DF DENT & CO INC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$8.7T
Holdings
257
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (257 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WCNWASTE CONNECTIONS INC | 2,195,662 | $306.7B | 3.53% | |
| 2 | AKXANSYS INC | 956,075 | $303.7B | 3.50% | |
| 3 | TECHBIO-TECHNE CORP | 686,484 | $297.3B | 3.42% | |
| 4 | ILMNILLUMINA INC | 789,972 | $276.0B | 3.18% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 860,755 | $259.7B | 2.99% | |
| 6 | MKLMARKEL CORP HLDG CO | 175,266 | $258.6B | 2.98% | |
| 7 | VVISA INC CL A | 1,150,059 | $255.0B | 2.94% | |
| 8 | T7DTRANSDIGM GROUP INC | 378,466 | $246.6B | 2.84% | |
| 9 | FASTFASTENAL CO | 4,147,975 | $246.4B | 2.84% | |
| 10 | GOOGALPHABET INC CLASS C | 85,079 | $237.6B | 2.74% | |
| 11 | VRSKVERISK ANALYTICS INC | 1,094,188 | $234.8B | 2.71% | |
| 12 | HEIHEICO CORP CL A | 1,788,966 | $226.9B | 2.61% | |
| 13 | CABOCABLE ONE INC COM | 149,266 | $218.6B | 2.52% | |
| 14 | ECLECOLAB INC | 1,217,256 | $214.9B | 2.48% | |
| 15 | DHRDANAHER CORP | 685,895 | $201.2B | 2.32% | |
| 16 | VMCVULCAN MATERIALS CO | 1,081,426 | $198.7B | 2.29% | |
| 17 | MCOMOODYS CORP | 579,928 | $195.7B | 2.25% | |
| 18 | MAMASTERCARD INC-CLASS A | 532,100 | $190.2B | 2.19% | |
| 19 | BLBLACKLINE INC | 2,529,714 | $185.2B | 2.13% | |
| 20 | CSGPCOSTAR GROUP INC | 2,766,268 | $184.3B | 2.12% | |
| 21 | TFXTELEFLEX INC COM | 518,761 | $184.1B | 2.12% | |
| 22 | SPGIS & P GLOBAL INC | 435,866 | $178.8B | 2.06% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 301,209 | $177.9B | 2.05% | |
| 24 | AMZNAMAZON.COM INC | 53,850 | $175.5B | 2.02% | |
| 25 | SBACSBA COMMUNICATIONS CORP CL A | 497,879 | $171.3B | 1.97% | |
| 26 | WSCWILLSCOT MOBILE MINI HOLDINGS | 3,879,000 | $151.8B | 1.75% | |
| 27 | CBRECBRE GROUP INC | 1,653,886 | $151.4B | 1.74% | |
| 28 | KMXCARMAX INC | 1,543,505 | $148.9B | 1.72% | |
| 29 | AMTAMERICAN TOWER CORP | 577,891 | $145.2B | 1.67% | |
| 30 | VEEVVEEVA SYSTEMS, INC. | 669,926 | $142.3B | 1.64% | |
| 31 | AZTAAZENTA INC COM | 1,646,155 | $136.4B | 1.57% | |
| 32 | QCOMQUALCOMM INC | 892,484 | $136.4B | 1.57% | |
| 33 | CRWDCROWDSTRIKE HOLDINGS, INC. | 530,980 | $120.6B | 1.39% | |
| 34 | —IDEXX LABS INC | 216,109 | $118.2B | 1.36% | |
| 35 | GWREGUIDEWIRE SOFTWARE INC | 1,058,598 | $100.2B | 1.15% | |
| 36 | WKWORKIVA INC | 720,021 | $85.0B | 0.98% | |
| 37 | DGDOLLAR GENERAL CORP | 364,848 | $81.2B | 0.94% | |
| 38 | OKTAOKTA, INC | 511,606 | $77.2B | 0.89% | |
| 39 | SPTSPROUT SOCIAL, INC. | 930,328 | $74.5B | 0.86% | |
| 40 | TEAMATLASSIAN CORPORATION PLC | 234,901 | $69.0B | 0.80% | |
| 41 | PROPROS HOLDINGS INC | 1,778,925 | $59.3B | 0.68% | |
| 42 | TYLTYLER TECHNOLOGIES INC | 132,166 | $58.8B | 0.68% | |
| 43 | SITESITEONE LANDSCAPE SUPPLY, INC. | 355,972 | $57.6B | 0.66% | |
| 44 | ODFLOLD DOMINION FGHT LINES INC CO | 189,841 | $56.7B | 0.65% | |
| 45 | TWLOTWILIO INC. | 343,464 | $56.6B | 0.65% | |
| 46 | BFAMBRIGHT HORIZONS FAM SOL IN DEL | 333,153 | $44.2B | 0.51% | |
| 47 | MSFTMICROSOFT CORP | 115,825 | $35.7B | 0.41% | |
| 48 | WNSNWNS HOLDINGS LTD | 393,568 | $33.6B | 0.39% | |
