DF Dent &
$2.7B Assets Reported
165 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 796,428 | $166M | 6.2% |
| HEIA | HEICO CORP CL A | 777,018 | $164M | 6.1% |
| VMC | VULCAN MATERIALS CO | 543,613 | $148M | 5.5% |
| TDG | TRANSDIGM GROUP INC | 122,753 | $142M | 5.3% |
| ECL | ECOLAB INC | 518,622 | $138M | 5.1% |
| MCO | MOODYS CORP | 295,401 | $129M | 4.8% |
| FAST | FASTENAL CO | 2,667,297 | $124M | 4.6% |
| MSFT | MICROSOFT CORP | 293,450 | $109M | 4.1% |
| MPWR | MONOLITHIC PWR SYS INC COM | 88,549 | $97M | 3.6% |
| DHR | DANAHER CORP | 431,292 | $82M | 3.1% |
Track DF Dent &'s 13F portfolio: $2.7B in reported holdings, 165 positions. Top holdings, AUM, and quarterly changes on SentiSense.