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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 2024 · Filed May 15, 2024 · Accession 0000934999-24-000004

Total Value
$8.19B
Positions
2,660
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1VULCAN MATERIALS CO9291601091,065,826$290.9M3.55%
2TRANSDIGM GROUP INCTDG233,820$288.0M3.51%
3WASTE CONNECTIONS INCWCN1,538,710$264.7M3.23%
4ECOLAB INCECL1,112,852$257.0M3.14%
5INTUITIVE SURGICAL INCISRG613,399$244.8M2.99%
6VISA INC CL AV862,606$240.7M2.94%
7BIO-TECHNE CORPTECH3,397,002$239.1M2.92%
8ANSYS INC03662q105680,704$236.3M2.88%
9HEICO CORP CL AHEI-A1,470,021$226.3M2.76%
10FASTENAL COFAST2,835,552$218.7M2.67%
11AMAZON.COM INCAMZN1,198,674$216.2M2.64%
12CBRE GROUP INCCBRE2,192,164$213.2M2.60%
13MOODYS CORPMCO537,259$211.2M2.58%
14MASTERCARD INC-CLASS AMA436,906$210.4M2.57%
15VEEVA SYSTEMS, INC.VEEV886,226$205.3M2.51%
16VERALTO CORPVLTO2,232,073$197.9M2.42%
17COSTAR GROUP INCCSGP1,947,602$188.1M2.30%
18ALPHABET INC CLASS CGOOG1,173,237$178.6M2.18%
19GUIDEWIRE SOFTWARE INCGWRE1,515,499$176.9M2.16%
20MARKEL GROUP INCMKL115,881$176.3M2.15%
21S & P GLOBAL INCSPGI399,828$170.1M2.08%
22OLD DOMINION FGHT LINES INC COODFL768,464$168.5M2.06%
23DANAHER CORP235851102620,422$154.9M1.89%
24MICROSOFT CORPMSFT358,395$150.8M1.84%
25WILLSCOT MOBILE MINI HLDGS CORWSC3,182,100$148.0M1.81%
26THERMO FISHER SCIENTIFIC INCTMO233,761$135.9M1.66%
27CARMAX INCKMX1,532,216$133.5M1.63%
28SITEONE LANDSCAPE SUPPLY, INC.SITE674,556$117.7M1.44%
29KINSALE CAPITAL GROUP INC.49714p108211,910$111.2M1.36%
30WEST PHARMACEUTICALS, INC.955306105259,934$102.9M1.26%
31APPFOLIO, INCAPPF385,912$95.2M1.16%
32GOOSEHEAD INSURANCE, INC.GSHD1,367,788$91.1M1.11%
33SPROUT SOCIAL, INC.SPT1,426,347$85.2M1.04%
34REPLIGEN CORPORATIONRGEN439,878$80.9M0.99%
35CROWDSTRIKE HOLDINGS, INC.CRWD246,289$79.0M0.96%
36VERISK ANALYTICS INCVRSK310,731$73.2M0.89%
37FLOOR & DECOR HOLDINGS, INC.FND542,563$70.3M0.86%
38UTZ BRANDS INC.UTZ3,671,801$67.7M0.83%
39WNS HOLDINGS LTDg981961011,300,408$65.7M0.80%
40EDWARDS LIFESCIENCESEW677,314$64.7M0.79%
41ILLUMINA INCILMN470,048$64.5M0.79%
42INTUIT INC.INTU93,431$60.7M0.74%
43MONOLITHIC PWR SYS INC COM60983910587,745$59.4M0.73%
44QUALCOMM INCQCOM340,480$57.6M0.70%
45WORKIVA INCWK656,094$55.6M0.68%
46AMERICAN TOWER CORPAMT260,397$51.5M0.63%
47ATLASSIAN CORPORATION CL ATEAM248,673$48.5M0.59%
48SHERWIN-WILLIAMSSHW132,253$45.9M0.56%
49O REILLY AUTOMOTIVEORLY36,727$41.5M0.51%
50ZOETIS INCZTS226,854$38.4M0.47%
51BLACKLINE INCBL557,674$36.0M0.44%
52ASML HOLDINGSASMLF34,669$33.6M0.41%
53TYLER TECHNOLOGIES INCTYL77,370$32.9M0.40%
54CORE & MAIN INC CL ACNM568,103$32.5M0.40%
55IDEXX LABS INC45168d10456,281$30.4M0.37%
56ENDAVA plcDAVA731,870$27.8M0.34%
57ROPER TECHNOLOGIES INCROP48,756$27.3M0.33%
58HAMILTON LANE INCHLNE229,155$25.8M0.32%
59MURPHY USA INC COMMUSA61,177$25.6M0.31%
60NOVANTA INC COM NPVNOVTU141,053$24.7M0.30%
61EAGLE MATERIALS INCEXP90,358$24.6M0.30%
62METTLER TOLEDO INTLMTD17,774$23.7M0.29%
63MEDPACE HOLDINGS, INC.MEDP57,687$23.3M0.28%
64PROCTER & GAMBLE CO742718109129,597$21.0M0.26%
65HEALTHEQUITY, INC.HQY252,621$20.6M0.25%
66ATRION CORPORATION04990410542,944$19.9M0.24%
67CHARLES RIVER LABORATORIES INT15986410767,353$18.2M0.22%
68MANHATTAN ASSOCS INC COMMANH72,420$18.1M0.22%
69PROCORE TECHNOLOGIES INCPCOR219,655$18.0M0.22%
70CHEWY, INC.CHWY1,100,865$17.5M0.21%
71APPLE INCAAPL95,462$16.4M0.20%
72CONSTELLATION SOFTWARE F21037x1005,715$15.6M0.19%
73SIMPSON MANUFACTURING CO82907310571,766$14.7M0.18%
74MORNINGSTAR INCMORN47,169$14.5M0.18%
75KADANT INCKAI43,601$14.3M0.17%
76ALARM.COMALRM193,199$14.0M0.17%
77DOUGLAS DYNAMICS INCPLOW565,374$13.6M0.17%
78THE DESCARTES SYSTEMS GROUP IN249906108147,151$13.5M0.16%
79JOHN BEAN TECHNOLOGIES CORP.JBTM127,732$13.4M0.16%
80COSTCO WHOLESALE COCOST17,746$13.0M0.16%
81CASELLA WASTE SYSTEMS INC CL ACWST131,184$13.0M0.16%
82EXPONENT INCEXPO150,459$12.4M0.15%
83EVERTEC INCEVTC309,601$12.4M0.15%
84CSW INDUSTRIALS INCCSW52,582$12.3M0.15%
85LEMAITRE VASCULARLMAT177,722$11.8M0.14%
86PERIMETER SOLUTIONS SAPRM1,578,004$11.7M0.14%
87BERKSHIRE HATHAWAY INC CL BBRK-A27,650$11.6M0.14%
88WD-40 COMPANYWDFC45,456$11.5M0.14%
89T ROWE PRICE GROUP INCTROW83,631$10.2M0.12%
90BRIGHT HORIZONS FAM SOL IN DEL10919410084,609$9.6M0.12%
91J P MORGAN CHASE & COVYLD46,951$9.4M0.11%
92JOHNSON & JOHNSONJNJ56,668$9.0M0.11%
93WATSCO INCWSO-B19,645$8.5M0.10%
94BERKSHIRE HATHAWAY INC DELAWABRK-A13$8.2M0.10%
95SHOPIFY INC.SHOP91,735$7.1M0.09%
96TRUPANION, INC.TRUP250,382$6.9M0.08%
97VANGUARD S&P 500 ETF92290836314,037$6.7M0.08%
98MERCK & CO. INC.MRK46,513$6.1M0.07%
99FISERV INC COMFISV36,711$5.9M0.07%
100SBA COMMUNICATIONS CORP CL ASBAC26,929$5.8M0.07%
101LOWE'S COMPANIES INC54866110722,860$5.8M0.07%
102MCEWEN MNG INC COMMUX585,000$5.8M0.07%
103ABBVIE INC SHSABBV27,422$5.0M0.06%
104AUTO DATA PROCESSINGADP17,204$4.3M0.05%
105INTEL CORPINTC95,690$4.2M0.05%
106RANGE RESOURCES CORP DELRRC122,135$4.2M0.05%
107CAMECO CORPCCJ96,218$4.2M0.05%
