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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 2025 · Filed November 14, 2025 · Accession 0000934999-25-000008

Total Value
$7.74B
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1HEICO CORP CL AHEI-A1,123,846$285.6M3.69%
2VULCAN MATERIALS CO929160109836,254$257.2M3.32%
3VISA INC CL AV749,424$255.8M3.31%
4ALPHABET INC CL CGOOG924,384$225.1M2.91%
5TRANSDIGM GROUP INCTDG166,284$219.2M2.83%
6ECOLAB INCECL787,340$215.6M2.79%
7AMAZON.COM INCAMZN974,908$214.1M2.77%
8MASTERCARD INC CL AMA368,477$209.6M2.71%
9WASTE CONNECTIONS INCWCN1,162,958$204.4M2.64%
10MOODYS CORPMCO401,205$191.2M2.47%
11VEEVA SYSTEMS, INC.VEEV621,842$185.3M2.39%
12COSTAR GROUP INCCSGP2,177,724$183.7M2.37%
13MICROSOFT CORPMSFT348,501$180.5M2.33%
14VERALTO CORPVLTO1,578,497$168.3M2.17%
15FASTENAL COFAST3,155,857$154.8M2.00%
16BIO-TECHNE CORPTECH2,780,961$154.7M2.00%
17INTUITIVE SURGICAL INCISRG339,767$152.0M1.96%
18CBRE GROUP INCCBRE919,248$144.8M1.87%
19MONOLITHIC PWR SYS INC COM609839105149,730$137.8M1.78%
20S & P GLOBAL INCSPGI277,706$135.2M1.75%
21CADENCE DESIGN SYSCDNS382,669$134.4M1.74%
22TYLER TECHNOLOGIES INCTYL252,725$132.2M1.71%
23MANHATTAN ASSOCS INC COMMANH585,464$120.0M1.55%
24APPFOLIO, INCAPPF427,598$117.9M1.52%
25KINSALE CAPITAL GROUP INC.49714p108264,910$112.7M1.46%
26GUIDEWIRE SOFTWARE INCGWRE484,726$111.4M1.44%
27DANAHER CORP235851102541,667$107.4M1.39%
28WEST PHARMACEUTICALS, INC.955306105383,705$100.7M1.30%
29COPART INC COMCPRT2,193,373$98.6M1.27%
30THERMO FISHER SCIENTIFIC INCTMO201,709$97.8M1.26%
31MARKEL GROUP INCMKL39,707$75.9M0.98%
32GOOSEHEAD INSURANCE, INC.GSHD1,012,414$75.3M0.97%
33PROCORE TECHNOLOGIES INCPCOR1,017,035$74.2M0.96%
34ASML HOLDINGSASMLF74,900$72.5M0.94%
35REPLIGEN CORPORATIONRGEN534,719$71.5M0.92%
36MSCI INC COMMSCI122,310$69.4M0.90%
37SYNOPSYS INCSNPS139,967$69.1M0.89%
38INTUIT INC.INTU97,035$66.3M0.86%
39UBER TECHNOLOGIES, INC.UBER672,314$65.9M0.85%
40PTC INCPTC324,407$65.9M0.85%
41PERIMETER SOLUTIONS INC COMMONPRM2,748,643$61.5M0.80%
42MOTOROLA SOLUTIONS INC.MSI131,786$60.3M0.78%
43APPLE INCAAPL231,579$59.0M0.76%
44SERVICENOW INCNOW62,493$57.5M0.74%
45VERISK ANALYTICS INCVRSK226,489$57.0M0.74%
46FLOOR & DECOR HOLDINGS, INC.FND749,234$55.2M0.71%
47O REILLY AUTOMOTIVEORLY497,631$53.6M0.69%
48BOOZ ALLEN HAMILTON HOLDING COBAH525,510$52.5M0.68%
49SITEONE LANDSCAPE SUPPLY, INC.SITE378,156$48.7M0.63%
50OLD DOMINION FGHT LINES INC COODFL329,774$46.4M0.60%
51MORNINGSTAR INCMORN199,585$46.3M0.60%
