Stock Taper 
DF DENT & CO INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cadence Design Systems, Inc. | CDNS | 259.28K | $97.31M |
 Microsoft Corporation | MSFT | 260.5K | $97.17M |
 Moody's Corporation | MCO | 269.43K | $122.03M |
 AppFolio Inc. | APPF | 318.95K | $51.14M |
 Novanta Inc. | NOVT | 332.05K | $53.87M |
 Veeva Systems Inc. | VEEV | 334.37K | $59.34M |
 PDF Solutions, Inc. | PDFS | 354.95K | $25.13M |
 Repligen Corporation | RGEN | 356.85K | $48.69M |
 Danaher Corporation | DHR | 368.9K | $70.27M |
 Veralto Corporation | VLTO | 417.94K | $37.06M |
 Casella Waste Systems, Inc. | CWST | 446.27K | $43.27M |
 O'Reilly Automotive, Inc. | ORLY | 467.56K | $43.06M |
 Ecolab Inc. | ECL | 467.77K | $130.33M |
 Hamilton Lane Incorporated | HLNE | 476.17K | $37.54M |
 Core & Main, Inc. | CNM | 479.48K | $23.13M |
 Netflix, Inc. | NFLX | 484.62K | $34.6M |
 Vulcan Materials Company | VMC | 490.21K | $144.62M |
 Uber Technologies, Inc. | UBER | 545.12K | $39.34M |
 Visa Inc. | V | 554.09K | $190.1M |
 CBRE Group, Inc. | CBRE | 595.2K | $80.17M |