Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2025 · Filed May 15, 2025 · Accession 0000934999-25-000004

Total Value
$7.49B
Positions
261
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1VISA INC CL AV783,905$274.7M3.67%
2HEICO CORP CL AHEI-A1,236,566$260.9M3.48%
3WASTE CONNECTIONS INCWCN1,239,741$242.0M3.23%
4TRANSDIGM GROUP INCTDG167,967$232.3M3.10%
5VULCAN MATERIALS CO929160109920,185$214.7M2.87%
6MASTERCARD INC-CLASS AMA390,798$214.2M2.86%
7ECOLAB INCECL833,428$211.3M2.82%
8MOODYS CORPMCO435,775$202.9M2.71%
9AMAZON.COM INCAMZN1,023,214$194.7M2.60%
10COSTAR GROUP INCCSGP2,367,144$187.5M2.50%
11ANSYS INC03662q105591,765$187.3M2.50%
12VERALTO CORPVLTO1,780,863$173.5M2.32%
13INTUITIVE SURGICAL INCISRG345,060$170.9M2.28%
14ALPHABET INC CLASS CGOOG1,085,481$169.6M2.26%
15BIO-TECHNE CORPTECH2,881,170$168.9M2.26%
16FASTENAL COFAST2,175,667$168.7M2.25%
17VEEVA SYSTEMS, INC.VEEV716,785$166.0M2.22%
18S & P GLOBAL INCSPGI314,535$159.8M2.13%
19CBRE GROUP INCCBRE1,094,984$143.2M1.91%
20OLD DOMINION FGHT LINES INC COODFL791,199$130.9M1.75%
21MICROSOFT CORPMSFT347,687$130.5M1.74%
22GUIDEWIRE SOFTWARE INCGWRE651,959$122.2M1.63%
23DANAHER CORP235851102569,271$116.7M1.56%
24KINSALE CAPITAL GROUP INC.49714p108233,251$113.5M1.52%
25THERMO FISHER SCIENTIFIC INCTMO212,499$105.7M1.41%
26GOOSEHEAD INSURANCE, INC.GSHD892,916$105.4M1.41%
27MARKEL GROUP INCMKL55,271$103.3M1.38%
28CADENCE DESIGN SYSCDNS400,954$102.0M1.36%
29VERISK ANALYTICS INCVRSK338,354$100.7M1.34%
30WEST PHARMACEUTICALS, INC.955306105439,298$98.3M1.31%
31MONOLITHIC PWR SYS INC COM609839105159,988$92.8M1.24%
32MANHATTAN ASSOCS INC COMMANH526,820$91.2M1.22%
33APPFOLIO, INCAPPF391,903$86.2M1.15%
34REPLIGEN CORPORATIONRGEN574,676$73.1M0.98%
35CARMAX INCKMX818,412$63.8M0.85%
36ATLASSIAN CORPORATION CL ATEAM299,550$63.6M0.85%
37INTUIT INC.INTU101,631$62.4M0.83%
38TYLER TECHNOLOGIES INCTYL99,392$57.8M0.77%
39SITEONE LANDSCAPE SUPPLY, INC.SITE466,343$56.6M0.76%
40ASML HOLDINGSASMLF82,252$54.5M0.73%
41WNS HOLDINGS LTDg98196101873,866$53.7M0.72%
42BOOZ ALLEN HAMILTON HOLDING COBAH512,095$53.6M0.72%
43COPART INC COMCPRT936,730$53.0M0.71%
44O REILLY AUTOMOTIVEORLY35,694$51.1M0.68%
45SHERWIN-WILLIAMSSHW143,631$50.2M0.67%
46ZOETIS INCZTS294,227$48.4M0.65%
47UBER TECHNOLOGIES, INC.UBER629,924$45.9M0.61%
48MEDPACE HOLDINGS, INC.MEDP149,458$45.5M0.61%
49QUALCOMM INCQCOM292,424$44.9M0.60%
50AMERICAN TOWER CORPAMT199,806$43.5M0.58%