52SHERWIN-WILLIAMSSHW131,712$45.6M0.59%
53QUALCOMM INCQCOM273,238$45.5M0.59%
54ATLASSIAN CORPORATION CL ATEAM278,253$44.4M0.57%
55METTLER TOLEDO INTLMTD32,835$40.3M0.52%
56HAMILTON LANE INCHLNE285,835$38.5M0.50%
57RBC BEARINGS INCRBC97,221$37.9M0.49%
58CROWDSTRIKE HOLDINGS, INC.CRWD77,179$37.8M0.49%
59HAYWARD HOLDINGS INCHAYW2,320,791$35.1M0.45%
60THE DESCARTES SYSTEMS GROUP IN249906108372,325$35.1M0.45%
61AMERICAN TOWER CORPAMT175,663$33.8M0.44%
62MEDPACE HOLDINGS, INC.MEDP64,130$33.0M0.43%
63ENTEGRIS INCENTG319,181$29.5M0.38%
64NOVANTA INC COM NPVNOVTU293,675$29.4M0.38%
65IDEXX LABS INC45168d10444,447$28.4M0.37%
66CSW INDUSTRIALS INCCSW113,007$27.4M0.35%
67CORE & MAIN INC CL ACNM509,245$27.4M0.35%
68MURPHY USA INC COMMUSA69,801$27.1M0.35%
69BROWN & BROWNBRO285,463$26.8M0.35%
70MICROCHIP TECH INCMCHPP415,064$26.7M0.34%
71CASELLA WASTE SYSTEMS INC CL ACWST276,605$26.2M0.34%
72APPLIED INDL TECHNOLOGIES INCAIT97,881$25.6M0.33%
73SPS COMMERCE INCSPSC237,464$24.7M0.32%
74FEDERAL SIGNAL CORPFSS203,712$24.2M0.31%
75EAGLE MATERIALS INCEXP98,896$23.0M0.30%
76ALARM.COMALRM431,877$22.9M0.30%
77BADGER METER INC COMBMI127,963$22.9M0.30%
78ROPER TECHNOLOGIES INCROP44,233$22.1M0.28%
79AGILYSYS INCAGYS205,722$21.7M0.28%
80HEALTHEQUITY, INC.HQY205,859$19.5M0.25%
81PROCTER & GAMBLE CO742718109126,074$19.4M0.25%
82IDEX CORP45167r104116,241$18.9M0.24%
83ESCO TECHNOLOGIES INCESE85,579$18.1M0.23%
84UTZ BRANDS INC.UTZ1,470,671$17.9M0.23%
85JOHNSON & JOHNSONJNJ94,687$17.6M0.23%
86DOUGLAS DYNAMICS INCPLOW550,635$17.2M0.22%
87MASIMO CORP COMMASI108,653$16.0M0.21%
88LEMAITRE VASCULARLMAT178,430$15.6M0.20%
89KADANT INCKAI51,924$15.5M0.20%
90COSTCO WHOLESALE COCOST16,061$14.9M0.19%
91ABBOTT LABORATORIESABLZF109,014$14.6M0.19%
92EXPONENT INCEXPO196,958$13.7M0.18%
93SIMPSON MANUFACTURING CO82907310572,994$12.2M0.16%
94BERKSHIRE HATHAWAY INC CL BBRK-A24,208$12.2M0.16%
95CHARLES RIVER LABORATORIES INT15986410774,672$11.7M0.15%
96J P MORGAN CHASE & COVYLD36,522$11.5M0.15%
97JBT MAREL CORPORATION COMJBTM75,116$10.5M0.14%
98ONTO INNOVATION INCONTO80,423$10.4M0.13%
99BERKSHIRE HATHAWAY INC DELAWABRK-A13$9.8M0.13%
100SERVICETITAN INC CL ATTAN92,315$9.3M0.12%
101WATSCO INCWSO-B21,609$8.7M0.11%
102VANGUARD S&P 500 ETF92290836314,037$8.6M0.11%
103ALPHABET INC. CLASS AGOOG32,273$7.8M0.10%
104ABBVIE INC SHSABBV33,664$7.8M0.10%
105PAYCHEX INCPAYX57,978$7.3M0.09%
106MARKETAXESS HLDGS INC COMMKTX42,006$7.3M0.09%
107T ROWE PRICE GROUP INCTROW70,913$7.3M0.09%
108CAPITAL ONE FINL CORP COMCOF-PN32,819$7.0M0.09%
