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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 2024 · Filed November 15, 2024 · Accession 0000934999-24-000013

Total Value
$8.22B
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1HEICO CORP CL AHEI-A1,304,304$265.8M3.23%
2BIO-TECHNE CORPTECH3,298,695$263.7M3.21%
3TRANSDIGM GROUP INCTDG180,017$256.9M3.12%
4VULCAN MATERIALS CO929160109984,561$246.6M3.00%
5WASTE CONNECTIONS INCWCN1,310,389$234.3M2.85%
6ECOLAB INCECL912,565$233.0M2.83%
7MOODYS CORPMCO481,550$228.5M2.78%
8INTUITIVE SURGICAL INCISRG457,273$224.6M2.73%
9VISA INC CL AV815,670$224.3M2.73%
10GUIDEWIRE SOFTWARE INCGWRE1,223,561$223.8M2.72%
11MASTERCARD INC-CLASS AMA411,510$203.2M2.47%
12ANSYS INC03662q105623,331$198.6M2.42%
13AMAZON.COM INCAMZN1,064,573$198.4M2.41%
14ALPHABET INC CLASS CGOOG1,125,608$188.2M2.29%
15S & P GLOBAL INCSPGI356,206$184.0M2.24%
16CBRE GROUP INCCBRE1,464,506$182.3M2.22%
17FASTENAL COFAST2,509,995$179.3M2.18%
18VEEVA SYSTEMS, INC.VEEV834,567$175.2M2.13%
19VERALTO CORPVLTO1,512,634$169.2M2.06%
20DANAHER CORP235851102589,248$163.8M1.99%
21OLD DOMINION FGHT LINES INC COODFL819,396$162.8M1.98%
22MARKEL GROUP INCMKL98,078$153.8M1.87%
23MICROSOFT CORPMSFT354,501$152.5M1.86%
24THERMO FISHER SCIENTIFIC INCTMO224,779$139.0M1.69%
25COSTAR GROUP INCCSGP1,773,578$133.8M1.63%
26WEST PHARMACEUTICALS, INC.955306105397,152$119.2M1.45%
27SITEONE LANDSCAPE SUPPLY, INC.SITE747,903$112.9M1.37%
28WILLSCOT HLDGS CORPWSC2,938,837$110.5M1.34%
29GOOSEHEAD INSURANCE, INC.GSHD1,182,592$105.6M1.28%
30KINSALE CAPITAL GROUP INC.49714p108226,614$105.5M1.28%
31VERISK ANALYTICS INCVRSK371,592$99.6M1.21%
32REPLIGEN CORPORATIONRGEN590,321$87.9M1.07%
33APPFOLIO, INCAPPF351,691$82.8M1.01%
34CARMAX INCKMX1,039,035$80.4M0.98%
35MONOLITHIC PWR SYS INC COM60983910583,244$77.0M0.94%
36ATLASSIAN CORPORATION CL ATEAM466,557$74.1M0.90%
37FLOOR & DECOR HOLDINGS, INC.FND591,753$73.5M0.89%
38MANHATTAN ASSOCS INC COMMANH238,628$67.1M0.82%
39WNS HOLDINGS LTDg981961011,237,194$65.2M0.79%
40INTUIT INC.INTU103,358$64.2M0.78%
41TYLER TECHNOLOGIES INCTYL104,872$61.2M0.74%
42HAMILTON LANE INCHLNE335,952$56.6M0.69%
43QUALCOMM INCQCOM318,266$54.1M0.66%
44MEDPACE HOLDINGS, INC.MEDP161,298$53.8M0.65%
45CADENCE DESIGN SYSCDNS195,917$53.1M0.65%
46ZOETIS INCZTS267,531$52.3M0.64%
47AMERICAN TOWER CORPAMT221,394$51.5M0.63%
48ASML HOLDINGSASMLF61,175$51.0M0.62%
49SHERWIN-WILLIAMSSHW127,654$48.7M0.59%
