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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 2024 · Filed August 14, 2024 · Accession 0000934999-24-000008

Total Value
$7.74B
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1HEICO CORP CL AHEI-A1,454,124$258.1M3.34%
2WASTE CONNECTIONS INCWCN1,417,745$248.6M3.21%
3VULCAN MATERIALS CO929160109992,185$246.7M3.19%
4INTUITIVE SURGICAL INCISRG550,992$245.1M3.17%
5TRANSDIGM GROUP INCTDG190,723$243.7M3.15%
6BIO-TECHNE CORPTECH3,374,366$241.8M3.13%
7ECOLAB INCECL1,012,767$241.0M3.12%
8MOODYS CORPMCO519,978$218.9M2.83%
9VISA INC CL AV830,503$218.0M2.82%
10ALPHABET INC CLASS CGOOG1,149,269$210.8M2.72%
11AMAZON.COM INCAMZN1,086,020$209.9M2.71%
12ANSYS INC03662q105652,496$209.8M2.71%
13GUIDEWIRE SOFTWARE INCGWRE1,500,943$207.0M2.68%
14VERALTO CORPVLTO2,071,503$197.8M2.56%
15CBRE GROUP INCCBRE2,113,626$188.3M2.43%
16MASTERCARD INC-CLASS AMA424,494$187.3M2.42%
17MARKEL GROUP INCMKL111,143$175.1M2.26%
18S & P GLOBAL INCSPGI387,754$172.9M2.24%
19VEEVA SYSTEMS, INC.VEEV894,028$163.6M2.12%
20FASTENAL COFAST2,575,907$161.9M2.09%
21MICROSOFT CORPMSFT348,848$155.9M2.02%
22OLD DOMINION FGHT LINES INC COODFL878,323$155.1M2.01%
23DANAHER CORP235851102601,560$150.3M1.94%
24COSTAR GROUP INCCSGP1,882,633$139.6M1.80%
25THERMO FISHER SCIENTIFIC INCTMO228,691$126.5M1.63%
26WILLSCOT HLDGS CORPWSC3,083,900$116.1M1.50%
27VERISK ANALYTICS INCVRSK390,076$105.1M1.36%
28CARMAX INCKMX1,416,959$103.9M1.34%
29WEST PHARMACEUTICALS, INC.955306105298,588$98.4M1.27%
30SITEONE LANDSCAPE SUPPLY, INC.SITE752,637$91.4M1.18%
31KINSALE CAPITAL GROUP INC.49714p108219,935$84.7M1.10%
32GOOSEHEAD INSURANCE, INC.GSHD1,380,210$79.3M1.02%
33APPFOLIO, INCAPPF319,510$78.1M1.01%
34CROWDSTRIKE HOLDINGS, INC.CRWD203,580$78.0M1.01%
35MONOLITHIC PWR SYS INC COM60983910585,305$70.1M0.91%
36WNS HOLDINGS LTDg981961011,334,212$70.0M0.91%
37ATLASSIAN CORPORATION CL ATEAM387,327$68.5M0.89%
38INTUIT INC.INTU103,680$68.1M0.88%
39QUALCOMM INCQCOM324,284$64.6M0.83%
40EDWARDS LIFESCIENCESEW653,203$60.3M0.78%
41ASML HOLDINGSASMLF58,873$60.2M0.78%
42REPLIGEN CORPORATIONRGEN450,706$56.8M0.73%
43TYLER TECHNOLOGIES INCTYL110,575$55.6M0.72%
44UTZ BRANDS INC.UTZ3,043,010$50.6M0.65%
45ZOETIS INCZTS269,605$46.7M0.60%
46ILLUMINA INCILMN443,725$46.3M0.60%
47AMERICAN TOWER CORPAMT237,910$46.2M0.60%
48FLOOR & DECOR HOLDINGS, INC.FND454,365$45.2M0.58%
49MANHATTAN ASSOCS INC COMMANH156,684$38.7M0.50%
50O REILLY AUTOMOTIVEORLY36,412$38.5M0.50%
51SHERWIN-WILLIAMSSHW126,218$37.7M0.49%
52MURPHY USA INC COMMUSA71,089$33.4M0.43%
53HAMILTON LANE INCHLNE265,861$32.9M0.42%
54CORE & MAIN INC CL ACNM660,098$32.3M0.42%
55METTLER TOLEDO INTLMTD22,971$32.1M0.42%
56WORKIVA INCWK382,697$27.9M0.36%
57ROPER TECHNOLOGIES INCROP48,413$27.3M0.35%
58IDEXX LABS INC45168d10455,599$27.1M0.35%
