DF DENT & CO INC
Top Portfolio Positions
230 positions ·
$4,793,176,615 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 | 3.46% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
543,613 | $148,025,819 | 3.09% | |
| MA |
Mastercard Inc
Financial Services
|
287,119 | $143,461,879 | 2.99% | |
| TDG |
TransDigm Group INC
Industrials
|
122,753 | $142,265,816 | 2.97% | |
| WCN |
Waste Connections, Inc.
Industrials
|
859,515 | $139,619,616 | 2.91% | |
| 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 | 2.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TECH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,769,636 | 2,043,047 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $152,448,164 | 2,592,215 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $154,704,860 | 2,780,961 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $140,187,975 | 2,724,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $168,922,997 | 2,881,170 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $230,596,625 | 3,201,397 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $263,664,691 | 3,298,695 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $241,773,323 | 3,374,366 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $239,114,970 | 3,397,002 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $250,088,831 | 3,241,172 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $227,969,629 | 3,349,047 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $267,388,615 | 3,275,617 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $218,789,574 | 2,949,044 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $218,739,548 | 2,639,232 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $47,665,708 | 671,348 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,277,693 | 684,026 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $74,318,757 | 686,484 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $88,130,938 | 681,416 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $92,780,617 | 765,880 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $86,186,405 | 765,659 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $82,917,193 | 868,402 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $73,498,773 | 925,823 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $55,704,382 | 899,437 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $56,209,214 | 851,429 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $37,573,724 | 792,611 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||