DF Dent &
$2.7B 13F equity value
158 Holdings
Quarter ended June 30, 2026
The latest 13F on file for DF Dent & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| HEIA | HEICO CORP CL A | 699,176 | $180M | 6.6% |
| AMZN | AMAZON.COM INC | 692,739 | $165M | 6.1% |
| TDG | TRANSDIGM GROUP INC | 111,941 | $149M | 5.5% |
| VMC | VULCAN MATERIALS CO | 490,212 | $145M | 5.3% |
| ECL | ECOLAB INC | 467,771 | $130M | 4.8% |
| FAST | FASTENAL CO | 2,577,410 | $124M | 4.5% |
| MCO | MOODYS CORP | 269,427 | $122M | 4.5% |
| MPWR | MONOLITHIC PWR SYS INC COM | 72,954 | $101M | 3.7% |
| CDNS | CADENCE DESIGN SYSTEMS INC. | 259,282 | $97M | 3.6% |
| MSFT | MICROSOFT CORP | 260,499 | $97M | 3.6% |
Track DF Dent &'s 13F portfolio: $2.7B in reported holdings, 158 positions. Top holdings and quarterly changes on SentiSense.
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