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Investment manager · 13F filer · SEC CIK 934999
Df Dent & Co Inc
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Reported value$5.27Bas of Jun 30, 2026
Positions271 17 new, 8 sold out
Top 10 weight29.9%GOOG alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
4.6%Trimmed −10%
VVisa Inc.
3.6%Trimmed −10%
HEI-AHEICO Corp
3.4%Trimmed −10%
AMZNAmazon.com Inc
3.1%Trimmed −13%
TDGTransDigm Group INC
2.8%Trimmed −9%
VMCVulcan Materials CO
2.7%Trimmed −10%
ECLEcolab Inc.
2.5%Trimmed −10%
WCNWaste Connections, Inc.
2.4%Trimmed −10%
MAMastercard Inc
2.4%Trimmed −14%
FASTFastenal Co
2.3%Trimmed −3%
MCOMoody's Corp
2.3%Trimmed −9%
PRMPerimeter Group Inc.
2.2%
GOOGAlphabet Inc.
4.6%−10%
VVisa Inc.
3.6%
HEI-AHEICO Corp
3.4%
AMZNAmazon.com Inc
3.1%−13%
TDGTransDigm Group INC
2.8%−9%
VMCVulcan Materials CO
2.7%−10%
ECLEcolab Inc.
2.5%
WCNWaste Connections, Inc.
2.4%
MAMastercard Inc
2.4%
FASTFastenal Co
2.3%
MCOMoody's Corp
2.3%
PRMPerimeter Group Inc.
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 4.6% Trimmed −10%V Visa Inc. 3.6% Trimmed −10%HEI-A HEICO Corp 3.4% Trimmed −10%AMZN Amazon.com Inc 3.1% Trimmed −13%TDG TransDigm Group INC 2.8% Trimmed −9%VMC Vulcan Materials CO 2.7% Trimmed −10%ECL Ecolab Inc. 2.5% Trimmed −10%WCN Waste Connections, Inc. 2.4% Trimmed −10%MA Mastercard Inc 2.4% Trimmed −14%FAST Fastenal Co 2.3% Trimmed −3%MCO Moody's Corp 2.3% Trimmed −9%PRM Perimeter Group Inc. 2.2% Trimmed −16%
What changed
Biggest moves since Mar 31, 2026
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