50O REILLY AUTOMOTIVEORLY36,268$41.8M0.51%
51MSCI INC COMMSCI69,860$40.7M0.50%
52EAGLE MATERIALS INCEXP132,988$38.3M0.47%
53MURPHY USA INC COMMUSA77,087$38.0M0.46%
54CORE & MAIN INC CL ACNM837,693$37.2M0.45%
55NOVANTA INC COM NPVNOVTU205,713$36.8M0.45%
56EDWARDS LIFESCIENCESEW543,873$35.9M0.44%
57CROWDSTRIKE HOLDINGS, INC.CRWD114,929$32.2M0.39%
58CSW INDUSTRIALS INCCSW87,574$32.1M0.39%
59IDEX CORP45167r104148,005$31.7M0.39%
60METTLER TOLEDO INTLMTD21,047$31.6M0.38%
61PERIMETER SOLUTIONS SAPRM2,341,963$31.5M0.38%
62UBER TECHNOLOGIES, INC.UBER413,378$31.1M0.38%
63THE DESCARTES SYSTEMS GROUP IN249906108279,675$28.8M0.35%
64MORNINGSTAR INCMORN88,378$28.2M0.34%
65KADANT INCKAI83,163$28.1M0.34%
66MICROCHIP TECH INCMCHPP345,550$27.7M0.34%
67IDEXX LABS INC45168d10454,213$27.4M0.33%
68ROPER TECHNOLOGIES INCROP48,759$27.1M0.33%
69COPART INC COMCPRT517,593$27.1M0.33%
70EXPONENT INCEXPO225,394$26.0M0.32%
71SPS COMMERCE INCSPSC126,891$24.6M0.30%
72HEALTHEQUITY, INC.HQY296,579$24.3M0.30%
73LEMAITRE VASCULARLMAT258,767$24.0M0.29%
74CHARLES RIVER LABORATORIES INT159864107120,045$23.6M0.29%
75DOUGLAS DYNAMICS INCPLOW855,642$23.6M0.29%
76PROCORE TECHNOLOGIES INCPCOR367,764$22.7M0.28%
77SERVICENOW INCNOW25,307$22.6M0.28%
78ENTEGRIS INCENTG196,616$22.1M0.27%
79UTZ BRANDS INC.UTZ1,217,329$21.5M0.26%
80PROCTER & GAMBLE CO742718109122,344$21.2M0.26%
81SIMPSON MANUFACTURING CO829073105105,686$20.2M0.25%
82APPLE INCAAPL86,381$20.1M0.24%
83ENDAVA plcDAVA777,108$19.8M0.24%
84ALARM.COMALRM359,399$19.6M0.24%
85CASELLA WASTE SYSTEMS INC CL ACWST193,263$19.2M0.23%
86CONSTELLATION SOFTWARE F21037x1005,645$18.4M0.22%
87BRIGHT HORIZONS FAM SOL IN DEL109194100125,001$17.5M0.21%
88WD-40 COMPANYWDFC66,993$17.3M0.21%
89ILLUMINA INCILMN121,815$15.9M0.19%
90TRUPANION, INC.TRUP367,871$15.4M0.19%
91EVERTEC INCEVTC455,454$15.4M0.19%
92COSTCO WHOLESALE COCOST16,724$14.8M0.18%
93BLACKLINE INCBL242,977$13.4M0.16%
94JOHN BEAN TECHNOLOGIES CORP.JBTM129,010$12.7M0.15%
95HAYWARD HOLDINGS INCHAYW790,680$12.1M0.15%
96BERKSHIRE HATHAWAY INC CL BBRK-A25,759$11.9M0.14%
97WATSCO INCWSO-B19,163$9.4M0.11%
98BERKSHIRE HATHAWAY INC DELAWABRK-A13$9.0M0.11%
99JOHNSON & JOHNSONJNJ55,278$9.0M0.11%
100T ROWE PRICE GROUP INCTROW80,120$8.7M0.11%
101J P MORGAN CHASE & COVYLD40,988$8.6M0.11%
102VANGUARD S&P 500 ETF92290836314,037$7.4M0.09%
103FISERV INC COMFISV34,745$6.2M0.08%
104AGILYSYS INCAGYS53,672$5.8M0.07%
105MERCK & CO. INC.MRK51,167$5.8M0.07%