108CROWN CASTLE INCCCI37,934$4.0M0.05%
109PAYCHEX INCPAYX31,883$3.9M0.05%
110WABTEC92974010826,250$3.8M0.05%
111INGERSOLL-RAND, INC.IR39,945$3.8M0.05%
112ALPHABET INC. CLASS AGOOG24,203$3.7M0.04%
113DEXCOM INCDXCM26,300$3.6M0.04%
114UNITEDHEALTH GRP INCUNH6,647$3.3M0.04%
115CRYOPORT, INC.CYRX184,967$3.3M0.04%
116VANGUARD FTSE ALL WORLD EX US92204277552,022$3.1M0.04%
117ABBOTT LABORATORIESABLZF25,271$2.9M0.04%
118LILLY ELI & COLLY3,478$2.7M0.03%
119CISCO SYSTEMS INCCSCO54,031$2.7M0.03%
120CAPITAL ONE FINL CORP COMCOF-PN17,833$2.7M0.03%
121FRANCO-NEVADA CORPORATIONFNV21,210$2.5M0.03%
122COTERRA ENERGY INCCTRA83,862$2.3M0.03%
123COCA COLA COMKO37,837$2.3M0.03%
124COMCAST CORP NEW CL ACCZ52,507$2.3M0.03%
125HOME DEPOT INCHD5,798$2.2M0.03%
126WHEATON PRECIOUS METALS CORPWPM45,200$2.1M0.03%
127AMPHENOL CORP NEW CL A03209510117,340$2.0M0.02%
128CANADIAN NATL RAILWY F13637510214,911$2.0M0.02%
129VANGUARD HIGH DIVIDEND YIELD E92194640615,873$1.9M0.02%
130NORFOLK SOUTHERN CO6558441087,474$1.9M0.02%
131CDW CORP COMCDW7,411$1.9M0.02%
132ANALOG DEVICES INCADI9,289$1.8M0.02%
133MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.8M0.02%
134VANGUARD DIVIDEND APPREC9219088449,569$1.7M0.02%
135VANECK VECTORS OIL SVCS92189h6075,100$1.7M0.02%
136HONEYWELL INTL INC4385161068,305$1.7M0.02%
137TERRENO REALTY CORPTRNO25,347$1.7M0.02%
138STRYKER CORPSYK4,503$1.6M0.02%
139CHEVRON CORPCVX10,075$1.6M0.02%
140DISCOVER FINANCIAL SERVICES25470910812,013$1.6M0.02%
141MONDELEZ INTL INC60920710522,426$1.6M0.02%
142BERKLEY W R CORPWRB-PH16,998$1.5M0.02%
143SIGNET JEWELERS LTDSIG15,000$1.5M0.02%
144PEPSICO INCPEP8,322$1.5M0.02%
145NEXTERA ENERGY INC SHSNEE-PW21,542$1.4M0.02%
146WALT DISNEY CO25468710611,190$1.4M0.02%
147ACCENTURE PLC F CLASS AACN3,907$1.4M0.02%
148EXXON MOBIL CORPXOM11,515$1.3M0.02%
149KEYSIGHT TECHNOLOGIES INCKEYS8,400$1.3M0.02%
150MARSH & MC LENNAN COMPANIES IN5717481026,289$1.3M0.02%
151LVMH MOET HENNESSY LOU VUITTON5024413066,993$1.3M0.02%
152CHUBB LTDCB4,804$1.2M0.02%
153PFIZER INCPFE44,157$1.2M0.01%
154LINDE PLC SHSLIN2,573$1.2M0.01%
155COLGATE-PALMOLIVE COCL12,237$1.1M0.01%
156SCORPIO TANKERS INCSTNG15,000$1.1M0.01%
157ENTERPRISE PRODS PART LP29379210736,592$1.1M0.01%
158LABORATORY CORP AMER HLDGS COMLH4,842$1.1M0.01%
159MSCI INC COMMSCI1,835$1.0M0.01%
160ISHARES MSCI EAFE ETF46428746512,752$1.0M0.01%
161CANADIAN PACIFIC KANSAS CITY CCP11,122$980,6270.01%
162BLACKSTONE GROUP ORD SHS CLASSBX7,112$934,3030.01%
