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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 Q4 2023 · Filed November 14, 2023 · Accession 0000934999-23-000008

Total Value
$6.83B
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1VULCAN MATERIALS CO9291601091,146,631$231.6M3.39%
2BIO-TECHNE CORPTECH3,349,047$228.0M3.34%
3ANSYS INC03662q105763,782$227.3M3.33%
4TRANSDIGM GROUP INCTDG268,726$226.6M3.32%
5WASTE CONNECTIONS INCWCN1,662,191$223.2M3.27%
6ECOLAB INCECL1,209,953$205.0M3.00%
7VISA INC CL AV888,962$204.5M3.00%
8FASTENAL COFAST3,739,908$204.3M2.99%
9MOODYS CORPMCO633,859$200.4M2.94%
10HEICO CORP CL AHEI-A1,428,072$184.5M2.70%
11INTUITIVE SURGICAL INCISRG615,217$179.8M2.63%
12MASTERCARD INC-CLASS AMA435,066$172.2M2.52%
13OLD DOMINION FGHT LINES INC COODFL400,007$163.7M2.40%
14VEEVA SYSTEMS, INC.VEEV780,753$158.8M2.33%
15COSTAR GROUP INCCSGP2,037,554$156.7M2.29%
16AMAZON.COM INCAMZN1,231,325$156.5M2.29%
17DANAHER CORP235851102626,441$155.4M2.28%
18CBRE GROUP INCCBRE2,023,999$149.5M2.19%
19S & P GLOBAL INCSPGI408,999$149.5M2.19%
20MARKEL GROUP INCMKL100,795$148.4M2.17%
21WILLSCOT MOBILE MINI HLDGS CORWSC3,534,486$147.0M2.15%
22ALPHABET INC CLASS CGOOG1,092,296$144.0M2.11%
23GUIDEWIRE SOFTWARE INCGWRE1,540,540$138.6M2.03%
24VERISK ANALYTICS INCVRSK576,288$136.1M1.99%
25THERMO FISHER SCIENTIFIC INCTMO237,868$120.4M1.76%
26MICROSOFT CORPMSFT365,400$115.4M1.69%
27CARMAX INCKMX1,457,264$103.1M1.51%
28SITEONE LANDSCAPE SUPPLY, INC.SITE629,009$102.8M1.51%
29ILLUMINA INCILMN745,870$102.4M1.50%
30CROWDSTRIKE HOLDINGS, INC.CRWD544,919$91.2M1.34%
31WNS HOLDINGS LTD92932m1011,179,926$80.8M1.18%
32GOOSEHEAD INSURANCE, INC.GSHD1,033,662$77.0M1.13%
33SPROUT SOCIAL, INC.SPT1,524,131$76.0M1.11%
34APPFOLIO, INCAPPF363,899$66.5M0.97%
35BLACKLINE INCBL1,175,467$65.2M0.96%
36ATLASSIAN CORPORATION CL ATEAM316,897$63.9M0.94%
37FLOOR & DECOR HOLDINGS, INC.FND678,197$61.4M0.90%
38REPLIGEN CORPORATIONRGEN381,493$60.7M0.89%
39UTZ BRANDS INC.UTZ4,011,200$53.9M0.79%
40WORKIVA INCWK525,956$53.3M0.78%
41AMERICAN TOWER CORPAMT316,565$52.1M0.76%
42INTUIT INC.INTU92,986$47.5M0.70%
43ENDAVA plcDAVA813,212$46.6M0.68%
44QUALCOMM INCQCOM408,622$45.4M0.66%
45MONOLITHIC PWR SYS INC COM60983910588,845$41.0M0.60%
46EDWARDS LIFESCIENCESEW573,254$39.7M0.58%
47SBA COMMUNICATIONS CORP CL ASBAC189,878$38.0M0.56%
48SHERWIN-WILLIAMSSHW133,851$34.1M0.50%
49TYLER TECHNOLOGIES INCTYL88,038$34.0M0.50%
50ZOETIS INCZTS189,791$33.0M0.48%
51O REILLY AUTOMOTIVEORLY36,218$32.9M0.48%
52WEST PHARMACEUTICALS, INC.95530610579,280$29.7M0.44%
53DOLLAR GENERAL CORP256677105271,104$28.7M0.42%
54HAMILTON LANE INCHLNE293,953$26.6M0.39%
55IDEXX LABS INC45168d10459,270$25.9M0.38%
56ROPER TECHNOLOGIES INCROP48,769$23.6M0.35%
57CHEWY, INC.CHWY1,152,887$21.1M0.31%
58NOVANTA INC COM NPVNOVTU140,393$20.1M0.29%
59HEALTHEQUITY, INC.HQY248,349$18.1M0.27%
60DOUGLAS DYNAMICS INCPLOW589,355$17.8M0.26%
61KINSALE CAPITAL GROUP INC.49714p10842,351$17.5M0.26%
62PROCTER & GAMBLE CO742718109119,769$17.5M0.26%
63MURPHY USA INC COMMUSA50,199$17.2M0.25%
64WD-40 COMPANYWDFC75,381$15.3M0.22%
65KADANT INCKAI67,008$15.1M0.22%
66APPLE INCAAPL86,047$14.7M0.22%
67EAGLE MATERIALS INCEXP88,394$14.7M0.22%
68PROCORE TECHNOLOGIES INCPCOR222,818$14.6M0.21%
69MEDPACE HOLDINGS, INC.MEDP57,967$14.0M0.21%
70MANHATTAN ASSOCS INC COMMANH70,582$14.0M0.20%
71JOHN BEAN TECHNOLOGIES CORP.JBTM126,299$13.3M0.19%
72EXPONENT INCEXPO152,407$13.0M0.19%
73BRIGHT HORIZONS FAM SOL IN DEL109194100159,303$13.0M0.19%
74VANGUARD S&P 500 ETF92290836329,660$11.6M0.17%
75ALARM.COMALRM189,136$11.6M0.17%
76ATRION CORPORATION04990410527,870$11.5M0.17%
77CONSTELLATION SOFTWARE F21037x1005,512$11.4M0.17%
78EVERTEC INCEVTC305,350$11.4M0.17%
79MORNINGSTAR INCMORN46,063$10.8M0.16%
80THE DESCARTES SYSTEMS GROUP IN249906108145,450$10.7M0.16%
81SIMPSON MANUFACTURING CO82907310570,358$10.5M0.15%
82COSTCO WHOLESALE COCOST17,187$9.7M0.14%
83CHARLES RIVER LABORATORIES INT15986410748,758$9.6M0.14%
84T ROWE PRICE GROUP INCTROW91,061$9.5M0.14%
85LEMAITRE VASCULARLMAT174,659$9.5M0.14%
86BERKSHIRE HATHAWAY INC CL BBRK-A26,457$9.3M0.14%
87ABCAM PLC000380204390,601$8.8M0.13%
88JOHNSON & JOHNSONJNJ56,289$8.8M0.13%
89VANGUARD HIGH DIVIDEND YIELD E92194640679,776$8.2M0.12%
90WATSCO INCWSO-B19,688$7.4M0.11%
91ORTHOPEDIATRICS CORPKIDS219,440$7.0M0.10%
92TRUPANION, INC.TRUP246,913$7.0M0.10%
93PERIMETER SOLUTIONS SAPRM1,525,096$6.9M0.10%
94CORE & MAIN INC CL ACNM235,476$6.8M0.10%
95MESA LABS INCMLAB54,556$5.7M0.08%
96SHOPIFY INC.SHOP95,731$5.2M0.08%
97LOWE'S COMPANIES INC54866110722,743$4.7M0.07%
98AZENTA INC COMAZTA85,637$4.3M0.06%
99J P MORGAN CHASE & COVYLD29,162$4.2M0.06%
100FISERV INC COMFISV36,661$4.1M0.06%
101RANGE RESOURCES CORP DELRRC127,485$4.1M0.06%
102CROWN CASTLE INCCCI44,870$4.1M0.06%