106LOWE'S COMPANIES INC54866110721,335$5.8M0.07%
107WORKIVA INCWK69,964$5.5M0.07%
108ABBVIE INC SHSABBV27,812$5.5M0.07%
109MCEWEN MNG INC COMMUX585,000$5.4M0.07%
110PAYCHEX INCPAYX34,378$4.6M0.06%
111AUTO DATA PROCESSINGADP16,385$4.5M0.06%
112CROWN CASTLE INCCCI34,864$4.1M0.05%
113RANGE RESOURCES CORP DELRRC133,185$4.1M0.05%
114SHOPIFY INC.SHOP49,594$4.0M0.05%
115CAMECO CORPCCJ79,983$3.8M0.05%
116ALPHABET INC. CLASS AGOOG22,833$3.8M0.05%
117UNITEDHEALTH GRP INCUNH6,372$3.7M0.05%
118VANGUARD FTSE ALL WORLD EX US92204277551,522$3.2M0.04%
119SBA COMMUNICATIONS CORP CL ASBAC13,330$3.2M0.04%
120WABTEC92974010816,790$3.1M0.04%
121INGERSOLL-RAND, INC.IR30,005$2.9M0.04%
122LILLY ELI & COLLY3,288$2.9M0.04%
123ABBOTT LABORATORIESABLZF25,083$2.9M0.03%
124CISCO SYSTEMS INCCSCO52,144$2.8M0.03%
125WHEATON PRECIOUS METALS CORPWPM45,200$2.8M0.03%
126FRANCO-NEVADA CORPORATIONFNV21,210$2.6M0.03%
127CAPITAL ONE FINL CORP COMCOF-PN17,375$2.6M0.03%
128COTERRA ENERGY INCCTRA104,662$2.5M0.03%
129TERRENO REALTY CORPTRNO33,857$2.3M0.03%
130HOME DEPOT INCHD5,563$2.3M0.03%
131DEXCOM INCDXCM32,670$2.2M0.03%
132COMCAST CORP NEW CL ACCZ46,773$2.0M0.02%
133MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.9M0.02%
134NEXTERA ENERGY INC SHSNEE-PW22,550$1.9M0.02%
135COCA COLA COMKO25,904$1.9M0.02%
136ANALOG DEVICES INCADI8,006$1.8M0.02%
137INTEL CORPINTC76,481$1.8M0.02%
138CANADIAN NATL RAILWY F13637510214,900$1.7M0.02%
139VANGUARD DIVIDEND APPREC9219088448,799$1.7M0.02%
140EXXON MOBIL CORPXOM14,697$1.7M0.02%
141AMPHENOL CORP NEW CL A03209510126,034$1.7M0.02%
142DISCOVER FINANCIAL SERVICES25470910812,013$1.7M0.02%
143STRYKER CORPSYK4,472$1.6M0.02%
144MONDELEZ INTL INC60920710521,342$1.6M0.02%
145NORFOLK SOUTHERN CO6558441086,273$1.6M0.02%
146SIGNET JEWELERS LTDSIG15,000$1.5M0.02%
147CDW CORP COMCDW6,835$1.5M0.02%
148CHEVRON CORPCVX10,214$1.5M0.02%
149BERKLEY W R CORPWRB-PH25,293$1.4M0.02%
150CHUBB LTDCB4,652$1.3M0.02%
151PEPSICO INCPEP7,873$1.3M0.02%
152LINDE PLC SHSLIN2,783$1.3M0.02%
153PFIZER INCPFE45,708$1.3M0.02%
154ACCENTURE PLC F CLASS AACN3,675$1.3M0.02%
155MARSH & MC LENNAN COMPANIES IN5717481025,713$1.3M0.02%
156COLGATE-PALMOLIVE COCL12,237$1.3M0.02%
157LVMH MOET HENNESSY LOU VUITTON5024413068,223$1.3M0.02%
158VANGUARD HIGH DIVIDEND YIELD E9219464069,308$1.2M0.01%
159SCORPIO TANKERS INCSTNG15,000$1.1M0.01%
160ISHARES MSCI EAFE ETF46428746512,468$1.0M0.01%
