DF DENT & CO INC Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$4.0T

Holdings

219

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (219 positions)

#StockSharesValue% PortfolioType
101
DEODIAGEO PLC F ADR
12,175$1.7B0.04%
102
MCXMCCORMICK & CO INC COM NON VTG
12,255$1.7B0.04%
103
EXPOEXPONENT INC
33,334$1.7B0.04%
104
MGMMGM RESORTS INTERNATIONAL
67,710$1.6B0.04%
105
WWAYFAIR
18,042$1.6B0.04%
106
IVVISHARES CORE S&P 500 ETF
6,234$1.6B0.04%
107
TDOCTELADOC INC
31,643$1.6B0.04%
108
PNCPNC FINCL SERVICES GROUP
13,394$1.6B0.04%
109
UNHUNITEDHEALTH GRP INC
6,285$1.6B0.04%
110
UNUSDUNILEVER N V N Y SHS NEW
29,082$1.6B0.04%
111
MDLZMONDELEZ INTL INC
37,850$1.5B0.04%
112
DC4DEXCOM INC
12,548$1.5B0.04%
113
MLABMESA LABS INC
7,180$1.5B0.04%
114
CNRCANADIAN NATL RY CO COM
20,000$1.5B0.04%
115
NOVTNOVANTA INC COM NPV
22,404$1.4B0.04%
116
EBEVENTBRITE INC
50,543$1.4B0.04%
117
MNROMONRO INC
20,324$1.4B0.03%
118
GWREGUIDEWIRE SOFTWARE INC
16,687$1.3B0.03%
119
HCP INC
47,411$1.3B0.03%
120
VAPOTHERM INC
65,217$1.3B0.03%
121
WSFSWSFS FINANCIAL CORP
34,043$1.3B0.03%
122
SITESITEONE LANDSCAPE SUPPLY, INC.
23,189$1.3B0.03%
123
MMM3M COMPANY
6,693$1.3B0.03%
124
PEPPEPSICO INC
11,411$1.3B0.03%
125
JBTJOHN BEAN TECHNOLOGIES
17,554$1.3B0.03%
126
HLNEHAMILTON LANE INC
34,067$1.3B0.03%
127
VTRVENTAS INC REIT
20,324$1.2B0.03%
128
XPOXPO LOGISTICS INC
20,241$1.2B0.03%
129
USBU S BANCORP
24,579$1.1B0.03%
130
BECNUSDBEACON ROOFING SUPPLY INC
34,764$1.1B0.03%
131
DWDMORGAN STANLEY COM NEW
27,748$1.1B0.03%
132
IBMIBM CORP
9,456$1.1B0.03%
133
EPDENTERPRISE PRDTS PRTN LPL P
43,617$1.1B0.03%
134
CVXCHEVRON CORP
9,816$1.1B0.03%
135
TTETOTAL S.A.
20,292$1.1B0.03%
136
ULTIMATE SOFTWARE GROUP INC
4,271$1.0B0.03%
137
TSCOTRACTOR SUPPLY COMP
12,508$1.0B0.03%
138
WDFCWD-40 COMPANY
5,601$1.0B0.03%
139
VIGVANGUARD DIVIDEND APPREC
10,309$1.0B0.03%
140
ALPHABET INC. CLASS A
949$992.0M0.02%
141
DDD3-D SYS CORP DEL COM NEW
97,052$987.0M0.02%
142
CXOEURCONCHO RES INC COM
9,577$984.0M0.02%
143
EVO PAYMENT INC
39,687$979.0M0.02%
144
IJHISHARES CORE S&P MID CAP ETF
5,834$969.0M0.02%
145
MRSHMARSH & MC LENNAN COMPANIES IN
12,035$960.0M0.02%
146
AMGNAMGEN INC COM PV $0.0001
4,806$936.0M0.02%
147
VWOVANGUARD FTSE EMERGING MARK ET
22,843$870.0M0.02%
148
LLYELI LILLY & CO
7,503$868.0M0.02%
149
CVGWCALAVO GROWERS INC
11,625$848.0M0.02%
150
