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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 2024 · Filed February 12, 2025 · Accession 0000934999-25-000002

Total Value
$7.90B
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1VISA INC CL AV807,867$255.3M3.23%
2VULCAN MATERIALS CO929160109964,390$248.1M3.14%
3AMAZON.COM INCAMZN1,057,412$232.0M2.94%
4BIO-TECHNE CORPTECH3,201,397$230.6M2.92%
5HEICO CORP CL AHEI-A1,234,431$229.7M2.91%
6TRANSDIGM GROUP INCTDG175,210$222.0M2.81%
7WASTE CONNECTIONS INCWCN1,288,363$221.1M2.80%
8MOODYS CORPMCO451,821$213.9M2.71%
9MASTERCARD INC-CLASS AMA405,786$213.7M2.71%
10ALPHABET INC CLASS CGOOG1,115,589$212.5M2.69%
11ECOLAB INCECL892,902$209.2M2.65%
12ANSYS INC03662q105614,617$207.3M2.62%
13INTUITIVE SURGICAL INCISRG367,434$191.8M2.43%
14COSTAR GROUP INCCSGP2,456,562$175.9M2.23%
15S & P GLOBAL INCSPGI351,334$175.0M2.22%
16VERALTO CORPVLTO1,680,980$171.2M2.17%
17VEEVA SYSTEMS, INC.VEEV814,189$171.2M2.17%
18GUIDEWIRE SOFTWARE INCGWRE993,133$167.4M2.12%
19FASTENAL COFAST2,297,216$165.2M2.09%
20CBRE GROUP INCCBRE1,158,952$152.2M1.93%
21OLD DOMINION FGHT LINES INC COODFL851,614$150.2M1.90%
22MICROSOFT CORPMSFT354,760$149.5M1.89%
23MARKEL GROUP INCMKL82,906$143.1M1.81%
24DANAHER CORP235851102583,543$134.0M1.70%
25WEST PHARMACEUTICALS, INC.955306105397,096$130.1M1.65%
26KINSALE CAPITAL GROUP INC.49714p108245,560$114.2M1.45%
27THERMO FISHER SCIENTIFIC INCTMO218,304$113.6M1.44%
28GOOSEHEAD INSURANCE, INC.GSHD1,032,009$110.7M1.40%
29APPFOLIO, INCAPPF413,968$102.1M1.29%
30VERISK ANALYTICS INCVRSK361,529$99.6M1.26%
31CADENCE DESIGN SYSCDNS322,917$97.0M1.23%
32MONOLITHIC PWR SYS INC COM609839105155,539$92.0M1.17%
33SITEONE LANDSCAPE SUPPLY, INC.SITE671,549$88.5M1.12%
34REPLIGEN CORPORATIONRGEN563,280$81.1M1.03%
35ATLASSIAN CORPORATION CL ATEAM313,307$76.3M0.97%
36CARMAX INCKMX876,055$71.6M0.91%
37INTUIT INC.INTU104,057$65.4M0.83%
38MANHATTAN ASSOCS INC COMMANH222,689$60.2M0.76%
39TYLER TECHNOLOGIES INCTYL103,431$59.6M0.76%
40COPART INC COMCPRT914,723$52.5M0.66%
41FLOOR & DECOR HOLDINGS, INC.FND517,066$51.6M0.65%
42SHERWIN-WILLIAMSSHW147,670$50.2M0.64%
43WNS HOLDINGS LTDg981961011,036,663$49.1M0.62%
44MEDPACE HOLDINGS, INC.MEDP147,147$48.9M0.62%
45ZOETIS INCZTS296,921$48.4M0.61%
46QUALCOMM INCQCOM312,294$48.0M0.61%
47ASML HOLDINGSASMLF68,315$47.3M0.60%
48METTLER TOLEDO INTLMTD35,080$42.9M0.54%
49O REILLY AUTOMOTIVEORLY35,908$42.6M0.54%
50CORE & MAIN INC CL ACNM815,124$41.5M0.53%
51MSCI INC COMMSCI68,023$40.8M0.52%
52EDWARDS LIFESCIENCESEW542,137$40.1M0.51%
53AMERICAN TOWER CORPAMT215,123$39.5M0.50%
54HAMILTON LANE INCHLNE257,646$38.1M0.48%
55MURPHY USA INC COMMUSA71,777$36.0M0.46%
56CROWDSTRIKE HOLDINGS, INC.CRWD94,922$32.5M0.41%
57EAGLE MATERIALS INCEXP128,385$31.7M0.40%
58THE DESCARTES SYSTEMS GROUP IN249906108270,557$30.7M0.39%
59UBER TECHNOLOGIES, INC.UBER508,095$30.6M0.39%
