Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DF DENT & CO INC (CIK 934999) reported $5.22B across 261 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($217.1M, 4.16%), V ($186.8M, 3.58%), AMZN ($165.9M, 3.18%), HEI.A ($164.0M, 3.14%), VMC ($148.0M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | $217.1M | 4.16% | 756,817 | Trimmed |
| 2 | V | VISA INC CL A | $186.8M | 3.58% | 618,044 | Trimmed |
| 3 | AMZN | AMAZON.COM INC | $165.9M | 3.18% | 796,428 | Trimmed |
| 4 | HEI.A | HEICO CORP CL A | $164.0M | 3.14% | 777,018 | Trimmed |
| 5 | VMC | VULCAN MATERIALS CO | $148.0M | 2.83% | 543,613 | Trimmed |
| 6 | MA | MASTERCARD INC CL A | $143.5M | 2.75% | 287,119 | Trimmed |
| 7 | TDG | TRANSDIGM GROUP INC | $142.3M | 2.72% | 122,753 | Trimmed |
| 8 | WCN | WASTE CONNECTIONS INC | $139.6M | 2.67% | 859,515 | Trimmed |
| 9 | ECL | ECOLAB INC | $138.0M | 2.64% | 518,622 | Trimmed |
| 10 | MCO | MOODYS CORP | $128.9M | 2.47% | 295,401 | Trimmed |
| 11 | ISRG | INTUITIVE SURGICAL INC | $126.9M | 2.43% | 275,313 | Trimmed |
| 12 | FAST | FASTENAL CO | $123.8M | 2.37% | 2.7M | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $108.6M | 2.08% | 293,450 | Trimmed |
| 14 | TECH | BIO-TECHNE CORP | $106.8M | 2.04% | 2.0M | Trimmed |
| 15 | MPWR | MONOLITHIC PWR SYS INC COM | $96.8M | 1.85% | 88,549 | Trimmed |
| 16 | PRM | PERIMETER SOLUTIONS INC | $96.0M | 1.84% | 3.9M | Added |
| 17 | GWRE | GUIDEWIRE SOFTWARE INC | $92.5M | 1.77% | 618,275 | Added |
| 18 | CBRE | CBRE GROUP INC | $89.1M | 1.71% | 657,510 | Trimmed |
| 19 | KNSL | KINSALE CAPITAL GROUP INC. | $85.1M | 1.63% | 248,937 | Trimmed |
| 20 | DHR | DANAHER CORP | $81.8M | 1.57% | 431,292 | Trimmed |
| 21 | VEEV | VEEVA SYSTEMS, INC. | $81.0M | 1.55% | 461,103 | Trimmed |
| 22 | ASML | ASML HOLDINGS N.V. | $79.9M | 1.53% | 60,467 | Trimmed |
| 23 | CDNS | CADENCE DESIGN SYSTEMS INC. | $80.0M | 1.53% | 288,044 | Trimmed |
| 24 | MSCI | MSCI INC COM | $65.5M | 1.25% | 121,442 | Added |
| 25 | SPGI | S & P GLOBAL INC | $64.8M | 1.24% | 152,338 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31