DF DENT & CO INC

CIK

934999

City

BALTIMORE

State / Country

Stock

MCO — Moodys Corp /De/

Top Portfolio Positions

231 positions · $4,803,066,344 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
V	Visa Inc. Financial Services	618,044	$186,797,618	3.89%
AMZN	Amazon Com Inc Consumer Cyclical	796,428	$165,872,059	3.45%
VMC	Vulcan Materials CO Basic Materials	543,613	$148,025,819	3.08%
MA	Mastercard Inc Financial Services	287,119	$143,461,879	2.99%
TDG	TransDigm Group INC Industrials	122,753	$142,265,816	2.96%
WCN	Waste Connections, Inc. Industrials	859,515	$139,619,616	2.91%
ECL	Ecolab Inc. Basic Materials	518,622	$137,963,824	2.87%
MCO	Moodys Corp /De/ Financial Services	295,401	$128,868,686	2.68%
ISRG	Intuitive Surgical Inc Healthcare	275,313	$126,916,539	2.64%
FAST	Fastenal Co Industrials	2,667,297	$123,762,580	2.58%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$128,868,686	295,401	-16.1%	Shares	Sole	2026-05-15
2025-12-31	$179,782,418	351,928	-12.3%	Shares	Sole	2026-02-17
2025-09-30	$191,166,158	401,205	-6.3%	Shares	Sole	2025-11-14
2025-06-30	$214,778,831	428,196	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$202,936,059	435,775	-3.6%	Shares	Sole	2025-05-15
2024-12-31	$213,878,506	451,821	-6.2%	Shares	Sole	2025-02-12
2024-09-30	$228,538,814	481,550	-7.4%	Shares	Sole	2024-11-15
2024-06-30	$218,874,339	519,978	-3.2%	Shares	Sole	2024-08-14
2024-03-31	$211,158,904	537,259	-1.5%	Shares	Sole	2024-05-15
2023-12-31	$213,123,514	545,687	-13.9%	Shares	Sole	2024-02-14
2023-09-30	$200,407,200	633,859	-1.3%	Shares	Sole	2023-11-14
2023-06-30	$223,217,810	641,947	-2.1%	Shares	Sole	2023-08-14
2023-03-31	$200,706,277	655,860	+6.4%	Shares	Sole	2023-05-15
2022-12-31	$171,785,947	616,560	-1.4%	Shares	Sole	2023-02-15
2022-09-30	$152,051,933	625,445	+6.2%	Shares	Sole	2022-11-14
2022-06-30	$160,213,991	589,087	+1.6%	Shares	Sole	2022-08-15
2022-03-31	$195,673,506	579,928	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$225,964,981	578,537	-5.6%	Shares	Sole	2022-02-14
2021-09-30	$217,553,525	612,637	-14.2%	Shares	Sole	2021-11-15
2021-06-30	$258,828,570	714,266	-5.6%	Shares	Sole	2021-08-16
2021-03-31	$225,982,075	756,780	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$218,970,987	754,448	+1.3%	Shares	Sole	2021-02-16
2020-09-30	$215,822,889	744,602	+5.8%	Shares	Sole	2020-11-16
2020-06-30	$193,422,282	704,045	-9.9%	Shares	Sole	2020-08-14
2020-03-31	$165,292,960	781,527	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.