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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

DF DENT & CO INC

Quarter ended Q1 2023 · Filed February 15, 2023 · Accession 0000934999-23-000001

Total Value
$6.69B
Positions
239
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (239)

#IssuerTicker / CUSIPSharesValue% of Filing
1INTUITIVE SURGICAL INCISRG885,039$234.8M3.51%
2BIO-TECHNE CORPTECH2,639,232$218.7M3.27%
3ANSYS INC03662Q105902,173$218.0M3.26%
4WASTE CONNECTIONS INCWCN1,641,680$217.6M3.25%
5TRANSDIGM GROUP INCTDG337,941$212.8M3.18%
6HEICO CORP CL AHEI-A1,722,476$206.4M3.08%
7VISA INC CL AV953,042$198.0M2.96%
8FASTENAL COFAST3,969,899$187.9M2.81%
9VULCAN MATERIALS CO9291601091,057,252$185.1M2.77%
10ECOLAB INCECL1,255,185$182.7M2.73%
11COSTAR GROUP INCCSGP2,253,178$174.1M2.60%
12MOODYS CORPMCO616,560$171.8M2.57%
13CBRE GROUP INCCBRE2,228,752$171.5M2.56%
14DANAHER CORP235851102624,384$165.7M2.48%
15ILLUMINA INCILMN813,162$164.4M2.46%
16MASTERCARD INC-CLASS AMA468,151$162.8M2.43%
17ALPHABET INC CLASS CGOOG1,749,799$155.3M2.32%
18MARKEL CORP HLDG COMKL112,692$148.5M2.22%
19BLACKLINE INCBL2,156,723$145.1M2.17%
20THERMO FISHER SCIENTIFIC INCTMO251,868$138.7M2.07%
21S & P GLOBAL INCSPGI410,047$137.3M2.05%
22VERISK ANALYTICS INCVRSK739,759$130.5M1.95%
23VEEVA SYSTEMS, INC.VEEV808,459$130.5M1.95%
24WILLSCOT MOBILE MINI HLDGS CORWSC2,685,426$121.3M1.81%
25CARMAX INCKMX1,989,562$121.1M1.81%
26GUIDEWIRE SOFTWARE INCGWRE1,718,297$107.5M1.61%
27AMAZON.COM INCAMZN1,263,667$106.1M1.59%
28AMERICAN TOWER CORP03027X100447,767$94.9M1.42%
29OLD DOMINION FGHT LINES INC COODFL329,999$93.6M1.40%
30TELEFLEX INC COMTFX368,174$91.9M1.37%
31MICROSOFT CORPMSFT380,071$91.1M1.36%
32QUALCOMM INCQCOM807,229$88.7M1.33%
33AZENTA INC COMAZTA1,300,106$75.7M1.13%
34SBA COMMUNICATIONS CORP CL ASBAC268,607$75.3M1.13%
35SITEONE LANDSCAPE SUPPLY, INC.SITE637,875$74.8M1.12%
36WNS HOLDINGS LTD92932M101928,464$74.3M1.11%
37WORKIVA INCWK788,453$66.2M0.99%
38DOLLAR GENERAL CORP256677105260,426$64.1M0.96%
39CABLE ONE INC COMCABO87,583$62.3M0.93%
40IDEXX LABS INC45168d104151,579$61.8M0.92%
41CROWDSTRIKE HOLDINGS, INC.CRWD543,056$57.2M0.85%
42ENDAVA plcDAVA731,775$56.0M0.84%
43FLOOR & DECOR HOLDINGS, INC.FND709,373$49.4M0.74%
44UTZ BRANDS INC.UTZ2,846,797$45.2M0.67%
45SPROUT SOCIAL, INC.SPT758,952$42.9M0.64%
46ATLASSIAN CORPORATION CL ATEAM304,830$39.2M0.59%
47TYLER TECHNOLOGIES INCTYL118,941$38.3M0.57%
48GOOSEHEAD INSURANCE, INC.GSHD1,078,518$37.0M0.55%
49EDWARDS LIFESCIENCESEW476,381$35.5M0.53%
50O REILLY AUTOMOTIVEORLY38,051$32.1M0.48%
51CHEWY, INC.CHWY804,716$29.8M0.45%
52PROS HOLDINGS INC74346Y1031,087,353$26.4M0.39%
53ROPER TECHNOLOGIES INCROP51,819$22.4M0.33%
54DOUGLAS DYNAMICS INCPLOW616,054$22.3M0.33%
55PROCTER & GAMBLE CO742718109128,698$19.5M0.29%
56WAYFAIR INCW586,444$19.3M0.29%