109MERCK & CO. INC.MRK82,105$6.9M0.09%
110AUTO DATA PROCESSINGADP21,438$6.3M0.08%
111PAN AMERICAN SILVER697900108159,244$6.2M0.08%
112SHOPIFY INC.SHOP34,258$5.1M0.07%
113LOWE'S COMPANIES INC54866110720,017$5.0M0.06%
114BANK AMER CORP COM06050510492,216$4.8M0.06%
115FISERV INC COMFISV35,135$4.5M0.06%
116ENSIGN GROUP INC COMENSG25,071$4.3M0.06%
117VANGUARD FTSE ALL WORLD EX US92204277555,415$4.0M0.05%
118HOME DEPOT INCHD9,404$3.8M0.05%
119CISCO SYSTEMS INCCSCO51,670$3.5M0.05%
120LILLY ELI & COLLY4,460$3.4M0.04%
121CAMECO CORPCCJ38,436$3.2M0.04%
122ZOETIS INCZTS22,018$3.2M0.04%
123AMPHENOL CORP NEW CL A03209510123,845$3.0M0.04%
124CROWN CASTLE INCCCI28,559$2.8M0.04%
125FRANCO-NEVADA CORPORATIONFNV11,210$2.5M0.03%
126WHEATON PRECIOUS METALS CORPWPM21,750$2.4M0.03%
127ORACLE CORPORCL-PD8,514$2.4M0.03%
128META PLATFORMS INC CL AMETA3,165$2.3M0.03%
129TRACTOR SUPPLY COMPTSCO40,075$2.3M0.03%
130TERRENO REALTY CORPTRNO39,349$2.2M0.03%
131GRAINGER W W INC COM3848021042,340$2.2M0.03%
132ANALOG DEVICES INCADI8,909$2.2M0.03%
133CHEVRON CORPCVX13,573$2.1M0.03%
134WABTEC9297401089,843$2.0M0.03%
135STRYKER CORPSYK5,046$1.9M0.02%
136RANGE RESOURCES CORP DELRRC48,635$1.8M0.02%
137EDWARDS LIFESCIENCESEW22,728$1.8M0.02%
138CONSTELLATION SOFTWARE F21037x100650$1.8M0.02%
139AMERICAN EXPRESS COAXP5,253$1.7M0.02%
140LINDE PLC SHSLIN3,526$1.7M0.02%
141INGERSOLL-RAND, INC.IR20,094$1.7M0.02%
142COCA COLA COMKO24,985$1.7M0.02%
143WALT DISNEY CO25468710614,107$1.6M0.02%
144PEPSICO INCPEP11,471$1.6M0.02%
145ISHARES MSCI EAFE ETF46428746517,252$1.6M0.02%
146EXXON MOBIL CORPXOM14,253$1.6M0.02%
147ILLUMINA INCILMN16,518$1.6M0.02%
148ISHARES 1-3 YEAR INTERNATIONAL46428812520,400$1.6M0.02%
149MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.6M0.02%
150ILLINOIS TOOL WORKS4523081095,942$1.5M0.02%
151NEXTERA ENERGY INC SHSNEE-PW20,372$1.5M0.02%
152SPDR BLOOMBERG SHORT TERM INTE78464a33454,300$1.5M0.02%
153MONDELEZ INTL INC60920710524,050$1.5M0.02%
154SBA COMMUNICATIONS CORP CL ASBAC7,607$1.5M0.02%
155NUTRIEN LTDNTR24,550$1.4M0.02%
156CANADIAN NATL RAILWY F13637510214,900$1.4M0.02%
157WILLIAMS SONOMA INC COMWSM7,080$1.4M0.02%
158NORFOLK SOUTHERN CO6558441084,521$1.4M0.02%
159VANGUARD HIGH DIVIDEND YIELD E9219464069,573$1.3M0.02%
160EMERSON ELECTRIC COEMR10,263$1.3M0.02%
161DEXCOM INCDXCM19,821$1.3M0.02%
162MC DONALDS CORPMCD4,362$1.3M0.02%
163WALMART INCWMT12,156$1.3M0.02%
164DICK'S SPORTING GOODS INC.2533931025,475$1.2M0.02%
165CHUBB LTDCB4,245$1.2M0.02%
166BERKLEY W R CORPWRB-PH15,290$1.2M0.02%