51METTLER TOLEDO INTLMTD33,154$39.2M0.52%
52CORE & MAIN INC CL ACNM800,114$38.7M0.52%
53FLOOR & DECOR HOLDINGS, INC.FND468,942$37.7M0.50%
54HAMILTON LANE INCHLNE251,735$37.4M0.50%
55MSCI INC COMMSCI65,097$36.8M0.49%
56MURPHY USA INC COMMUSA69,806$32.8M0.44%
57EAGLE MATERIALS INCEXP145,870$32.4M0.43%
58CASELLA WASTE SYSTEMS INC CL ACWST288,856$32.2M0.43%
59CROWDSTRIKE HOLDINGS, INC.CRWD83,064$29.3M0.39%
60SERVICENOW INCNOW35,886$28.6M0.38%
61PTC INCPTC173,269$26.8M0.36%
62PERIMETER SOLUTIONS INC COMMONPRM2,660,674$26.8M0.36%
63THE DESCARTES SYSTEMS GROUP IN249906108264,075$26.6M0.36%
64RBC BEARINGS INCRBC80,690$26.0M0.35%
65ROPER TECHNOLOGIES INCROP43,417$25.6M0.34%
66MORNINGSTAR INCMORN82,963$24.9M0.33%
67HEALTHEQUITY, INC.HQY279,971$24.7M0.33%
68MOTOROLA SOLUTIONS INC.MSI56,141$24.6M0.33%
69IDEX CORP45167r104129,676$23.5M0.31%
70IDEXX LABS INC45168d10454,318$22.8M0.30%
71ENTEGRIS INCENTG253,208$22.2M0.30%
72SPS COMMERCE INCSPSC163,384$21.7M0.29%
73JBT MAREL CORPORATION COMJBTM171,959$21.0M0.28%
74PROCORE TECHNOLOGIES INCPCOR317,351$21.0M0.28%
75MICROCHIP TECH INCMCHPP431,041$20.9M0.28%
76HAYWARD HOLDINGS INCHAYW1,480,845$20.6M0.28%
77PROCTER & GAMBLE CO742718109119,938$20.4M0.27%
78NOVANTA INC COM NPVNOVTU156,317$20.0M0.27%
79ALARM.COMALRM351,060$19.5M0.26%
80APPLE INCAAPL84,801$18.8M0.25%
81CSW INDUSTRIALS INCCSW64,451$18.8M0.25%
82CHARLES RIVER LABORATORIES INT159864107114,988$17.3M0.23%
83EXPONENT INCEXPO211,732$17.2M0.23%
84EVERTEC INCEVTC433,158$15.9M0.21%
85UTZ BRANDS INC.UTZ1,125,017$15.8M0.21%
86COSTCO WHOLESALE COCOST16,682$15.8M0.21%
87SIMPSON MANUFACTURING CO82907310599,775$15.7M0.21%
88LEMAITRE VASCULARLMAT184,869$15.5M0.21%
89WD-40 COMPANYWDFC63,426$15.5M0.21%
90BRIGHT HORIZONS FAM SOL IN DEL109194100118,527$15.1M0.20%
91FEDERAL SIGNAL CORPFSS193,823$14.3M0.19%
92DOUGLAS DYNAMICS INCPLOW567,293$13.2M0.18%
93ENDAVA plcDAVA673,653$13.1M0.18%
94AGILYSYS INCAGYS180,730$13.1M0.18%
95TRUPANION, INC.TRUP344,576$12.8M0.17%
96BERKSHIRE HATHAWAY INC CL BBRK-A24,087$12.8M0.17%
97KADANT INCKAI33,606$11.3M0.15%
98RXSIGHT INCRXST421,061$10.6M0.14%
99APPLIED INDL TECHNOLOGIES INCAIT46,123$10.4M0.14%
100BERKSHIRE HATHAWAY INC DELAWABRK-A13$10.4M0.14%
101J P MORGAN CHASE & COVYLD38,706$9.5M0.13%
102WATSCO INCWSO-B18,620$9.5M0.13%
103SERVICETITAN INC CL ATTAN95,049$9.0M0.12%
104JOHNSON & JOHNSONJNJ53,055$8.8M0.12%
105FISERV INC COMFISV34,035$7.5M0.10%
