Df Dent & Co Inc 13F 持仓 · 2026年Q2
Df Dent & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 270 只证券，申报市值合计 52.72 亿美元。前几大持仓：GOOG（4.55%）、V（3.61%）、HEIA（3.42%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | $240.1M | 4.55% | 679,481 | 减持 |
| 2 | V | VISA INC CL A | $190.1M | 3.61% | 554,092 | 减持 |
| 3 | HEIA | HEICO CORP CL A | $180.3M | 3.42% | 699,176 | 减持 |
| 4 | AMZN | AMAZON.COM INC | $165.1M | 3.13% | 692,739 | 减持 |
| 5 | TDG | TRANSDIGM GROUP INC | $149.1M | 2.83% | 111,941 | 减持 |
| 6 | VMC | VULCAN MATERIALS CO | $144.6M | 2.74% | 490,212 | 减持 |
| 7 | ECL | ECOLAB INC | $130.3M | 2.47% | 467,771 | 减持 |
| 8 | WCN | WASTE CONNECTIONS INC | $128.3M | 2.43% | 769,572 | 减持 |
| 9 | MA | MASTERCARD INC CL A | $126.6M | 2.40% | 246,504 | 减持 |
| 10 | FAST | FASTENAL CO | $123.8M | 2.35% | 2.6M | 减持 |
| 11 | MCO | MOODYS CORP | $122.0M | 2.31% | 269,427 | 减持 |
| 12 | PRM | PERIMETER SOLUTIONS INC | $118.5M | 2.25% | 3.3M | 减持 |
| 13 | ASML | ASML HOLDINGS N.V. | $103.1M | 1.96% | 51,824 | 减持 |
| 14 | MPWR | MONOLITHIC PWR SYS INC COM | $100.8M | 1.91% | 72,954 | 减持 |
| 15 | ISRG | INTUITIVE SURGICAL INC | $99.6M | 1.89% | 250,449 | 减持 |
| 16 | CDNS | CADENCE DESIGN SYSTEMS INC. | $97.3M | 1.85% | 259,282 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $97.2M | 1.84% | 260,499 | 减持 |
| 18 | GWRE | GUIDEWIRE SOFTWARE INC | $89.4M | 1.70% | 726,645 | 增持 |
| 19 | CBRE | CBRE GROUP INC | $80.2M | 1.52% | 595,199 | 减持 |
| 20 | TECH | BIO-TECHNE CORP | $72.8M | 1.38% | 1.0M | 减持 |
| 21 | DHR | DANAHER CORP | $70.3M | 1.33% | 368,898 | 减持 |
| 22 | AVGO | BROADCOM INC | $64.9M | 1.23% | 171,833 | 减持 |
| 23 | MSI | MOTOROLA SOLUTIONS INC. | $64.8M | 1.23% | 156,051 | 增持 |
| 24 | DDOG | DATADOG INC CL A | $62.3M | 1.18% | 239,350 | 新建仓 |
| 25 | VEEV | VEEVA SYSTEMS, INC. | $59.3M | 1.13% | 334,373 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR