Df Dent & Co. Inc.
Annual return '25
+4.2%
SPY '25
+17.7%
Alpha
-13.6ptsvs SPY
Invested
$5.2B
Holdings
262
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOG
ALPHABET INC CL C
Q1 2026: Sold 2.5% (12.2k → 11.8k shares)
4.2%
02
$V
VISA INC CL A
Held since at least Q1 2024
3.6%
03
$AMZN
AMAZON.COM INC
Q1 2026: Increased +10.3% (13.9k → 15.4k shares)
3.2%
04
$HEI/A
HEICO CORP CL A
Held since at least Q1 2024
3.1%
05
$VMC
VULCAN MATERIALS CO
Held since at least Q1 2024
2.8%
06
$MA
MASTERCARD INC CL A
Q1 2026: Increased +7.3% (5.4k → 5.8k shares)
2.7%
07
$TDG
TRANSDIGM GROUP INC
Held since at least Q1 2024
2.7%
08
$WCN
WASTE CONNECTIONS INC
Held since at least Q1 2024
2.7%
09
$ECL
ECOLAB INC
Q1 2026: Exited (was 97.8k shares)
2.6%
10
$MCO
MOODYS CORP
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:22 UTC.