163BOOZ ALLEN HAMILTON HOLDING ORBAH6,116$907,8590.01%
164IBM CORPINTR4,631$884,3360.01%
165STARBUCKS CORP COMSBUX9,508$868,9480.01%
166POOL CORPORATIONPOOL2,151$867,9280.01%
167NESTLE S A F SPONSORED ADR 1 A6410694067,892$838,1300.01%
168EQT CORPEQT22,500$834,0750.01%
169EOG RES INC COMEOG6,428$821,7270.01%
170INTERPUBLIC GROUP OF COS INCINTR25,157$820,8810.01%
171WALMART INCWMT13,463$810,0420.01%
172VANGUARD FTSE EMERGING MARKETS92204285819,381$809,5440.01%
173UNION PACIFIC CORPUNP3,232$794,9100.01%
174CONOCOPHILLIPSCOP6,223$792,0750.01%
175NXP SEMICONDUCTORSNXPI3,184$788,9000.01%
176WELLS FARGO BK N A94974610113,438$778,8800.01%
177COGENT COMMUNICATIONS HLDGS INCCOI11,898$777,2960.01%
178AMGEN INC.AMGN2,617$744,0650.01%
179TJX COMPANIES INC8725401097,284$738,6990.01%
180PNC FINL SERVICES6934751054,569$738,3500.01%
181BANK AMER CORP COM06050510418,931$717,8540.01%
182TOPICUS COM INC REGISTERED SHS89072t1027,875$697,7010.01%
183VANGUARD TOTAL STK MKT ETF9229087692,615$679,6380.01%
184M & T BANK CORPMTB-PK4,548$661,4780.01%
185ORTHOPEDIATRICS CORPKIDS22,416$653,6510.01%
186VANGUARD MID CAP ETF9229086292,533$632,8950.01%
187NIKE INC CL BNKE6,658$625,7350.01%
188NETFLIX INCNFLX1,000$607,3300.01%
189U S BANCORPUSB-PS13,413$599,5810.01%
190VANGUARD REIT ETF9229085536,839$591,4370.01%
191EAST WEST BANCORP INCEWBC7,104$561,9970.01%
192TRIMBLE INCTRMB8,718$561,0900.01%
193VANGUARD INFO TECHNOLOGY INDEX92204a7021,058$554,7520.01%
194MC DONALDS CORPMCD1,913$539,4880.01%
1953M COMPANYMMM5,073$538,1060.01%
196UNITED PARCEL SRVC CLASS BUPS3,519$523,0660.01%
197EMERSON ELECTRIC COEMR4,543$515,3050.01%
198VERIZON COMMUNICATNVZ11,880$498,4850.01%
199ILLINOIS TOOL WORKS4523081091,829$490,8220.01%
200MIDDLEBY CORPMIDD3,031$487,3540.01%
201WAYFAIR INCW6,902$468,5080.01%
202RPM INTERNATIONAL INC7496851033,800$452,0100.01%
203CABLE ONE INC COMCABO1,064$450,2100.01%
204ONEOK INCOKE5,603$449,1930.01%
205EATON CORP PLC SHSETN1,412$441,5760.01%
206BECTON DICKINSON&COBDX1,731$428,3570.01%
207VENTAS INC REITVTR9,445$411,2470.01%
208NEOGEN CORP COMNEOG25,121$396,4090.00%
209WISDOMTREE TR INDIA ERNGS FDWT9,000$392,0400.00%
210META PLATFORMS INC CL AMETA801$388,9500.00%
211CATERPILLAR INC DEL COMCAT1,044$382,5530.00%
212PIONEER NAT RES CO COM7237871071,448$380,1520.00%
213SOUTHWESTERN ENERGY CO COM84546710950,000$379,0000.00%
214FINANCIAL SELECT SECTOR SPDR81369y6058,978$378,1530.00%
215HEALTHPEAK PPTYS INCDOC20,037$375,6960.00%
216NOVARTIS AG F SPONSORED ADR 1NVSEF3,829$370,3790.00%