103PAYCHEX INCPAYX35,462$4.1M0.06%
104MCEWEN MNG INC COMMUX585,000$3.8M0.06%
105AUTO DATA PROCESSINGADP15,601$3.8M0.05%
106BERKSHIRE HATHAWAY INC DELAWABRK-A7$3.7M0.05%
107MERCK & CO. INC.MRK34,537$3.6M0.05%
108CISCO SYSTEMS INCCSCO66,048$3.6M0.05%
109MEDTRONIC PLC FMDT43,709$3.4M0.05%
110GOLDMAN SACHS ACTIVEBETA U.S. NVGLF40,000$3.4M0.05%
111UNITEDHEALTH GRP INCUNH6,634$3.3M0.05%
112ABBVIE INC SHSABBV21,516$3.2M0.05%
113INTEL CORPINTC88,985$3.2M0.05%
114HALLIBURTON CO HLDGHAL75,660$3.1M0.04%
115VANGUARD FTSE ALL WORLD EX US 92204277556,168$2.9M0.04%
116WABTEC92974010827,380$2.9M0.04%
117CAMECO CORPCCJ72,868$2.9M0.04%
118INGERSOLL-RAND, INC.IR42,898$2.7M0.04%
119PIONEER NAT RES CO COM72378710711,113$2.6M0.04%
120NUTRIEN LTDNTR40,875$2.5M0.04%
121ENVESTNET INC29404k10655,378$2.4M0.04%
122CRYOPORT, INC.CYRX176,248$2.4M0.04%
123COMCAST CORP NEW CL ACCZ52,837$2.3M0.03%
124CONTURA ENERGY INCCTRA86,164$2.3M0.03%
125ALPHABET INC. CLASS AGOOG16,580$2.2M0.03%
126ABBOTT LABORATORIESABLZF21,615$2.1M0.03%
127FRANCO-NEVADA CORPORATIONFNV15,325$2.0M0.03%
128CAPITAL ONE FINL CORP COMCOF-PN19,633$1.9M0.03%
129LILLY ELI & COLLY3,433$1.8M0.03%
130WHEATON PRECIOUS METALS CORPWPM45,200$1.8M0.03%
131MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.8M0.03%
132HOME DEPOT INCHD5,210$1.6M0.02%
133CANADIAN NATL RAILWY F13637510214,511$1.6M0.02%
134PFIZER INCPFE46,000$1.5M0.02%
135FORTINET INC COMFTNT25,838$1.5M0.02%
136VANGUARD DIVIDEND APPREC9219088449,669$1.5M0.02%
137COCA COLA COMKO24,432$1.4M0.02%
138ACCENTURE PLC F CLASS AACN4,413$1.4M0.02%
139CDW CORP COMCDW6,660$1.3M0.02%
140KEYSIGHT TECHNOLOGIES INCKEYS9,829$1.3M0.02%
141EXXON MOBIL CORPXOM10,268$1.2M0.02%
142DEXCOM INCDXCM12,562$1.2M0.02%
143PEPSICO INCPEP6,903$1.2M0.02%
144TEXAS INSTRUMENTS8825081047,333$1.2M0.02%
145MARSH & MC LENNAN COMPANIES IN5717481026,099$1.2M0.02%
146UNITED PARCEL SRVC CLASS BUPS7,406$1.2M0.02%
147MONDELEZ INTL INC60920710516,488$1.1M0.02%
148HONEYWELL INTL INC4385161066,173$1.1M0.02%
149ENTERPRISE PRODS PART LP29379210741,232$1.1M0.02%
150ANALOG DEVICES INCADI6,420$1.1M0.02%
151STRYKER CORPSYK4,113$1.1M0.02%
152BERKLEY W R CORPWRB-PH16,998$1.1M0.02%
153SIGNET JEWELERS LTDSIG15,000$1.1M0.02%
154NEXTERA ENERGY INC SHSNEE-PW18,603$1.1M0.02%
155CHEVRON CORPCVX6,316$1.1M0.02%
156AMPHENOL CORP NEW CL A03209510112,453$1.0M0.02%
