Df Dent & Co Inc Top Holdings and 13F Report (2025) About Df Dent & Co IncInvestment ActivityDf Dent & Co Inc has $7.49 billion in total holdings as of March 31, 2025.Df Dent & Co Inc owns shares of 261 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 3.90% of the portfolio was purchased this quarter.About 7.21% of the portfolio was sold this quarter.This quarter, Df Dent & Co Inc has purchased 249 new stocks and bought additional shares in 59 stocks.Df Dent & Co Inc sold shares of 130 stocks and completely divested from 12 stocks this quarter.Largest Holdings Visa $274,727,431HEICO $260,878,240Waste Connections $241,985,062TransDigm Group $232,347,688Vulcan Materials $214,679,270 Largest New Holdings this Quarter 69370c100 - PTC $26,847,977 Holding620076307 - Motorola Solutions $24,579,091 Holding58039p107 - MCEWEN MNG INC COM $4,416,750 Holding464288125 - iShares 1-3 Year International Treasury Bond ETF $1,435,752 Holding78464a334 - SPDR Bloomberg Barclays Short Term International Treasury Bond ETF $1,425,918 Holding Largest Purchases this Quarter Booz Allen Hamilton 505,858 shares (about $52.90M)Manhattan Associates 304,131 shares (about $52.63M)PTC 173,269 shares (about $26.85M)Motorola Solutions 56,141 shares (about $24.58M)Cadence Design Systems 78,037 shares (about $19.85M) Largest Sales this Quarter Guidewire Software 341,174 shares (about $63.92M)Markel Group 27,635 shares (about $51.67M)Edwards Lifesciences 517,684 shares (about $37.52M)SiteOne Landscape Supply 205,206 shares (about $24.92M)Veeva Systems 97,404 shares (about $22.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDf Dent & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$274,727,431$8,397,725 ▼-3.0%783,9053.7%Business ServicesHEI.AHEICO$260,878,240$450,421 ▲0.2%1,236,5663.5%AerospaceWCNWaste Connections$241,985,062$9,490,529 ▼-3.8%1,239,7413.2%Business ServicesTDGTransDigm Group$232,347,688$10,019,196 ▼-4.1%167,9673.1%AerospaceVMCVulcan Materials$214,679,270$10,313,032 ▼-4.6%920,1852.9%ConstructionMAMastercard$214,204,313$8,215,227 ▼-3.7%390,7982.9%Business ServicesECLEcolab$211,290,650$15,077,847 ▼-6.7%833,4282.8%Basic MaterialsMCOMoody's$202,936,236$7,472,468 ▼-3.6%435,7752.7%FinanceAMZNAmazon.com$194,676,696$6,506,511 ▼-3.2%1,023,2142.6%Retail/WholesaleCSGPCoStar Group$187,548,808$7,084,588 ▼-3.6%2,367,1442.5%Computer and TechnologyANSSANSYS$187,329,008$7,234,024 ▼-3.7%591,7652.5%Computer and TechnologyVERALTO CORP$173,545,099$9,733,598 ▲5.9%1,780,8632.3%COMISRGIntuitive Surgical$170,897,866$11,081,171 ▼-6.1%345,0602.3%MedicalGOOGAlphabet$169,584,698$4,703,773 ▼-2.7%1,085,4812.3%Computer and TechnologyTECHBio-Techne$168,923,016$18,774,911 ▼-10.0%2,881,1702.3%MedicalFASTFastenal$168,722,952$9,426,124 ▼-5.3%2,175,6672.3%Retail/WholesaleVEEVVeeva Systems$166,028,923$22,561,690 ▼-12.0%716,7852.2%MedicalSPGIS&P Global$159,814,997$18,697,544 ▼-10.5%314,5352.1%Business ServicesCBRECBRE Group$143,202,035$8,365,737 ▼-5.5%1,094,9841.9%FinanceODFLOld Dominion Freight Line$130,903,861$9,995,661 ▼-7.1%791,1991.7%TransportationMSFTMicrosoft$130,518,400$2,655,137 ▼-2.0%347,6871.7%Computer and TechnologyGWREGuidewire Software$122,151,031$63,922,357 ▼-34.4%651,9591.6%Computer and TechnologyDHRDanaher$116,700,508$2,925,759 ▼-2.4%569,2711.6%MedicalKNSLKinsale Capital Group$113,525,378$5,990,902 ▼-5.0%233,2511.5%FinanceTMOThermo Fisher Scientific$105,739,321$2,888,563 ▼-2.7%212,4991.4%MedicalGSHDGoosehead Insurance$105,417,718$16,421,328 ▼-13.5%892,9161.4%FinanceMKLMarkel Group$103,335,831$51,666,981 ▼-33.3%55,2711.4%Multi-Sector ConglomeratesCDNSCadence Design Systems$101,974,725$19,847,169 ▲24.2%400,9541.4%Computer and TechnologyVRSKVerisk Analytics$100,700,778$6,897,334 ▼-6.4%338,3541.3%Business ServicesWSTWest Pharmaceutical Services$98,349,964$9,448,177 ▲10.6%439,2981.3%MedicalMPWRMonolithic Power Systems$92,789,714$2,580,328 ▲2.9%159,9881.2%Computer and TechnologyMANHManhattan Associates$91,161,002$52,626,868 ▲136.6%526,8201.2%Computer and TechnologyAPPFAppFolio$86,179,542$4,852,098 ▼-5.3%391,9031.2%Computer and TechnologyRGENRepligen$73,121,744$1,450,026 ▲2.0%574,6761.0%MedicalKMXCarMax$63,770,676$4,491,543 ▼-6.6%818,4120.9%Retail/WholesaleTEAMAtlassian$63,567,444$2,919,370 ▼-4.4%299,5500.8%Computer and TechnologyINTUIntuit$62,400,484$1,489,541 ▼-2.3%101,6310.8%Computer and TechnologyTYLTyler Technologies$57,785,422$2,348,230 ▼-3.9%99,3920.8%Computer and TechnologySITESiteOne Landscape Supply$56,632,667$24,920,205 ▼-30.6%466,3430.8%IndustrialsASMLASML$54,502,611$9,235,069 ▲20.4%82,2520.7%Computer and TechnologyWNS HOLDINGS LTD$53,734,041$10,010,391 ▼-15.7%873,8660.7%COMBAHBooz Allen Hamilton$53,554,869$52,902,604 ▲8,110.6%512,0950.7%Business ServicesCPRTCopart$53,009,551$1,245,376 ▲2.4%936,7300.7%Business ServicesORLYO'Reilly Automotive$51,134,511$306,572 ▼-0.6%35,6940.7%Retail/WholesaleSHWSherwin-Williams$50,154,596$1,410,381 ▼-2.7%143,6310.7%Basic MaterialsZTSZoetis$48,444,540$443,568 ▼-0.9%294,2270.6%MedicalUBERUber Technologies$45,896,263$8,876,461 ▲24.0%629,9240.6%Computer and TechnologyMEDPMedpace$45,538,227$704,137 ▲1.6%149,4580.6%MedicalQCOMQUALCOMM$44,919,293$3,052,234 ▼-6.4%292,4240.6%Computer and TechnologyAMTAmerican Tower$43,477,736$3,332,975 ▼-7.1%199,8060.6%FinanceMTDMettler-Toledo International$39,152,126$2,274,446 ▼-5.5%33,1540.5%MedicalCNMCore & Main$38,653,507$725,133 ▼-1.8%800,1140.5%IndustrialsFNDFloor & Decor$37,735,792$3,872,541 ▼-9.3%468,9420.5%Retail/WholesaleHLNEHamilton Lane$37,425,517$878,790 ▼-2.3%251,7350.5%FinanceMSCIMSCI$36,812,372$1,654,654 ▼-4.3%65,0970.5%FinanceMUSAMurphy USA$32,795,530$925,995 ▼-2.7%69,8060.4%Retail/WholesaleEXPEagle Materials$32,372,982$3,880,452 ▲13.6%145,8700.4%ConstructionCWSTCasella Waste Systems$32,210,346$5,722,138 ▲21.6%288,8560.4%Business ServicesCRWDCrowdStrike$29,286,705$4,180,894 ▼-12.5%83,0640.4%Computer and TechnologyNOWServiceNow$28,570,280$8,333,994 ▲41.2%35,8860.4%Computer and TechnologyPTCPTC$26,847,977$26,847,977 ▲New Holding173,2690.4%Computer and TechnologyPERIMETER SOLUTIONS INC COMMON$26,792,989$4,013,520 ▲17.6%2,660,6740.4%COMDSGXThe Descartes Systems Group$26,626,708$653,581 ▼-2.4%264,0750.4%Computer and TechnologyRBCRBC Bearings$25,963,473$188,878 ▲0.7%80,6900.3%IndustrialsROPRoper Technologies$25,597,795$3,000,962 ▼-10.5%43,4170.3%Computer and TechnologyMORNMorningstar$24,878,119$814,147 ▼-3.2%82,9630.3%Business ServicesHQYHealthEquity$24,741,058$650,315 ▼-2.6%279,9710.3%MedicalMSIMotorola Solutions$24,579,091$24,579,091 ▲New Holding56,1410.3%Computer and TechnologyIEXIDEX$23,467,397$2,511,494 ▼-9.7%129,6760.3%IndustrialsIDXXIDEXX Laboratories$22,810,844$439,268 ▲2.0%54,3180.3%MedicalENTGEntegris$22,150,677$58,262 ▲0.3%253,2080.3%Computer and TechnologySPSCSPS Commerce$21,685,995$5,418,180 ▲33.3%163,3840.3%Business ServicesJBTJohn Bean Technologies$21,013,353$337,760 ▼-1.6%171,9590.3%IndustrialsPCORProcore Technologies$20,951,527$488,746 ▼-2.3%317,3510.3%Computer and TechnologyMCHPMicrochip Technology$20,866,716$1,882,328 ▲9.9%431,0410.3%Computer and TechnologyHAYWHayward$20,613,367$471,582 ▼-2.2%1,480,8450.3%Computer and TechnologyPGProcter & Gamble$20,439,834$1,612,173 ▼-7.3%119,9380.3%Consumer StaplesNOVTNovanta$19,988,271$5,583,192 ▼-21.8%156,3170.3%Computer and TechnologyALRMAlarm.com$19,536,467$348,369 ▼-1.8%351,0600.3%IndustrialsAAPLApple$18,836,846$1,960,297 ▼-9.4%84,8010.3%Computer and TechnologyCSWICSW Industrials$18,788,823$655,339 ▼-3.4%64,4510.3%Basic MaterialsCRLCharles River Laboratories International$17,307,995$369,978 ▲2.2%114,9880.2%MedicalEXPOExponent$17,162,981$120,617 ▲0.7%211,7320.2%Business ServicesEVTCEVERTEC$15,927,238$54,824 ▼-0.3%433,1580.2%Business ServicesUTZUtz Brands$15,840,242$478,917 ▼-2.9%1,125,0170.2%Consumer StaplesCOSTCostco Wholesale$15,777,050$5,675 ▼0.0%16,6820.2%Retail/WholesaleSSDSimpson Manufacturing$15,672,712$303,165 ▼-1.9%99,7750.2%ConstructionLMATLeMaitre Vascular$15,510,523$460,863 ▼-2.9%184,8690.2%MedicalWDFCWD-40$15,475,934$332,328 ▼-2.1%63,4260.2%Consumer StaplesBFAMBright Horizons Family Solutions$15,057,651$223,209 ▼-1.5%118,5270.2%Business ServicesFSSFederal Signal$14,255,699$9,597,845 ▲206.1%193,8230.2%Multi-Sector ConglomeratesPLOWDouglas Dynamics$13,178,219$4,988,040 ▼-27.5%567,2930.2%Auto/Tires/TrucksDAVAEndava$13,142,960$703,998 ▼-5.1%673,6530.2%Computer and TechnologyAGYSAgilysys$13,110,180$4,930,989 ▲60.3%180,7300.2%Computer and TechnologyTRUPTrupanion$12,842,365$330,138 ▼-2.5%344,5760.2%FinanceBRK.BBerkshire Hathaway$12,828,254$1,345,830 ▼-9.5%24,0870.2%FinanceKAIKadant$11,322,267$5,392,615 ▼-32.3%33,6060.2%IndustrialsRXSTRxSight$10,631,796$34,971 ▼-0.3%421,0610.1%MedicalAITApplied Industrial Technologies$10,393,428$4,997,399 ▲92.6%46,1230.1%IndustrialsBRK.ABerkshire Hathaway$10,379,7410.0%130.1%FinanceShowing largest 100 holdings. 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