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 MORN
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,305,817 | 102,371 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,638,380 | 145,591 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,305,715 | 199,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,315,677 | 87,012 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,878,114 | 82,963 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,852,923 | 85,678 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,203,187 | 88,378 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $16,207,550 | 54,783 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,545,504 | 47,169 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,576,076 | 47,429 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,789,797 | 46,063 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||