0%
4.770
0%
0.080
+16.79%
-30.57%
974.1
Industrial Products

DOCKYARD CAPITAL MANAGEMENT LP's Historical Top Holdings Breakdowns

DOCKYARD CAPITAL MANAGEMENT LP Total Holding History ($B)

To

DOCKYARD CAPITAL MANAGEMENT LP's Asset Allocation

To

DOCKYARD CAPITAL MANAGEMENT LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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DOCKYARD CAPITAL MANAGEMENT LP's Hypothetical Growth since 2022-03-31

DOCKYARD CAPITAL MANAGEMENT LP's Yearly Returns

Year Portfolio % % Excess Gain %

DOCKYARD CAPITAL MANAGEMENT LP's Holdings Heat Map

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DOCKYARD CAPITAL MANAGEMENT LP's Holdings Bubble Chart

DOCKYARD CAPITAL MANAGEMENT LP News

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