Institutions / Df Dent & Co Inc
Df Dent & Co Inc
CIK 934999 · Institution · as of Dec 31, 2025
Portfolio value
$6.95B
Positions
263
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 263 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc Cl C | $258.86M | 3.7% |
| Heico Corp | $249.42M | 3.6% |
| Visa Inc Cl a | $236.04M | 3.4% |
| Vulcan Materials Co | $211.34M | 3.0% |
| Amazon.com Inc | $201.89M | 2.9% |
| TransDigm Group Inc. | $199.14M | 2.9% |
| Ecolab Inc. | $186.37M | 2.7% |
| Waste Connections Inc | $182.54M | 2.6% |
| Mastercard Inc Cl a | $181.69M | 2.6% |
| Moody's Corp | $179.78M | 2.6% |
| Intuitive Surgical Inc | $172.96M | 2.5% |
| Microsoft Corp | $154.98M | 2.2% |
| Bio-Techne Corp | $152.45M | 2.2% |
| Cbre Group Inc | $138.39M | 2.0% |
| Costar Group Inc | $134.99M | 1.9% |
| Veeva Systems Inc | $132.78M | 1.9% |
| S & P Global Inc | $126.26M | 1.8% |
| Kinsale Capital Group Inc. | $123.50M | 1.8% |
| Fastenal Co | $116.35M | 1.7% |
| Monolithic Power Systems Inc | $115.36M | 1.7% |
| Veralto Corp | $114.12M | 1.6% |
| Cadence Design Systems Inc | $112.14M | 1.6% |
| Danaher Corp /De | $111.21M | 1.6% |
| Thermo Fisher Scientific Inc. | $104.29M | 1.5% |
| Appfolio, Inc | $93.41M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.