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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 Q2 2023 · Filed May 15, 2023 · Accession 0000934999-23-000003

Total Value
$7.09B
Positions
238
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (238)

#IssuerTicker / CUSIPSharesValue% of Filing
1ANSYS INC03662Q105814,596$271.1M3.82%
2TRANSDIGM GROUP INCTDG327,868$241.7M3.41%
3WASTE CONNECTIONS INCWCN1,673,301$232.7M3.28%
4BIO-TECHNE CORPTECH2,949,044$218.8M3.08%
5INTUITIVE SURGICAL INCISRG853,544$218.1M3.07%
6ECOLAB INCECL1,273,489$210.8M2.97%
7FASTENAL COFAST3,891,533$209.9M2.96%
8VULCAN MATERIALS CO9291601091,222,715$209.8M2.96%
9VISA INC CL AV916,716$206.7M2.91%
10MOODYS CORPMCO655,860$200.7M2.83%
11ILLUMINA INCILMN813,602$189.2M2.67%
12HEICO CORP CL AHEI-A1,367,510$185.8M2.62%
13MASTERCARD INC-CLASS AMA454,218$165.1M2.33%
14CBRE GROUP INCCBRE2,177,240$158.5M2.24%
15DANAHER CORP235851102612,397$154.3M2.18%
16COSTAR GROUP INCCSGP2,205,007$151.8M2.14%
17GUIDEWIRE SOFTWARE INCGWRE1,817,889$149.2M2.10%
18VEEVA SYSTEMS, INC.VEEV811,211$149.1M2.10%
19S & P GLOBAL INCSPGI417,000$143.8M2.03%
20THERMO FISHER SCIENTIFIC INCTMO245,989$141.8M2.00%
21MARKEL CORP HLDG COMKL108,704$138.9M1.96%
22VERISK ANALYTICS INCVRSK722,932$138.7M1.96%
23AMAZON.COM INCAMZN1,234,867$127.5M1.80%
24CARMAX INCKMX1,983,462$127.5M1.80%
25WILLSCOT MOBILE MINI HLDGS CORWSC2,696,717$126.4M1.78%
26BLACKLINE INCBL1,815,968$121.9M1.72%
27ALPHABET INC CLASS CGOOG1,120,438$116.5M1.64%
28WNS HOLDINGS LTD92932M1011,208,639$112.6M1.59%
29MICROSOFT CORPMSFT383,890$110.7M1.56%
30OLD DOMINION FGHT LINES INC COODFL323,510$110.3M1.55%
31SITEONE LANDSCAPE SUPPLY, INC.SITE778,540$106.6M1.50%
32QUALCOMM INCQCOM827,093$105.5M1.49%
33DOLLAR GENERAL CORP256677105490,269$103.2M1.45%
34AMERICAN TOWER CORP03027X100421,210$86.1M1.21%
35ENDAVA plcDAVA1,250,822$84.0M1.18%
36CROWDSTRIKE HOLDINGS, INC.CRWD568,315$78.0M1.10%
37FLOOR & DECOR HOLDINGS, INC.FND736,841$72.4M1.02%
38WORKIVA INCWK684,719$70.1M0.99%
39SBA COMMUNICATIONS CORP CL ASBAC261,475$68.3M0.96%
40IDEXX LABS INC45168d104123,204$61.6M0.87%
41GOOSEHEAD INSURANCE, INC.GSHD1,111,831$58.0M0.82%
42UTZ BRANDS INC.UTZ3,239,752$53.4M0.75%
43ATLASSIAN CORPORATION CL ATEAM300,103$51.4M0.72%
44APPFOLIO, INCAPPF379,806$47.3M0.67%
45SPROUT SOCIAL, INC.SPT774,753$47.2M0.67%
46AZENTA INC COMAZTA1,024,332$45.7M0.64%
47CABLE ONE INC COMCABO65,078$45.7M0.64%
48TYLER TECHNOLOGIES INCTYL118,666$42.1M0.59%
49EDWARDS LIFESCIENCESEW472,743$39.1M0.55%
50O REILLY AUTOMOTIVEORLY37,180$31.6M0.45%
51CHEWY, INC.CHWY810,141$30.3M0.43%
52WEST PHARMACEUTICALS, INC.95530610576,844$26.6M0.38%
53NOVANTA INC COM NPVNOVTU143,681$22.9M0.32%
54PROS HOLDINGS INC74346Y103807,209$22.1M0.31%
55HAMILTON LANE INCHLNE296,587$21.9M0.31%
56ROPER TECHNOLOGIES INCROP49,312$21.7M0.31%
