DF DENT & CO INC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$6.5B
Holdings
243
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (243 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WCNWASTE CONNECTIONS INC | 1,684,041 | $227.6B | 3514.92% | |
| 2 | AKXANSYS INC | 925,673 | $205.2B | 3169.83% | |
| 3 | HEIHEICO CORP CL A | 1,756,531 | $201.3B | 3109.77% | |
| 4 | VVISA INC CL A | 1,100,805 | $195.6B | 3020.56% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 1,023,262 | $191.8B | 2962.51% | |
| 6 | TECHBIO-TECHNE CORP | 671,348 | $190.7B | 2944.95% | |
| 7 | CSGPCOSTAR GROUP INC | 2,700,325 | $188.1B | 2905.02% | |
| 8 | ECLECOLAB INC | 1,288,336 | $186.1B | 2873.88% | |
| 9 | FASTFASTENAL CO | 4,025,124 | $185.3B | 2862.38% | |
| 10 | T7DTRANSDIGM GROUP INC | 349,750 | $183.6B | 2835.18% | |
| 11 | GOOGALPHABET INC CLASS C | 1,817,575 | $174.8B | 2699.32% | |
| 12 | DHRDANAHER CORP | 655,871 | $169.4B | 2616.60% | |
| 13 | VMCVULCAN MATERIALS CO | 1,040,795 | $164.1B | 2535.34% | |
| 14 | MCOMOODYS CORP | 625,445 | $152.1B | 2348.57% | |
| 15 | ILMNILLUMINA INC | 767,858 | $146.5B | 2262.82% | |
| 16 | MAMASTERCARD INC-CLASS A | 513,518 | $146.0B | 2255.31% | |
| 17 | BLBLACKLINE INC | 2,421,570 | $145.1B | 2240.45% | |
| 18 | WSCWILLSCOT MOBILE MINI HLDGS COR | 3,559,364 | $143.5B | 2217.24% | |
| 19 | VRSKVERISK ANALYTICS INC | 823,086 | $140.4B | 2167.99% | |
| 20 | CBRECBRE GROUP INC | 2,066,484 | $139.5B | 2154.82% | |
| 21 | VEEVVEEVA SYSTEMS, INC. | 844,337 | $139.2B | 2150.28% | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 263,902 | $133.8B | 2067.41% | |
| 23 | AMZNAMAZON.COM INC | 1,171,128 | $132.3B | 2044.06% | |
| 24 | SPGIS & P GLOBAL INC | 419,967 | $128.2B | 1980.73% | |
| 25 | MKLMARKEL CORP HLDG CO | 116,082 | $125.9B | 1943.98% | |
| 26 | KMXCARMAX INC | 1,727,142 | $114.0B | 1761.23% | |
| 27 | AMTAMERICAN TOWER CORP | 461,030 | $99.0B | 1528.88% | |
| 28 | QCOMQUALCOMM INC | 862,280 | $97.4B | 1504.73% | |
| 29 | —IDEXX LABS INC | 298,543 | $97.3B | 1502.34% | |
| 30 | GWREGUIDEWIRE SOFTWARE INC | 1,479,700 | $91.1B | 1407.43% | |
| 31 | CRWDCROWDSTRIKE HOLDINGS, INC. | 530,170 | $87.4B | 1349.61% | |
| 32 | CABOCABLE ONE INC COM | 101,378 | $86.5B | 1335.77% | |
| 33 | AZTAAZENTA INC COM | 1,972,084 | $84.5B | 1305.54% | |
| 34 | SBACSBA COMMUNICATIONS CORP CL A | 276,592 | $78.7B | 1216.08% | |
| 35 | TFXTELEFLEX INC COM | 387,627 | $78.1B | 1206.18% | |
| 36 | ODFLOLD DOMINION FGHT LINES INC CO | 305,333 | $76.0B | 1173.24% | |
| 37 | MSFTMICROSOFT CORP | 325,282 | $75.8B | 1170.15% | |
| 38 | DGDOLLAR GENERAL CORP | 266,990 | $64.0B | 989.15% | |
| 39 | WKWORKIVA INC | 804,432 | $62.6B | 966.68% | |
| 40 | SPTSPROUT SOCIAL, INC. | 941,692 | $57.1B | 882.61% | |
| 41 | WNSNWNS HOLDINGS LTD | 692,750 | $56.7B | 875.70% | |
| 42 | —ATLASSIAN CORPORATION PLC | 261,037 | $55.0B | 849.09% | |
| 43 | FNDFLOOR & DECOR HOLDINGS, INC. | 726,563 | $51.0B | 788.48% | |
| 44 | SITESITEONE LANDSCAPE SUPPLY, INC. | 447,405 | $46.6B | 719.67% | |
| 45 | TYLTYLER TECHNOLOGIES INC | 129,761 | $45.1B | 696.48% | |
| 46 | PROPROS HOLDINGS INC | 1,785,468 | $44.1B | 681.18% | |
| 47 | UTZUTZ BRANDS INC. | 2,864,348 | $43.3B | 668.06% | |
