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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 2025 · Filed February 17, 2026 · Accession 0000934999-26-000001

Total Value
$6.95B
Positions
263
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INC CL CGOOG824,929$258.9M3.73%
2HEICO CORP CL AHEI-A988,075$249.4M3.59%
3VISA INC CL AV673,030$236.0M3.40%
4VULCAN MATERIALS CO929160109740,958$211.3M3.04%
5AMAZON.COM INCAMZN874,676$201.9M2.91%
6TRANSDIGM GROUP INCTDG149,748$199.1M2.87%
7ECOLAB INCECL709,923$186.4M2.68%
8WASTE CONNECTIONS INCWCN1,040,943$182.5M2.63%
9MASTERCARD INC CL AMA318,262$181.7M2.62%
10MOODYS CORPMCO351,928$179.8M2.59%
11INTUITIVE SURGICAL INCISRG305,391$173.0M2.49%
12MICROSOFT CORPMSFT320,463$155.0M2.23%
13BIO-TECHNE CORPTECH2,592,215$152.4M2.19%
14CBRE GROUP INCCBRE860,684$138.4M1.99%
15COSTAR GROUP INCCSGP2,007,630$135.0M1.94%
16VEEVA SYSTEMS, INC.VEEV594,801$132.8M1.91%
17S & P GLOBAL INCSPGI241,603$126.3M1.82%
18KINSALE CAPITAL GROUP INC.49714p108315,756$123.5M1.78%
19FASTENAL COFAST2,899,293$116.3M1.67%
20MONOLITHIC PWR SYS INC COM609839105127,277$115.4M1.66%
21VERALTO CORPVLTO1,143,729$114.1M1.64%
22CADENCE DESIGN SYSCDNS358,753$112.1M1.61%
23DANAHER CORP235851102485,817$111.2M1.60%
24THERMO FISHER SCIENTIFIC INCTMO179,983$104.3M1.50%
25APPFOLIO, INCAPPF401,494$93.4M1.34%
26TYLER TECHNOLOGIES INCTYL201,254$91.4M1.31%
27GUIDEWIRE SOFTWARE INCGWRE452,807$91.0M1.31%
28WEST PHARMACEUTICALS, INC.955306105319,582$87.9M1.27%
29PROCORE TECHNOLOGIES INCPCOR1,145,828$83.3M1.20%
30REPLIGEN CORPORATIONRGEN495,550$81.2M1.17%
31MANHATTAN ASSOCS INC COMMANH456,491$79.1M1.14%
32GOOSEHEAD INSURANCE, INC.GSHD1,044,660$76.9M1.11%
33ASML HOLDINGSASMLF70,832$75.8M1.09%
34MARKEL GROUP INCMKL34,334$73.8M1.06%
35PERIMETER SOLUTIONS INCPRM2,535,404$69.8M1.00%
36APPLE INCAAPL253,165$68.8M0.99%
37MSCI INC COMMSCI118,696$68.1M0.98%
38UBER TECHNOLOGIES, INC.UBER817,443$66.8M0.96%
39SERVICENOW INCNOW417,591$64.0M0.92%
40INTUIT INC.INTU90,496$59.9M0.86%
41NOVANTA INC COM NPVNOVTU467,719$55.7M0.80%
42PTC INCPTC306,792$53.4M0.77%
43FLOOR & DECOR HOLDINGS, INC.FND814,439$49.6M0.71%
44OLD DOMINION FGHT LINES INC COODFL313,118$49.1M0.71%
45COPART INC COMCPRT1,166,892$45.7M0.66%
46O REILLY AUTOMOTIVEORLY488,052$44.5M0.64%
47SITEONE LANDSCAPE SUPPLY, INC.SITE356,537$44.4M0.64%
48QUALCOMM INCQCOM258,267$44.2M0.64%
49METTLER TOLEDO INTLMTD30,950$43.2M0.62%
50RBC BEARINGS INCRBC95,516$42.8M0.62%