57PROCTER & GAMBLE CO742718109136,098$20.2M0.29%
58MEDPACE HOLDINGS, INC.MEDP92,170$17.3M0.24%
59MANHATTAN ASSOCS INC COMMANH108,101$16.7M0.24%
60APPLE INCAAPL96,592$15.9M0.22%
61KINSALE CAPITAL GROUP INC.49714P10852,835$15.9M0.22%
62EXPONENT INCEXPO155,825$15.5M0.22%
63ATRION CORPORATION04990410524,062$15.1M0.21%
64ORTHOPEDIATRICS CORPKIDS339,839$15.1M0.21%
65HEALTHEQUITY, INC.HQY253,022$14.9M0.21%
66REPLIGEN CORPORATIONRGEN88,012$14.8M0.21%
67DOUGLAS DYNAMICS INCPLOW444,477$14.2M0.20%
68PROCORE TECHNOLOGIES INCPCOR225,473$14.1M0.20%
69JOHN BEAN TECHNOLOGIES CORP.JBTM128,139$14.0M0.20%
70WD-40 COMPANYWDFC76,689$13.7M0.19%
71BRIGHT HORIZONS FAM SOL IN DEL109194100161,697$12.4M0.18%
72THE DESCARTES SYSTEMS GROUP IN249906108148,681$12.0M0.17%
73LEMAITRE VASCULARLMAT232,015$11.9M0.17%
74MONOLITHIC PWR SYS INC COM60983910522,706$11.4M0.16%
75CONSTELLATION SOFTWARE F21037x1005,923$11.1M0.16%
76T ROWE PRICE GROUP INCTROW98,455$11.1M0.16%
77ABCAM PLC000380204824,196$11.1M0.16%
78TRUPANION, INC.TRUP253,418$10.9M0.15%
79KADANT INCKAI52,121$10.9M0.15%
80EVERTEC INCEVTC310,274$10.5M0.15%
81SIMPSON MANUFACTURING CO82907310593,078$10.2M0.14%
82MESA LABS INC59064R10956,694$9.9M0.14%
83MURPHY USA INC COMMUSA38,020$9.8M0.14%
84JOHNSON & JOHNSONJNJ61,796$9.6M0.14%
85ALARM.COMALRM189,755$9.5M0.13%
86BERKSHIRE HATHAWAY INC CL BBRK-A28,632$8.8M0.12%
87COSTCO WHOLESALE COCOST17,581$8.7M0.12%
88EAGLE MATERIALS INC26969P10846,712$6.9M0.10%
89CROWN CASTLE INCCCI49,429$6.6M0.09%
90WATSCO INCWSO-B19,959$6.3M0.09%
91SHOPIFY INC.SHOP128,436$6.2M0.09%
92ENVESTNET INC29404K106100,996$5.9M0.08%
93VANGUARD S&P 500 ETF92290836315,079$5.7M0.08%
94PERIMETER SOLUTIONS SAPRM622,206$5.0M0.07%
95J P MORGAN CHASE & COVYLD36,927$4.8M0.07%
96LOWE'S COMPANIES INC54866110723,852$4.8M0.07%
97MERCK & CO. INC.MRK44,382$4.7M0.07%
98PAYCHEX INCPAYX39,169$4.5M0.06%
99CRYOPORT, INC.CYRX184,651$4.4M0.06%
100FISERV INCFISV38,510$4.4M0.06%
101INTEL CORPINTC115,045$3.8M0.05%
102TELEFLEX INC COMTFX14,727$3.7M0.05%
103INGERSOLL-RAND, INC.IR63,549$3.7M0.05%
104CISCO SYSTEMS INCCSCO67,609$3.5M0.05%
105AUTO DATA PROCESSINGADP15,604$3.5M0.05%
106ABBVIE INC SHSABBV20,628$3.3M0.05%
107UNITEDHEALTH GRP INCUNH6,909$3.3M0.05%
108BERKSHIRE HATHAWAY INC DELAWABRK-A7$3.3M0.05%
109VANGUARD FTSE ALL WORLD EX US 92204277556,354$3.0M0.04%
110WABTEC92974010827,619$2.8M0.04%
111PFIZER INCPFE67,826$2.8M0.04%
112COMCAST CORP NEW CL ACCZ70,010$2.7M0.04%
113COCA COLA COMKO39,424$2.4M0.03%
114RANGE RESOURCES CORP DELRRC83,250$2.2M0.03%
115ABBOTT LABORATORIESABLZF21,640$2.2M0.03%
116KEYSIGHT TECHNOLOGIES INCKEYS12,612$2.0M0.03%
117MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.9M0.03%
118CAPITAL ONE FINL CORP COM14040H10519,645$1.9M0.03%
119ALPHABET INC. CLASS AGOOG17,612$1.8M0.03%
