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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 2025 · Filed August 14, 2025 · Accession 0000934999-25-000005

Total Value
$7.88B
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1HEICO CORP CL AHEI-A1,223,525$316.6M4.02%
2VISA INC CL AV772,655$274.3M3.48%
3TRANSDIGM GROUP INCTDG165,812$252.1M3.20%
4VULCAN MATERIALS CO929160109879,674$229.4M2.91%
5WASTE CONNECTIONS INCWCN1,221,315$228.0M2.89%
6ECOLAB INCECL822,056$221.5M2.81%
7AMAZON.COM INCAMZN1,005,838$220.7M2.80%
8MASTERCARD INC-CLASS AMA383,332$215.4M2.73%
9MOODYS CORPMCO428,196$214.8M2.73%
10ANSYS INC03662q105577,930$203.0M2.58%
11ALPHABET INC CLASS CGOOG1,061,974$188.4M2.39%
12VEEVA SYSTEMS, INC.VEEV651,477$187.6M2.38%
13COSTAR GROUP INCCSGP2,270,370$182.5M2.32%
14INTUITIVE SURGICAL INCISRG335,520$182.3M2.31%
15MICROSOFT CORPMSFT354,305$176.2M2.24%
16VERALTO CORPVLTO1,653,556$166.9M2.12%
17S & P GLOBAL INCSPGI306,036$161.4M2.05%
18CBRE GROUP INCCBRE1,085,574$152.1M1.93%
19BIO-TECHNE CORPTECH2,724,742$140.2M1.78%
20FASTENAL COFAST3,335,496$140.1M1.78%
21CADENCE DESIGN SYSCDNS426,349$131.4M1.67%
22MONOLITHIC PWR SYS INC COM609839105171,078$125.1M1.59%
23GUIDEWIRE SOFTWARE INCGWRE521,411$122.8M1.56%
24MANHATTAN ASSOCS INC COMMANH604,493$119.4M1.51%
25APPFOLIO, INCAPPF494,818$113.9M1.45%
26KINSALE CAPITAL GROUP INC.49714p108235,144$113.8M1.44%
27DANAHER CORP235851102552,907$109.2M1.39%
28GOOSEHEAD INSURANCE, INC.GSHD992,329$104.7M1.33%
29OLD DOMINION FGHT LINES INC COODFL621,309$100.8M1.28%
30VERISK ANALYTICS INCVRSK302,463$94.2M1.20%
31WEST PHARMACEUTICALS, INC.955306105395,274$86.5M1.10%
32THERMO FISHER SCIENTIFIC INCTMO209,747$85.0M1.08%
33MARKEL GROUP INCMKL42,498$84.9M1.08%
34INTUIT INC.INTU99,506$78.4M0.99%
35TYLER TECHNOLOGIES INCTYL127,980$75.9M0.96%
36COPART INC COMCPRT1,545,998$75.9M0.96%
37REPLIGEN CORPORATIONRGEN586,473$72.9M0.93%
38ATLASSIAN CORPORATION CL ATEAM345,767$70.2M0.89%
39ASML HOLDINGSASMLF78,114$62.6M0.79%
40BOOZ ALLEN HAMILTON HOLDING COBAH565,969$58.9M0.75%
41UBER TECHNOLOGIES, INC.UBER631,126$58.9M0.75%
42WNS HOLDINGS LTDg98196101884,164$55.9M0.71%
43SITEONE LANDSCAPE SUPPLY, INC.SITE457,934$55.4M0.70%
44PTC INCPTC294,121$50.7M0.64%
45MEDPACE HOLDINGS, INC.MEDP153,778$48.3M0.61%
46SERVICENOW INCNOW46,310$47.6M0.60%
47SHERWIN-WILLIAMSSHW138,023$47.4M0.60%
48MOTOROLA SOLUTIONS INC.MSI111,857$47.0M0.60%
49O REILLY AUTOMOTIVEORLY519,770$46.8M0.59%
50QUALCOMM INCQCOM285,096$45.4M0.58%
51AMERICAN TOWER CORPAMT193,095$42.7M0.54%
52FLOOR & DECOR HOLDINGS, INC.FND555,060$42.2M0.54%
53CROWDSTRIKE HOLDINGS, INC.CRWD79,681$40.6M0.51%
54PERIMETER SOLUTIONS INC COMMONPRM2,857,398$39.8M0.50%
55METTLER TOLEDO INTLMTD33,776$39.7M0.50%
56RBC BEARINGS INCRBC100,927$38.8M0.49%
57MSCI INC COMMSCI66,608$38.4M0.49%
58CORE & MAIN INC CL ACNM624,776$37.7M0.48%
59HAMILTON LANE INCHLNE259,716$36.9M0.47%
