DF DENT & CO INC Q4 2022 Filing
Filed February 15, 2023
Portfolio Value
$6.7B
Holdings
239
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (239 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISRGINTUITIVE SURGICAL INC | 885,039 | $234.8T | 3509345.32% | |
| 2 | TECHBIO-TECHNE CORP | 2,639,232 | $218.7T | 3268677.16% | |
| 3 | AKXANSYS INC | 902,173 | $218.0T | 3256968.19% | |
| 4 | WCNWASTE CONNECTIONS INC | 1,641,680 | $217.6T | 3251965.07% | |
| 5 | T7DTRANSDIGM GROUP INC | 337,941 | $212.8T | 3179687.16% | |
| 6 | HEIHEICO CORP CL A | 1,722,476 | $206.4T | 3084863.51% | |
| 7 | VVISA INC CL A | 953,042 | $198.0T | 2958822.86% | |
| 8 | FASTFASTENAL CO | 3,969,899 | $187.9T | 2807171.38% | |
| 9 | VMCVULCAN MATERIALS CO | 1,057,252 | $185.1T | 2766521.69% | |
| 10 | ECLECOLAB INC | 1,255,185 | $182.7T | 2730201.69% | |
| 11 | CSGPCOSTAR GROUP INC | 2,253,178 | $174.1T | 2602000.94% | |
| 12 | MCOMOODYS CORP | 616,560 | $171.8T | 2567037.78% | |
| 13 | CBRECBRE GROUP INC | 2,228,752 | $171.5T | 2563135.35% | |
| 14 | DHRDANAHER CORP | 624,384 | $165.7T | 2476454.52% | |
| 15 | ILMNILLUMINA INC | 813,162 | $164.4T | 2456986.73% | |
| 16 | MAMASTERCARD INC-CLASS A | 468,151 | $162.8T | 2432610.05% | |
| 17 | GOOGALPHABET INC CLASS C | 1,749,799 | $155.3T | 2320082.49% | |
| 18 | MKLMARKEL CORP HLDG CO | 112,692 | $148.5T | 2218627.27% | |
| 19 | BLBLACKLINE INC | 2,156,723 | $145.1T | 2168006.49% | |
| 20 | TMOTHERMO FISHER SCIENTIFIC INC | 251,868 | $138.7T | 2072642.90% | |
| 21 | SPGIS & P GLOBAL INC | 410,047 | $137.3T | 2052320.14% | |
| 22 | VRSKVERISK ANALYTICS INC | 739,759 | $130.5T | 1950215.32% | |
| 23 | VEEVVEEVA SYSTEMS, INC. | 808,459 | $130.5T | 1949630.52% | |
| 24 | WSCWILLSCOT MOBILE MINI HLDGS COR | 2,685,426 | $121.3T | 1812625.19% | |
| 25 | KMXCARMAX INC | 1,989,562 | $121.1T | 1810290.08% | |
| 26 | GWREGUIDEWIRE SOFTWARE INC | 1,718,297 | $107.5T | 1606348.43% | |
| 27 | AMZNAMAZON.COM INC | 1,263,667 | $106.1T | 1586195.49% | |
| 28 | AMTAMERICAN TOWER CORP | 447,767 | $94.9T | 1417575.61% | |
| 29 | ODFLOLD DOMINION FGHT LINES INC CO | 329,999 | $93.6T | 1399391.87% | |
| 30 | TFXTELEFLEX INC COM | 368,174 | $91.9T | 1373393.47% | |
| 31 | MSFTMICROSOFT CORP | 380,071 | $91.1T | 1362055.36% | |
| 32 | QCOMQUALCOMM INC | 807,229 | $88.7T | 1326164.28% | |
| 33 | AZTAAZENTA INC COM | 1,300,106 | $75.7T | 1131086.53% | |
| 34 | SBACSBA COMMUNICATIONS CORP CL A | 268,607 | $75.3T | 1125124.83% | |
| 35 | SITESITEONE LANDSCAPE SUPPLY, INC. | 637,875 | $74.8T | 1118284.46% | |
| 36 | WNSNWNS HOLDINGS LTD | 928,464 | $74.3T | 1109802.50% | |
| 37 | WKWORKIVA INC | 788,453 | $66.2T | 989337.97% | |
| 38 | DGDOLLAR GENERAL CORP | 260,426 | $64.1T | 958308.45% | |
| 39 | CABOCABLE ONE INC COM | 87,583 | $62.3T | 931667.18% | |
| 40 | —IDEXX LABS INC | 151,579 | $61.8T | 924062.62% | |
| 41 | CRWDCROWDSTRIKE HOLDINGS, INC. | 543,056 | $57.2T | 854430.33% | |
| 42 | DAVAENDAVA plc | 731,775 | $56.0T | 836534.10% | |
| 43 | FNDFLOOR & DECOR HOLDINGS, INC. | 709,373 | $49.4T | 738100.97% | |
| 44 | UTZUTZ BRANDS INC. | 2,846,797 | $45.2T | 674690.25% | |
| 45 | SPTSPROUT SOCIAL, INC. | 758,952 | $42.9T | 640324.05% | |
| 46 | TEAMATLASSIAN CORPORATION CL A | 304,830 | $39.2T | 586156.96% | |
| 47 | TYLTYLER TECHNOLOGIES INC | 118,941 | $38.3T | 573041.60% | |
| 48 | GSHDGOOSEHEAD INSURANCE, INC. | 1,078,518 | $37.0T | 553442.53% | |