51VERISK ANALYTICS INCVRSK179,913$40.2M0.58%
52SHERWIN-WILLIAMSSHW118,832$38.5M0.55%
53HAMILTON LANE INCHLNE275,763$37.0M0.53%
54HAYWARD HOLDINGS INCHAYW2,277,103$35.2M0.51%
55MOTOROLA SOLUTIONS INC.MSI91,007$34.9M0.50%
56NETFLIX INCNFLX368,624$34.6M0.50%
57CASELLA WASTE SYSTEMS INC CL ACWST343,498$33.6M0.48%
58ATLASSIAN CORPORATION CL ATEAM204,622$33.2M0.48%
59BOOZ ALLEN HAMILTON HOLDING COBAH379,188$32.0M0.46%
60MORNINGSTAR INCMORN145,591$31.6M0.46%
61THE DESCARTES SYSTEMS GROUP IN249906108352,094$30.9M0.44%
62BROWN & BROWNBRO386,955$30.8M0.44%
63MEDPACE HOLDINGS, INC.MEDP54,661$30.7M0.44%
64CROWDSTRIKE HOLDINGS, INC.CRWD61,865$29.0M0.42%
65IDEXX LABS INC45168d10442,437$28.7M0.41%
66AMERICAN TOWER CORPAMT160,045$28.1M0.40%
67CSW INDUSTRIALS INCCSW92,332$27.1M0.39%
68CORE & MAIN INC CL ACNM501,558$26.1M0.38%
69MICROCHIP TECH INCMCHPP389,906$24.8M0.36%
70ENTEGRIS INCENTG294,170$24.8M0.36%
71APPLIED INDL TECHNOLOGIES INCAIT95,265$24.5M0.35%
72AGILYSYS INCAGYS202,813$24.1M0.35%
73FEDERAL SIGNAL CORPFSS199,505$21.7M0.31%
74LANDBRIDGE COMPANY LLC CL ALB438,992$21.5M0.31%
75BADGER METER INC COMBMI121,832$21.2M0.31%
76ESCO TECHNOLOGIES INCESE107,812$21.1M0.30%
77EAGLE MATERIALS INCEXP101,749$21.0M0.30%
78ALARM.COMALRM410,231$20.9M0.30%
79ONTO INNOVATION INCONTO121,545$19.2M0.28%
80PROCTER & GAMBLE CO742718109131,109$18.8M0.27%
81MASIMO CORP COMMASI142,626$18.6M0.27%
82ROPER TECHNOLOGIES INCROP41,201$18.3M0.26%
83MURPHY USA INC COMMUSA44,916$18.1M0.26%
84SPS COMMERCE INCSPSC202,771$18.1M0.26%
85DOUGLAS DYNAMICS INCPLOW539,236$17.6M0.25%
86LEMAITRE VASCULARLMAT174,178$14.1M0.20%
87COSTCO WHOLESALE COCOST15,976$13.8M0.20%
88SYNOPSYS INCSNPS28,990$13.6M0.20%
89KADANT INCKAI47,606$13.6M0.20%
90UTZ BRANDS INC.UTZ1,299,250$13.5M0.19%
91HEALTHEQUITY, INC.HQY140,169$12.8M0.18%
92J P MORGAN CHASE & COVYLD36,424$11.7M0.17%
93SIMPSON MANUFACTURING CO82907310571,952$11.6M0.17%
94ALPHABET INC. CLASS AGOOG36,623$11.5M0.16%
95JOHNSON & JOHNSONJNJ54,315$11.2M0.16%
96BERKSHIRE HATHAWAY INC CL BBRK-A21,363$10.7M0.15%
97BERKSHIRE HATHAWAY INC DELAWABRK-A13$9.8M0.14%
98SERVICETITAN INC CL ATTAN89,575$9.5M0.14%
99ENSIGN GROUP INC COMENSG54,378$9.5M0.14%
100VANGUARD S&P 500 ETF92290836314,472$9.1M0.13%
101EXPONENT INCEXPO119,183$8.3M0.12%
102ABBVIE INC SHSABBV34,277$7.8M0.11%
103MARKETAXESS HLDGS INC COMMKTX42,116$7.6M0.11%
104WATSCO INCWSO-B21,600$7.3M0.10%
105CAPITAL ONE FINL CORP COMCOF-PN29,236$7.1M0.10%