| 49 | WWAYFAIR | 266,180 | $29.5B | 0.34% | |
| 50 | ROPROPER TECHNOLOGIES INC | 62,404 | $29.5B | 0.34% | |
| 51 | ORLYO REILLY AUTOMOTIVE | 39,831 | $27.3B | 0.31% | |
| 52 | CHWYCHEWY, INC. | 587,801 | $24.0B | 0.28% | |
| 53 | SHOPSHOPIFY INC. | 35,400 | $23.9B | 0.28% | |
| 54 | FNDFLOOR & DECOR HOLDINGS, INC. | 294,920 | $23.9B | 0.28% | |
| 55 | NOVTNOVANTA INC COM NPV | 147,826 | $21.0B | 0.24% | |
| 56 | PGPROCTER & GAMBLE CO | 136,536 | $20.9B | 0.24% | |
| 57 | KIDSORTHOPEDIATRICS CORP | 382,946 | $20.7B | 0.24% | |
| 58 | PLOWDOUGLAS DYNAMICS INC | 597,422 | $20.7B | 0.24% | |
| 59 | HQYHEALTHEQUITY, INC. | 304,083 | $20.5B | 0.24% | |
| 60 | —COUPA SOFTWARE | 201,403 | $20.5B | 0.24% | |
| 61 | EXPOEXPONENT INC | 169,525 | $18.3B | 0.21% | |
| 62 | HLNEHAMILTON LANE INC | 236,109 | $18.2B | 0.21% | |
| 63 | KNSLKINSALE CAPITAL GROUP INC. | 79,012 | $18.0B | 0.21% | |
| 64 | AAPLAPPLE INC | 99,057 | $17.3B | 0.20% | |
| 65 | TREXTREX COMPANY, INC. | 263,735 | $17.2B | 0.20% | |
| 66 | MEDPMEDPACE HOLDINGS, INC. | 104,874 | $17.2B | 0.20% | |
| 67 | RGENREPLIGEN CORPORATION | 89,368 | $16.8B | 0.19% | |
| 68 | JBTJOHN BEAN TECHNOLOGIES | 140,184 | $16.6B | 0.19% | |
| 69 | DAVAENDAVA | 119,691 | $15.9B | 0.18% | |
| 70 | ATRIUSDATRION CORPORATION | 21,212 | $15.1B | 0.17% | |
| 71 | OGM1COGENT COMMUNICATIONS HOLDINGS | 220,072 | $14.6B | 0.17% | |
| 72 | TROWPRICE T ROWE GROUP INC | 94,604 | $14.3B | 0.16% | |
| 73 | IAA-WUSDIAA INC. | 366,977 | $14.0B | 0.16% | |
| 74 | —EVO PAYMENTS INC | 596,525 | $13.8B | 0.16% | |
| 75 | —ABCAM PLC | 744,982 | $13.6B | 0.16% | |
| 76 | MLABMESA LABS INC | 51,425 | $13.1B | 0.15% | |
| 77 | PCORPROCORE TECHNOLOGIES INC | 225,963 | $13.1B | 0.15% | |
| 78 | UTZUTZ BRANDS INC. | 878,516 | $13.0B | 0.15% | |
| 79 | TRUPTRUPANION, INC. | 144,169 | $12.8B | 0.15% | |
| 80 | —CONSTELLATION SOFTWARE F | 7,380 | $12.7B | 0.15% | |
| 81 | JNJJOHNSON & JOHNSON | 69,586 | $12.3B | 0.14% | |
| 82 | EVTCEVERTEC INC | 279,538 | $11.4B | 0.13% | |
| 83 | PGNYPROGYNY, INC | 206,039 | $10.6B | 0.12% | |
| 84 | —MOMENTIVE GLOBAL INC COM | 637,972 | $10.4B | 0.12% | |
| 85 | BRK/BBERKSHIRE HATHAWAY INC CL B | 28,814 | $10.2B | 0.12% | |
| 86 | CCICROWN CASTLE REIT INC | 53,361 | $9.8B | 0.11% | |
| 87 | LMATLEMAITRE VASCULAR | 206,712 | $9.6B | 0.11% | |
| 88 | INTCINTEL CORP | 193,615 | $9.6B | 0.11% | |
| 89 | SSDSIMPSON MANUFACTURING CO | 83,191 | $9.1B | 0.10% | |
| 90 | DSGTHE DESCARTES SYSTEMS GROUP IN | 119,690 | $8.8B | 0.10% | |
| 91 | WDFCWD-40 COMPANY | 43,788 | $8.0B | 0.09% | |
| 92 | ALRMALARM.COM | 118,279 | $7.9B | 0.09% | |
| 93 | ENVUSDENVESTNET INC | 94,125 | $7.0B | 0.08% | |
| 94 | WSOWATSCO INC | 21,008 | $6.4B | 0.07% | |
| 95 | 3M4MASIMO CORP COM | 41,681 | $6.1B | 0.07% | |
| 96 | VOOVANGUARD S&P 500 ETF | 14,124 | $5.9B | 0.07% | |
| 97 | PAYXPAYCHEX INC | 39,691 | $5.4B | 0.06% | |
| 98 | —J P MORGAN CHASE & CO | 37,697 | $5.1B | 0.06% | |
| 99 | FISVFISERV INC | 47,280 | $4.8B | 0.06% | |
| 100 | LOWLOWE'S COMPANIES INC | 23,570 | $4.8B | 0.05% |
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