DF DENT & CO INC

Est. AUM

$5.22B

13F long equity, this entity only

Positions

262

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC CL C	COM	$217.1M	756817	4.16%	SOLE
2	VISA INC CL A	COM	$186.8M	618044	3.58%	SOLE
3	AMAZON.COM INC	COM	$165.9M	796428	3.18%	SOLE
4	HEICO CORP CL A	COM	$164.0M	777018	3.14%	SOLE
5	VULCAN MATERIALS CO	COM	$148.0M	543613	2.83%	SOLE
6	MASTERCARD INC CL A	COM	$143.5M	287119	2.75%	SOLE
7	TRANSDIGM GROUP INC	COM	$142.3M	122753	2.72%	SOLE
8	WASTE CONNECTIONS INC	COM	$139.6M	859515	2.67%	SOLE
9	ECOLAB INC	COM	$138.0M	518622	2.64%	SOLE
10	MOODYS CORP	COM	$128.9M	295401	2.47%	SOLE
11	INTUITIVE SURGICAL INC	COM	$126.9M	275313	2.43%	SOLE
12	FASTENAL CO	COM	$123.8M	2667297	2.37%	SOLE
13	MICROSOFT CORP	COM	$108.6M	293450	2.08%	SOLE
14	BIO-TECHNE CORP	COM	$106.8M	2043047	2.04%	SOLE
15	MONOLITHIC PWR SYS INC COM	COM	$96.8M	88549	1.85%	SOLE
16	PERIMETER SOLUTIONS INC	COM	$96.0M	3932371	1.84%	SOLE
17	GUIDEWIRE SOFTWARE INC	COM	$92.5M	618275	1.77%	SOLE
18	CBRE GROUP INC	COM	$89.1M	657510	1.71%	SOLE
19	KINSALE CAPITAL GROUP INC.	COM	$85.1M	248937	1.63%	SOLE
20	DANAHER CORP	COM	$81.8M	431292	1.57%	SOLE
21	VEEVA SYSTEMS, INC.	COM	$81.0M	461103	1.55%	SOLE
22	CADENCE DESIGN SYSTEMS INC.	COM	$80.0M	288044	1.53%	SOLE
23	ASML HOLDINGS N.V.	COM	$79.9M	60467	1.53%	SOLE
24	MSCI INC COM	COM	$65.5M	121442	1.25%	SOLE
25	S & P GLOBAL INC	COM	$64.8M	152338	1.24%	SOLE
26	COSTAR GROUP INC	COM	$64.8M	1605157	1.24%	SOLE
27	BROADCOM INC	COM	$60.5M	195462	1.16%	SOLE
28	APPLE INC	COM	$59.4M	234123	1.14%	SOLE
29	TYLER TECHNOLOGIES INC	COM	$58.1M	169677	1.11%	SOLE
30	MOTOROLA SOLUTIONS INC.	COM	$55.7M	128423	1.07%	SOLE
31	UBER TECHNOLOGIES, INC.	COM	$54.3M	755581	1.04%	SOLE
32	MANHATTAN ASSOCS INC COM	COM	$51.7M	388625	0.99%	SOLE
33	NETFLIX INC	COM	$50.9M	529849	0.98%	SOLE
34	MARKEL GROUP INC	COM	$50.8M	26536	0.97%	SOLE
35	APPFOLIO, INC	COM	$50.6M	320512	0.97%	SOLE
36	PROCORE TECHNOLOGIES INC	COM	$49.0M	860181	0.94%	SOLE
37	VERALTO CORP	COM	$46.7M	528258	0.89%	SOLE
38	THERMO FISHER SCIENTIFIC INC	COM	$46.2M	93940	0.88%	SOLE
39	NOVANTA INC COM NPV	COM	$45.7M	386877	0.88%	SOLE
40	O REILLY AUTOMOTIVE	COM	$43.6M	471882	0.83%	SOLE
41	REPLIGEN CORPORATION	COM	$43.0M	365115	0.82%	SOLE
42	RBC BEARINGS INC	COM	$39.9M	73409	0.76%	SOLE
43	COPART INC COM	COM	$39.3M	1183988	0.75%	SOLE
44	SERVICENOW INC	COM	$36.5M	349563	0.70%	SOLE
45	MEDPACE HOLDINGS, INC.	COM	$35.9M	74810	0.69%	SOLE
46	LANDBRIDGE COMPANY LLC CL A	COM	$34.4M	497807	0.66%	SOLE
47	SHERWIN-WILLIAMS CO	COM	$34.0M	105986	0.65%	SOLE
48	GOOSEHEAD INSURANCE, INC.	COM	$33.4M	783615	0.64%	SOLE
49	OLD DOMINION FGHT LINES INC CO	COM	$32.9M	168508	0.63%	SOLE
50	FLOOR & DECOR HOLDINGS, INC.	COM	$32.4M	638003	0.62%	SOLE

1–50 of 262

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.