106T ROWE PRICE GROUP INCTROW67,031$6.9M0.10%
107JBT MAREL CORPORATION COMJBTM37,883$5.7M0.08%
108AUTO DATA PROCESSINGADP21,893$5.6M0.08%
109SHOPIFY INC.SHOP33,341$5.4M0.08%
110LOWE'S COMPANIES INC54866110720,729$5.0M0.07%
111LILLY ELI & COLLY4,467$4.8M0.07%
112VANGUARD FTSE ALL WORLD EX US92204277558,418$4.3M0.06%
113AMPHENOL CORP NEW CL A03209510129,308$4.0M0.06%
114ISHARES RUSSELL MIDCAP GROWTH46428748128,433$3.9M0.06%
115ABBOTT LABORATORIESABLZF30,684$3.8M0.06%
116CISCO SYSTEMS INCCSCO47,788$3.7M0.05%
117PAYCHEX INCPAYX32,378$3.6M0.05%
118MERCK & CO. INC.MRK32,842$3.5M0.05%
119CAMECO CORPCCJ36,561$3.3M0.05%
120HOME DEPOT INCHD9,658$3.3M0.05%
121COCA COLA COMKO37,180$2.6M0.04%
122META PLATFORMS INC CL AMETA3,931$2.6M0.04%
123ORACLE CORPORCL-PD13,282$2.6M0.04%
124WHEATON PRECIOUS METALS CORPWPM21,750$2.6M0.04%
125ANALOG DEVICES INCADI9,224$2.5M0.04%
126TERRENO REALTY CORPTRNO40,828$2.4M0.03%
127CROWN CASTLE INCCCI26,859$2.4M0.03%
128GRAINGER W W INC COM3848021042,340$2.4M0.03%
129FRANCO-NEVADA CORPORATIONFNV11,210$2.3M0.03%
130ISHARES MSCI EAFE ETF46428746523,852$2.3M0.03%
131FISERV INC COMFISV32,435$2.2M0.03%
132CHEVRON CORPCVX14,055$2.1M0.03%
133ISHARES RUSSELL 2000 GROWTH IN4642876486,534$2.1M0.03%
134WABTEC9297401089,843$2.1M0.03%
135EQT CORPEQT38,970$2.1M0.03%
136NEXTERA ENERGY INC SHSNEE-PW25,129$2.0M0.03%
137LVMH MOET HENNESSY LOU VUITTON50244130613,340$2.0M0.03%
138RANGE RESOURCES CORP DELRRC55,760$2.0M0.03%
139TRACTOR SUPPLY COMPTSCO38,650$1.9M0.03%
140STRYKER CORPSYK5,470$1.9M0.03%
141EDWARDS LIFESCIENCESEW21,973$1.9M0.03%
142PEPSICO INCPEP12,863$1.8M0.03%
143WALT DISNEY CO25468710616,062$1.8M0.03%
144DEXCOM INCDXCM25,317$1.7M0.02%
145EXXON MOBIL CORPXOM13,205$1.6M0.02%
146MCCORMICK & CO INC COM NON VTGMKC-V23,196$1.6M0.02%
147LINDE PLC SHSLIN3,544$1.5M0.02%
148CONSTELLATION SOFTWARE F21037x100621$1.5M0.02%
149CANADIAN NATL RAILWY F13637510214,900$1.5M0.02%
150VANGUARD HIGH DIVIDEND YIELD E9219464069,798$1.4M0.02%
151MC DONALDS CORPMCD4,576$1.4M0.02%
152ISHARES CORE S&P 500 ETF4642872001,998$1.4M0.02%
153SBA COMMUNICATIONS CORP CL ASBAC7,024$1.4M0.02%
154WALMART INCWMT12,052$1.3M0.02%
155MONDELEZ INTL INC60920710524,936$1.3M0.02%
156CHUBB LTDCB4,245$1.3M0.02%
157TJX COMPANIES INC8725401098,619$1.3M0.02%
158NORFOLK SOUTHERN CO6558441084,521$1.3M0.02%
159NVIDIA CORPNVDA6,642$1.2M0.02%
160ILLINOIS TOOL WORKS4523081094,980$1.2M0.02%
161VANGUARD DIVIDEND APPREC9219088445,249$1.2M0.02%