57MEDPACE HOLDINGS, INC.MEDP86,036$18.3M0.27%
58WEST PHARMACEUTICALS, INC.95530610577,151$18.2M0.27%
59NOVANTA INC COM NPVNOVTU133,387$18.1M0.27%
60EXPONENT INCEXPO175,753$17.4M0.26%
61HAMILTON LANE INCHLNE271,466$17.3M0.26%
62APPFOLIO, INCAPPF159,126$16.8M0.25%
63HEALTHEQUITY, INC.HQY233,086$14.4M0.21%
64REPLIGEN CORPORATIONRGEN80,909$13.7M0.20%
65JOHN BEAN TECHNOLOGIES CORP.JBTM142,514$13.0M0.19%
66KINSALE CAPITAL GROUP INC.49714P10849,342$12.9M0.19%
67ORTHOPEDIATRICS CORPKIDS321,103$12.8M0.19%
68ABCAM PLC000380204762,781$11.9M0.18%
69MANHATTAN ASSOCS INC COMMANH97,156$11.8M0.18%
70ATRION CORPORATION04990410520,994$11.7M0.18%
71APPLE INCAAPL88,995$11.6M0.17%
72JOHNSON & JOHNSONJNJ63,274$11.2M0.17%
73WD-40 COMPANYWDFC68,996$11.1M0.17%
74TRUPANION, INC.TRUP230,194$10.9M0.16%
75T ROWE PRICE GROUP INCTROW98,007$10.7M0.16%
76CONSTELLATION SOFTWARE F21037x1006,538$10.2M0.15%
77PROCORE TECHNOLOGIES INCPCOR209,831$9.9M0.15%
78LEMAITRE VASCULARLMAT214,010$9.8M0.15%
79THE DESCARTES SYSTEMS GROUP IN249906108137,448$9.6M0.14%
80EVERTEC INCEVTC284,222$9.2M0.14%
81SHOPIFY INC.SHOP258,640$9.0M0.13%
82ALARM.COMALRM172,328$8.5M0.13%
83MESA LABS INC59064R10951,101$8.5M0.13%
84KADANT INCKAI47,177$8.4M0.13%
85BERKSHIRE HATHAWAY INC CL BBRK-A26,777$8.3M0.12%
86MONOLITHIC PWR SYS INC COM60983910522,662$8.0M0.12%
87COSTCO WHOLESALE COCOST16,961$7.7M0.12%
88BRIGHT HORIZONS FAM SOL IN DEL109194100108,890$6.9M0.10%
89CROWN CASTLE INCCCI50,154$6.8M0.10%
90OKTA, INCOKTA98,402$6.7M0.10%
91TREX COMPANY, INC.TREX144,274$6.1M0.09%
92ENVESTNET INC29404K10695,478$5.9M0.09%
93PERIMETER SOLUTIONS SAPRM577,337$5.3M0.08%
94VANGUARD S&P 500 ETF92290836314,987$5.3M0.08%
95LOWE'S COMPANIES INC54866110726,100$5.2M0.08%
96SIMPSON MANUFACTURING CO82907310558,076$5.1M0.08%
97MERCK & CO. INC.MRK46,246$5.1M0.08%
98INTEL CORPINTC186,901$4.9M0.07%
99J P MORGAN CHASE & COVYLD36,633$4.9M0.07%
100WATSCO INCWSO-B19,308$4.8M0.07%
101ISHARES S&P 500 GROWTH ETF46428730980,373$4.7M0.07%
102FISERV INCFISV45,230$4.6M0.07%
103PAYCHEX INCPAYX39,219$4.5M0.07%
104PROGYNY, INCPGNY143,819$4.5M0.07%
105UNITEDHEALTH GRP INCUNH6,595$3.5M0.05%
106PFIZER INCPFE67,296$3.4M0.05%
107AUTO DATA PROCESSINGADP14,436$3.4M0.05%
108CISCO SYSTEMS INCCSCO71,060$3.4M0.05%
109INGERSOLL-RAND, INC.IR63,549$3.3M0.05%
110BERKSHIRE HATHAWAY INC DELAWABRK-A7$3.3M0.05%
111ABBVIE INC SHSABBV19,421$3.1M0.05%
112CRYOPORT, INC.CYRX165,965$2.9M0.04%
113VANGUARD FTSE ALL WORLD EX US 92204277556,354$2.8M0.04%
114WABTEC92974010827,619$2.8M0.04%
115NORFOLK SOUTHERN CO65584410810,709$2.6M0.04%
116COMCAST CORP NEW CL ACCZ72,338$2.5M0.04%
117ABBOTT LABORATORIESABLZF21,340$2.3M0.04%
118KEYSIGHT TECHNOLOGIES INCKEYS13,570$2.3M0.03%
119MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.9M0.03%
120CAPITAL ONE FINL CORP COM14040H10519,645$1.8M0.03%
