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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 Q3 2023 · Filed August 14, 2023 · Accession 0000934999-23-000007

Total Value
$7.39B
Positions
257
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1VULCAN MATERIALS CO9291601091,196,163$269.7M3.65%
2BIO-TECHNE CORPTECH3,275,617$267.4M3.62%
3ANSYS INC03662q105793,031$261.9M3.54%
4TRANSDIGM GROUP INCTDG280,941$251.2M3.40%
5INTUITIVE SURGICAL INCISRG688,383$235.4M3.19%
6WASTE CONNECTIONS INCWCN1,628,846$232.8M3.15%
7ECOLAB INCECL1,218,671$227.5M3.08%
8MOODYS CORPMCO641,947$223.2M3.02%
9FASTENAL COFAST3,769,953$222.4M3.01%
10VISA INC CL AV893,300$212.1M2.87%
11COSTAR GROUP INCCSGP2,138,399$190.3M2.58%
12HEICO CORP CL AHEI-A1,314,363$184.8M2.50%
13MASTERCARD INC-CLASS AMA440,020$173.1M2.34%
14CBRE GROUP INCCBRE2,057,552$166.1M2.25%
15S & P GLOBAL INCSPGI409,323$164.1M2.22%
16AMAZON.COM INCAMZN1,239,351$161.6M2.19%
17VEEVA SYSTEMS, INC.VEEV786,458$155.5M2.10%
18DANAHER CORP235851102629,661$151.1M2.05%
19VERISK ANALYTICS INCVRSK662,571$149.8M2.03%
20ILLUMINA INCILMN786,005$147.4M1.99%
21OLD DOMINION FGHT LINES INC COODFL390,330$144.3M1.95%
22MARKEL GROUP INCMKL103,991$143.8M1.95%
23GUIDEWIRE SOFTWARE INCGWRE1,769,758$134.6M1.82%
24ALPHABET INC CLASS CGOOG1,106,208$133.8M1.81%
25WILLSCOT MOBILE MINI HLDGS CORWSC2,786,098$133.1M1.80%
26SITEONE LANDSCAPE SUPPLY, INC.SITE778,007$130.2M1.76%
27MICROSOFT CORPMSFT368,014$125.3M1.70%
28THERMO FISHER SCIENTIFIC INCTMO238,538$124.5M1.68%
29CARMAX INCKMX1,458,559$122.1M1.65%
30WNS HOLDINGS LTD92932m1011,400,091$103.2M1.40%
31DOLLAR GENERAL CORP256677105589,144$100.0M1.35%
32BLACKLINE INCBL1,761,025$94.8M1.28%
33CROWDSTRIKE HOLDINGS, INC.CRWD550,449$80.8M1.09%
34AMERICAN TOWER CORPAMT405,328$78.6M1.06%
35FLOOR & DECOR HOLDINGS, INC.FND708,983$73.7M1.00%
36GOOSEHEAD INSURANCE, INC.GSHD1,079,320$67.9M0.92%
37QUALCOMM INCQCOM566,687$67.5M0.91%
38APPFOLIO, INCAPPF368,619$63.5M0.86%
39ATLASSIAN CORPORATION CL ATEAM350,739$58.9M0.80%
40SPROUT SOCIAL, INC.SPT1,249,730$57.7M0.78%
41ENDAVA plcDAVA1,082,630$56.1M0.76%
42REPLIGEN CORPORATIONRGEN385,076$54.5M0.74%
43WORKIVA INCWK533,699$54.3M0.73%
44UTZ BRANDS INC.UTZ3,181,133$52.0M0.70%
45SBA COMMUNICATIONS CORP CL ASBAC197,884$45.9M0.62%
46AZENTA INC COMAZTA950,433$44.4M0.60%
47EDWARDS LIFESCIENCESEW451,674$42.6M0.58%
48TYLER TECHNOLOGIES INCTYL90,432$37.7M0.51%
