DF DENT & CO INC — 13F holdings

DF DENT & CO INC reported 271 holdings worth $5.27B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GOOG ALPHABET INC — $240M (4.6%)
2. V VISA INC — $190M (3.6%)
3. HEI.A HEICO CORP NEW — $180M (3.4%)
4. AMZN AMAZON COM INC — $165M (3.1%)
5. TDG TRANSDIGM GROUP INC — $149M (2.8%)
6. VMC VULCAN MATLS CO — $145M (2.7%)
7. ECL ECOLAB INC — $130M (2.5%)
8. WCN Waste Connections Inc — $128M (2.4%)
9. MA MASTERCARD INCORPORATED — $127M (2.4%)
10. FAST FASTENAL CO — $124M (2.3%)