167LVMH MOET HENNESSY LOU VUITTON5024413069,497$1.2M0.02%
168MARSH & MC LENNAN COMPANIES IN5717481025,690$1.1M0.01%
169IBM CORPINTR3,977$1.1M0.01%
170VANGUARD DIVIDEND APPREC9219088445,034$1.1M0.01%
171ENTERPRISE PRODS PART LP29379210734,332$1.1M0.01%
172HUBBELL INCHUBB2,492$1.1M0.01%
173VANGUARD FTSE EMERGING MARKETS92204285819,612$1.1M0.01%
174NXP SEMICONDUCTORSNXPI4,612$1.1M0.01%
175PFIZER INCPFE40,610$1.0M0.01%
176TJX COMPANIES INC8725401097,057$1.0M0.01%
177UNITEDHEALTH GRP INCUNH2,896$999,9890.01%
178LABCORP HOLDINGS INCLH3,478$998,3950.01%
179NVIDIA CORPNVDA5,293$987,5680.01%
180BLACKSTONE GROUP ORD SHS CLASSBX5,764$984,7790.01%
181PROGRESSIVE CORPORATION7433151033,852$951,2510.01%
182McKESSON CORPMCK1,224$945,5890.01%
183PNC FINL SERVICES6934751054,654$935,1280.01%
184COLGATE-PALMOLIVE COCL11,453$915,5530.01%
185INTEL CORPINTC26,965$904,6760.01%
186STARBUCKS CORP COMSBUX10,627$899,0440.01%
187INVESCO S&P 500 MOMENTUM ETFIVZ7,345$889,1860.01%
188GLOBAL X DEFENSE TECH ETF37960a52912,545$881,1610.01%
189HONEYWELL INTL INC4385161064,033$848,9460.01%
190POOL CORPORATIONPOOL2,733$847,4210.01%
191ACCENTURE PLC F CLASS AACN3,426$844,8520.01%
192RTX CORPRTX5,030$841,6700.01%
193KLA CORPORATIONKLAC771$831,6010.01%
194BOOKING HOLDING, INC.BKNG152$820,6890.01%
195W E C ENERGY GROUP INCWEC6,981$799,9530.01%
196EAST WEST BANCORP INCEWBC7,100$755,7950.01%
197NOVARTIS AG F SPONSORED ADR 1NVSEF5,665$726,4800.01%
198MORGAN STANLEYMS-PQ4,333$688,7740.01%
199ISHARES CORE MSCI EAFE ETF46432f8427,630$666,1750.01%
200VANGUARD TOTAL STK MKT ETF9229087692,015$661,2630.01%
201EOG RES INC COMEOG5,818$652,3140.01%
202M & T BANK CORPMTB-PK3,298$651,7510.01%
203CANADIAN PACIFIC KANSAS CITY CCP8,229$612,9780.01%
204COMCAST CORP NEW CL ACCZ18,202$571,9070.01%
205SPDR GOLD TRUSTGLD1,565$556,3110.01%
206EATON CORP PLC SHSETN1,467$549,0250.01%
207AMGEN INC.AMGN1,933$545,4930.01%
208U S BANCORPUSB-PS11,070$535,0130.01%
209SYSCO CORP COMSYY6,410$527,7990.01%
210VANGUARD REIT ETF9229085535,522$504,8210.01%
211WATSCO CLASS BWSO-B1,245$498,9960.01%
212PHILIP MORRIS INTL7181721093,041$493,2500.01%
213VENTAS INC REITVTR7,045$493,0800.01%
214VERIZON COMMUNICATNVZ10,173$447,1030.01%
215WELLS FARGO BK N A9497461015,154$432,0080.01%
216RPM INTERNATIONAL INC7496851033,650$430,2620.01%
217VANGUARD INFO TECHNOLOGY INDEX92204a702572$427,0720.01%
218BROADCOM INCAVGO1,293$426,5740.01%
219LENNOX INTERNATIONAL INC.526107107804$425,6050.01%
220PELOTON INTERACTIVE INC CL A CPTON46,100$414,9000.01%