60NOVANTA INC COM NPVNOVTU199,980$30.6M0.39%
61IDEX CORP45167r104143,554$30.0M0.38%
62PERIMETER SOLUTIONS INC COMMONPRM2,262,112$28.9M0.37%
63MORNINGSTAR INCMORN85,678$28.9M0.37%
64HEALTHEQUITY, INC.HQY287,330$27.6M0.35%
65SERVICENOW INCNOW25,418$26.9M0.34%
66ROPER TECHNOLOGIES INCROP48,507$25.2M0.32%
67CASELLA WASTE SYSTEMS INC CL ACWST237,541$25.1M0.32%
68ENTEGRIS INCENTG252,542$25.0M0.32%
69PROCORE TECHNOLOGIES INCPCOR324,754$24.3M0.31%
70RBC BEARINGS INCRBC80,103$24.0M0.30%
71CSW INDUSTRIALS INCCSW66,699$23.5M0.30%
72APPLE INCAAPL93,626$23.4M0.30%
73HAYWARD HOLDINGS INCHAYW1,514,723$23.2M0.29%
74SPS COMMERCE INCSPSC122,563$22.6M0.29%
75MICROCHIP TECH INCMCHPP392,158$22.5M0.28%
76JBT MAREL CORPORATION COMJBTM174,723$22.2M0.28%
77IDEXX LABS INC45168d10453,272$22.0M0.28%
78ENDAVA plcDAVA709,737$21.9M0.28%
79ALARM.COMALRM357,320$21.7M0.28%
80PROCTER & GAMBLE CO742718109129,398$21.7M0.27%
81CHARLES RIVER LABORATORIES INT159864107112,530$20.8M0.26%
82EXPONENT INCEXPO210,244$18.7M0.24%
83DOUGLAS DYNAMICS INCPLOW782,017$18.5M0.23%
84UTZ BRANDS INC.UTZ1,159,031$18.2M0.23%
85LEMAITRE VASCULARLMAT190,362$17.5M0.22%
86KADANT INCKAI49,612$17.1M0.22%
87TRUPANION, INC.TRUP353,434$17.0M0.22%
88SIMPSON MANUFACTURING CO829073105101,705$16.9M0.21%
89WD-40 COMPANYWDFC64,788$15.7M0.20%
90COSTCO WHOLESALE COCOST16,688$15.3M0.19%
91EVERTEC INCEVTC434,649$15.0M0.19%
92AGILYSYS INCAGYS112,754$14.9M0.19%
93RXSIGHT INCRXST422,446$14.5M0.18%
94ILLUMINA INCILMN108,418$14.5M0.18%
95BLACKLINE INCBL223,320$13.6M0.17%
96BRIGHT HORIZONS FAM SOL IN DEL109194100120,284$13.3M0.17%
97BERKSHIRE HATHAWAY INC CL BBRK-A26,614$12.1M0.15%
98WILLSCOT HLDGS CORPWSC358,709$12.0M0.15%
99WATSCO INCWSO-B19,169$9.1M0.12%
100BERKSHIRE HATHAWAY INC DELAWABRK-A13$8.9M0.11%
101J P MORGAN CHASE & COVYLD35,905$8.6M0.11%
102SERVICETITAN INC CL ATTAN81,235$8.4M0.11%
103T ROWE PRICE GROUP INCTROW73,887$8.4M0.11%
104JOHNSON & JOHNSONJNJ55,222$8.0M0.10%
105VANGUARD S&P 500 ETF92290836314,037$7.6M0.10%
106FISERV INC COMFISV34,545$7.1M0.09%
107FEDERAL SIGNAL CORPFSS63,329$5.9M0.07%
108APPLIED INDL TECHNOLOGIES INCAIT23,946$5.7M0.07%
109LOWE'S COMPANIES INC54866110721,622$5.3M0.07%
110MERCK & CO. INC.MRK51,346$5.1M0.06%
111SHOPIFY INC.SHOP48,016$5.1M0.06%
112ABBVIE INC SHSABBV27,922$5.0M0.06%
113AUTO DATA PROCESSINGADP16,408$4.8M0.06%
114PAYCHEX INCPAYX34,023$4.8M0.06%
115ALPHABET INC. CLASS AGOOG23,116$4.4M0.06%
116CAMECO CORPCCJ79,266$4.1M0.05%
117UNITEDHEALTH GRP INCUNH6,355$3.2M0.04%
118RANGE RESOURCES CORP DELRRC87,752$3.2M0.04%
119WABTEC92974010816,523$3.1M0.04%
120CROWN CASTLE INCCCI34,262$3.1M0.04%
121CAPITAL ONE FINL CORP COMCOF-PN17,365$3.1M0.04%
122CISCO SYSTEMS INCCSCO51,770$3.1M0.04%
123VANGUARD FTSE ALL WORLD EX US92204277551,522$3.0M0.04%
124DEXCOM INCDXCM37,758$2.9M0.04%
125INGERSOLL-RAND, INC.IR28,834$2.6M0.03%
126ABBOTT LABORATORIESABLZF22,706$2.6M0.03%
