DF Dent & Co Inc
- SEC CIK
- 0000934999
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 231
- No 13F data for Q4 2020
- Portfolio value
- $8.61B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TECHBIO-TECHNE Corp | COM | 868,402 | $331.7M | 3.9% | – | – | History |
| ANSSAnsys Inc | COM | 934,323 | $317.3M | 3.7% | – | – | History |
| VMCVulcan Materials CO | COM | 1,648,784 | $278.2M | 3.2% | – | – | History |
| BLBlackline, Inc. | COM | 2,541,483 | $275.5M | 3.2% | – | – | History |
| ILMNIllumina, Inc. | COM | 696,807 | $267.6M | 3.1% | – | – | History |
| ECLEcolab Inc. | Stock | 1,232,481 | $263.8M | 3.1% | – | – | History |
| MKLMarkel Group Inc. | COM | 224,480 | $255.8M | 3.0% | – | – | History |
| VVisa Inc. | Stock | 1,197,686 | $253.6M | 2.9% | – | – | History |
| WCNWaste Connections, Inc. | COM | 2,245,817 | $242.5M | 2.8% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 324,448 | $239.7M | 2.8% | – | – | History |
| CABOCable One, Inc. | COM | 129,217 | $236.3M | 2.7% | – | – | History |
| MCOMoodys Corp | Stock | 756,780 | $226.0M | 2.6% | – | – | History |
| TFXTeleflex Inc | COM | 540,818 | $224.7M | 2.6% | – | – | History |
| ROPRoper Technologies Inc | Stock | 534,003 | $215.4M | 2.5% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 1,212,920 | $214.3M | 2.5% | – | – | History |
| FASTFastenal Co | Stock | 4,181,765 | $210.3M | 2.4% | – | – | History |
| KMXCarMax Inc | COM | 1,553,674 | $206.1M | 2.4% | – | – | History |
| TDGTransDigm Group INC | COM | 335,693 | $197.4M | 2.3% | – | – | History |
| MAMastercard Inc | Stock | 537,890 | $191.5M | 2.2% | – | – | History |
| BKIBlack Knight, Inc. | COM | 2,556,511 | $189.2M | 2.2% | – | – | History |
| CSGPCostar Group, Inc. | COM | 227,771 | $187.2M | 2.2% | – | – | History |
| AMTAmerican Tower Corp | REIT | 706,742 | $169.0M | 2.0% | – | – | History |
| DHRDanaher Corp | Stock | 744,841 | $167.6M | 1.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 76,974 | $159.2M | 1.8% | – | – | History |
| SPGIS&P Global Inc. | Stock | 450,895 | $159.1M | 1.8% | – | – | History |
| SBACSba Communications Corp | CL A | 569,716 | $158.1M | 1.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 50,804 | $157.2M | 1.8% | – | – | History |
| CBRECbre Group, Inc. | CL A | 1,975,326 | $156.3M | 1.8% | – | – | History |
| HEI.AHeico Corp | CL A | 1,368,085 | $155.4M | 1.8% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 329,734 | $150.5M | 1.7% | – | – | History |
| AZTAAzenta, Inc. | COM | 1,718,115 | $140.3M | 1.6% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 259,221 | $126.8M | 1.5% | – | – | History |
| QCOMQualcomm Inc | Stock | 830,015 | $110.1M | 1.3% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 408,835 | $106.8M | 1.2% | – | – | History |
| OKTAOkta, Inc. | CL A | 443,331 | $97.7M | 1.1% | – | – | History |
| ENVEnvestnet, Inc. | COM | 1,334,350 | $96.4M | 1.1% | – | – | History |
| TWLOTwilio Inc | CL A | 276,358 | $94.2M | 1.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 462,986 | $84.5M | 1.0% | – | – | History |
| GWREGuidewire Software, Inc. | COM | 764,247 | $77.7M | 0.9% | – | – | History |
| DGDollar General Corp | COM | 378,060 | $76.6M | 0.9% | – | – | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 399,544 | $68.5M | 0.8% | – | – | History |
| PROPROS Holdings, Inc. | COM | 1,414,297 | $60.1M | 0.7% | – | – | History |
| TEAMAtlassian Corp | CL A | 272,905 | $57.5M | 0.7% | – | – | History |
| MASIMasimo Corp | COM | 201,691 | $46.3M | 0.5% | – | – | History |
| QLYSQualys, Inc. | COM | 438,617 | $46.0M | 0.5% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 184,701 | $44.4M | 0.5% | – | – | History |
| COUPCoupa Software Inc | COM | 145,952 | $37.1M | 0.4% | – | – | History |
| WKWorkiva Inc | COM CL A | 316,872 | $28.0M | 0.3% | – | – | History |