161KEYSIGHT TECHNOLOGIES INCKEYS6,510$1.0M0.01%
162ENTERPRISE PRODS PART LP29379210734,182$995,0380.01%
163BOOZ ALLEN HAMILTON HOLDING ORBAH6,098$992,5100.01%
164LABCORP HOLDINGS INCLH4,372$977,0550.01%
165WALMART INCWMT11,963$965,9760.01%
166BLACKSTONE GROUP ORD SHS CLASSBX6,286$962,5750.01%
167IBM CORPINTR4,231$935,3890.01%
168VANGUARD FTSE EMERGING MARKETS92204285819,381$927,3810.01%
169NXP SEMICONDUCTORSNXPI3,774$905,7980.01%
170OTIS WORLDWIDE ORD SHSOTIS8,241$856,5800.01%
171EOG RES INC COMEOG6,659$818,5630.01%
172POOL CORPORATIONPOOL2,151$810,4970.01%
173STARBUCKS CORP COMSBUX8,293$808,4970.01%
174EQT CORPEQT21,920$803,1490.01%
175CANADIAN PACIFIC KANSAS CITY CCP9,186$785,7700.01%
176TJX COMPANIES INC8725401096,559$770,8930.01%
177WELLS FARGO BK N A94974610113,228$747,2620.01%
178UNION PACIFIC CORPUNP3,031$747,1450.01%
179WALT DISNEY CO2546871067,719$742,4910.01%
180VANGUARD TOTAL STK MKT ETF9229087692,615$740,4630.01%
181HONEYWELL INTL INC4385161063,522$728,0970.01%
182BOOKING HOLDING, INC.BKNG172$724,4850.01%
183M & T BANK CORPMTB-PK4,027$717,3100.01%
184BANK AMER CORP COM06050510417,829$707,4450.01%
185U S BANCORPUSB-PS15,276$698,5910.01%
186PNC FINL SERVICES6934751053,760$695,0360.01%
187VANGUARD MID CAP ETF9229086292,533$668,2810.01%
188CONOCOPHILLIPSCOP6,223$655,1670.01%
189AMGEN INC.AMGN1,933$622,8320.01%
190VANGUARD INFO TECHNOLOGY INDEX92204a7021,058$620,5380.01%
191VANGUARD REIT ETF9229085536,079$592,2160.01%
192EAST WEST BANCORP INCEWBC7,104$587,7850.01%
193VENTAS INC REITVTR8,970$575,2630.01%
194MC DONALDS CORPMCD1,805$549,7680.01%
195HEALTHPEAK PPTYS INCDOC23,037$526,8590.01%
196VERIZON COMMUNICATNVZ11,326$508,6510.01%
197EMERSON ELECTRIC COEMR4,543$496,9050.01%
198ILLINOIS TOOL WORKS4523081091,829$479,3720.01%
199EATON CORP PLC SHSETN1,412$468,0700.01%
200HECLA MINING42270410670,000$466,9000.01%
201RPM INTERNATIONAL INC7496851033,800$459,8000.01%
202WISDOMTREE TR INDIA ERNGS FDWT9,000$454,1400.01%
203ONEOK INCOKE4,793$436,7860.01%
204META PLATFORMS INC CL AMETA747$427,6130.01%
205MIDDLEBY CORPMIDD3,031$421,7030.01%
206BECTON DICKINSON&COBDX1,731$417,3650.01%
207RTX CORPRTX3,400$411,9260.01%
208CATERPILLAR INC DEL COMCAT1,044$408,3290.00%
209NEOGEN CORP COMNEOG23,717$398,6830.00%
210NOVARTIS AG F SPONSORED ADR 1NVSEF3,465$398,5440.00%
2113M COMPANYMMM2,778$379,7700.00%
212KINROSS GOLD CORPKGCRF40,000$374,4000.00%
213CARRIER GLOBAL ORD SHSCARR4,625$372,2850.00%