| 49 | EWEDWARDS LIFESCIENCES | 476,381 | $35.5T | 531124.39% | |
| 50 | ORLYO REILLY AUTOMOTIVE | 38,051 | $32.1T | 479919.89% | |
| 51 | CHWYCHEWY, INC. | 804,716 | $29.8T | 445889.54% | |
| 52 | PROPROS HOLDINGS INC | 1,087,353 | $26.4T | 394190.49% | |
| 53 | ROPROPER TECHNOLOGIES INC | 51,819 | $22.4T | 334586.34% | |
| 54 | PLOWDOUGLAS DYNAMICS INC | 616,054 | $22.3T | 332883.15% | |
| 55 | PGPROCTER & GAMBLE CO | 128,698 | $19.5T | 291474.91% | |
| 56 | WWAYFAIR INC | 586,444 | $19.3T | 288227.54% | |
| 57 | MEDPMEDPACE HOLDINGS, INC. | 86,036 | $18.3T | 273086.33% | |
| 58 | WSTWEST PHARMACEUTICALS, INC. | 77,151 | $18.2T | 271331.71% | |
| 59 | NOVTNOVANTA INC COM NPV | 133,387 | $18.1T | 270820.71% | |
| 60 | EXPOEXPONENT INC | 175,753 | $17.4T | 260242.03% | |
| 61 | HLNEHAMILTON LANE INC | 271,466 | $17.3T | 259134.47% | |
| 62 | APPFAPPFOLIO, INC | 159,126 | $16.8T | 250578.91% | |
| 63 | HQYHEALTHEQUITY, INC. | 233,086 | $14.4T | 214695.83% | |
| 64 | RGENREPLIGEN CORPORATION | 80,909 | $13.7T | 204703.01% | |
| 65 | JBTJOHN BEAN TECHNOLOGIES CORP. | 142,514 | $13.0T | 194498.08% | |
| 66 | KNSLKINSALE CAPITAL GROUP INC. | 49,342 | $12.9T | 192826.38% | |
| 67 | KIDSORTHOPEDIATRICS CORP | 321,103 | $12.8T | 190637.22% | |
| 68 | —ABCAM PLC | 762,781 | $11.9T | 177359.41% | |
| 69 | MANHMANHATTAN ASSOCS INC COM | 97,156 | $11.8T | 176251.60% | |
| 70 | ATRIUSDATRION CORPORATION | 20,994 | $11.7T | 175506.83% | |
| 71 | AAPLAPPLE INC | 88,995 | $11.6T | 172789.67% | |
| 72 | JNJJOHNSON & JOHNSON | 63,274 | $11.2T | 167026.92% | |
| 73 | WDFCWD-40 COMPANY | 68,996 | $11.1T | 166212.23% | |
| 74 | TRUPTRUPANION, INC. | 230,194 | $10.9T | 163495.80% | |
| 75 | TROWT ROWE PRICE GROUP INC | 98,007 | $10.7T | 159723.01% | |
| 76 | —CONSTELLATION SOFTWARE F | 6,538 | $10.2T | 152221.74% | |
| 77 | PCORPROCORE TECHNOLOGIES INC | 209,831 | $9.9T | 147935.49% | |
| 78 | LMATLEMAITRE VASCULAR | 214,010 | $9.8T | 147172.09% | |
| 79 | DSGTHE DESCARTES SYSTEMS GROUP IN | 137,448 | $9.6T | 143055.42% | |
| 80 | EVTCEVERTEC INC | 284,222 | $9.2T | 137524.25% | |
| 81 | SHOPSHOPIFY INC. | 258,640 | $9.0T | 134151.36% | |
| 82 | ALRMALARM.COM | 172,328 | $8.5T | 127417.86% | |
| 83 | MLABMESA LABS INC | 51,101 | $8.5T | 126921.25% | |
| 84 | KAIKADANT INC | 47,177 | $8.4T | 125225.12% | |
| 85 | BRK/BBERKSHIRE HATHAWAY INC CL B | 26,777 | $8.3T | 123601.74% | |
| 86 | MPWRMONOLITHIC PWR SYS INC COM | 22,662 | $8.0T | 119747.81% | |
| 87 | COSTCOSTCO WHOLESALE CO | 16,961 | $7.7T | 115702.98% | |
| 88 | BFAMBRIGHT HORIZONS FAM SOL IN DEL | 108,890 | $6.9T | 102674.39% | |
| 89 | CCICROWN CASTLE INC | 50,154 | $6.8T | 101657.41% | |
| 90 | OKTAOKTA, INC | 98,402 | $6.7T | 100475.49% | |
| 91 | TREXTREX COMPANY, INC. | 144,274 | $6.1T | 91260.13% | |
| 92 | ENVUSDENVESTNET INC | 95,478 | $5.9T | 88030.52% | |
| 93 | —PERIMETER SOLUTIONS SA | 577,337 | $5.3T | 78853.39% | |
| 94 | VOOVANGUARD S&P 500 ETF | 14,987 | $5.3T | 78684.13% | |
| 95 | LOWLOWE'S COMPANIES INC | 26,100 | $5.2T | 77707.30% | |
| 96 | SSDSIMPSON MANUFACTURING CO | 58,076 | $5.1T | 76942.92% | |
| 97 | MRKMERCK & CO. INC. | 46,246 | $5.1T | 76673.68% | |
| 98 | INTCINTEL CORP | 186,901 | $4.9T | 73816.51% | |
| 99 | —J P MORGAN CHASE & CO | 36,633 | $4.9T | 73408.19% | |
| 100 | WSOWATSCO INC | 19,308 | $4.8T | 71958.07% |
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