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 GWRE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,469,209 | 618,275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $91,018,735 | 452,807 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $111,419,118 | 484,726 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $122,766,219 | 521,411 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,151,038 | 651,959 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $167,422,361 | 993,133 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $223,838,249 | 1,223,561 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $206,965,030 | 1,500,943 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $176,873,888 | 1,515,499 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $167,215,238 | 1,533,522 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $138,648,600 | 1,540,540 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $134,643,188 | 1,769,758 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $149,157,792 | 1,817,889 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $107,496,660 | 1,718,297 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $91,119,926 | 1,479,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $99,376,842 | 1,399,871 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $100,164,542 | 1,058,598 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $112,571,239 | 991,555 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $97,932,951 | 823,866 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $87,465,534 | 775,954 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $77,670,422 | 764,247 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $97,205,567 | 755,112 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,606,138 | 120,899 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,140,491 | 118,543 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,882,085 | 111,992 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||