214SPDR GOLD TRUSTGLD1,500$364,5900.00%
215VANGUARD INDEX FDS SMALL CP ET9229087511,510$358,1870.00%
216SOUTHWESTERN ENERGY CO COM84546710950,000$355,5000.00%
217PHILIP MORRIS INTL7181721092,921$354,6010.00%
218TRIMBLE INCTRMB5,628$349,4430.00%
219CALAMOS CONV OPP AND INC FD SH12811710829,418$342,4260.00%
220VANGUARD HEALTH CARE92204a5041,204$339,7690.00%
221ORACLE CORPORCL-PD1,945$331,3480.00%
222W.P. CAREY INC. REIT92936u1095,281$328,9990.00%
223UNITED PARCEL SRVC CLASS BUPS2,349$320,2970.00%
224BP PLCBPPFF10,199$320,1470.00%
225FORTINET INC COMFTNT3,953$306,5550.00%
226SOUTHERN COMPANYSOMN3,356$302,6690.00%
227ISHARES MSCI EMERGING MARKETS46434g7644,930$301,2720.00%
228AMERICAN EXPRESS COAXP1,105$299,6970.00%
229ISHARES TR U.S. TECH ETF4642877211,910$289,5940.00%
230S&P DEP RECEIPTSSPY502$288,0280.00%
231SPDR FUND CONSUMER DISCRE SELE81369y4071,431$286,7290.00%
232PELOTON INTERACTIVE INC CL A CPTON60,250$281,9700.00%
233SHORE BANCSHARES, INC.SHBI20,001$279,8140.00%
234ISHARES CORE MSCI EAFE ETF46432f8423,430$267,7110.00%
235PINNACLE WEST CAP CORPPNW3,000$265,7700.00%
236EMCOR GROUP INCEME605$260,4710.00%
237PROLOGIS INC.PLDGP2,055$259,5440.00%
238CABLE ONE INC COMCABO731$255,6960.00%
239FRANCO-NEVADA MININGFNV2,000$248,5000.00%
240NESTLE S A F SPONSORED ADR 1 A6410694062,450$246,6410.00%
241JACOBS SOLUTIONS INC COMJ1,880$246,0920.00%
242NUTRIEN LTDNTR5,000$240,3000.00%
243REALTY INCM CRP MD PV$1.REITO3,753$238,0380.00%
244GENUINE PARTS COGPC1,700$237,4560.00%
245ALTRIA GROUP INCMO4,562$232,8220.00%
246ISHARES TR SELECT DIVID ETF4642871681,705$230,2940.00%
247LOCKHEED MARTIN CORPLMT392$229,2190.00%
248VANGUARD FTSE DEVELOPED MARKET9219438584,202$221,9080.00%
249ABRDN HEALTHCARE OPPORTUNITIESTHQ9,870$217,9300.00%
250TECHNOLOGY SELECT SECTOR SPDR81369y803956$215,8270.00%
251ALCON INC FALC2,077$207,8450.00%
252KraneShares CSI China ETF5007673066,000$204,1200.00%
253CONSTELLATION ENERGY CORP COMCEG778$202,2960.00%
254CVS HEALTH CORPCVS3,215$202,1590.00%
255FLAHERTY & CRUMRINE PFD SECS I33847810012,298$201,8100.00%
2563-D SYS CORP DEL COM NEW88554d20550,012$142,0340.00%
257MAG SILVER CORP COM55903q10410,000$140,4000.00%
258GAMCO GLOBAL GOLD NAT RES & IN36465a10919,470$83,3320.00%
259ORLA MINING LTDORLA20,000$80,0000.00%
260METALLA ROYALTY & STREAMING LTMTA25,000$77,2500.00%
261MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%
262NYMOX PHARMACEUTICAL CORP COMNYMXF75,000$9,0000.00%