121LABORATORY CORP AMER HLDGS COM50540R4097,612$1.8M0.03%
122NUTRIEN LTDNTR23,775$1.7M0.03%
123COCA COLA COMKO27,242$1.7M0.03%
124CANADIAN NATL RAILWY F13637510214,511$1.7M0.03%
125ALPHABET INC. CLASS AGOOG17,742$1.6M0.02%
126LILLY ELI & COLLY4,139$1.5M0.02%
127RANGE RESOURCES CORP DELRRC60,200$1.5M0.02%
128EXXON MOBIL CORPXOM12,990$1.4M0.02%
129DEXCOM INCDXCM12,622$1.4M0.02%
130FRANCO-NEVADA CORPORATIONFNV10,450$1.4M0.02%
131FORTINET INC COMFTNT28,855$1.4M0.02%
132PEPSICO INCPEP7,627$1.4M0.02%
133ACCENTURE PLC F CLASS AACN5,156$1.4M0.02%
134NEXTERA ENERGY INC SHSNEE-PW15,991$1.3M0.02%
135HOME DEPOT INCHD4,188$1.3M0.02%
136UNITED PARCEL SRVC CLASS BUPS7,429$1.3M0.02%
137HONEYWELL INTL INC4385161066,021$1.3M0.02%
138BERKLEY W R CORPWRB-PH17,002$1.2M0.02%
139WHEATON PRECIOUS METALS CORPWPM31,200$1.2M0.02%
140VANGUARD REIT ETF92290855314,508$1.2M0.02%
141STARBUCKS CORP COMSBUX11,979$1.2M0.02%
142DISCOVER FINANCIAL SERVICES25470910812,085$1.2M0.02%
143CDW CORP COMCDW6,572$1.2M0.02%
144TEXAS INSTRUMENTS8825081046,924$1.1M0.02%
145MONDELEZ INTL INC60920710516,448$1.1M0.02%
146POOL CORPORATIONPOOL3,540$1.1M0.02%
147VANGUARD HIGH DIVIDEND YIELD E9219464069,776$1.1M0.02%
148UNION PACIFIC CORPUNP4,951$1.0M0.02%
149ANALOG DEVICES INCADI6,190$1.0M0.02%
150CANADIAN PACIFIC RAILWAY13645T10013,490$1.0M0.02%
151ENTERPRISE PRODS PART LP29379210741,636$1.0M0.02%
152MARSH & MC LENNAN COMPANIES IN5717481025,964$986,9230.01%
153STRYKER CORPSYK3,753$917,5880.01%
154INVESCO QQQ TRUST SERIES 1IVZ3,376$898,9610.01%
155U S BANCORPUSB-PS20,560$896,6410.01%
156HEALTHPEAK PPTYS INCDOC35,712$895,3030.01%
157INTUIT INC.INTU2,292$892,1050.01%
158COGENT COMMUNICATIONS HLDGS INCCOI15,476$883,3700.01%
159COLGATE-PALMOLIVE COCL11,016$867,9860.01%
160VANGUARD DIVIDEND APPREC9219088445,586$848,2340.01%
161BANK AMER CORP COM06050510425,132$832,3640.01%
162VANECK VECTORS OIL SVCS92189h6072,675$813,3340.01%
163CHUBB LTDCB3,631$801,0470.01%
164VANGUARD FTSE EMERGING MARKETS92204285819,602$764,0860.01%
165AMPHENOL CORP NEW CL A0320951019,995$761,0360.01%
166IBM CORPINTR5,109$719,8070.01%
167WALMART INCWMT5,026$712,5680.01%
168VENTAS INC REITVTR15,522$699,2780.01%
169INTERPUBLIC GROUP OF COS INCINTR20,745$691,0250.01%
170MORGAN STANLEYMS-PQ7,953$676,1640.01%
171MIDDLEBY CORPMIDD4,859$650,6200.01%
172ISHARES MSCI EAFE ETF4642874659,867$647,6700.01%
173ISHARES CORE S&P 500 ETF4642872001,655$635,8680.01%
174PNC FINL SERVICES6934751053,961$625,6000.01%
175M & T BANK CORPMTB-PK4,254$617,1080.01%
176LVMH MOET HENNESSY LOU VUITTON5024413064,166$603,5280.01%
177TOPICUS COM INC REGISTERED SHS89072T10211,402$587,7730.01%
178MEDTRONIC PLC FMDT7,512$583,8050.01%
179AMGEN INC.AMGN2,217$582,2730.01%
180VANGUARD MID CAP ETF9229086292,845$579,8390.01%
181TRIMBLE INCTRMB11,228$567,6880.01%