| TYLTyler Technologies Inc | COM | 64,037 | $27.2M | 0.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 112,795 | $26.6M | 0.3% | – | – | History |
| KIDSOrthopediatrics Corp | COM | 538,916 | $26.3M | 0.3% | – | – | History |
| TREXTrex Co Inc | COM | 267,146 | $24.5M | 0.3% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 43,082 | $21.9M | 0.3% | – | – | History |
| SITESiteOne Landscape Supply, Inc. | COM | 124,170 | $21.2M | 0.2% | – | – | History |
| PLOWDouglas Dynamics, Inc | COM | 444,533 | $20.5M | 0.2% | – | – | History |
| ATRIAtrion Corp | COM | 31,968 | $20.5M | 0.2% | – | – | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 208,624 | $19.9M | 0.2% | – | – | History |
| HLNEHamilton Lane INC | CL A | 212,500 | $18.8M | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 138,781 | $18.8M | 0.2% | – | – | History |
| IAAIAA, Inc. | COM | 317,409 | $17.5M | 0.2% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 94,553 | $16.2M | 0.2% | – | – | History |
| JBTMJBT Marel Corp | COM | 119,132 | $15.9M | 0.2% | – | – | History |
| NOVTNovanta Inc | COM | 118,651 | $15.6M | 0.2% | – | – | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 223,475 | $15.4M | 0.2% | – | – | History |
| EVOPEVO Payments, Inc. | CL A COM | 521,710 | $14.4M | 0.2% | – | – | History |
| AAPLApple Inc. | Stock | 116,273 | $14.2M | 0.2% | – | – | History |
| INTCIntel Corp | Stock | 217,474 | $13.9M | 0.2% | – | – | History |
| EVTCEVERTEC, Inc. | COM | 369,366 | $13.7M | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 80,629 | $13.3M | 0.2% | – | – | History |
| HQYHealthequity, Inc. | COM | 191,537 | $13.0M | 0.2% | – | – | History |
| MEDPMedpace Holdings, Inc. | COM | 79,087 | $13.0M | 0.2% | – | – | History |
| MLABMesa Laboratories Inc | COM | 53,016 | $12.9M | 0.1% | – | – | History |
| ALRMAlarm.com Holdings, Inc. | COM | 140,451 | $12.1M | 0.1% | – | – | History |
| AZPNASPENTECH Corp | COM | 83,653 | $12.1M | 0.1% | – | – | History |
| EXPOExponent Inc | COM | 120,235 | $11.7M | 0.1% | – | – | History |
| LMATLemaitre Vascular Inc | COM | 226,715 | $11.1M | 0.1% | – | – | History |
| RGENRepligen Corp | COM | 54,023 | $10.5M | 0.1% | – | – | History |
| Constellation Software Inc21037X100 | COM | 7,392 | $10.4M | 0.1% | – | – | – |
| CCICrown Castle Inc. | REIT | 55,408 | $9.54M | 0.1% | – | – | History |
| DSGXDescartes Systems Group Inc | COM | 154,460 | $9.41M | 0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 30,871 | $7.89M | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 49,296 | $7.50M | 0.1% | – | – | History |
| SVMK Inc78489X103 | COM | 408,104 | $7.48M | 0.1% | – | – | – |
| LFUSLittelfuse Inc | COM | 26,259 | $6.94M | 0.1% | – | – | History |
| WDFCWD 40 Co | COM | 21,901 | $6.71M | 0.1% | – | – | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 64,099 | $6.65M | 0.1% | – | – | History |
| CVGWCalavo Growers Inc | COM | 79,118 | $6.14M | 0.1% | – | – | History |
| MNROMonro, Inc. | COM | 92,614 | $6.09M | 0.1% | – | – | History |
| FISVFiserv Inc | Stock | 50,894 | $6.06M | 0.1% | – | – | History |
| CSTLCastle Biosciences Inc | COM | 87,343 | $5.98M | 0.1% | – | – | History |
| WSOWatsco Inc | COM | 22,154 | $5.78M | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 15,151 | $5.52M | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 24,659 | $4.69M | 0.1% | – | – | History |
| HLIOHelios Technologies, Inc. | COM | 63,173 | $4.60M | 0.1% | – | – | History |
| TRUPTrupanion, Inc. | COM | 59,083 | $4.50M | 0.1% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 22,277 | $4.05M | <0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 41,018 | $4.02M | <0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 14,914 | $4.00M | <0.1% | – | – | History |
| MIDDMIDDLEBY Corp | COM | 23,940 | $3.97M | <0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 50,911 | $3.92M | <0.1% | – | – | History |