106VANGUARD S&P 500 ETF92290836314,037$7.2M0.10%
107T ROWE PRICE GROUP INCTROW67,767$6.2M0.08%
108ILLUMINA INCILMN73,861$5.9M0.08%
109ABBVIE INC SHSABBV27,857$5.8M0.08%
110AUTO DATA PROCESSINGADP16,305$5.0M0.07%
111LOWE'S COMPANIES INC54866110720,729$4.8M0.06%
112PAYCHEX INCPAYX31,038$4.8M0.06%
113SHOPIFY INC.SHOP49,055$4.7M0.06%
114MCEWEN MNG INC COMMUX585,000$4.4M0.06%
115ALPHABET INC. CLASS AGOOG26,599$4.1M0.05%
116MERCK & CO. INC.MRK45,731$4.1M0.05%
117RANGE RESOURCES CORP DELRRC93,635$3.7M0.05%
118WHEATON PRECIOUS METALS CORPWPM45,200$3.5M0.05%
119CROWN CASTLE INCCCI33,287$3.5M0.05%
120UNITEDHEALTH GRP INCUNH6,393$3.3M0.04%
121FRANCO-NEVADA CORPORATIONFNV20,560$3.2M0.04%
122VANGUARD FTSE ALL WORLD EX US92204277551,522$3.1M0.04%
123CAPITAL ONE FINL CORP COMCOF-PN17,365$3.1M0.04%
124ABBOTT LABORATORIESABLZF22,809$3.0M0.04%
125CISCO SYSTEMS INCCSCO48,395$3.0M0.04%
126CAMECO CORPCCJ59,891$2.5M0.03%
127CONSTELLATION SOFTWARE F21037x100710$2.2M0.03%
128DEXCOM INCDXCM32,810$2.2M0.03%
129TERRENO REALTY CORPTRNO35,014$2.2M0.03%
130LILLY ELI & COLLY2,548$2.1M0.03%
131DISCOVER FINANCIAL SERVICES25470910811,659$2.0M0.03%
132HOME DEPOT INCHD5,398$2.0M0.03%
133MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.9M0.03%
134WABTEC9297401089,843$1.8M0.02%
135CHEVRON CORPCVX10,614$1.8M0.02%
136SBA COMMUNICATIONS CORP CL ASBAC8,059$1.8M0.02%
137EDWARDS LIFESCIENCESEW24,453$1.8M0.02%
138AMPHENOL CORP NEW CL A03209510126,848$1.8M0.02%
139COCA COLA COMKO24,262$1.7M0.02%
140STRYKER CORPSYK4,535$1.7M0.02%
141ANALOG DEVICES INCADI8,297$1.7M0.02%
142BERKLEY W R CORPWRB-PH23,101$1.6M0.02%
143INGERSOLL-RAND, INC.IR20,094$1.6M0.02%
144WALT DISNEY CO25468710615,617$1.5M0.02%
145NEXTERA ENERGY INC SHSNEE-PW21,674$1.5M0.02%
146CANADIAN NATL RAILWY F13637510214,900$1.5M0.02%
147ISHARES 1-3 YEAR INTERNATIONAL46428812520,400$1.4M0.02%
148VANGUARD DIVIDEND APPREC9219088447,399$1.4M0.02%
149SPDR BLOOMBERG SHORT TERM INTE78464a33454,300$1.4M0.02%
150MONDELEZ INTL INC60920710520,738$1.4M0.02%
151EXXON MOBIL CORPXOM11,608$1.4M0.02%
152LINDE PLC SHSLIN2,896$1.3M0.02%
153CHUBB LTDCB4,255$1.3M0.02%
154NORFOLK SOUTHERN CO6558441085,161$1.2M0.02%
155COMCAST CORP NEW CL ACCZ32,936$1.2M0.02%
156ENTERPRISE PRODS PART LP29379210734,632$1.2M0.02%
157MARSH & MC LENNAN COMPANIES IN5717481024,809$1.2M0.02%
158EQT CORPEQT21,920$1.2M0.02%
159CDW CORP COMCDW7,006$1.1M0.01%
160COLGATE-PALMOLIVE COCL11,906$1.1M0.01%