59NOVANTA INC COM NPVNOVTU162,313$26.5M0.34%
60MEDPACE HOLDINGS, INC.MEDP55,639$22.9M0.30%
61EAGLE MATERIALS INCEXP104,737$22.8M0.29%
62MSCI INC COMMSCI46,666$22.5M0.29%
63ENDAVA plcDAVA758,226$22.2M0.29%
64PROCTER & GAMBLE CO742718109129,741$21.4M0.28%
65THE DESCARTES SYSTEMS GROUP IN249906108218,595$21.2M0.27%
66CSW INDUSTRIALS INCCSW78,990$21.0M0.27%
67UBER TECHNOLOGIES, INC.UBER279,406$20.3M0.26%
68HEALTHEQUITY, INC.HQY234,715$20.2M0.26%
69PROCORE TECHNOLOGIES INCPCOR302,674$20.1M0.26%
70APPLE INCAAPL94,571$19.9M0.26%
71CHARLES RIVER LABORATORIES INT15986410796,271$19.9M0.26%
72ALARM.COMALRM291,575$18.5M0.24%
73EXPONENT INCEXPO177,821$16.9M0.22%
74LEMAITRE VASCULARLMAT204,970$16.9M0.22%
75CONSTELLATION SOFTWARE F21037x1005,695$16.3M0.21%
76MORNINGSTAR INCMORN54,783$16.2M0.21%
77DOUGLAS DYNAMICS INCPLOW677,624$15.9M0.20%
78CASELLA WASTE SYSTEMS INC CL ACWST151,927$15.1M0.19%
79KADANT INCKAI50,672$14.9M0.19%
80SPS COMMERCE INCSPSC76,788$14.4M0.19%
81PERIMETER SOLUTIONS SAPRM1,837,817$14.4M0.19%
82COSTCO WHOLESALE COCOST16,834$14.3M0.18%
83BLACKLINE INCBL294,656$14.3M0.18%
84SIMPSON MANUFACTURING CO82907310583,157$14.0M0.18%
85EVERTEC INCEVTC357,113$11.9M0.15%
86ATRION CORPORATION04990410525,634$11.6M0.15%
87WD-40 COMPANYWDFC52,635$11.6M0.15%
88BERKSHIRE HATHAWAY INC CL BBRK-A27,855$11.3M0.15%
89SERVICENOW INCNOW14,018$11.0M0.14%
90BRIGHT HORIZONS FAM SOL IN DEL10919410098,100$10.8M0.14%
91JOHN BEAN TECHNOLOGIES CORP.JBTM102,638$9.7M0.13%
92T ROWE PRICE GROUP INCTROW81,971$9.5M0.12%
93WATSCO INCWSO-B19,192$8.9M0.11%
94TRUPANION, INC.TRUP287,857$8.5M0.11%
95J P MORGAN CHASE & COVYLD40,532$8.2M0.11%
96JOHNSON & JOHNSONJNJ55,338$8.1M0.10%
97BERKSHIRE HATHAWAY INC DELAWABRK-A13$8.0M0.10%
98VANGUARD S&P 500 ETF92290836314,037$7.0M0.09%
99MERCK & CO. INC.MRK46,463$5.8M0.07%
100FISERV INC COMFISV35,357$5.3M0.07%
101LOWE'S COMPANIES INC54866110722,010$4.9M0.06%
102ABBVIE INC SHSABBV27,618$4.7M0.06%
103ALPHABET INC. CLASS AGOOG23,423$4.3M0.06%
104AUTO DATA PROCESSINGADP16,688$4.0M0.05%
105CAMECO CORPCCJ79,483$3.9M0.05%
106PAYCHEX INCPAYX32,143$3.8M0.05%
107CROWN CASTLE INCCCI37,132$3.6M0.05%
108SHOPIFY INC.SHOP51,600$3.4M0.04%
109WABTEC92974010821,515$3.4M0.04%
110SBA COMMUNICATIONS CORP CL ASBAC16,634$3.3M0.04%
111UNITEDHEALTH GRP INCUNH6,372$3.2M0.04%
112LILLY ELI & COLLY3,478$3.1M0.04%
113INGERSOLL-RAND, INC.IR33,565$3.0M0.04%
114VANGUARD FTSE ALL WORLD EX US92204277551,522$3.0M0.04%
115DEXCOM INCDXCM26,260$3.0M0.04%
116INTEL CORPINTC92,856$2.9M0.04%
117ABBOTT LABORATORIESABLZF25,141$2.6M0.03%
118RANGE RESOURCES CORP DELRRC77,135$2.6M0.03%
119CISCO SYSTEMS INCCSCO52,544$2.5M0.03%
120COTERRA ENERGY INCCTRA93,162$2.5M0.03%
121COCA COLA COMKO37,837$2.4M0.03%
122CAPITAL ONE FINL CORP COMCOF-PN17,375$2.4M0.03%
123AMPHENOL CORP NEW CL A03209510131,350$2.1M0.03%
124TERRENO REALTY CORPTRNO34,122$2.0M0.03%