157DISCOVER FINANCIAL SERVICES25470910811,803$1.0M0.01%
158TERRENO REALTY CORPTRNO17,948$1.0M0.01%
159LABORATORY CORP AMER HLDGS COMLH4,944$993,9910.01%
160EQT CORPEQT22,500$913,0500.01%
161STARBUCKS CORP COMSBUX9,713$886,5170.01%
162POOL CORPORATIONPOOL2,480$883,1280.01%
163COGENT COMMUNICATIONS HLDGS INCCOI14,029$868,3950.01%
164CANADIAN PACIFIC KANSAS CITY CCP11,356$845,0000.01%
165SCORPIO TANKERS INCSTNG15,000$811,8000.01%
166WALMART INCWMT5,002$799,8930.01%
167COLGATE-PALMOLIVE COCL11,010$782,8910.01%
168MORGAN STANLEYMS-PQ9,493$775,2930.01%
169CABLE ONE INC COMCABO1,249$768,9340.01%
170VANGUARD FTSE EMERGING MARKETS92204285819,602$768,5940.01%
171UNION PACIFIC CORPUNP3,713$756,1310.01%
172CONOCOPHILLIPSCOP6,226$745,8850.01%
173CHUBB LTDCB3,308$688,7050.01%
174U S BANCORPUSB-PS20,637$682,2740.01%
175ISHARES MSCI EAFE ETF4642874659,867$680,0340.01%
176INTERPUBLIC GROUP OF COS INCINTR22,045$631,8170.01%
177MIDDLEBY CORPMIDD4,859$621,9520.01%
178IBM CORPINTR4,394$616,4780.01%
179AMGEN INC.AMGN2,217$595,8410.01%
180TRIMBLE INCTRMB10,721$577,4330.01%
181M & T BANK CORPMTB-PK4,550$575,3620.01%
182VANGUARD TOTAL STK MKT ETF9229087692,615$555,4520.01%
183WELLS FARGO BK N A94974610113,471$550,4340.01%
184LVMH MOET HENNESSY LOU VUITTON5024413063,636$549,4360.01%
185BANK AMER CORP COM06050510419,830$542,9390.01%
186VANGUARD MID CAP ETF9229086292,533$527,4720.01%
187ASML HOLDINGSASMLF891$524,4960.01%
188WAYFAIR INCW8,602$521,0230.01%
189VANGUARD REIT ETF9229085536,839$517,4390.01%
190ALLEGION PLCALLE4,949$515,6860.01%
191ILLINOIS TOOL WORKS4523081092,213$509,7160.01%
192MC DONALDS CORPMCD1,921$506,1790.01%
193NIKE INC CL BNKE5,258$502,7870.01%
194TOPICUS COM INC REGISTERED SHS89072t1027,708$499,0930.01%
195EOG RES INC COMEOG3,911$495,7300.01%
196VENTAS INC REITVTR11,494$484,2530.01%
197NEOGEN CORP COMNEOG26,013$482,2810.01%
198PNC FINL SERVICES6934751053,927$482,1180.01%
199TRACTOR SUPPLY COMPTSCO2,214$449,5600.01%
200BECTON DICKINSON&COBDX1,734$448,3130.01%
201BOOZ ALLEN HAMILTON HOLDING ORBAH4,057$443,3080.01%
202VANGUARD INFO TECHNOLOGY INDEX92204a7021,058$438,9640.01%
203TELEFLEX INC COMTFX2,221$436,2270.01%
204MSCI INC COMMSCI834$427,9170.01%
205ONEOK INCOKE6,518$413,4370.01%
206HEALTHPEAK PPTYS INCDOC21,923$402,5090.01%
207NOVARTIS AG F SPONSORED ADR 1 NVSEF3,807$387,7810.01%
208NETFLIX INCNFLX1,000$377,6000.01%
209EAST WEST BANCORP INCEWBC7,107$374,6100.01%
