§ 13F · FUND PROFILE
DF DENT & CO INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 263Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6947.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL C | 825K | $258.9T | 3.7% | NEW |
| 2 | HEI/A | HEICO CORP CL A | 988K | $249.4T | 3.6% | NEW |
| 3 | V | VISA INC CL A | 673K | $236.0T | 3.4% | NEW |
| 4 | VMC | VULCAN MATERIALS CO | 741K | $211.3T | 3.0% | NEW |
| 5 | AMZN | AMAZON.COM INC | 875K | $201.9T | 2.9% | NEW |
| 6 | TDG | TRANSDIGM GROUP INC | 150K | $199.1T | 2.9% | NEW |
| 7 | ECL | ECOLAB INC | 710K | $186.4T | 2.7% | NEW |
| 8 | WCN | WASTE CONNECTIONS INC | 1.04M | $182.5T | 2.6% | NEW |
| 9 | MA | MASTERCARD INC CL A | 318K | $181.7T | 2.6% | NEW |
| 10 | MCO | MOODYS CORP | 352K | $179.8T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DF SIGNAL
AC read
DF DENT & CO INC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed