DF DENT & CO INC
Top Portfolio Positions
231 positions ·
$4,786,670,295 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
618,044 | $186,797,618 | 3.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
796,428 | $165,872,059 | 3.47% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
543,613 | $148,025,819 | 3.09% | |
| MA |
Mastercard Inc
Financial Services
|
287,119 | $143,461,879 | 3.00% | |
| TDG |
TransDigm Group INC
Industrials
|
122,753 | $142,265,816 | 2.97% | |
| WCN |
Waste Connections, Inc.
Industrials
|
859,515 | $139,619,616 | 2.92% | |
| ECL |
Ecolab Inc.
Basic Materials
|
518,622 | $137,963,824 | 2.88% | |
| MCO |
Moodys Corp /De/
Financial Services
|
295,401 | $128,868,686 | 2.69% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
275,313 | $126,916,539 | 2.65% | |
| FAST |
Fastenal Co
Industrials
|
2,667,297 | $123,762,580 | 2.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DSGX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,129,685 | 183,478 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,864,560 | 352,094 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,084,184 | 372,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,804,832 | 273,535 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,626,682 | 264,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,735,275 | 270,557 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,795,338 | 279,675 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $21,168,739 | 218,595 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,468,731 | 147,151 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,489,298 | 148,576 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,673,121 | 145,450 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,748,692 | 146,657 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,985,175 | 148,681 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,573,253 | 137,448 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,946,294 | 140,820 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,798,246 | 141,770 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,768,489 | 119,690 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,897,224 | 131,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,665,943 | 131,257 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,396,046 | 164,778 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,408,158 | 154,460 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,323,926 | 142,338 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,402,157 | 129,908 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,613,178 | 162,820 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,314,802 | 154,545 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||