182MAGELLAN MIDSTREAM PRTNRS LP C55908010611,180$561,3480.01%
183NIKE INC CL BNKE4,708$550,9030.01%
184CHEVRON CORPCVX3,061$549,3980.01%
185MC DONALDS CORPMCD2,045$539,0290.01%
186SHORE BANCSHARES, INC.SHBI30,190$526,2120.01%
187VERIZON COMMUNICATNVZ12,690$499,9860.01%
188VANGUARD TOTAL STK MKT ETF9229087692,615$499,9620.01%
189ALLEGION PLCALLE4,676$492,1960.01%
190W.P. CAREY INC. REIT92936u1096,264$489,5220.01%
191ILLINOIS TOOL WORKS4523081092,219$488,8840.01%
192TRACTOR SUPPLY COMPTSCO2,123$477,6190.01%
193EAST WEST BANCORP INCEWBC7,114$468,8130.01%
194ASML HOLDINGSASMLF849$463,8940.01%
195BECTON DICKINSON&COBDX1,741$442,7620.01%
196CVS HEALTH CORPCVS4,630$431,4700.01%
1973M COMPANYMMM3,578$429,0890.01%
198NESTLE S A F SPONSORED ADR 1 A6410694063,714$428,3730.01%
199PELOTON INTERACTIVE INC CL A CPTON52,710$418,5170.01%
2003-D SYS CORP DEL COM NEW88554D20556,312$416,7090.01%
201NEOGEN CORP COMNEOG26,357$401,4170.01%
202CONOCOPHILLIPSCOP3,314$391,0620.01%
203RPM INTERNATIONAL INC7496851033,804$370,7000.01%
204WALT DISNEY CO2546871064,077$354,2100.01%
205VANGUARD INFO TECHNOLOGY INDEX92204a7021,058$337,9360.01%
206EMERSON ELECTRIC COEMR3,493$335,5700.01%
207NOVARTIS AG F SPONSORED ADR 1 NVSEF3,637$329,9490.00%
208CONTURA ENERGY INCCTRA13,033$320,2280.00%
209CALAMOS CONV OPP AND INC FD SH12811710829,678$311,9160.00%
210BRISTOL-MYERS SQUIBBCELG-RI4,257$306,3240.00%
211REALTY INCM CRP MD PV$1.REITO4,760$301,9500.00%
212VANGUARD HEALTH CARE92204a5041,204$298,6520.00%
213GENUINE PARTS COGPC1,704$295,6710.00%
214NETFLIX INCNFLX1,000$294,8800.00%
215WISDOMTREE TR INDIA ERNGS FDWT9,000$293,3100.00%
216PROLOGIS INC.PLDGP2,557$288,2850.00%
217EVO PAYMENTS INC26927e1048,500$287,6400.00%
218VANGUARD INDEX FDS SMALL CP ET9229087511,510$277,1450.00%
219RAYTHEON TECHNOLOGIES ORD SHSRTX2,746$277,1110.00%
220BP PLCBPPFF7,515$262,4990.00%
221AIR PROD & CHEMICALSAIIR835$257,4060.00%
222SPDR GOLD TRUSTGLD1,500$254,4600.00%
223SOUTHERN COMPANYSOMN3,390$242,1000.00%
224NEWMONT GOLDCORP CORPNEMCL5,124$241,8640.00%
225ISHARES MSCI EMERGING MARKETS 46434g7644,930$234,0270.00%
226REPUBLIC SVCS INC7607591001,800$232,1930.00%
227BANK OF HAWAII CORP0625401092,942$228,1820.00%
228PINNACLE WEST CAP CORPPNW3,000$228,1200.00%
229CAMPBELL SOUP CO COMCPB4,000$227,0000.00%
230JACOBS SOLUTIONS INC COMJ1,884$226,2120.00%
231EATON CORP PLC SHSETN1,424$223,5330.00%
232FLAHERTY & CRUMRINE PFD SECS I33847810014,723$221,1390.00%
233BRITISH AMER TOBACCO PLC ADR1104481075,402$215,9720.00%
234TEKLA HEALTHCARE OPP UNIT FD STHQ10,850$214,9380.00%
235ISHARES TR SELECT DIVID ETF4642871681,705$205,6230.00%
236WSFS FINANCIAL CORP9293281024,469$202,6240.00%
237CBRE CLARION GLOBAL REAL ESTAT12504g10011,415$65,4080.00%
238GAMCO GLOBAL GOLD NAT RES & IN36465a10913,130$47,6620.00%
239MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%