49IDEXX LABS INC45168d10472,312$36.3M0.49%
50O REILLY AUTOMOTIVEORLY36,469$34.8M0.47%
51SHERWIN-WILLIAMSSHW125,478$33.3M0.45%
52MONOLITHIC PWR SYS INC COM60983910557,074$30.8M0.42%
53CHEWY, INC.CHWY779,267$30.8M0.42%
54WEST PHARMACEUTICALS, INC.95530610579,746$30.5M0.41%
55HAMILTON LANE INCHLNE296,118$23.7M0.32%
56ROPER TECHNOLOGIES INCROP49,123$23.6M0.32%
57NOVANTA INC COM NPVNOVTU123,798$22.8M0.31%
58ABCAM PLC000380204838,114$20.5M0.28%
59PROCTER & GAMBLE CO742718109129,581$19.7M0.27%
60CABLE ONE INC COMCABO29,885$19.6M0.27%
61KINSALE CAPITAL GROUP INC.49714p10851,445$19.3M0.26%
62APPLE INCAAPL93,515$18.1M0.25%
63MANHATTAN ASSOCS INC COMMANH89,250$17.8M0.24%
64DOUGLAS DYNAMICS INCPLOW596,772$17.8M0.24%
65ATRION CORPORATION04990410529,237$16.5M0.22%
66HEALTHEQUITY, INC.HQY251,152$15.9M0.21%
67JOHN BEAN TECHNOLOGIES CORP.JBTM127,517$15.5M0.21%
68BRIGHT HORIZONS FAM SOL IN DEL109194100160,707$14.9M0.20%
69PROCORE TECHNOLOGIES INCPCOR223,760$14.6M0.20%
70EXPONENT INCEXPO154,103$14.4M0.19%
71WD-40 COMPANYWDFC76,225$14.4M0.19%
72MEDPACE HOLDINGS, INC.MEDP58,669$14.1M0.19%
73SIMPSON MANUFACTURING CO82907310593,166$12.9M0.17%
74EAGLE MATERIALS INCEXP67,763$12.6M0.17%
75MURPHY USA INC COMMUSA38,220$11.9M0.16%
76LEMAITRE VASCULARLMAT176,127$11.8M0.16%
77THE DESCARTES SYSTEMS GROUP IN249906108146,657$11.7M0.16%
78KADANT INCKAI51,835$11.5M0.16%
79CONSTELLATION SOFTWARE F21037x1005,477$11.4M0.15%
80EVERTEC INCEVTC309,229$11.4M0.15%
81ORTHOPEDIATRICS CORPKIDS249,925$11.0M0.15%
82T ROWE PRICE GROUP INCTROW96,124$10.8M0.15%
83CHARLES RIVER LABORATORIES INT15986410749,058$10.3M0.14%
84ALARM.COMALRM191,218$9.9M0.13%
85BERKSHIRE HATHAWAY INC CL BBRK-A28,124$9.6M0.13%
86JOHNSON & JOHNSONJNJ57,207$9.5M0.13%
87PERIMETER SOLUTIONS SAPRM1,524,435$9.4M0.13%
88COSTCO WHOLESALE COCOST17,410$9.4M0.13%
89WATSCO INCWSO-B19,106$7.3M0.10%
90MESA LABS INCMLAB54,298$7.0M0.09%
91SHOPIFY INC.SHOP96,414$6.2M0.08%
92VANGUARD S&P 500 ETF92290836315,079$6.1M0.08%
93ENVESTNET INC29404k106100,988$6.0M0.08%
94CROWN CASTLE INCCCI47,391$5.4M0.07%
95LOWE'S COMPANIES INC54866110723,108$5.2M0.07%
96TRUPANION, INC.TRUP240,494$4.7M0.06%
97FISERV INC COMFISV37,205$4.7M0.06%
98J P MORGAN CHASE & COVYLD29,197$4.2M0.06%
99MCEWEN MNG INC COMMUX585,000$4.2M0.06%
100MERCK & CO. INC.MRK36,332$4.2M0.06%
101PAYCHEX INCPAYX35,965$4.0M0.05%
102RANGE RESOURCES CORP DELRRC128,100$3.8M0.05%
