Df Dent & Co Inc Top Holdings and 13F Report (2026) About Df Dent & Co IncInvestment ActivityDf Dent & Co Inc has $5.27 billion in total holdings as of June 30, 2026.Df Dent & Co Inc owns shares of 271 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 7.91% of the portfolio was purchased this quarter.About 16.48% of the portfolio was sold this quarter.This quarter, Df Dent & Co Inc has purchased 262 new stocks and bought additional shares in 64 stocks.Df Dent & Co Inc sold shares of 118 stocks and completely divested from 9 stocks this quarter.Largest Holdings Alphabet $240,080,854Visa $190,103,271Heico $180,324,569Amazon.com $165,107,413Transdigm Group $149,110,271 Largest New Holdings this Quarter 23804l103 - Datadog $62,317,166 Holding58507v107 - MEDLINE INC CL A $31,601,261 Holding45784p101 - Insulet $21,048,462 Holding589378108 - Mercury Systems $13,897,976 Holding74164f103 - PRIMORIS SVCS CORP $7,884,428 Holding Largest Purchases this Quarter Datadog 239,350 shares (about $62.32M)Taiwan Semiconductor Manufacturing 105,316 shares (about $50.30M)MEDLINE INC CL A 801,249 shares (about $31.60M)Stryker 87,066 shares (about $27.41M)Meta Platforms 48,108 shares (about $27.10M) Largest Sales this Quarter Bio-Techne 1,013,275 shares (about $71.59M)West Pharmaceutical Services 116,045 shares (about $41.66M)Kinsale Capital Group 88,348 shares (about $29.14M)Tyler Technologies 98,873 shares (about $28.92M)Manhattan Associates 199,991 shares (about $27.85M) 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 PortfolioSectorGOOGAlphabet$240,080,854$27,325,110 â–¼-10.2%679,4814.6%Communication ServicesVVisa$190,103,271$21,941,274 â–¼-10.3%554,0923.6%FinanceHEI.AHeico$180,324,569$20,076,240 â–¼-10.0%699,1763.4%IndustrialsAMZNAmazon.com$165,107,413$24,713,236 â–¼-13.0%692,7393.1%Consumer DiscretionaryTDGTransdigm Group$149,110,271$14,402,053 â–¼-8.8%111,9412.8%IndustrialsVMCVulcan Materials$144,617,574$15,753,843 â–¼-9.8%490,2122.7%MaterialsECLEcolab$130,325,570$14,167,585 â–¼-9.8%467,7712.5%MaterialsWCNWaste Connections$128,280,039$14,992,608 â–¼-10.5%769,5722.4%IndustrialsMAMastercard$126,604,468$20,859,866 â–¼-14.1%246,5042.4%FinanceFASTFastenal$123,792,998$4,317,272 â–¼-3.4%2,577,4102.3%IndustrialsMCOMoody's$122,029,058$11,764,162 â–¼-8.8%269,4272.3%FinancePERIMETER SOLUTIONS INC$118,454,525$21,734,483 â–¼-15.5%3,322,7082.2%COMASMLASML$103,101,315$17,194,826 â–¼-14.3%51,8242.0%TechnologyMPWRMonolithic Power Systems$100,848,571$21,557,878 â–¼-17.6%72,9541.9%TechnologyISRGIntuitive Surgical$99,598,558$9,887,915 â–¼-9.0%250,4491.9%HealthcareCDNSCadence Design Systems$97,313,724$10,794,954 â–¼-10.0%259,2821.8%TechnologyMSFTMicrosoft$97,171,521$12,291,405 â–¼-11.2%260,4991.8%TechnologyGWREGuidewire Software$89,413,724$13,334,937 â–²17.5%726,6451.7%TechnologyCBRECBRE Group$80,167,378$8,392,671 