Df Dent & Co Inc Top Holdings and 13F Report (2025) About Df Dent & Co IncInvestment ActivityDf Dent & Co Inc has $7.88 billion in total holdings as of June 30, 2025.Df Dent & Co Inc owns shares of 251 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 5.41% of the portfolio was purchased this quarter.About 4.90% of the portfolio was sold this quarter.This quarter, Df Dent & Co Inc has purchased 260 new stocks and bought additional shares in 111 stocks.Df Dent & Co Inc sold shares of 75 stocks and completely divested from 22 stocks this quarter.Largest Holdings Heico $316,587,060Visa $274,331,300Transdigm Group $252,140,323Vulcan Materials $229,436,621Waste Connections $228,043,993 Largest New Holdings this Quarter 296315104 - ESCO Technologies $11,402,857 Holding57060d108 - MarketAxess $10,301,787 Holding922908769 - Vanguard Total Stock Market ETF $612,419 Holding718172109 - Philip Morris International $473,538 Holding67066g104 - NVIDIA $428,627 Holding Largest Purchases this Quarter Fastenal 1,159,829 shares (about $48.71M)O'Reilly Automotive 484,076 shares (about $43.63M)Copart 609,268 shares (about $29.90M)AppFolio 102,915 shares (about $23.70M)Motorola Solutions 55,716 shares (about $23.43M) Largest Sales this Quarter Zoetis 244,988 shares (about $38.21M)Guidewire Software 130,548 shares (about $30.74M)Old Dominion Freight Line 169,890 shares (about $27.57M)Markel Group 12,773 shares (about $25.51M)CarMax 304,844 shares (about $20.49M) 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 PortfolioSectorHEI.AHeico$316,587,060$3,374,358 ▼-1.1%1,223,5254.0%AerospaceVVisa$274,331,300$3,994,315 ▼-1.4%772,6553.5%Business ServicesTDGTransdigm Group$252,140,323$3,276,979 ▼-1.3%165,8123.2%AerospaceVMCVulcan Materials$229,436,621$10,566,081 ▼-4.4%879,6742.9%ConstructionWCNWaste Connections$228,043,993$3,440,504 ▼-1.5%1,221,3152.9%Business ServicesECLEcolab$221,494,705$3,064,071 ▼-1.4%822,0562.8%Basic MaterialsAMZNAmazon.com$220,670,799$3,812,121 ▼-1.7%1,005,8382.8%Retail/WholesaleMAMastercard$215,409,702$4,195,446 ▼-1.9%383,3322.7%Business ServicesMCOMoody's$214,779,075$3,801,555 ▼-1.7%428,1962.7%FinanceANSSANSYS$202,980,585$4,859,129 ▼-2.3%577,9302.6%Computer and TechnologyGOOGAlphabet$188,383,596$4,169,907 ▼-2.2%1,061,9742.4%Computer and TechnologyVEEVVeeva Systems$187,612,465$18,807,410 ▼-9.1%651,4772.4%MedicalCSGPCoStar Group$182,537,744$7,780,629 ▼-4.1%2,270,3702.3%Computer and TechnologyISRGIntuitive Surgical$182,324,923$5,184,131 ▼-2.8%335,5202.3%MedicalMSFTMicrosoft$176,235,079$3,291,864 ▲1.9%354,3052.2%Computer and TechnologyVERALTO CORP$166,926,433$12,851,638 ▼-7.1%1,653,5562.1%COMSPGIS&P Global$161,369,707$4,481,437 ▼-2.7%306,0362.0%FinanceCBRECBRE Group$152,110,570$1,318,529 ▼-0.9%1,085,5741.9%FinanceTECHBio-Techne$140,187,977$8,048,221 ▼-5.4%2,724,7421.8%MedicalFASTFastenal$140,090,829$48,712,817 ▲53.3%3,335,4961.8%Retail/WholesaleCDNSCadence