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 VMC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,025,819 | 543,613 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $211,336,040 | 740,958 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $257,248,455 | 836,254 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $229,436,572 | 879,674 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $214,679,160 | 920,185 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $248,070,039 | 964,390 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $246,563,611 | 984,561 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $246,736,565 | 992,185 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $290,885,231 | 1,065,826 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $253,934,975 | 1,118,607 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $231,642,394 | 1,146,631 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $269,662,986 | 1,196,163 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $209,768,985 | 1,222,715 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $185,135,397 | 1,057,252 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $164,143,779 | 1,040,795 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $151,330,105 | 1,064,955 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $198,657,956 | 1,081,426 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $298,104,807 | 1,436,096 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $290,006,212 | 1,714,390 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $286,953,524 | 1,648,495 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $278,232,300 | 1,648,784 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $242,389,558 | 1,634,344 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $212,709,021 | 1,569,345 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $172,514,667 | 1,489,121 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $158,069,558 | 1,462,659 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||