DF DENT & CO INC
Top Portfolio Positions
231 positions ·
$4,803,066,344 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
618,044 | $186,797,618 | 3.89% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PCOR
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,030,317 | 860,181 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $83,347,528 | 1,145,828 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $74,162,192 | 1,017,035 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,551,984 | 329,611 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,951,513 | 317,351 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,333,817 | 324,754 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $22,698,394 | 367,764 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $20,070,312 | 302,674 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,049,051 | 219,655 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,469,562 | 223,484 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,554,471 | 222,818 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,560,063 | 223,760 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,121,373 | 225,473 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,899,826 | 209,831 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,534,827 | 233,121 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,719,924 | 258,205 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,096,815 | 225,963 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,881,667 | 211,100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,791,775 | 210,340 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,205,929 | 212,806 | Shares | Sole | 2021-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||