120HALLIBURTON CO HLDGHAL57,681$1.8M0.03%
121CONTURA ENERGY INCCTRA71,858$1.8M0.02%
122NUTRIEN LTDNTR23,775$1.8M0.02%
123NORFOLK SOUTHERN CO6558441088,204$1.7M0.02%
124FORTINET INC COMFTNT25,855$1.7M0.02%
125CANADIAN NATL RAILWY F13637510214,511$1.7M0.02%
126ACCENTURE PLC F CLASS AACN5,747$1.6M0.02%
127CAMECO CORPCCJ62,000$1.6M0.02%
128UNITED PARCEL SRVC CLASS BUPS8,311$1.6M0.02%
129HOME DEPOT INCHD5,248$1.5M0.02%
130FRANCO-NEVADA CORPORATIONFNV10,450$1.5M0.02%
131WHEATON PRECIOUS METALS CORPWPM31,200$1.5M0.02%
132VANGUARD DIVIDEND APPREC9219088449,689$1.5M0.02%
133DEXCOM INCDXCM12,622$1.5M0.02%
134EXXON MOBIL CORPXOM13,035$1.4M0.02%
135HONEYWELL INTL INC4385161067,308$1.4M0.02%
136INTUIT INC.INTU3,054$1.4M0.02%
137PEPSICO INCPEP7,267$1.3M0.02%
138STARBUCKS CORP COMSBUX12,459$1.3M0.02%
139TEXAS INSTRUMENTS8825081046,943$1.3M0.02%
140NEXTERA ENERGY INC SHSNEE-PW16,644$1.3M0.02%
141ANALOG DEVICES INCADI6,427$1.3M0.02%
142CDW CORP COMCDW6,387$1.2M0.02%
143POOL CORPORATIONPOOL3,545$1.2M0.02%
144LABORATORY CORP AMER HLDGS COM50540R4095,282$1.2M0.02%
145MONDELEZ INTL INC60920710517,252$1.2M0.02%
146LILLY ELI & COLLY3,489$1.2M0.02%
147STRYKER CORPSYK4,117$1.2M0.02%
148DISCOVER FINANCIAL SERVICES25470910811,871$1.2M0.02%
149VANGUARD REIT ETF92290855313,966$1.2M0.02%
150TERRENO REALTY CORPTRNO17,914$1.2M0.02%
151ENTERPRISE PRODS PART LP29379210741,432$1.1M0.02%
152MARSH & MC LENNAN COMPANIES IN5717481026,381$1.1M0.01%
153BERKLEY W R CORPWRB-PH17,002$1.1M0.01%
154VANGUARD HIGH DIVIDEND YIELD E9219464069,776$1.0M0.01%
155AMPHENOL CORP NEW CL A03209510112,469$1.0M0.01%
156COGENT COMMUNICATIONS HLDGS INCCOI15,476$986,1310.01%
157NESTLE S A F SPONSORED ADR 1 A6410694067,956$968,1660.01%
158CANADIAN PACIFIC RAILWAY13645T10012,409$954,7480.01%
1593-D SYS CORP DEL COM NEW88554D20578,512$841,6490.01%
160COLGATE-PALMOLIVE COCL11,016$827,8900.01%
161CHEVRON CORPCVX5,011$817,5750.01%
162INTERPUBLIC GROUP OF COS INCINTR21,799$811,8040.01%
163VANGUARD FTSE EMERGING MARKETS92204285819,602$791,9210.01%
164LVMH MOET HENNESSY LOU VUITTON5024413064,178$767,6240.01%
165MORGAN STANLEYMS-PQ8,727$766,2310.01%
166UNION PACIFIC CORPUNP3,760$756,7900.01%
167U S BANCORPUSB-PS20,650$744,4480.01%
168VANECK VECTORS OIL SVCS92189h6072,675$741,3230.01%
169WALMART INCWMT5,026$741,0130.01%
170MIDDLEBY CORPMIDD4,859$712,3780.01%
171TOPICUS COM INC REGISTERED SHS89072T1029,934$708,2940.01%
172ISHARES MSCI EAFE ETF4642874659,867$705,6880.01%
173CHUBB LTDCB3,631$705,1100.01%
1743M COMPANYMMM6,514$684,7000.01%
175AIR PROD & CHEMICALSAIIR2,205$633,3060.01%
176MEDTRONIC PLC FMDT7,720$622,3580.01%
177HEALTHPEAK PPTYS INCDOC27,362$601,1460.01%
178PELOTON INTERACTIVE INC CL A CPTON52,710$597,7310.01%
179TRIMBLE INCTRMB11,228$588,5720.01%
180ASML HOLDINGSASMLF852$579,9650.01%