Design Systems$131,379,524$7,825,474 ▲6.3%426,3491.7%Computer and TechnologyMPWRMonolithic Power Systems$125,123,225$8,111,017 ▲6.9%171,0781.6%Computer and TechnologyGWREGuidewire Software$122,766,319$30,737,551 ▼-20.0%521,4111.6%Computer and TechnologyMANHManhattan Associates$119,369,296$15,338,095 ▲14.7%604,4931.5%Computer and TechnologyAPPFAppFolio$113,946,733$23,699,275 ▲26.3%494,8181.4%Computer and TechnologyKNSLKinsale Capital Group$113,785,950$916,021 ▲0.8%235,1441.4%FinanceDHRDanaher$109,221,270$3,232,545 ▼-2.9%552,9071.4%MedicalGSHDGoosehead Insurance$104,700,637$10,489,066 ▲11.1%992,3291.3%FinanceODFLOld Dominion Freight Line$100,838,431$27,573,142 ▼-21.5%621,3091.3%TransportationVRSKVerisk Analytics$94,217,127$11,180,035 ▼-10.6%302,4631.2%Business ServicesWSTWest Pharmaceutical Services$86,485,934$9,632,449 ▼-10.0%395,2741.1%MedicalTMOThermo Fisher Scientific$85,044,169$1,115,828 ▼-1.3%209,7471.1%MedicalMKLMarkel Group$84,883,805$25,512,279 ▼-23.1%42,4981.1%Multi-Sector ConglomeratesINTUIntuit$78,373,974$1,673,715 ▼-2.1%99,5061.0%Computer and TechnologyTYLTyler Technologies$75,871,758$16,948,131 ▲28.8%127,9801.0%Computer and TechnologyCPRTCopart$75,862,135$29,896,786 ▲65.0%1,545,9981.0%Business ServicesRGENRepligen$72,945,571$1,467,312 ▲2.1%586,4730.9%MedicalTEAMAtlassian$70,221,922$9,386,224 ▲15.4%345,7670.9%Computer and TechnologyASMLASML$62,599,684$3,316,147 ▼-5.0%78,1140.8%Computer and TechnologyBAHBooz Allen Hamilton$58,934,396$5,609,904 ▲10.5%565,9690.7%Business ServicesUBERUber Technologies$58,884,056$112,147 ▲0.2%631,1260.7%Computer and TechnologyWNS HOLDINGS LTD$55,914,529$651,245 ▲1.2%884,1640.7%COMSITESiteOne Landscape Supply$55,382,480$1,016,983 ▼-1.8%457,9340.7%IndustrialsPTCPTC$50,688,775$20,827,618 ▲69.7%294,1210.6%Computer and TechnologyMEDPMedpace$48,264,729$1,355,874 ▲2.9%153,7780.6%MedicalNOWServiceNow$47,610,385$10,716,706 ▲29.0%46,3100.6%Computer and TechnologySHWSherwin-Williams$47,391,656$1,925,566 ▼-3.9%138,0230.6%Basic MaterialsMSIMotorola Solutions$47,031,550$23,426,427 ▲99.2%111,8570.6%Computer and TechnologyORLYO'Reilly Automotive$46,846,870$43,629,770 ▲1,356.2%519,7700.6%Retail/WholesaleQCOMQUALCOMM$45,404,356$1,167,056 ▼-2.5%285,0960.6%Computer and TechnologyAMTAmerican Tower$42,677,954$1,483,269 ▼-3.4%193,0950.5%FinanceFNDFloor & Decor$42,162,342$6,541,521 ▲18.4%555,0600.5%Retail/WholesaleCRWDCrowdStrike$40,582,330$1,722,996 ▼-4.1%79,6810.5%Computer and TechnologyPERIMETER SOLUTIONS INC COMMON$39,774,983$2,738,398 ▲7.4%2,857,3980.5%COMMTDMettler-Toledo International$39,677,214$730,673 ▲1.9%33,7760.5%MedicalRBCRBC Bearings$38,836,844$7,787,225 ▲25.1%100,9270.5%IndustrialsMSCIMSCI$38,415,468$871,453 ▲2.3%66,6080.5%FinanceCNMCore & Main$37,705,207$10,581,641 ▼-21.9%624,7760.5%IndustrialsHLNEHamilton Lane$36,910,858$1,134,260 ▲3.2%259,7160.5%FinanceMUSAMurphy USA$35,144,604$6,747,578 ▲23.8%86,3930.4%Retail/WholesaleCWSTCasella Waste Systems$34,625,463$1,297,219 ▲3.9%300,0990.4%Business ServicesKMXCarMax$34,516,902$20,488,563 ▼-37.2%513,5680.4%Retail/WholesaleMCHPMicrochip Technology$31,493,078$1,160,752 ▲3.8%447,5360.4%Computer and TechnologyEXPEagle Materials$30,588,274$1,106,550 ▲3.8%151,3450.4%ConstructionHQYHealthEquity$29,821,736$491,953 ▲1.7%284,6670.4%MedicalHAYWHayward$27,833,714$7,398,055 ▲36.2%2,016,9360.4%Computer and TechnologyFSSFederal Signal$27,816,881$7,190,260 ▲34.9%261,3880.4%Multi-Sector ConglomeratesDSGXThe Descartes Systems Group$27,803,510$961,563 ▲3.6%273,5350.4%Computer and TechnologyMORNMorningstar$27,315,674$1,271,102 ▲4.9%87,0120.3%Business ServicesNOVTNovanta$26,728,317$6,574,391 ▲32.6%207,3090.3%Computer and TechnologyENTGEntegris$26,206,826$5,785,592 ▲28.3%324,9450.3%Computer and TechnologyROPRoper Technologies$25,215,311$604,818 ▲2.5%44,4840.3%Computer and TechnologyIDXXIDEXX Laboratories$24,787,489$4,345,427 ▼-14.9%46,2160.3%MedicalAGYSAgilysys$24,657,105$3,938,226 ▲19.0%215,0830.3%Computer and TechnologyCRLCharles River Laboratories International$24,650,027$7,202,918 ▲41.3%162,4600.3%MedicalCSW INDUSTRIALS INC$24,391,980$5,905,532 ▲31.9%85,0400.3%COMIEXIDEX$23,313,104$545,848 ▲2.4%132,7850.3%IndustrialsAITApplied Industrial Technologies$23,048,349$12,327,057 ▲115.0%99,1540.3%IndustrialsPCORProcore Technologies$22,551,985$838,829 ▲3.9%329,6110.3%Computer and TechnologySPSCSPS Commerce$22,253,163$18,236 ▲0.1%163,5180.3%Business ServicesALRMAlarm.com$20,137,743$278,268 ▲1.4%355,9790.3%IndustrialsUTZUtz Brands$19,972,481$5,853,520 ▲41.5%1,591,4330.3%Consumer StaplesPGProcter & Gamble$19,454,087$345,565 ▲1.8%122,1070.2%Consumer StaplesAAPLApple$17,649,339$250,718 ▲1.4%86,0230.2%Computer and TechnologyPLOWDouglas Dynamics$17,113,274$395,163 ▲2.4%580,7020.2%Auto/Tires/TrucksKAIKadant$17,109,698$6,441,414 ▲60.4%53,8970.2%IndustrialsCOSTCostco Wholesale$16,541,717$27,718 ▲0.2%16,7100.2%Retail/WholesaleEXPOExponent$15,980,391$161,897 ▲1.0%213,8990.2%Business ServicesSSDSimpson Manufacturing$15,768,720$272,723 ▲1.8%101,5310.2%ConstructionLMATLeMaitre Vascular$15,602,602$249,233 ▲1.6%187,8700.2%MedicalJBTJohn Bean Technologies$14,872,366$5,807,496 ▼-28.1%123,6680.2%IndustrialsWDFCWD-40$14,693,549$226,721 ▲1.6%64,4200.2%Consumer StaplesTRUPTrupanion$13,000,468$6,071,852 ▼-31.8%234,8770.2%FinanceBRK.BBerkshire Hathaway$11,468,058$232,684 ▼-2.0%23,6080.1%FinanceESEESCO Technologies$11,402,857$11,402,857 ▲New Holding59,4300.1%IndustrialsEVTCEvertec$10,544,025$5,071,340 ▼-32.5%292,4830.1%Business ServicesMKTXMarketAxess$10,301,787$10,301,787 ▲New Holding46,1260.1%FinanceSERVICETITAN INC CL A$10,260,459$73,097 ▲0.7%95,7310.1%COMJPMJPMorgan Chase & Co.$10,159,896$1,061,361 ▼-9.5%35,0450.1%FinanceBRK.ABerkshire Hathaway$9,474,4000.0%130.1%FinanceShowing largest 100 holdings. 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