217BOOKING HOLDING, INC.BKNG100$362,7880.00%
218NUTRIEN LTDNTR6,500$353,0150.00%
219AIR PROD & CHEMICALSAIIR1,445$350,0800.00%
220RTX CORPRTX3,550$346,2170.00%
221VANGUARD INDEX FDS SMALL CP ET9229087511,510$345,1710.00%
222CALAMOS CONV OPP AND INC FD SH12811710830,396$344,9950.00%
223HECLA MINING42270410670,000$336,7000.00%
224CVS HEALTH CORPCVS4,217$336,3480.00%
225VANGUARD HEALTH CARE92204a5041,204$325,7060.00%
226SHORE BANCSHARES, INC.SHBI28,001$322,0110.00%
227BP PLCBPPFF8,388$316,0600.00%
228REPUBLIC SVCS INC7607591001,637$313,4040.00%
229SPDR GOLD TRUSTGLD1,500$308,5800.00%
230W.P. CAREY INC. REIT92936u1095,288$298,4480.00%
231REALTY INCM CRP MD PV$1.REITO5,488$296,9200.00%
232CARRIER GLOBAL ORD SHSCARR5,075$295,0230.00%
233JACOBS SOLUTIONS INC COMJ1,880$289,0120.00%
234ISHARES MSCI EMERGING MARKETS46434g7644,930$283,8200.00%
235PELOTON INTERACTIVE INC CL A CPTON64,250$275,3110.00%
236FORTINET INC COMFTNT3,953$270,0290.00%
237GENUINE PARTS COGPC1,700$263,3810.00%
238SPDR FUND CONSUMER DISCRE SELE81369y4071,431$263,1470.00%
239AMERICAN EXPRESS COAXP1,155$263,0000.00%
240S&P DEP RECEIPTSSPY502$262,5810.00%
241ISHARES TR U.S. TECH ETF4642877211,910$257,9650.00%
242ISHARES CORE MSCI EAFE ETF46432f8423,430$254,5750.00%
243KINROSS GOLD CORPKGCRF40,000$245,2000.00%
244ORACLE CORPORCL-PD1,945$244,2530.00%
245BRISTOL-MYERS SQUIBBCELG-RI4,456$241,6740.00%
246SOUTHERN COMPANYSOMN3,356$240,7790.00%
247FRANCO-NEVADA MININGFNV2,000$238,3200.00%
248PINNACLE WEST CAP CORPPNW3,000$224,1900.00%
249ABRDN HEALTHCARE OPPORTUNITIESTHQ11,117$223,4520.00%
2503-D SYS CORP DEL COM NEW88554d20550,012$222,0530.00%
251OTIS WORLDWIDE ORD SHSOTIS2,184$216,8150.00%
252EMCOR GROUP INCEME605$211,8710.00%
253DOW ORD SHSDOW3,649$211,3760.00%
254VANGUARD FTSE DEVELOPED MARKET9219438584,202$210,8140.00%
255ISHARES TR SELECT DIVID ETF4642871681,705$210,0220.00%
256ALPS ALERIAN MLP ETF00162q4524,387$208,2070.00%
257FLAHERTY & CRUMRINE PFD SECS I33847810013,783$204,6780.00%
258TEXAS INSTRUMENTS8825081041,163$202,6060.00%
259MAG SILVER CORP COM55903q10410,000$105,8000.00%
260CBRE CLARION GLOBAL REAL ESTAT12504g10016,268$87,5220.00%
261METALLA ROYALTY & STREAMING LTMTA25,000$77,7500.00%
262ORLA MINING LTDORLA20,000$75,8000.00%
263GAMCO GLOBAL GOLD NAT RES & IN36465a10919,192$74,0810.00%
264NYMOX PHARMACEUTICAL CORP COMNYMXF75,000$30,0000.00%
265MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%
266TELESIS BIO INC COM NEW19200310120,000$8,8000.00%