181BANK AMER CORP COM06050510420,211$578,0280.01%
182WALT DISNEY CO2546871065,589$559,6270.01%
183IBM CORPINTR4,264$558,9680.01%
184M & T BANK CORPMTB-PK4,554$544,5400.01%
185MC DONALDS CORPMCD1,935$541,1630.01%
186ILLINOIS TOOL WORKS4523081092,219$540,2580.01%
187AMGEN INC.AMGN2,217$535,9600.01%
188VANGUARD MID CAP ETF9229086292,533$534,2600.01%
189VANGUARD TOTAL STK MKT ETF9229087692,615$533,7210.01%
190ALLEGION PLCALLE4,941$527,3530.01%
191TRACTOR SUPPLY COMPTSCO2,214$520,3870.01%
192NIKE INC CL BNKE4,237$519,6470.01%
193PNC FINL SERVICES6934751053,936$500,2660.01%
194VENTAS INC REITVTR11,457$496,6720.01%
195NEOGEN CORP COMNEOG26,209$485,3910.01%
196MAGELLAN MIDSTREAM PRTNRS LP C5590801068,876$481,6120.01%
197VERIZON COMMUNICATNVZ12,353$480,4080.01%
198BECTON DICKINSON&COBDX1,741$430,9930.01%
199W.P. CAREY INC. REIT92936u1095,534$428,5990.01%
200VANGUARD INFO TECHNOLOGY INDEX92204a7021,058$407,8270.01%
201SHORE BANCSHARES, INC.SHBI28,001$399,8540.01%
202EAST WEST BANCORP INCEWBC7,114$394,8270.01%
203WAYFAIR INCW11,094$380,9680.01%
204CVS HEALTH CORPCVS4,756$353,4180.00%
205NOVARTIS AG F SPONSORED ADR 1 NVSEF3,807$350,2440.00%
206NETFLIX INCNFLX1,000$345,4800.00%
207PROLOGIS INC.PLDGP2,761$344,5280.00%
208VAIL RESORTS INCMTN1,438$336,0320.00%
209RPM INTERNATIONAL INC7496851033,804$331,8610.00%
210CONOCOPHILLIPSCOP3,314$328,7910.00%
211REALTY INCM CRP MD PV$1.REITO5,164$327,0070.00%
212BRISTOL-MYERS SQUIBBCELG-RI4,575$317,1250.00%
213CALAMOS CONV OPP AND INC FD SH12811710829,918$314,7370.00%
214EMERSON ELECTRIC COEMR3,435$299,3550.00%
215BP PLCBPPFF7,663$290,7340.00%
216VANGUARD HEALTH CARE92204a5041,204$287,1060.00%
217VANGUARD INDEX FDS SMALL CP ET9229087511,510$286,2360.00%
218GENUINE PARTS COGPC1,704$285,1060.00%
219WISDOMTREE TR INDIA ERNGS FDWT9,000$283,8600.00%
220SPDR GOLD TRUSTGLD1,500$274,8300.00%
221OKTA, INCOKTA3,129$269,8450.00%
222META PLATFORMS INC CL AMETA1,255$265,9850.00%
223NEWMONT GOLDCORP CORPNEMCL5,124$251,1900.00%
224RAYTHEON TECHNOLOGIES ORD SHSRTX2,541$248,8260.00%
225EATON CORP PLC SHSETN1,424$244,0280.00%
226REPUBLIC SVCS INC7607591001,800$243,4080.00%
227ISHARES MSCI EMERGING MARKETS 46434g7644,930$243,1970.00%
228PINNACLE WEST CAP CORPPNW3,000$237,7200.00%
229SOUTHERN COMPANYSOMN3,390$235,8950.00%
230JACOBS SOLUTIONS INC COMJ1,884$221,3890.00%
231CAMPBELL SOUP CO COMCPB4,000$219,9200.00%
232TEKLA HEALTHCARE OPP UNIT FD STHQ11,515$216,0210.00%
233SPDR FUND CONSUMER DISCRE SELE81369y4071,431$213,9920.00%
234FLAHERTY & CRUMRINE PFD SECS I33847810014,948$206,8800.00%
235LUMINE GROUP INC SUB VTG SHS55027C10617,530$190,2000.00%
236CBRE CLARION GLOBAL REAL ESTAT12504g10017,380$92,2880.00%
237GAMCO GLOBAL GOLD NAT RES & IN36465a10914,510$53,1070.00%
238MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%