162HUBBELL INCHUBB2,509$1.1M0.02%
163IBM CORPINTR3,757$1.1M0.02%
164PFIZER INCPFE44,330$1.1M0.02%
165ENTERPRISE PRODS PART LP29379210734,332$1.1M0.02%
166DICK'S SPORTING GOODS INC.2533931025,475$1.1M0.02%
167NXP SEMICONDUCTORSNXPI4,940$1.1M0.02%
168VANGUARD FTSE EMERGING MARKETS92204285819,921$1.1M0.02%
169MARSH COM5717481025,728$1.1M0.02%
170McKESSON CORPMCK1,238$1.0M0.01%
171ISHARES CORE S&P SMALL CAP ETF4642878048,436$1.0M0.01%
172INTEL CORPINTC26,965$995,0080.01%
173STARBUCKS CORP COMSBUX11,797$993,4250.01%
174HONEYWELL INTL INC4385161064,891$954,1850.01%
175BANK AMER CORP COM06050510416,745$920,9750.01%
176BERKLEY W R CORPWRB-PH13,040$914,3650.01%
177COLGATE-PALMOLIVE COCL11,453$905,0160.01%
178EOG RES INC COMEOG8,458$888,1750.01%
179UNITEDHEALTH GRP INCUNH2,677$883,7040.01%
180BLACKSTONE GROUP ORD SHS CLASSBX5,694$877,6730.01%
181MP MATERIALS CORP COM CL AMP16,587$837,9750.01%
182W E C ENERGY GROUP INCWEC7,732$815,4170.01%
183EAST WEST BANCORP INCEWBC7,100$797,9690.01%
184BOOKING HOLDING, INC.BKNG149$797,9440.01%
1853M COMPANYMMM4,971$795,8570.01%
186PNC FINL SERVICES6934751053,601$751,6370.01%
187NESTLE S A F SPONSORED ADR 1 A6410694067,192$710,4260.01%
188VANGUARD TOTAL STK MKT ETF9229087692,115$709,0960.01%
189ISHARES CORE MSCI EAFE ETF46432f8427,630$682,5800.01%
190LABCORP HOLDINGS INCLH2,695$676,1220.01%
191ISHARES CORE S&P MID CAP ETF4642875079,750$643,5000.01%
192ACCENTURE PLC F CLASS AACN2,388$640,7000.01%
193AMGEN INC.AMGN1,933$632,6900.01%
194ISHARES 1-3 YEAR INTERNATIONAL4642881258,400$632,0160.01%
195ILLUMINA INCILMN4,790$628,2560.01%
196RTX CORPRTX3,383$620,4420.01%
197SPDR GOLD TRUSTGLD1,565$620,2250.01%
198SPDR BLOOMBERG SHORT TERM INTE78464a33422,300$611,2430.01%
199CANADIAN PACIFIC KANSAS CITY CCP8,166$601,2630.01%
200U S BANCORPUSB-PS11,070$590,6950.01%
201EMERSON ELECTRIC COEMR4,410$585,2950.01%
202INVESCO S&P 500 MOMENTUM ETFIVZ4,872$581,2850.01%
203QUANTA SVCS INC COMPWR1,328$560,4960.01%
204BROADCOM INCAVGO1,533$530,5710.01%
205COMCAST CORP NEW CL ACCZ17,492$522,8360.01%
206PHILIP MORRIS INTL7181721093,240$519,6960.01%
207VANGUARD REIT ETF9229085535,522$488,6420.01%
208CATERPILLAR INC DEL COMCAT852$488,0850.01%
209SYSCO CORP COMSYY6,576$484,5850.01%
210EATON CORP PLC SHSETN1,467$467,2540.01%
211POOL CORPORATIONPOOL2,013$460,4740.01%
212NOVARTIS AG F SPONSORED ADR 1NVSEF3,331$459,2450.01%
213MIDDLEBY CORPMIDD3,031$450,6190.01%