161OTIS WORLDWIDE ORD SHSOTIS10,690$1.1M0.01%
162PEPSICO INCPEP7,311$1.1M0.01%
163ACCENTURE PLC F CLASS AACN3,457$1.1M0.01%
164WALMART INCWMT11,813$1.0M0.01%
165LVMH MOET HENNESSY LOU VUITTON5024413068,333$1.0M0.01%
166ISHARES MSCI EAFE ETF46428746512,585$1.0M0.01%
167VANGUARD HIGH DIVIDEND YIELD E9219464067,933$1.0M0.01%
168WELLS FARGO BK N A94974610113,189$946,8380.01%
169IBM CORPINTR3,794$943,4160.01%
170PFIZER INCPFE35,546$900,7360.01%
171ISHARES CORE S&P SMALL CAP ETF4642878048,436$882,1530.01%
172BLACKSTONE GROUP ORD SHS CLASSBX6,301$880,7540.01%
173VANGUARD FTSE EMERGING MARKETS92204285819,381$877,1840.01%
174SIGNET JEWELERS LTDSIG15,000$870,9000.01%
175HONEYWELL INTL INC4385161064,063$860,3400.01%
176EOG RES INC COMEOG6,674$855,8740.01%
177STARBUCKS CORP COMSBUX8,535$837,1980.01%
178TJX COMPANIES INC8725401096,540$796,5720.01%
179NXP SEMICONDUCTORSNXPI3,938$748,4560.01%
180UNION PACIFIC CORPUNP3,044$719,1150.01%
181BANK AMER CORP COM06050510417,142$715,3360.01%
182ORACLE CORPORCL-PD4,873$681,2940.01%
183BOOKING HOLDING, INC.BKNG147$677,2160.01%
184VANGUARD MID CAP ETF9229086292,594$670,8600.01%
185CANADIAN PACIFIC KANSAS CITY CCP9,528$668,9610.01%
186INTEL CORPINTC29,040$659,4980.01%
187CONOCOPHILLIPSCOP6,220$653,2240.01%
188PNC FINL SERVICES6934751053,696$649,6460.01%
189POOL CORPORATIONPOOL2,013$640,8390.01%
190EAST WEST BANCORP INCEWBC7,100$637,2960.01%
191LABCORP HOLDINGS INCLH2,695$627,2340.01%
192AMGEN INC.AMGN1,933$602,2260.01%
193ISHARES CORE S&P MID CAP ETF4642875079,750$568,9120.01%
194SCORPIO TANKERS INCSTNG15,000$563,7000.01%
195MC DONALDS CORPMCD1,794$560,3920.01%
196KINROSS GOLD CORPKGCRF40,000$504,4000.01%
197EMERSON ELECTRIC COEMR4,535$497,2170.01%
198HUBBELL INCHUBB1,498$495,7030.01%
199VENTAS INC REITVTR7,045$484,4140.01%
200ONEOK INCOKE4,781$474,3710.01%
201U S BANCORPUSB-PS11,070$467,3750.01%
202COTERRA ENERGY INCCTRA16,000$462,4000.01%
203MIDDLEBY CORPMIDD3,031$460,6510.01%
204ILLINOIS TOOL WORKS4523081091,825$452,6180.01%
205RTX CORPRTX3,383$448,1120.01%
206SPDR GOLD TRUSTGLD1,500$432,2100.01%
207META PLATFORMS INC CL AMETA739$425,9300.01%
208RPM INTERNATIONAL INC7496851033,650$422,2320.01%
209BECTON DICKINSON&COBDX1,728$395,8160.01%
210VERIZON COMMUNICATNVZ8,724$395,7210.01%
211WISDOMTREE TR INDIA ERNGS FDWT9,000$393,3900.01%
212VANGUARD REIT ETF9229085534,312$390,4080.01%
213NOVARTIS AG F SPONSORED ADR 1NVSEF3,502$390,4030.01%