60MURPHY USA INC COMMUSA86,393$35.1M0.45%
61CASELLA WASTE SYSTEMS INC CL ACWST300,099$34.6M0.44%
62CARMAX INCKMX513,568$34.5M0.44%
63MICROCHIP TECH INCMCHPP447,536$31.5M0.40%
64EAGLE MATERIALS INCEXP151,345$30.6M0.39%
65HEALTHEQUITY, INC.HQY284,667$29.8M0.38%
66HAYWARD HOLDINGS INCHAYW2,016,936$27.8M0.35%
67FEDERAL SIGNAL CORPFSS261,388$27.8M0.35%
68THE DESCARTES SYSTEMS GROUP IN249906108273,535$27.8M0.35%
69MORNINGSTAR INCMORN87,012$27.3M0.35%
70NOVANTA INC COM NPVNOVTU207,309$26.7M0.34%
71ENTEGRIS INCENTG324,945$26.2M0.33%
72ROPER TECHNOLOGIES INCROP44,484$25.2M0.32%
73IDEXX LABS INC45168d10446,216$24.8M0.31%
74AGILYSYS INCAGYS215,083$24.7M0.31%
75CHARLES RIVER LABORATORIES INT159864107162,460$24.7M0.31%
76CSW INDUSTRIALS INCCSW85,040$24.4M0.31%
77IDEX CORP45167r104132,785$23.3M0.30%
78APPLIED INDL TECHNOLOGIES INCAIT99,154$23.0M0.29%
79PROCORE TECHNOLOGIES INCPCOR329,611$22.6M0.29%
80SPS COMMERCE INCSPSC163,518$22.3M0.28%
81ALARM.COMALRM355,979$20.1M0.26%
82UTZ BRANDS INC.UTZ1,591,433$20.0M0.25%
83PROCTER & GAMBLE CO742718109122,107$19.5M0.25%
84APPLE INCAAPL86,023$17.6M0.22%
85DOUGLAS DYNAMICS INCPLOW580,702$17.1M0.22%
86KADANT INCKAI53,897$17.1M0.22%
87COSTCO WHOLESALE COCOST16,710$16.5M0.21%
88EXPONENT INCEXPO213,899$16.0M0.20%
89SIMPSON MANUFACTURING CO829073105101,531$15.8M0.20%
90LEMAITRE VASCULARLMAT187,870$15.6M0.20%
91JBT MAREL CORPORATION COMJBTM123,668$14.9M0.19%
92WD-40 COMPANYWDFC64,420$14.7M0.19%
93TRUPANION, INC.TRUP234,877$13.0M0.16%
94BERKSHIRE HATHAWAY INC CL BBRK-A23,608$11.5M0.15%
95ESCO TECHNOLOGIES INCESE59,430$11.4M0.14%
96EVERTEC INCEVTC292,483$10.5M0.13%
97MARKETAXESS HLDGS INC COMMKTX46,126$10.3M0.13%
98SERVICETITAN INC CL ATTAN95,731$10.3M0.13%
99J P MORGAN CHASE & COVYLD35,045$10.2M0.13%
100BERKSHIRE HATHAWAY INC DELAWABRK-A13$9.5M0.12%
101WATSCO INCWSO-B20,483$9.0M0.11%
102JOHNSON & JOHNSONJNJ54,152$8.3M0.10%
103VANGUARD S&P 500 ETF92290836314,037$8.0M0.10%
104ZOETIS INCZTS49,239$7.7M0.10%
105T ROWE PRICE GROUP INCTROW70,162$6.8M0.09%
106CAPITAL ONE FINL CORP COMCOF-PN29,239$6.2M0.08%
107FISERV INC COMFISV34,741$6.0M0.08%
108ALPHABET INC. CLASS AGOOG31,236$5.5M0.07%
109ABBVIE INC SHSABBV28,544$5.3M0.07%
110AUTO DATA PROCESSINGADP16,638$5.1M0.07%
111PAYCHEX INCPAYX32,803$4.8M0.06%
112LOWE'S COMPANIES INC54866110721,201$4.7M0.06%
113SHOPIFY INC.SHOP38,938$4.5M0.06%
114MERCK & CO. INC.MRK50,540$4.0M0.05%
115CAMECO CORPCCJ48,916$3.6M0.05%
116VANGUARD FTSE ALL WORLD EX US92204277552,452$3.5M0.04%
117CISCO SYSTEMS INCCSCO47,795$3.3M0.04%
118ABBOTT LABORATORIESABLZF23,711$3.2M0.04%
119CROWN CASTLE INCCCI28,559$2.9M0.04%
120DEXCOM INCDXCM32,732$2.9M0.04%
121CONSTELLATION SOFTWARE F21037x100710$2.6M0.03%
122LILLY ELI & COLLY3,218$2.5M0.03%
123AMPHENOL CORP NEW CL A03209510124,976$2.5M0.03%
124HOME DEPOT INCHD5,862$2.1M0.03%
125WHEATON PRECIOUS METALS CORPWPM23,800$2.1M0.03%
126WABTEC9297401089,843$2.1M0.03%
127ANALOG DEVICES INCADI8,393$2.0M0.03%
128TERRENO REALTY CORPTRNO35,323$2.0M0.03%
129RANGE RESOURCES CORP DELRRC48,635$2.0M0.03%
130FRANCO-NEVADA CORPORATIONFNV11,795$1.9M0.02%
131STRYKER CORPSYK4,751$1.9M0.02%
132SBA COMMUNICATIONS CORP CL ASBAC7,783$1.8M0.02%
133VANGUARD DIVIDEND APPREC9219088448,807$1.8M0.02%
134ILLUMINA INCILMN18,882$1.8M0.02%
135EDWARDS LIFESCIENCESEW22,800$1.8M0.02%
136COCA COLA COMKO25,167$1.8M0.02%
137MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.8M0.02%
138INGERSOLL-RAND, INC.IR20,094$1.7M0.02%
139NEXTERA ENERGY INC SHSNEE-PW23,899$1.7M0.02%
140WALT DISNEY CO25468710613,143$1.6M0.02%
141EXXON MOBIL CORPXOM14,603$1.6M0.02%
142ISHARES 1-3 YEAR INTERNATIONAL46428812520,400$1.6M0.02%
143CANADIAN NATL RAILWY F13637510214,900$1.6M0.02%
144MONDELEZ INTL INC60920710522,871$1.5M0.02%
145SPDR BLOOMBERG SHORT TERM INTE78464a33454,300$1.5M0.02%
146CHEVRON CORPCVX10,617$1.5M0.02%
147ISHARES MSCI EAFE ETF46428746516,052$1.4M0.02%
148NUTRIEN LTDNTR24,550$1.4M0.02%
149LINDE PLC SHSLIN3,028$1.4M0.02%
150MARSH & MC LENNAN COMPANIES IN5717481026,271$1.4M0.02%
151UNITEDHEALTH GRP INCUNH4,294$1.3M0.02%
152VANGUARD HIGH DIVIDEND YIELD E9219464069,573$1.3M0.02%
153CDW CORP COMCDW7,009$1.3M0.02%
154IBM CORPINTR4,219$1.2M0.02%
155CHUBB LTDCB4,255$1.2M0.02%
156NORFOLK SOUTHERN CO6558441084,730$1.2M0.02%
157COMCAST CORP NEW CL ACCZ32,746$1.2M0.01%
158WALMART INCWMT11,737$1.1M0.01%
159BERKLEY W R CORPWRB-PH15,290$1.1M0.01%
160PEPSICO INCPEP8,174$1.1M0.01%
161ENTERPRISE PRODS PART LP29379210734,332$1.1M0.01%
162COLGATE-PALMOLIVE COCL11,453$1.0M0.01%
163ACCENTURE PLC F CLASS AACN3,426$1.0M0.01%
164VANGUARD FTSE EMERGING MARKETS92204285819,531$966,0030.01%
165PFIZER INCPFE38,860$941,9660.01%
166BLACKSTONE GROUP ORD SHS CLASSBX6,286$940,2600.01%
167HUBBELL INCHUBB2,271$927,4990.01%
168LVMH MOET HENNESSY LOU VUITTON5024413068,337$875,8850.01%
169NXP SEMICONDUCTORSNXPI3,951$863,2540.01%
170BOOKING HOLDING, INC.BKNG149$862,5970.01%
171TJX COMPANIES INC8725401096,690$826,1480.01%
172STARBUCKS CORP COMSBUX8,940$819,1720.01%
173BANK AMER CORP COM06050510417,216$814,6610.01%
174EOG RES INC COMEOG6,677$798,6360.01%
175ORACLE CORPORCL-PD3,590$784,8820.01%
176CANADIAN PACIFIC KANSAS CITY CCP9,413$746,1690.01%
177HONEYWELL INTL INC4385161063,163$736,5990.01%
178EAST WEST BANCORP INCEWBC7,100$716,9580.01%
179LABCORP HOLDINGS INCLH2,695$707,4640.01%
180PNC FINL SERVICES6934751053,696$689,0080.01%
181ISHARES CORE MSCI EAFE ETF46432f8427,630$636,9520.01%
182VANGUARD TOTAL STK MKT ETF9229087692,015$612,4190.01%
183EMERSON ELECTRIC COEMR4,535$604,6520.01%
184INTEL CORPINTC26,965$604,0160.01%
185POOL CORPORATIONPOOL2,013$586,7490.01%
186META PLATFORMS INC CL AMETA780$575,7100.01%
187AMGEN INC.AMGN1,933$539,7130.01%
188UNION PACIFIC CORPUNP2,344$539,3080.01%
189MC DONALDS CORPMCD1,794$524,1530.01%
190VENTAS INC REITVTR7,945$501,7270.01%
191EATON CORP PLC SHSETN1,405$501,5710.01%
