DF DENT & CO INC
Top Portfolio Positions
132 positions ·
$2,474,415,077 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
796,428 | $165,872,059 | 6.70% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
543,613 | $148,025,819 | 5.98% | |
| TDG |
TransDigm Group INC
Industrials
|
122,753 | $142,265,816 | 5.75% | |
| ECL |
Ecolab Inc.
Basic Materials
|
518,622 | $137,963,824 | 5.58% | |
| MCO |
Moodys Corp /De/
Financial Services
|
295,401 | $128,868,686 | 5.21% | |
| FAST |
Fastenal Co
Industrials
|
2,667,297 | $123,762,580 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
293,450 | $108,626,386 | 4.39% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
88,549 | $96,815,049 | 3.91% | |
| DHR |
Danaher Corp /De/
Healthcare
|
431,292 | $81,772,963 | 3.30% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
461,103 | $80,997,352 | 3.27% |
Portfolio Trend
Holdings in BMI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,984,892 | 150,869 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,248,719 | 121,832 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,851,632 | 127,963 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||