â–¼-9.5%595,1991.5%Real EstateTECHBio-Techne$72,753,419$71,587,906 â–¼-49.6%1,029,7721.4%HealthcareDHRDanaher$70,267,773$11,884,823 â–¼-14.5%368,8981.3%HealthcareAVGOBroadcom$64,909,831$8,925,843 â–¼-12.1%171,8331.2%TechnologyMSIMotorola Solutions$64,806,620$11,473,668 â–²21.5%156,0511.2%TechnologyDDOGDatadog$62,317,166$62,317,166 â–²New Holding239,3501.2%TechnologyVEEVVeeva Systems$59,341,178$22,490,774 â–¼-27.5%334,3731.1%HealthcareMSCIMSCI$58,065,163$9,947,467 â–¼-14.6%103,6801.1%FinanceAAPLApple$57,160,593$10,585,391 â–¼-15.6%197,5411.1%TechnologyNOVTNovanta$53,871,570$8,895,285 â–¼-14.2%332,0491.0%TechnologyKNSLKinsale Capital Group$52,963,997$29,138,130 â–¼-35.5%160,5891.0%FinanceAPPFAppFolio$51,143,862$250,307 â–¼-0.5%318,9511.0%TechnologyMEDPMedpace$51,081,524$11,462,958 â–²28.9%96,4551.0%HealthcareTSMTaiwan Semiconductor Manufacturing$50,757,095$50,295,762 â–²10,902.3%106,2821.0%TechnologyRGENRepligen$48,689,109$1,127,130 â–¼-2.3%356,8540.9%HealthcareMKLMarkel Group$46,947,079$4,878,684 â–¼-9.4%24,0380.9%FinanceLANDBRIDGE COMPANY LLC CL A$44,971,554$5,525,326 â–²14.0%567,5360.9%COMFNDFloor & Decor$44,549,766$6,677,885 â–²17.6%750,5010.8%Consumer DiscretionaryCWSTCasella Waste Systems$43,274,812$11,508,887 â–²36.2%446,2700.8%IndustrialsORLYO'Reilly Automotive$43,057,785$397,829 â–¼-0.9%467,5620.8%Consumer DiscretionarySPGIS&P Global$39,911,672$22,129,800 â–¼-35.7%98,0000.8%FinanceAPHAmphenol$39,860,097$2,293,392 â–²6.1%226,0670.8%TechnologyUBERUber Technologies$39,336,004$15,186,722 â–¼-27.9%545,1220.7%IndustrialsSYKStryker$38,377,737$27,411,860 â–²250.0%121,8960.7%HealthcareHAYWHayward$37,956,147$664,237 â–²1.8%2,192,7290.7%IndustrialsGSHDGoosehead Insurance$37,607,482$397,846 â–¼-1.0%775,4120.7%FinanceHLNEHamilton Lane$37,536,413$25,170,820 â–²203.6%476,1690.7%FinanceCSGPCoStar Group$37,354,340$8,103,712 â–¼-17.8%1,319,0090.7%Real EstateCRWDCrowdStrike$37,111,498$5,621,289 â–¼-13.2%48,6300.7%TechnologyVERALTO CORP$37,062,846$9,783,093 â–¼-20.9%417,9390.7%COMRBCRBC Bearings$36,248,895$11,030,788 â–¼-23.3%56,2820.7%IndustrialsONTOOnto Innovation$35,538,294$122,618 â–²0.3%93,9050.7%TechnologyNFLXNetflix$34,601,654$3,229,565 â–¼-8.5%484,6170.7%Communication ServicesQCOMQualcomm$33,864,243$5,150,466 â–¼-13.2%183,2580.6%TechnologyMEDLINE INC CL A$31,601,261$31,601,261 â–²New Holding801,2490.6%COMAITApplied Industrial Technologies$30,760,883$240,763 â–²0.8%90,9680.6%IndustrialsMETAMeta Platforms$29,259,648$27,098,859 â–²1,254.1%51,9440.6%Communication ServicesFSSFederal Signal$27,495,614$276,254 â–²1.0%213,9900.5%IndustrialsMTDMettler-Toledo International$27,185,962$2,045,335 â–²8.1%21,2800.5%HealthcareCSW INDUSTRIALS INC$27,000,616$127,461 â–²0.5%97,0200.5%COMPCORProcore Technologies$26,411,965$8,528,571 â–¼-24.4%650,2210.5%TechnologyMANHManhattan Associates$26,267,268$27,848,729 