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 FND
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,410,552 | 638,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,591,190 | 814,439 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $55,218,545 | 749,234 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,162,357 | 555,060 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,735,762 | 468,942 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $51,551,480 | 517,066 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $73,477,970 | 591,753 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $45,168,424 | 454,365 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $70,327,016 | 542,563 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $62,037,958 | 556,095 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $61,376,828 | 678,197 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $73,705,872 | 708,983 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $72,372,523 | 736,841 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $49,393,641 | 709,373 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $51,048,316 | 726,563 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,072,805 | 731,779 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,888,520 | 294,920 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,808,026 | 144,666 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,442,076 | 144,400 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $23,325,876 | 220,680 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,919,419 | 208,624 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,851,155 | 192,258 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,260,693 | 177,282 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,991,667 | 173,316 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,245,495 | 163,462 | Shares | Sole | 2020-05-15 | |
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