127COCA COLA COMKO39,395$2.5M0.03%
128LILLY ELI & COLLY2,866$2.2M0.03%
129CONSTELLATION SOFTWARE F21037x100710$2.2M0.03%
130AMPHENOL CORP NEW CL A03209510131,649$2.2M0.03%
131HOME DEPOT INCHD5,530$2.2M0.03%
132TERRENO REALTY CORPTRNO34,254$2.0M0.03%
133DISCOVER FINANCIAL SERVICES25470910811,659$2.0M0.03%
134SBA COMMUNICATIONS CORP CL ASBAC9,596$2.0M0.02%
135FRANCO-NEVADA CORPORATIONFNV16,335$1.9M0.02%
136MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.8M0.02%
137WHEATON PRECIOUS METALS CORPWPM31,200$1.8M0.02%
138ISHARES RUSSELL 2000 GROWTH IN4642876486,067$1.7M0.02%
139ANALOG DEVICES INCADI8,085$1.7M0.02%
140VANGUARD DIVIDEND APPREC9219088448,599$1.7M0.02%
141NEXTERA ENERGY INC SHSNEE-PW22,824$1.6M0.02%
142STRYKER CORPSYK4,485$1.6M0.02%
143EXXON MOBIL CORPXOM14,692$1.6M0.02%
144COMCAST CORP NEW CL ACCZ41,662$1.6M0.02%
145CHEVRON CORPCVX10,460$1.5M0.02%
146CANADIAN NATL RAILWY F13637510214,900$1.5M0.02%
147NORFOLK SOUTHERN CO6558441086,273$1.5M0.02%
148INTEL CORPINTC71,831$1.4M0.02%
149WALT DISNEY CO25468710612,685$1.4M0.02%
150BERKLEY W R CORPWRB-PH23,101$1.4M0.02%
151ACCENTURE PLC F CLASS AACN3,667$1.3M0.02%
152MONDELEZ INTL INC60920710521,555$1.3M0.02%
153MARSH & MC LENNAN COMPANIES IN5717481025,762$1.2M0.02%
154CDW CORP COMCDW6,870$1.2M0.02%
155ISHARES RUSSELL MIDCAP GROWTH4642874819,413$1.2M0.02%
156LINDE PLC SHSLIN2,838$1.2M0.02%
157VANGUARD HIGH DIVIDEND YIELD E9219464069,308$1.2M0.02%
158PFIZER INCPFE44,717$1.2M0.02%
159CHUBB LTDCB4,255$1.2M0.01%
160PEPSICO INCPEP7,660$1.2M0.01%
161COLGATE-PALMOLIVE COCL12,231$1.1M0.01%
162ENTERPRISE PRODS PART LP29379210734,832$1.1M0.01%
163BLACKSTONE GROUP ORD SHS CLASSBX6,286$1.1M0.01%
164WALMART INCWMT11,913$1.1M0.01%
165LVMH MOET HENNESSY LOU VUITTON5024413068,040$1.1M0.01%
166HONEYWELL INTL INC4385161064,293$969,7460.01%
167KEYSIGHT TECHNOLOGIES INCKEYS6,017$966,5110.01%
168ISHARES MSCI EAFE ETF46428746512,452$941,4960.01%
169IBM CORPINTR4,219$927,4630.01%
170VANGUARD FTSE EMERGING MARKETS92204285819,381$853,5390.01%
171BOOZ ALLEN HAMILTON HOLDING ORBAH6,237$802,7020.01%
172EOG RES INC COMEOG6,528$800,2020.01%
173NXP SEMICONDUCTORSNXPI3,846$799,3910.01%
174TJX COMPANIES INC8725401096,540$790,0970.01%
175OTIS WORLDWIDE ORD SHSOTIS8,458$783,2950.01%
176BANK AMER CORP COM06050510417,534$770,6190.01%
177STARBUCKS CORP COMSBUX8,351$762,0290.01%
178VANGUARD TOTAL STK MKT ETF9229087692,615$757,8530.01%
179M & T BANK CORPMTB-PK4,025$756,7400.01%
180U S BANCORPUSB-PS15,270$730,3640.01%
181PNC FINL SERVICES6934751053,753$723,7660.01%
182BOOKING HOLDING, INC.BKNG144$715,4520.01%
1833M COMPANYMMM5,442$702,5080.01%
184POOL CORPORATIONPOOL2,041$695,8590.01%
185CANADIAN PACIFIC KANSAS CITY CCP9,528$689,5410.01%
186UNION PACIFIC CORPUNP3,014$687,3130.01%
187EAST WEST BANCORP INCEWBC7,100$679,8960.01%
188VANGUARD MID CAP ETF9229086292,468$651,8730.01%
