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 ALRM
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,956,006 | 299,977 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,929,985 | 410,231 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,924,031 | 431,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,137,732 | 355,979 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,536,489 | 351,060 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,725,056 | 357,320 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $19,648,343 | 359,399 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $18,526,675 | 291,575 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,001,131 | 193,199 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,411,498 | 192,069 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,563,775 | 189,136 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,882,146 | 191,218 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,540,881 | 189,755 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,526,789 | 172,328 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,273,411 | 127,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,913,687 | 127,929 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,860,822 | 118,279 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,388,005 | 193,232 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,216,555 | 194,610 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,241,521 | 144,528 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,132,157 | 140,451 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,581,797 | 102,289 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,111,895 | 92,523 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,664,616 | 56,544 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||