214HECLA MINING42270410670,000$389,2000.01%
215EATON CORP PLC SHSETN1,405$381,9210.01%
216FORTINET INC COMFTNT3,940$379,2640.01%
217M & T BANK CORPMTB-PK2,025$361,9690.00%
218SOUTHWESTERN ENERGY CO COM84546710950,000$355,5000.00%
2193M COMPANYMMM2,405$353,1980.00%
220W.P. CAREY INC. REIT92936u1095,464$344,8170.00%
221VANGUARD INDEX FDS SMALL CP ET9229087511,510$334,8420.00%
222HEALTHPEAK PPTYS INCDOC15,943$322,3670.00%
223VANGUARD HEALTH CARE92204a5041,204$318,7350.00%
224FRANCO-NEVADA MININGFNV2,000$315,1200.00%
225VANGUARD INFO TECHNOLOGY INDEX92204a702572$310,2410.00%
226SOUTHERN COMPANYSOMN3,341$307,2050.00%
227TRIMBLE INCTRMB4,595$301,6620.00%
228S&P DEP RECEIPTSSPY539$301,5110.00%
229CARRIER GLOBAL ORD SHSCARR4,617$292,7180.00%
230PELOTON INTERACTIVE INC CL A CPTON46,100$291,3520.00%
231PINNACLE WEST CAP CORPPNW3,000$285,7500.00%
232SPDR FUND CONSUMER DISCRE SELE81369y4071,431$282,5650.00%
233CALAMOS CONV OPP AND INC FD SH12811710829,418$282,1190.00%
234ISHARES MSCI EMERGING MARKETS46434g7644,930$271,5940.00%
235ISHARES TR U.S. TECH ETF4642877211,910$268,2400.00%
236BP PLCBPPFF7,766$262,4130.00%
237ISHARES CORE MSCI EAFE ETF46432f8423,430$259,4790.00%
238INVESCO CURRENCYSHARES SWISS F46138r1082,560$256,9730.00%
239CATERPILLAR INC DEL COMCAT760$250,6480.00%
240NUTRIEN LTDNTR5,000$248,3500.00%
241KEYSIGHT TECHNOLOGIES INCKEYS1,610$241,1300.00%
242REPUBLIC SVCS INC760759100986$238,7700.00%
243ISHARES TR SELECT DIVID ETF4642871681,705$228,9640.00%
244NESTLE S A F SPONSORED ADR 1 A6410694062,250$227,6320.00%
245EMCOR GROUP INCEME605$223,6260.00%
246VANGUARD FTSE DEVELOPED MARKET9219438584,202$213,5880.00%
247REALTY INCM CRP MD PV$1.REITO3,635$210,8660.00%
248KraneShares CSI China ETF5007673066,000$209,4600.00%
249AMERICAN EXPRESS COAXP775$208,5140.00%
250BLACKLINE INCBL4,303$208,3510.00%
251ABRDN HEALTHCARE OPPORTUNITIESTHQ9,870$203,7170.00%
252NEOGEN CORP COMNEOG23,325$202,2280.00%
253SHORE BANCSHARES, INC.SHBI14,500$196,3300.00%
254FLAHERTY & CRUMRINE PFD SECS I33847810012,298$195,9070.00%
255ORLA MINING LTDORLA20,000$187,0000.00%
256MAG SILVER CORP COM55903q10410,000$152,8000.00%
2573-D SYS CORP DEL COM NEW88554d20550,000$106,0000.00%
258GAMCO GLOBAL GOLD NAT RES & IN36465a10923,470$102,5640.00%
259METALLA ROYALTY & STREAMING LTMTA25,000$71,5000.00%
260NYMOX PHARMACEUTICAL CORP COMNYMXF75,000$10,8750.00%
261MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%