210NORFOLK SOUTHERN CO6558441081,859$366,0930.01%
211RPM INTERNATIONAL INC7496851033,800$360,2780.01%
212PELOTON INTERACTIVE INC CL A CPTON71,335$360,2420.01%
213NESTLE S A F SPONSORED ADR 1 A6410694062,950$333,8510.00%
214WISDOMTREE TR INDIA ERNGS FDWT9,000$330,8400.00%
215EMERSON ELECTRIC COEMR3,425$330,7850.00%
216SOUTHWESTERN ENERGY CO COM84546710950,000$322,5000.00%
217CALAMOS CONV OPP AND INC FD SH12811710830,161$317,8970.00%
218VAIL RESORTS INCMTN1,428$316,8590.00%
219VERIZON COMMUNICATNVZ9,687$313,9560.00%
220CVS HEALTH CORPCVS4,494$313,7710.00%
221EATON CORP PLC SHSETN1,417$302,2670.00%
222BP PLCBPPFF7,663$296,7110.00%
223SHORE BANCSHARES, INC.SHBI28,001$294,5710.00%
224WALT DISNEY CO2546871063,606$292,2660.00%
225W.P. CAREY INC. REIT92936u1095,346$289,1050.00%
226VANGUARD INDEX FDS SMALL CP ET9229087511,510$285,4960.00%
227VANGUARD HEALTH CARE92204a5041,204$283,0600.00%
228REALTY INCM CRP MD PV$1.REITO5,563$277,8340.00%
229HECLA MINING42270410670,000$273,7000.00%
230FRANCO-NEVADA MININGFNV2,000$266,9800.00%
231SPDR GOLD TRUSTGLD1,500$257,1750.00%
232JACOBS SOLUTIONS INC COMJ1,880$256,6200.00%
233REPUBLIC SVCS INC7607591001,797$256,1030.00%
2343M COMPANYMMM2,687$251,5690.00%
235ISHARES MSCI EMERGING MARKETS 46434g7644,930$245,6620.00%
2363-D SYS CORP DEL COM NEW88554d20550,023$245,6130.00%
237GENUINE PARTS COGPC1,700$245,4460.00%
238META PLATFORMS INC CL AMETA805$241,6690.00%
239AIR PROD & CHEMICALSAIIR821$232,6710.00%
240SPDR FUND CONSUMER DISCRE SELE81369y4071,431$230,3620.00%
241PINNACLE WEST CAP CORPPNW3,000$221,0400.00%
242ISHARES CORE MSCI EAFE ETF46432f8423,430$220,7200.00%
243SOUTHERN COMPANYSOMN3,370$218,1240.00%
244ISHARES TR U.S. TECH ETF4642877211,910$200,3970.00%
245ABRDN HEALTHCARE OPPORTUNITIESTHQ11,462$194,6250.00%
246FLAHERTY & CRUMRINE PFD SECS I33847810014,663$190,1790.00%
247KINROSS GOLD CORPKGCRF40,000$182,4000.00%
248MAG SILVER CORP COM55903q10410,000$103,7000.00%
249METALLA ROYALTY & STREAMING LTMTA25,000$76,5000.00%
250CBRE CLARION GLOBAL REAL ESTAT12504g10016,253$73,1380.00%
251ORLA MINING LTDORLA20,000$71,4000.00%
252NUVEEN PREF INCOME OPPS FUNDNU10,568$66,8950.00%
253GAMCO GLOBAL GOLD NAT RES & IN36465a10915,192$55,6030.00%
254NYMOX PHARMACEUTICAL CORP COMNYMXF75,000$39,3750.00%
255CODEX DNA, INC.19200310120,000$20,8000.00%
256MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%