189LABCORP HOLDINGS INCLH2,695$618,0170.01%
190COTERRA ENERGY INCCTRA23,467$599,3470.01%
191NESTLE S A F SPONSORED ADR 1 A6410694067,192$587,5860.01%
192EMERSON ELECTRIC COEMR4,535$562,0230.01%
193VANGUARD REIT ETF9229085536,079$541,5170.01%
194MC DONALDS CORPMCD1,794$520,0630.01%
195AMGEN INC.AMGN1,933$503,8170.01%
196ONEOK INCOKE4,781$480,0120.01%
197VENTAS INC REITVTR7,945$467,8810.01%
198EATON CORP PLC SHSETN1,405$466,2770.01%
199ILLINOIS TOOL WORKS4523081091,825$462,7470.01%
200RPM INTERNATIONAL INC7496851033,650$449,1690.01%
201VERIZON COMMUNICATNVZ10,878$435,0110.01%
202META PLATFORMS INC CL AMETA739$432,6920.01%
203AIR PROD & CHEMICALSAIIR1,445$419,1080.01%
204PELOTON INTERACTIVE INC CL A CPTON47,250$411,0750.01%
205MIDDLEBY CORPMIDD3,031$410,5490.01%
206WISDOMTREE TR INDIA ERNGS FDWT9,000$407,4300.01%
207BECTON DICKINSON&COBDX1,728$392,0310.00%
208HUBBELL INCHUBB935$391,6620.00%
209RTX CORPRTX3,383$391,4810.00%
210HEALTHPEAK PPTYS INCDOC18,943$383,9750.00%
211CATERPILLAR INC DEL COMCAT1,036$375,8190.00%
212FORTINET INC COMFTNT3,940$372,2510.00%
213SPDR GOLD TRUSTGLD1,500$363,1950.00%
214VANGUARD INDEX FDS SMALL CP ET9229087511,510$362,8230.00%
215VANGUARD INFO TECHNOLOGY INDEX92204a702572$355,6700.00%
216CALAMOS CONV OPP AND INC FD SH12811710829,418$351,2510.00%
217PHILIP MORRIS INTL7181721092,900$349,0150.00%
218NOVARTIS AG F SPONSORED ADR 1NVSEF3,465$337,1790.00%
219CONOCOPHILLIPSCOP3,300$327,2610.00%
220TRIMBLE INCTRMB4,595$324,6830.00%
221SPDR FUND CONSUMER DISCRE SELE81369y4071,431$321,0450.00%
222ORACLE CORPORCL-PD1,925$320,7820.00%
223SHORE BANCSHARES, INC.SHBI20,001$317,0160.00%
224CARRIER GLOBAL ORD SHSCARR4,617$315,1560.00%
225VANGUARD HEALTH CARE92204a5041,204$305,4430.00%
226ISHARES TR U.S. TECH ETF4642877211,910$304,6830.00%
227W.P. CAREY INC. REIT92936u1095,464$297,6650.00%
228BP PLCBPPFF9,751$288,2400.00%
229NEOGEN CORP COMNEOG23,717$287,9240.00%
230SOUTHERN COMPANYSOMN3,341$275,0310.00%
231EMCOR GROUP INCEME605$274,6090.00%
232ISHARES MSCI EMERGING MARKETS46434g7644,930$273,3680.00%
233BROADCOM INCAVGO1,110$257,3420.00%
234S&P DEP RECEIPTSSPY437$256,1170.00%
235PINNACLE WEST CAP CORPPNW3,000$254,3100.00%
236ISHARES CORE MSCI EAFE ETF46432f8423,430$241,0600.00%
237ALTRIA GROUP INCMO4,536$237,1870.00%
238UNITED PARCEL SRVC CLASS BUPS1,801$227,1060.00%
239WELLS FARGO BK N A9497461013,189$223,9950.00%
240ISHARES TR SELECT DIVID ETF4642871681,705$223,8490.00%
241AMERICAN EXPRESS COAXP750$222,5920.00%
242TECHNOLOGY SELECT SECTOR SPDR81369y803956$222,2890.00%
243PROLOGIS INC.PLDGP2,042$215,8390.00%
244CABLE ONE INC COMCABO566$204,9600.00%
245VANGUARD FTSE DEVELOPED MARKET9219438584,202$200,9400.00%
246FLAHERTY & CRUMRINE PFD SECS I33847810012,298$190,9880.00%
247GAMCO GLOBAL GOLD NAT RES & IN36465a10923,470$88,4820.00%
248MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%