125FRANCO-NEVADA CORPORATIONFNV16,335$1.9M0.03%
126HOME DEPOT INCHD5,563$1.9M0.02%
127ANALOG DEVICES INCADI8,134$1.9M0.02%
128COMCAST CORP NEW CL ACCZ46,756$1.8M0.02%
129CANADIAN NATL RAILWY F13637510214,900$1.8M0.02%
130MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.6M0.02%
131WHEATON PRECIOUS METALS CORPWPM31,200$1.6M0.02%
132NORFOLK SOUTHERN CO6558441087,474$1.6M0.02%
133VANGUARD DIVIDEND APPREC9219088448,769$1.6M0.02%
134DISCOVER FINANCIAL SERVICES25470910812,013$1.6M0.02%
135CHEVRON CORPCVX9,960$1.6M0.02%
136CDW CORP COMCDW6,833$1.5M0.02%
137EXXON MOBIL CORPXOM13,254$1.5M0.02%
138STRYKER CORPSYK4,420$1.5M0.02%
139CRYOPORT, INC.CYRX206,227$1.4M0.02%
140NEXTERA ENERGY INC SHSNEE-PW19,742$1.4M0.02%
141PEPSICO INCPEP8,286$1.4M0.02%
142BERKLEY W R CORPWRB-PH16,998$1.3M0.02%
143MONDELEZ INTL INC60920710520,020$1.3M0.02%
144CHUBB LTDCB4,804$1.2M0.02%
145COLGATE-PALMOLIVE COCL12,237$1.2M0.02%
146MARSH & MC LENNAN COMPANIES IN5717481025,611$1.2M0.02%
147ACCENTURE PLC F CLASS AACN3,826$1.2M0.02%
148KEYSIGHT TECHNOLOGIES INCKEYS8,400$1.1M0.01%
149PFIZER INCPFE40,856$1.1M0.01%
150LVMH MOET HENNESSY LOU VUITTON5024413067,324$1.1M0.01%
151LINDE PLC SHSLIN2,518$1.1M0.01%
152WALT DISNEY CO25468710611,065$1.1M0.01%
153VANGUARD HIGH DIVIDEND YIELD E9219464069,248$1.1M0.01%
154ENTERPRISE PRODS PART LP29379210736,772$1.1M0.01%
155HONEYWELL INTL INC4385161064,655$994,0950.01%
156ISHARES MSCI EAFE ETF46428746512,468$976,6180.01%
157BOOZ ALLEN HAMILTON HOLDING ORBAH5,947$915,2430.01%
158LABCORP HOLDINGS INCLH4,372$889,7460.01%
159BLACKSTONE GROUP ORD SHS CLASSBX7,112$880,4660.01%
160VANGUARD FTSE EMERGING MARKETS92204285819,381$848,1130.01%
161BOOKING HOLDING, INC.BKNG214$847,7610.01%
162NXP SEMICONDUCTORSNXPI3,118$839,0230.01%
163EOG RES INC COMEOG6,564$826,1830.01%
164CANADIAN PACIFIC KANSAS CITY CCP10,479$825,0120.01%
165AMGEN INC.AMGN2,600$812,3700.01%
166WALMART INCWMT11,963$809,9850.01%
167TJX COMPANIES INC8725401097,284$801,9200.01%
168IBM CORPINTR4,631$800,9310.01%
169NESTLE S A F SPONSORED ADR 1 A6410694067,392$757,3100.01%
170BANK AMER CORP COM06050510418,731$744,9220.01%
171VANGUARD TOTAL STK MKT ETF9229087692,615$699,5390.01%
172UNION PACIFIC CORPUNP3,031$685,8530.01%
173POOL CORPORATIONPOOL2,151$661,0670.01%
174STARBUCKS CORP COMSBUX8,290$645,3870.01%
175SPROUT SOCIAL, INC.SPT17,493$624,1500.01%
176COGENT COMMUNICATIONS HLDGS INCCOI10,937$617,2840.01%
177VANGUARD MID CAP ETF9229086292,533$613,2390.01%
178VANGUARD INFO TECHNOLOGY INDEX92204a7021,058$610,0320.01%
179M & T BANK CORPMTB-PK4,027$609,5440.01%
180U S BANCORPUSB-PS15,276$606,4750.01%
181OTIS WORLDWIDE ORD SHSOTIS6,229$599,6130.01%
182PNC FINL SERVICES6934751053,835$596,2660.01%
183EAST WEST BANCORP INCEWBC7,104$520,2260.01%
1843M COMPANYMMM5,073$518,4230.01%