103BERKSHIRE HATHAWAY INC DELAWABRK-A7$3.6M0.05%
104INGERSOLL-RAND, INC.IR53,471$3.5M0.05%
105CISCO SYSTEMS INCCSCO66,925$3.5M0.05%
106AUTO DATA PROCESSINGADP15,599$3.4M0.05%
107UNITEDHEALTH GRP INCUNH6,721$3.2M0.04%
108CRYOPORT, INC.CYRX184,907$3.2M0.04%
109VANGUARD FTSE ALL WORLD EX US 92204277556,354$3.1M0.04%
110WABTEC92974010827,618$3.0M0.04%
111INTEL CORPINTC90,510$3.0M0.04%
112ABBVIE INC SHSABBV21,849$2.9M0.04%
113CAMECO CORPCCJ80,825$2.5M0.03%
114HALLIBURTON CO HLDGHAL73,197$2.4M0.03%
115ABBOTT LABORATORIESABLZF21,615$2.4M0.03%
116COMCAST CORP NEW CL ACCZ56,448$2.3M0.03%
117COCA COLA COMKO37,786$2.3M0.03%
118CONTURA ENERGY INCCTRA86,780$2.2M0.03%
119FRANCO-NEVADA CORPORATIONFNV15,325$2.2M0.03%
120CAPITAL ONE FINL CORP COMCOF-PN19,637$2.1M0.03%
121ALPHABET INC. CLASS AGOOG17,444$2.1M0.03%
122MCCORMICK & CO INC COM NON VTGMKC-V23,196$2.0M0.03%
123FORTINET INC COMFTNT25,844$2.0M0.03%
124WHEATON PRECIOUS METALS CORPWPM45,200$2.0M0.03%
125PFIZER INCPFE49,777$1.8M0.02%
126CANADIAN NATL RAILWY F13637510214,511$1.8M0.02%
127NUTRIEN LTDNTR28,775$1.7M0.02%
128PIONEER NAT RES CO COM7237871078,172$1.7M0.02%
129KEYSIGHT TECHNOLOGIES INCKEYS9,781$1.6M0.02%
130DEXCOM INCDXCM12,619$1.6M0.02%
131LILLY ELI & COLLY3,454$1.6M0.02%
132HOME DEPOT INCHD5,214$1.6M0.02%
133VANGUARD DIVIDEND APPREC9219088449,669$1.6M0.02%
134INTUIT INC.INTU3,379$1.5M0.02%
135HONEYWELL INTL INC4385161067,303$1.5M0.02%
136UNITED PARCEL SRVC CLASS BUPS8,300$1.5M0.02%
137DISCOVER FINANCIAL SERVICES25470910811,805$1.4M0.02%
138ACCENTURE PLC F CLASS AACN4,416$1.4M0.02%
139POOL CORPORATIONPOOL3,548$1.3M0.02%
140TELEFLEX INC COMTFX5,477$1.3M0.02%
141PEPSICO INCPEP6,908$1.3M0.02%
1423-D SYS CORP DEL COM NEW88554d205128,503$1.3M0.02%
143AMPHENOL CORP NEW CL A03209510114,967$1.3M0.02%
144STRYKER CORPSYK4,111$1.3M0.02%
145ANALOG DEVICES INCADI6,420$1.3M0.02%
146TEXAS INSTRUMENTS8825081046,944$1.3M0.02%
147NEXTERA ENERGY INC SHSNEE-PW16,643$1.2M0.02%
148MONDELEZ INTL INC60920710516,483$1.2M0.02%
149LABORATORY CORP AMER HLDGS COMLH4,946$1.2M0.02%
150CDW CORP COMCDW6,378$1.2M0.02%
151MARSH & MC LENNAN COMPANIES IN5717481026,096$1.1M0.02%
152EXXON MOBIL CORPXOM10,269$1.1M0.01%
153ENTERPRISE PRODS PART LP29379210741,232$1.1M0.01%
154TERRENO REALTY CORPTRNO17,986$1.1M0.01%
155VANGUARD HIGH DIVIDEND YIELD E9219464069,776$1.0M0.01%
156BERKLEY W R CORPWRB-PH16,998$1.0M0.01%
157CHEVRON CORPCVX6,321$994,5910.01%
