DF DENT & CO INC: 13F holdings
CIK 9349992026Q2
| Positions | 271 |
|---|---|
| Reported value | $5.3bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOG ALPHABET INC CL C | 679,481 | $240.1m | 4.6% |
| V VISA INC CL A | 554,092 | $190.1m | 3.6% |
| HEI.A HEICO CORP CL A | 699,176 | $180.3m | 3.4% |
| AMZN AMAZON.COM INC | 692,739 | $165.1m | 3.1% |
| TDG TRANSDIGM GROUP INC | 111,941 | $149.1m | 2.8% |
| VMC VULCAN MATERIALS CO | 490,212 | $144.6m | 2.7% |
| ECL ECOLAB INC | 467,771 | $130.3m | 2.5% |
| WCN WASTE CONNECTIONS INC | 769,572 | $128.3m | 2.4% |
| MA MASTERCARD INC CL A | 246,504 | $126.6m | 2.4% |
| FAST FASTENAL CO | 2,577,410 | $123.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="934999")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.