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 |
|---|---|---|---|---|
| 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 EXP
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $21,029,483 | 101,749 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,046,723 | 98,896 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,588,337 | 151,345 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,372,929 | 145,870 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,680,282 | 128,385 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $38,253,998 | 132,988 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $22,776,108 | 104,737 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,554,786 | 90,358 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,368,987 | 90,559 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,719,368 | 88,394 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,632,378 | 67,763 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,854,986 | 46,712 | Shares | Sole | 2023-05-15 | |
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