Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ANSYS INC | 740,257 | -23,525 | $268,624 |
ANSS | 740,257 | -23,525 | $268,624 |
VULCAN MATERIALS CO | 1,118,607 | -28,024 | $253,935 |
VMC | 1,118,607 | -28,024 | $253,935 |
BIO TECHNE CORP | 3,241,172 | -107,875 | $250,089 |
TECH | 3,241,172 | -107,875 | $250,089 |
WASTE CONNECTIONS INC | 1,617,209 | -44,982 | $241,401 |
WCN | 1,617,209 | -44,982 | $241,401 |
TRANSDIGM GROUP INC | 238,378 | -30,348 | $241,143 |
TDG | 238,378 | -30,348 | $241,143 |
ECOLAB INC | 1,142,396 | -67,557 | $226,594 |
ECL | 1,142,396 | -67,557 | $226,594 |
VISA INC CL A | 870,039 | -18,923 | $226,515 |
V | 870,039 | -18,923 | $226,515 |
FASTENAL CO | 3,457,695 | -282,213 | $223,955 |
FAST | 3,457,695 | -282,213 | $223,955 |
MOODYS CORP | 545,687 | -88,172 | $213,124 |
MCO | 545,687 | -88,172 | $213,124 |
INTUITIVE SURGICAL INC | 625,434 | +10,217 | $210,997 |
ISRG | 625,434 | +10,217 | $210,997 |
CBRE GROUP INC | 2,238,949 | +214,950 | $208,424 |
CBRE | 2,238,949 | +214,950 | $208,424 |
HEICO CORP CL A | $200,782 | ||
HEI.A | 1,409,590 | -18,482 | $200,782 |
MASTERCARD INC CLASS A | 431,090 | -3,976 | $183,864 |
MA | 431,090 | -3,976 | $183,864 |
AMAZON.COM INC | 1,204,611 | -26,714 | $183,029 |
AMZN | 1,204,611 | -26,714 | $183,029 |
S & P GLOBAL INC | 403,477 | -5,522 | $177,740 |
SPGI | 403,477 | -5,522 | $177,740 |
COSTAR GROUP INC | 1,977,262 | -60,292 | $172,793 |
CSGP | 1,977,262 | -60,292 | $172,793 |
VEEVA SYSTEMS INC. | 892,972 | +112,219 | $171,915 |
VEEV | 892,972 | +112,219 | $171,915 |
GUIDEWIRE SOFTWARE INC | 1,533,522 | -7,018 | $167,215 |
GWRE | 1,533,522 | -7,018 | $167,215 |
WILLSCOT MOBILE MINI HLDGS COR | 3,614,964 | +80,478 | $160,866 |
WSC | 3,614,964 | +80,478 | $160,866 |
VERALTO CORP | 1,934,751 | +1,934,751 | $159,153 |
VLTO | 1,934,751 | +1,934,751 | $159,153 |
MARKEL GROUP INC | 111,881 | +11,086 | $158,859 |
MKL | 111,881 | +11,086 | $158,859 |
OLD DOMINION FGHT LINES INC CO | 390,032 | -9,975 | $158,092 |
ODFL | 390,032 | -9,975 | $158,092 |
ALPHABET INC CLASS C | 1,068,690 | -23,606 | $150,610 |
GOOG | 1,068,690 | -23,606 | $150,610 |
DANAHER CORP | 617,478 | -8,963 | $142,847 |
DHR | 617,478 | -8,963 | $142,847 |
MICROSOFT CORP | 357,266 | -8,134 | $134,346 |
MSFT | 357,266 | -8,134 | $134,346 |
THERMO FISHER SCIENTIFIC INC | 234,897 | -2,971 | $124,681 |
TMO | 234,897 | -2,971 | $124,681 |
CARMAX INC | 1,581,415 | +124,151 | $121,358 |
KMX | 1,581,415 | +124,151 | $121,358 |
SITEONE LANDSCAPE SUPPLY INC. | 672,246 | +43,237 | $109,240 |
SITE | 672,246 | +43,237 | $109,240 |
SPROUT SOCIAL INC. | 1,437,720 | -86,411 | $88,334 |
SPT | 1,437,720 | -86,411 | $88,334 |
REPLIGEN CORPORATION | 486,353 | +104,860 | $87,446 |
RGEN | 486,353 | +104,860 | $87,446 |
ILLUMINA INC | 584,279 | -161,591 | $81,355 |
ILMN | 584,279 | -161,591 | $81,355 |
VERISK ANALYTICS INC | 335,590 | -240,698 | $80,159 |
VRSK | 335,590 | -240,698 | $80,159 |
KINSALE CAPITAL GROUP INC. | 234,251 | +191,900 | $78,453 |
KNSL | 234,251 | +191,900 | $78,453 |
WNS HOLDINGS LTD | 1,208,716 | +28,790 | $76,391 |
WNS | 1,208,716 | +28,790 | $76,391 |
CROWDSTRIKE HOLDINGS INC. | 297,039 | -247,880 | $75,840 |
CRWD | 297,039 | -247,880 | $75,840 |
GOOSEHEAD INSURANCE INC. | 987,575 | -46,087 | $74,858 |
GSHD | 987,575 | -46,087 | $74,858 |
UTZ BRANDS INC. | 3,861,187 | -150,013 | $62,706 |
UTZ | 3,861,187 | -150,013 | $62,706 |
ATLASSIAN CORPORATION CL A | 262,149 | -54,748 | $62,355 |
TEAM | 262,149 | -54,748 | $62,355 |
FLOOR & DECOR HOLDINGS INC. | 556,095 | -122,102 | $62,038 |
FND | 556,095 | -122,102 | $62,038 |
AMERICAN TOWER CORP | 287,163 | -29,402 | $61,993 |
AMT | 287,163 | -29,402 | $61,993 |
ENDAVA plc | 792,894 | -20,318 | $61,727 |
DAVA | 792,894 | -20,318 | $61,727 |
APPFOLIO INC | 354,057 | -9,842 | $61,337 |
APPF | 354,057 | -9,842 | $61,337 |
INTUIT INC. | 92,214 | -772 | $57,637 |
INTU | 92,214 | -772 | $57,637 |
MONOLITHIC PWR SYS INC COM | 87,723 | -1,122 | $55,334 |
MPWR | 87,723 | -1,122 | $55,334 |
QUALCOMM INC | 374,785 | -33,837 | $54,205 |
QCOM | 374,785 | -33,837 | $54,205 |
EDWARDS LIFESCIENCES | 673,541 | +100,287 | $51,358 |
EW | 673,541 | +100,287 | $51,358 |
WORKIVA INC | 494,192 | -31,764 | $50,175 |
WK | 494,192 | -31,764 | $50,175 |
BLACKLINE INC | 705,672 | -469,795 | $44,062 |
BL | 705,672 | -469,795 | $44,062 |
SHERWIN WILLIAMS | 131,867 | -1,984 | $41,129 |
SHW | 131,867 | -1,984 | $41,129 |
ZOETIS INC | 205,379 | +15,588 | $40,536 |
ZTS | 205,379 | +15,588 | $40,536 |
See Full List: All Stocks Held By DF Dent & Co. Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By DF Dent & Co. Inc.
Size ($ in 1000's)
At 12/31/2023: $7,545,239 At 09/30/2023: $6,826,645 DF Dent & Co. Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DF Dent & Co. Inc. 13F filings. Link to 13F filings: SEC filings |