221GOLDMAN SACHS GROUPGSCE506$402,9530.01%
222MIDDLEBY CORPMIDD3,031$402,9110.01%
223WISDOMTREE TR INDIA ERNGS FDWT9,000$397,8000.01%
224EMCOR GROUP INCEME605$392,9720.01%
225VANGUARD INDEX FDS SMALL CP ET9229087511,510$383,9630.00%
226TRIMBLE INCTRMB4,595$375,1820.00%
227ISHARES TR U.S. TECH ETF4642877211,910$374,0930.00%
2283M COMPANYMMM2,405$373,2080.00%
229W.P. CAREY INC. REIT92936u1095,464$369,1860.00%
230CATERPILLAR INC DEL COMCAT760$362,6340.00%
231ONEOK INCOKE4,781$348,8700.00%
232SPDR FUND CONSUMER DISCRE SELE81369y4071,431$342,9250.00%
233ISHARES MSCI EMERGING MARKETS46434g7644,930$332,8240.00%
234CDW CORP COMCDW2,028$323,0200.00%
235CALAMOS CONV OPP AND INC FD SH12811710829,418$317,4200.00%
236SOUTHERN COMPANYSOMN3,341$316,6270.00%
237VANGUARD HEALTH CARE92204a5041,204$312,5580.00%
238CONOCOPHILLIPSCOP3,300$312,1470.00%
239BECTON DICKINSON&COBDX1,625$304,1510.00%
240ALTRIA GROUP INCMO4,486$296,3450.00%
241NEWMONT GOLDCORP CORPNEMCL3,501$295,1690.00%
242INVESCO CURRENCYSHARES SWISS F46138r1082,560$284,7490.00%
243FAIR ISAAC CORPFICO183$273,8650.00%
244S&P DEP RECEIPTSSPY406$270,4690.00%
245TECHNOLOGY SELECT SECTOR SPDR81369y803956$269,4580.00%
246PINNACLE WEST CAP CORPPNW3,000$268,9800.00%
247TAIWAN SEMICONDUCTOR MFG LTD A874039100962$268,6770.00%
248ALLISON TRANSMISSION HLDGS INCALSN3,003$254,8950.00%
249PROLOGIS INC.PLDGP2,215$253,6620.00%
250VANGUARD FTSE DEVELOPED MARKET9219438584,202$251,7840.00%
251KEYSIGHT TECHNOLOGIES INCKEYS1,425$249,2610.00%
252ISHARES TR SELECT DIVID ETF4642871681,705$242,2800.00%
253UNION PACIFIC CORPUNP1,010$238,7340.00%
254BOEING COBA-PA1,103$238,0600.00%
255SHORE BANCSHARES, INC.SHBI14,500$237,9450.00%
256OTIS WORLDWIDE ORD SHSOTIS2,555$233,6040.00%
257REALTY INCM CRP MD PV$1.REITO3,813$231,7920.00%
258BRISTOL-MYERS SQUIBBCELG-RI5,110$230,4610.00%
259BLACKLINE INCBL4,270$226,7370.00%
260REPUBLIC SVCS INC760759100986$226,2670.00%
261BP PLCBPPFF6,555$225,8850.00%
262BANK OF HAWAII CORP0625401093,433$225,3420.00%
263ISHARES RUSSELL 2000 ETF464287655923$223,3290.00%
264GE AEROSPACE369604301741$222,9080.00%
265JACOBS SOLUTIONS INC COMJ1,480$221,7930.00%
266ADOBE SYSTEMS INCADBE606$213,7660.00%
267FLAHERTY & CRUMRINE PFD SECS I33847810012,298$207,7130.00%
268NESTLE S A F SPONSORED ADR 1 A6410694062,250$206,4820.00%
269VANGUARD MID CAP ETF922908629700$205,6180.00%
270NEOGEN CORP COMNEOG22,000$125,6200.00%
271GAMCO GLOBAL GOLD NAT RES & IN36465a10923,470$120,9880.00%
272MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%