158SIGNET JEWELERS LTDSIG15,003$979,0960.01%
159STARBUCKS CORP COMSBUX9,838$974,5650.01%
160COGENT COMMUNICATIONS HLDGS INCCOI14,401$969,0430.01%
161NESTLE S A F SPONSORED ADR 1 A6410694067,892$949,8020.01%
162CANADIAN PACIFIC KANSAS CITY CCP11,649$940,8900.01%
163EQT CORPEQT22,500$925,4250.01%
164COLGATE-PALMOLIVE COCL11,012$848,3300.01%
165INTERPUBLIC GROUP OF COS INCINTR21,809$841,4010.01%
166VANGUARD FTSE EMERGING MARKETS92204285819,602$797,4090.01%
167WALMART INCWMT5,011$787,5530.01%
168UNION PACIFIC CORPUNP3,716$760,4210.01%
169MORGAN STANLEYMS-PQ8,711$743,9190.01%
170TOPICUS COM INC REGISTERED SHS89072t1028,962$739,4550.01%
171MIDDLEBY CORPMIDD4,859$718,3060.01%
172ISHARES MSCI EAFE ETF4642874659,867$715,3570.01%
173SCORPIO TANKERS INCSTNG15,000$708,4500.01%
174LVMH MOET HENNESSY LOU VUITTON5024413063,747$707,5830.01%
175CHUBB LTDCB3,626$698,2650.01%
176U S BANCORPUSB-PS20,642$682,0260.01%
177AIR PROD & CHEMICALSAIIR2,204$660,1730.01%
178CONOCOPHILLIPSCOP6,229$645,3960.01%
179WAYFAIR INCW9,852$640,4790.01%
180ASML HOLDINGSASMLF856$620,3860.01%
1813M COMPANYMMM6,033$603,8560.01%
182TRIMBLE INCTRMB11,224$594,1990.01%
183ALLEGION PLCALLE4,944$593,3790.01%
184VANGUARD TOTAL STK MKT ETF9229087692,615$576,0320.01%
185WELLS FARGO BK N A94974610113,490$575,7630.01%
186MC DONALDS CORPMCD1,926$574,8630.01%
187VANGUARD REIT ETF9229085536,839$571,4670.01%
188BANK AMER CORP COM06050510419,880$570,3500.01%
189NEOGEN CORP COMNEOG26,013$565,7830.01%
190M & T BANK CORPMTB-PK4,552$563,3750.01%
191VANGUARD MID CAP ETF9229086292,533$557,6650.01%
192ILLINOIS TOOL WORKS4523081092,215$554,1480.01%
193MAGELLAN MIDSTREAM PRTNRS LP C5590801068,876$553,1520.01%
194IBM CORPINTR4,059$543,1350.01%
195VENTAS INC REITVTR11,454$541,4430.01%
196WALT DISNEY CO2546871065,584$498,5400.01%
197PNC FINL SERVICES6934751053,930$494,9830.01%
198AMGEN INC.AMGN2,217$492,2180.01%
199TRACTOR SUPPLY COMPTSCO2,214$489,5230.01%
200VANGUARD INFO TECHNOLOGY INDEX92204a7021,058$467,8050.01%
201BECTON DICKINSON&COBDX1,737$458,6130.01%
202NETFLIX INCNFLX1,000$440,4900.01%
203HEALTHPEAK PPTYS INCDOC21,353$429,1980.01%
204PROS HOLDINGS INC74346y10313,738$423,1300.01%
205NORFOLK SOUTHERN CO6558441081,859$421,5470.01%
206NIKE INC CL BNKE3,762$415,2310.01%
207PELOTON INTERACTIVE INC CL A CPTON52,710$405,3400.01%
208VERIZON COMMUNICATNVZ10,418$387,4450.01%
209NOVARTIS AG F SPONSORED ADR 1 NVSEF3,807$384,1640.01%
