DF DENT & CO INC
Top Portfolio Positions
132 positions ·
$2,474,415,077 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
796,428 | $165,872,059 | 6.70% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
543,613 | $148,025,819 | 5.98% | |
| TDG |
TransDigm Group INC
Industrials
|
122,753 | $142,265,816 | 5.75% | |
| ECL |
Ecolab Inc.
Basic Materials
|
518,622 | $137,963,824 | 5.58% | |
| MCO |
Moodys Corp /De/
Financial Services
|
295,401 | $128,868,686 | 5.21% | |
| FAST |
Fastenal Co
Industrials
|
2,667,297 | $123,762,580 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
293,450 | $108,626,386 | 4.39% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
88,549 | $96,815,049 | 3.91% | |
| DHR |
Danaher Corp /De/
Healthcare
|
431,292 | $81,772,963 | 3.30% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
461,103 | $80,997,352 | 3.27% |
Portfolio Trend
Holdings in UTZ
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,498,775 | 1,325,603 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,486,215 | 1,299,250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,868,652 | 1,470,671 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,972,484 | 1,591,433 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,840,239 | 1,125,017 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,150,425 | 1,159,031 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $21,546,723 | 1,217,329 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $50,635,686 | 3,043,010 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $67,708,010 | 3,671,801 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $62,705,676 | 3,861,187 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $53,870,416 | 4,011,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $52,043,335 | 3,181,133 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $53,358,715 | 3,239,752 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $45,150,200 | 2,846,797 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $43,251,654 | 2,864,348 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $39,638,164 | 2,868,174 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,984,466 | 878,516 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,087,956 | 444,386 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||