| 48 | GSHDGOOSEHEAD INSURANCE, INC. | 846,911 | $30.2B | 466.22% | |
| 49 | ORLYO REILLY AUTOMOTIVE | 37,833 | $26.6B | 411.01% | |
| 50 | CHWYCHEWY, INC. | 826,921 | $25.4B | 392.37% | |
| 51 | OKTAOKTA, INC | 438,542 | $24.9B | 385.22% | |
| 52 | WWAYFAIR INC | 602,197 | $19.6B | 302.77% | |
| 53 | HQYHEALTHEQUITY, INC. | 284,270 | $19.1B | 294.92% | |
| 54 | ROPROPER TECHNOLOGIES INC | 51,746 | $18.6B | 287.45% | |
| 55 | KIDSORTHOPEDIATRICS CORP | 401,039 | $18.5B | 285.81% | |
| 56 | PLOWDOUGLAS DYNAMICS INC | 638,124 | $17.9B | 276.17% | |
| 57 | PGPROCTER & GAMBLE CO | 134,952 | $17.0B | 263.17% | |
| 58 | HLNEHAMILTON LANE INC | 281,680 | $16.8B | 259.35% | |
| 59 | MEDPMEDPACE HOLDINGS, INC. | 100,827 | $15.8B | 244.77% | |
| 60 | EXPOEXPONENT INC | 180,652 | $15.8B | 244.63% | |
| 61 | NOVTNOVANTA INC COM NPV | 135,597 | $15.7B | 242.22% | |
| 62 | RGENREPLIGEN CORPORATION | 83,723 | $15.7B | 241.96% | |
| 63 | DAVAENDAVA plc | 192,966 | $15.6B | 240.32% | |
| 64 | KNSLKINSALE CAPITAL GROUP INC. | 60,174 | $15.4B | 237.40% | |
| 65 | TRUPTRUPANION, INC. | 243,772 | $14.5B | 223.76% | |
| 66 | AAPLAPPLE INC | 96,883 | $13.4B | 206.80% | |
| 67 | JBTJOHN BEAN TECHNOLOGIES CORP. | 151,802 | $13.1B | 201.65% | |
| 68 | IAA-WUSDIAA INC. | 394,106 | $12.6B | 193.88% | |
| 69 | —ABCAM PLC | 813,525 | $12.2B | 188.36% | |
| 70 | PCORPROCORE TECHNOLOGIES INC | 233,121 | $11.5B | 178.17% | |
| 71 | LMATLEMAITRE VASCULAR | 220,848 | $11.2B | 172.89% | |
| 72 | ATRIUSDATRION CORPORATION | 19,337 | $10.9B | 168.76% | |
| 73 | MANHMANHATTAN ASSOCS INC COM | 80,455 | $10.7B | 165.32% | |
| 74 | JNJJOHNSON & JOHNSON | 62,809 | $10.3B | 158.49% | |
| 75 | TROWT ROWE PRICE GROUP INC | 96,632 | $10.1B | 156.73% | |
| 76 | WDFCWD-40 COMPANY | 54,965 | $9.7B | 149.21% | |
| 77 | —CONSTELLATION SOFTWARE F | 6,805 | $9.5B | 147.15% | |
| 78 | EVTCEVERTEC INC | 298,171 | $9.3B | 144.39% | |
| 79 | DSGTHE DESCARTES SYSTEMS GROUP IN | 140,820 | $8.9B | 138.18% | |
| 80 | SHOPSHOPIFY INC. | 319,902 | $8.6B | 133.11% | |
| 81 | PGNYPROGYNY, INC | 225,539 | $8.4B | 129.10% | |
| 82 | ALRMALARM.COM | 127,558 | $8.3B | 127.78% | |
| 83 | BRK/BBERKSHIRE HATHAWAY INC CL B | 28,885 | $7.7B | 119.13% | |
| 84 | MLABMESA LABS INC | 54,266 | $7.6B | 118.04% | |
| 85 | MPWRMONOLITHIC PWR SYS INC COM | 20,957 | $7.6B | 117.64% | |
| 86 | CCICROWN CASTLE INC | 48,601 | $7.0B | 108.51% | |
| 87 | TREXTREX COMPANY, INC. | 153,848 | $6.8B | 104.41% | |
| 88 | BFAMBRIGHT HORIZONS FAM SOL IN DEL | 116,738 | $6.7B | 103.95% | |
| 89 | KAIKADANT INC | 33,304 | $5.6B | 85.80% | |
| 90 | WSOWATSCO INC | 19,299 | $5.0B | 76.75% | |
| 91 | SSDSIMPSON MANUFACTURING CO | 60,687 | $4.8B | 73.49% | |
| 92 | —PERIMETER SOLUTIONS SA | 593,093 | $4.8B | 73.38% | |
| 93 | CMCSACOMCAST CORP NEW CL A | 161,996 | $4.8B | 73.38% | |
| 94 | INTCINTEL CORP | 183,269 | $4.7B | 72.95% | |
| 95 | LOWLOWE'S COMPANIES INC | 24,874 | $4.7B | 72.16% | |
| 96 | VOOVANGUARD S&P 500 ETF | 14,097 | $4.6B | 71.48% | |
| 97 | ENVUSDENVESTNET INC | 97,160 | $4.3B | 66.63% | |
| 98 | PAYXPAYCHEX INC | 38,205 | $4.3B | 66.22% | |
| 99 | CYRXCRYOPORT, INC. | 175,525 | $4.3B | 66.05% | |
| 100 | FISVFISERV INC | 45,230 | $4.2B | 65.37% |
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