210W.P. CAREY INC. REIT92936u1095,601$378,3960.01%
211EAST WEST BANCORP INCEWBC7,110$375,3370.01%
212HECLA MINING42270410670,000$360,5000.00%
213VAIL RESORTS INCMTN1,426$359,0100.00%
214MEDTRONIC PLC FMDT3,938$346,9070.00%
215RPM INTERNATIONAL INC7496851033,803$341,2430.00%
216META PLATFORMS INC CL AMETA1,179$338,3490.00%
217CALAMOS CONV OPP AND INC FD SH12811710829,918$335,0820.00%
218CVS HEALTH CORPCVS4,809$332,4460.00%
219SHORE BANCSHARES, INC.SHBI28,001$323,6920.00%
220REALTY INCM CRP MD PV$1.REITO5,316$317,8650.00%
221WISDOMTREE TR INDIA ERNGS FDWT9,000$313,2000.00%
222EMERSON ELECTRIC COEMR3,429$309,9780.00%
223SOUTHWESTERN ENERGY CO COM84546710950,000$300,5000.00%
224VANGUARD INDEX FDS SMALL CP ET9229087511,510$300,3240.00%
225VANGUARD HEALTH CARE92204a5041,204$294,7630.00%
226BRISTOL-MYERS SQUIBBCELG-RI4,567$292,0890.00%
227GENUINE PARTS COGPC1,703$288,2090.00%
228EATON CORP PLC SHSETN1,419$285,4070.00%
229FRANCO-NEVADA MININGFNV2,000$285,2000.00%
230BOOZ ALLEN HAMILTON HOLDING ORBAH2,489$277,7720.00%
231REPUBLIC SVCS INC7607591001,798$275,4130.00%
232BP PLCBPPFF7,663$270,4270.00%
233SPDR GOLD TRUSTGLD1,500$267,4050.00%
234ISHARES MSCI EMERGING MARKETS 46434g7644,930$256,2610.00%
235RTX CORPRTX2,525$247,3350.00%
236PINNACLE WEST CAP CORPPNW3,000$244,3800.00%
237SPDR FUND CONSUMER DISCRE SELE81369y4071,431$242,9980.00%
238ISHARES CORE MSCI EAFE ETF46432f8423,595$242,6620.00%
239SOUTHERN COMPANYSOMN3,377$237,2540.00%
240MSCI INC COMMSCI504$236,5330.00%
241JACOBS SOLUTIONS INC COMJ1,883$223,8700.00%
242TEKLA HEALTHCARE OPP UNIT FD STHQ11,650$222,1650.00%
243OKTA, INCOKTA3,129$216,9960.00%
244ISHARES TR U.S. TECH ETF4642877211,910$207,9420.00%
245AMERICAN EXPRESS COAXP1,161$202,2600.00%
246FLAHERTY & CRUMRINE PFD SECS I33847810014,098$193,7070.00%
247KINROSS GOLD CORPKGCRF40,000$190,8000.00%
248LUMINE GROUP INC SUB VTG SHS55027c10613,342$184,7870.00%
249MAG SILVER CORP COM55903q10410,000$111,4000.00%
250METALLA ROYALTY & STREAMING LTMTA25,000$108,5000.00%
251CBRE CLARION GLOBAL REAL ESTAT12504g10018,615$97,3560.00%
252ORLA MINING LTDORLA20,000$84,0000.00%
253NUVEEN PREF INCOME OPPS FUNDNU10,966$71,0600.00%
254GAMCO GLOBAL GOLD NAT RES & IN36465a10914,510$54,2670.00%
255CODEX DNA, INC.19200310120,000$31,6000.00%
256NYMOX PHARMACEUTICAL CORP COMNYMXF75,000$14,2500.00%
257MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%