214VANGUARD INFO TECHNOLOGY INDEX92204a702572$431,1620.01%
215WISDOMTREE TR INDIA ERNGS FDWT9,000$416,6100.01%
216VERIZON COMMUNICATNVZ10,173$414,3460.01%
217M & T BANK CORPMTB-PK1,963$395,5050.01%
218VANGUARD INDEX FDS SMALL CP ET9229087511,510$389,5040.01%
219ISHARES TR U.S. TECH ETF4642877211,910$381,3890.01%
220RPM INTERNATIONAL INC7496851033,650$379,6000.01%
221EMCOR GROUP INCEME605$370,1330.01%
222VENTAS INC REITVTR4,729$365,9300.01%
223ISHARES MSCI EMERGING MARKETS46434g7644,930$358,3120.01%
224W.P. CAREY INC. REIT92936u1095,464$351,6470.01%
225ONEOK INCOKE4,781$351,4030.01%
226VANGUARD HEALTH CARE92204a5041,204$346,5710.00%
227AMERICAN EXPRESS COAXP936$346,2730.00%
228TRIMBLE INCTRMB4,345$340,4310.00%
229AIR PROD & CHEMICALSAIIR1,370$338,4170.00%
230MORGAN STANLEYMS-PQ1,805$320,4420.00%
231SPDR FUND CONSUMER DISCRE SELE81369y4072,674$319,3020.00%
232BECTON DICKINSON&COBDX1,625$315,3640.00%
233FAIR ISAAC CORPFICO183$309,3830.00%
234CONOCOPHILLIPSCOP3,300$308,9130.00%
235CALAMOS CONV OPP AND INC FD SH12811710829,418$308,3010.00%
236WELLS FARGO BK N A9497461013,189$297,2150.00%
237SOUTHERN COMPANYSOMN3,341$291,3350.00%
238KEYSIGHT TECHNOLOGIES INCKEYS1,425$289,5460.00%
239PELOTON INTERACTIVE INC CL A CPTON46,100$283,9760.00%
240PROLOGIS INC.PLDGP2,215$282,7670.00%
241TAIWAN SEMICONDUCTOR MFG LTD A874039100918$278,9710.00%
242STATE STREET SPDR S&P 500 ETFSPY406$276,8600.00%
243TECHNOLOGY SELECT SECTOR SPDR81369y8031,912$275,2710.00%
244PINNACLE WEST CAP CORPPNW3,000$266,1000.00%
245ALTRIA GROUP INCMO4,486$258,6630.00%
246SHORE BANCSHARES, INC.SHBI14,500$256,3600.00%
247VANGUARD FTSE DEVELOPED MARKET9219438584,045$252,6910.00%
248ISHARES TR SELECT DIVID ETF4642871681,705$240,6440.00%
249UNION PACIFIC CORPUNP1,024$236,8720.00%
250BLACKLINE INCBL4,270$236,0880.00%
251GE AEROSPACE369604301741$228,2500.00%
252BP PLCBPPFF6,555$227,6550.00%
253ISHARES RUSSELL 2000 ETF464287655923$227,2060.00%
254REALTY INCM CRP MD PV$1.REITO3,813$214,9390.00%
255REPUBLIC SVCS INC760759100986$208,9630.00%
256BANK OF HAWAII CORP0625401093,025$206,8190.00%
257CVS HEALTH CORPCVS2,601$206,4150.00%
258CONSTELLATION ENERGY CORP COMCEG576$203,4840.00%
259VANGUARD MID CAP ETF922908629700$203,1540.00%
260FLAHERTY & CRUMRINE PFD SECS I33847810012,298$203,0400.00%
261NEOGEN CORP COMNEOG22,000$153,7800.00%
262GAMCO GLOBAL GOLD NAT RES & IN36465a10923,470$121,1050.00%
263MERGENET SOLUTIONS INC COM58950m10910,000$10,0000.00%