192U S BANCORPUSB-PS11,070$500,9170.01%
193RTX CORPRTX3,383$493,9860.01%
194VANGUARD REIT ETF9229085535,537$493,1250.01%
195SPDR GOLD TRUSTGLD1,565$477,0590.01%
196PHILIP MORRIS INTL7181721092,600$473,5380.01%
197ILLINOIS TOOL WORKS4523081091,897$469,0330.01%
198VERIZON COMMUNICATNVZ10,723$463,9840.01%
199MIDDLEBY CORPMIDD3,031$436,4640.01%
200NVIDIA CORPNVDA2,713$428,6270.01%
201WISDOMTREE TR INDIA ERNGS FDWT9,000$427,2300.01%
202NOVARTIS AG F SPONSORED ADR 1NVSEF3,502$423,7770.01%
203OTIS WORLDWIDE ORD SHSOTIS4,093$405,2890.01%
204CATERPILLAR INC DEL COMCAT1,036$402,1860.01%
205RPM INTERNATIONAL INC7496851033,650$400,9160.01%
206M & T BANK CORPMTB-PK2,025$392,8300.00%
207ONEOK INCOKE4,781$390,2730.00%
208VANGUARD INFO TECHNOLOGY INDEX92204a702572$379,3960.00%
2093M COMPANYMMM2,405$366,1370.00%
210VANGUARD INDEX FDS SMALL CP ET9229087511,510$357,8400.00%
211TRIMBLE INCTRMB4,595$349,1280.00%
212W.P. CAREY INC. REIT92936u1095,464$340,8290.00%
213HEALTHPEAK PPTYS INCDOC18,943$331,6920.00%
214ISHARES TR U.S. TECH ETF4642877211,910$330,9460.00%
215EMCOR GROUP INCEME605$323,6080.00%
216PELOTON INTERACTIVE INC CL A CPTON46,100$319,9340.00%
217ISHARES MSCI EMERGING MARKETS46434g7644,930$311,2800.00%
218SPDR FUND CONSUMER DISCRE SELE81369y4071,431$310,9990.00%
219CALAMOS CONV OPP AND INC FD SH12811710829,418$309,4770.00%
220SOUTHERN COMPANYSOMN3,341$306,8040.00%
221BROADCOM INCAVGO1,110$305,9710.00%
222VANGUARD HEALTH CARE92204a5041,204$299,0010.00%
223BECTON DICKINSON&COBDX1,728$297,6480.00%
224CONOCOPHILLIPSCOP3,300$296,1420.00%
225INVESCO CURRENCYSHARES SWISS F46138r1082,560$286,2080.00%
226BP PLCBPPFF9,199$275,3260.00%
227MORGAN STANLEYMS-PQ1,943$273,6910.00%
228PINNACLE WEST CAP CORPPNW3,000$268,4100.00%
229KEYSIGHT TECHNOLOGIES INCKEYS1,610$263,8150.00%
230ALTRIA GROUP INCMO4,486$263,0140.00%
231WELLS FARGO BK N A9497461013,189$255,5030.00%
232S&P DEP RECEIPTSSPY406$250,8470.00%
233AMERICAN EXPRESS COAXP775$247,2090.00%
234REPUBLIC SVCS INC760759100986$243,1570.00%
235TECHNOLOGY SELECT SECTOR SPDR81369y803956$242,0880.00%
236BLACKLINE INCBL4,270$241,7670.00%
237VANGUARD FTSE DEVELOPED MARKET9219438584,202$239,5560.00%
238ENDAVA plcDAVA14,923$228,6200.00%
239SHORE BANCSHARES, INC.SHBI14,500$227,9400.00%
240ISHARES TR SELECT DIVID ETF4642871681,705$226,4410.00%
241NESTLE S A F SPONSORED ADR 1 A6410694062,250$223,4700.00%
242BANK OF HAWAII CORP0625401093,276$221,2280.00%
243REALTY INCM CRP MD PV$1.REITO3,725$214,5970.00%
244PROLOGIS INC.PLDGP2,039$214,3400.00%
245CONSTELLATION ENERGY CORP COMCEG653$210,7620.00%
246FORTINET INC COMFTNT1,940$205,0970.00%
247ALLSTATE CORPORATIONALL-PJ1,000$201,3100.00%
248FLAHERTY & CRUMRINE PFD SECS I33847810012,298$200,3340.00%
249NEOGEN CORP COMNEOG22,000$105,1600.00%
250GAMCO GLOBAL GOLD NAT RES & IN36465a10923,470$103,0330.00%
251MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%