185VANGUARD REIT ETF9229085536,079$509,1770.01%
186EMERSON ELECTRIC COEMR4,543$500,4940.01%
187VENTAS INC REITVTR9,445$484,1640.01%
188MC DONALDS CORPMCD1,805$460,0930.01%
189ONEOK INCOKE5,603$456,9250.01%
190EATON CORP PLC SHSETN1,412$442,8050.01%
191WISDOMTREE TR INDIA ERNGS FDWT9,000$434,5200.01%
192ILLINOIS TOOL WORKS4523081091,829$433,4410.01%
193RPM INTERNATIONAL INC7496851033,800$409,1840.01%
194NOVARTIS AG F SPONSORED ADR 1NVSEF3,825$407,2090.01%
195BECTON DICKINSON&COBDX1,731$404,5720.01%
196VERIZON COMMUNICATNVZ9,491$391,4090.01%
197CONOCOPHILLIPSCOP3,303$377,8070.00%
198META PLATFORMS INC CL AMETA747$376,6520.00%
199HEALTHPEAK PPTYS INCDOC19,037$373,1280.00%
200AIR PROD & CHEMICALSAIIR1,445$372,8820.00%
201MIDDLEBY CORPMIDD3,031$371,6310.00%
202GRAIL INCGRAL23,991$368,7360.00%
203NEOGEN CORP COMNEOG23,521$367,6330.00%
204CALAMOS CONV OPP AND INC FD SH12811710830,396$353,8090.00%
205CATERPILLAR INC DEL COMCAT1,044$347,7560.00%
206RTX CORPRTX3,400$341,3110.00%
207VANGUARD INDEX FDS SMALL CP ET9229087511,510$329,2400.00%
208SPDR GOLD TRUSTGLD1,500$322,5150.00%
209UNITED PARCEL SRVC CLASS BUPS2,349$321,4950.00%
210SHORE BANCSHARES, INC.SHBI28,001$320,6110.00%
211VANGUARD HEALTH CARE92204a5041,204$320,2640.00%
212CABLE ONE INC COMCABO891$315,4140.00%
213TRIMBLE INCTRMB5,628$314,7180.00%
214BP PLCBPPFF8,650$312,2650.00%
215W.P. CAREY INC. REIT92936u1095,556$305,8510.00%
216ISHARES MSCI EMERGING MARKETS46434g7644,930$291,8560.00%
217CARRIER GLOBAL ORD SHSCARR4,625$291,7590.00%
218ISHARES TR U.S. TECH ETF4642877211,910$287,4550.00%
219ORACLE CORPORCL-PD1,945$274,5680.00%
220WAYFAIR INCW5,202$274,3010.00%
221S&P DEP RECEIPTSSPY502$273,1980.00%
222AMERICAN EXPRESS COAXP1,155$267,4590.00%
223JACOBS SOLUTIONS INC COMJ1,880$262,6550.00%
224SPDR FUND CONSUMER DISCRE SELE81369y4071,431$261,0140.00%
225SOUTHERN COMPANYSOMN3,356$260,3460.00%
226CHEWY, INC.CHWY9,235$251,5610.00%
227ISHARES CORE MSCI EAFE ETF46432f8423,430$249,1550.00%
228FORTINET INC COMFTNT3,953$238,2470.00%
229GENUINE PARTS COGPC1,700$235,1440.00%
230PINNACLE WEST CAP CORPPNW3,000$229,1400.00%
231ABRDN HEALTHCARE OPPORTUNITIESTHQ11,217$228,6020.00%
232EMCOR GROUP INCEME605$220,8730.00%
233ALPS ALERIAN MLP ETF00162q4524,598$220,6120.00%
234REALTY INCM CRP MD PV$1.REITO4,102$216,6870.00%
235TECHNOLOGY SELECT SECTOR SPDR81369y803956$216,2760.00%
236FLAHERTY & CRUMRINE PFD SECS I33847810014,133$209,0270.00%
237VANGUARD FTSE DEVELOPED MARKET9219438584,202$207,6630.00%
238ISHARES TR SELECT DIVID ETF4642871681,705$206,2710.00%
239CVS HEALTH CORPCVS3,479$205,4700.00%
240PELOTON INTERACTIVE INC CL A CPTON60,250$203,6450.00%
241BROADCOM INCAVGO125$200,9850.00%
242GAMCO GLOBAL GOLD NAT RES & IN36465a10920,412$82,6690.00%
243NUVEEN PREF INCOME OPPS FUNDNU10,688$79,8390.00%
244MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%