MINDBODY INC
22,836$831.0M0.02%
151
ABTABBOTT LABORATORIES
11,423$826.0M0.02%
152
CANTEL MEDICAL CORP
10,464$779.0M0.02%
153
MGPIMGP INGREDIENTS INC
13,514$771.0M0.02%
154
LYBLYONDELLBASELL IND N.V. SHS A
9,253$769.0M0.02%
155
EVTCEVERTEC INC
26,253$753.0M0.02%
156
HELIOS TECHNOLOGIES, INC.
22,644$752.0M0.02%
157
LADLITHIA MOTORS INC CL A
9,486$724.0M0.02%
158
FTNTFORTINET INC COM
10,263$723.0M0.02%
159
CLCOLGATE-PALMOLIVE CO
12,125$722.0M0.02%
160
ABBVABBVIE INC SHS
7,822$721.0M0.02%
161
NEOGNEOGEN CORP COM
12,400$707.0M0.02%
162
VNQVANGUARD REIT ETF
9,425$703.0M0.02%
163
STERIS PLC
6,407$685.0M0.02%
164
EMREMERSON ELECTRIC CO
10,925$653.0M0.02%
165
IJRISHARES CORE S&P SMALL CAP ETF
9,303$645.0M0.02%
166
VZVERIZON COMMUNICATIONS INC
11,241$632.0M0.02%
167
COPCONOCOPHILLIPS
9,420$587.0M0.01%
168
LNCLINCOLN NTL CORP IND NPV
10,404$534.0M0.01%
169
VYMVANGUARD HIGH DVD YIELD ETF
6,826$532.0M0.01%
170
LFUSLITTELFUSE INC
3,006$515.0M0.01%
171
BBTUSDBB&T CORPORATION
11,793$511.0M0.01%
172
GEGENERAL ELECTRIC
66,761$505.0M0.01%
173
CICIGNA CORP
2,624$498.0M0.01%
174
DISDISNEY (WALT) CO COM STK
4,522$496.0M0.01%
175
NSRGYNESTLE S A REP RG SH ADR
5,942$481.0M0.01%
176
LMATLEMAITRE VASCULAR
20,127$476.0M0.01%
177
M & T BANK CORP
3,302$473.0M0.01%
178
HDHOME DEPOT INC
2,684$461.0M0.01%
179
POOLPOOL CORPORATION
3,098$461.0M0.01%
180
MCDMCDONALDS CORP COM
2,494$443.0M0.01%
181
ELLIE MAE INC
6,798$427.0M0.01%
182
UNPUNION PACIFIC CORP
3,065$424.0M0.01%
183
DSGTHE DESCARTES SYSTEMS GROUP IN
15,891$420.0M0.01%
184
WMTWALMART STORES
4,441$414.0M0.01%
185
EFAISHARES MSCI EAFE ETF
6,626$389.0M0.01%
186
NVSNOVARTIS ADR
4,535$389.0M0.01%
187
CBCHUBB LTD
2,963$383.0M0.01%
188
WEPMAGELLAN MIDSTREAM PRTNRS LP C
6,151$351.0M0.01%
189
APDAIR PRODUCTS & CHEMICALS, INC.
2,158$345.0M0.01%
190
RDFNREDFIN CORPORATION
23,633$340.0M0.01%
191
VTIVANGUARD TOTAL STK MKT ETF
2,615$334.0M0.01%
192
GPCGENUINE PARTS CO
3,479$334.0M0.01%
193
W.P. CAREY INC. REIT
5,095$333.0M0.01%
194
BDXBECTON DICKINSON&CO
1,475$332.0M0.01%
195
EWBCEAST WEST BANCORP INC
7,500$326.0M0.01%
196
KMBKIMBERLY CLARK
2,713$309.0M0.01%
197
CRMSALESFORCE.COM INC
2,248$308.0M0.01%
198
DOWDUPONT INC
5,719$306.0M0.01%
199
UPSUNITED PARCEL SERVICE INC CL B
3,041$297.0M0.01%
200
DREUSDDUKE REALTY CORP REIT
11,175$289.0M0.01%
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