DF DENT & CO INC
Top Portfolio Positions
231 positions ·
$4,803,066,344 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
618,044 | $186,797,618 | 3.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
796,428 | $165,872,059 | 3.45% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
543,613 | $148,025,819 | 3.08% | |
| MA |
Mastercard Inc
Financial Services
|
287,119 | $143,461,879 | 2.99% | |
| TDG |
TransDigm Group INC
Industrials
|
122,753 | $142,265,816 | 2.96% | |
| WCN |
Waste Connections, Inc.
Industrials
|
859,515 | $139,619,616 | 2.91% | |
| ECL |
Ecolab Inc.
Basic Materials
|
518,622 | $137,963,824 | 2.87% | |
| MCO |
Moodys Corp /De/
Financial Services
|
295,401 | $128,868,686 | 2.68% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
275,313 | $126,916,539 | 2.64% | |
| FAST |
Fastenal Co
Industrials
|
2,667,297 | $123,762,580 | 2.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AGYS
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,155,564 | 184,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,102,296 | 202,813 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,652,240 | 205,722 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,657,115 | 215,083 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,110,154 | 180,730 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,850,829 | 112,754 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,848,637 | 53,672 | Shares | Sole | 2024-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||