â–¼-51.5%188,6340.5%TechnologyCPRTCopart$25,429,163$7,947,468 â–¼-23.8%902,0630.5%IndustrialsSITESiteOne Landscape Supply$25,159,874$1,857,787 â–¼-6.9%219,9100.5%IndustrialsPDFSPDF Solutions$25,127,000$140,943 â–²0.6%354,9510.5%TechnologyENTGEntegris$25,022,970$582,385 â–¼-2.3%139,1250.5%TechnologyJNJJohnson & Johnson$23,384,796$9,766,163 â–²71.7%92,0770.4%HealthcareCNMCore & Main$23,134,736$247,330 â–²1.1%479,4760.4%IndustrialsTMOThermo Fisher Scientific$22,693,006$24,404,645 â–¼-51.8%45,2630.4%HealthcareHQYHealthEquity$22,320,996$10,237,787 â–²84.7%247,1320.4%HealthcareESEESCO Technologies$22,054,358$3,548,370 â–¼-13.9%63,0050.4%IndustrialsBMIBadger Meter$21,355,580$1,030,350 â–¼-4.6%143,9250.4%TechnologyPODDInsulet$21,048,462$21,048,462 â–²New Holding138,2490.4%HealthcareIDXXIDEXX Laboratories$20,802,277$267,432 â–¼-1.3%39,5150.4%HealthcareTYLTyler Technologies$20,707,455$28,916,561 â–¼-58.3%70,8040.4%TechnologyWRBYWarby Parker$20,517,606$4,494,203 â–²28.0%676,2560.4%Consumer DiscretionaryAGYSAgilysys$20,299,738$975,089 â–²5.0%194,2560.4%TechnologySAIASaia$18,995,209$8,303,192 â–¼-30.4%45,1020.4%IndustrialsSHWSherwin-Williams$17,963,639$18,529,705 â–¼-50.8%52,1710.3%MaterialsPGProcter & Gamble$17,853,567$1,141,006 â–¼-6.0%121,7510.3%Consumer StaplesVSECVSE$17,725,401$75,405 â–²0.4%77,5730.3%IndustrialsMORNMorningstar$16,596,453$624,547 â–²3.9%106,3740.3%FinancePTCPTC$16,475,572$4,041,099 â–¼-19.7%145,0190.3%TechnologyLMATLeMaitre Vascular$16,030,366$164,283 â–²1.0%167,0530.3%HealthcareKAIKadant$14,629,798$51,848 â–²0.4%46,5580.3%IndustrialsVRSKVerisk Analytics$14,613,495$4,644,061 â–¼-24.1%81,3990.3%IndustrialsWINGWingstop$14,554,475$10,479,687 â–²257.2%83,9310.3%Consumer DiscretionarySSDSimpson Manufacturing$14,508,240$132,729 â–²0.9%69,3010.3%IndustrialsMRCYMercury Systems$13,897,976$13,897,976 â–²New Holding113,6110.3%IndustrialsNOWServiceNow$13,881,429$20,823,186 â–¼-60.0%139,8210.3%TechnologyBROBrown & Brown$13,780,681$1,153,287 â–¼-7.7%214,8200.3%FinanceRMBSRambus$13,641,788$120,262 â–²0.9%102,7710.3%TechnologyCOSTCostco Wholesale$13,319,994$277,831 â–¼-2.0%14,2390.3%Consumer StaplesPLOWDouglas Dynamics$13,288,929$324 â–¼0.0%246,3190.3%IndustrialsDSGXThe Descartes Systems Group$13,064,312$360,324 â–²2.8%188,6820.2%TechnologyGOOGLAlphabet$12,878,185$251,946 â–¼-1.9%36,0360.2%Communication ServicesMCHPMicrochip Technology$12,588,578$8,422,390 â–¼-40.1%138,0330.2%TechnologySHOPIFY INC.$12,579,896$9,865,837 â–²363.5%110,1760.2%COMBAHBooz Allen Hamilton$12,346,251$3,459,654 â–¼-21.9%203,4980.2%IndustrialsROPER TECHNOLOGIES INC$11,790,861$243,302 â–¼-2.0%34,8440.2%COMAMTAmerican Tower$10,865,280$10,706,617 â–¼-49.6%66,4260.2%Real EstateENSGThe Ensign Group$10,077,377$211,275 â–¼-2.1%62,8660.2%HealthcareShowing largest 100 holdings. 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