Df Dent & Co Inc Top Holdings and 13F Report (2026) About Df Dent & Co IncInvestment ActivityDf Dent & Co Inc has $5.22 billion in total holdings as of March 31, 2026.Df Dent & Co Inc owns shares of 262 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 5.61% of the portfolio was purchased this quarter.About 24.02% of the portfolio was sold this quarter.This quarter, Df Dent & Co Inc has purchased 263 new stocks and bought additional shares in 41 stocks.Df Dent & Co Inc sold shares of 150 stocks and completely divested from 20 stocks this quarter.Largest Holdings Alphabet $217,100,656Visa $186,797,766Amazon.com $165,872,060Heico $164,020,788Vulcan Materials $148,025,836 Largest New Holdings this Quarter 78709y105 - Saia $22,768,835 Holding918284100 - VSE $14,243,685 Holding693282105 - PDF Solutions $11,545,334 Holding93403j106 - Warby Parker $11,127,667 Holding750917106 - Rambus $8,763,482 Holding Largest Purchases this Quarter Broadcom 193,929 shares (about $60.02M)PERIMETER SOLUTIONS INC 1,396,967 shares (about $34.11M)Guidewire Software 165,468 shares (about $24.75M)Amphenol 183,752 shares (about $23.22M)Saia 64,817 shares (about $22.77M) Largest Sales this Quarter VERALTO CORP 615,471 shares (about $54.42M)Vulcan Materials 197,345 shares (about $53.74M)Ecolab 191,301 shares (about $50.89M)West Pharmaceutical Services 198,985 shares (about $49.87M)Heico 211,057 shares (about $44.55M) 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$217,100,656$19,538,620 â–¼-8.3%756,8174.2%Computer and TechnologyVVisa$186,797,766$16,618,982 â–¼-8.2%618,0443.6%Business ServicesAMZNAmazon.com$165,872,060$16,296,711 â–¼-8.9%796,4283.2%Retail/WholesaleHEI.AHeico$164,020,788$44,552,038 â–¼-21.4%777,0183.1%AerospaceVMCVulcan Materials$148,025,836$53,737,049 â–¼-26.6%543,6132.8%ConstructionMAMastercard$143,462,075$15,560,933 â–¼-9.8%287,1192.7%Business ServicesTDGTransdigm Group$142,265,784$31,286,118 â–¼-18.0%122,7532.7%AerospaceWCNWaste Connections$139,619,602$29,471,161 â–¼-17.4%859,5152.7%Business ServicesECLEcolab$137,963,813$50,889,888 â–¼-26.9%518,6222.6%Basic MaterialsMCOMoody's$128,868,777$24,659,921 â–¼-16.1%295,4012.5%FinanceISRGIntuitive Surgical$126,916,540$13,865,657 â–¼-9.8%275,3132.4%MedicalFASTFastenal$123,762,566$10,764,613 â–¼-8.0%2,667,2972.4%Retail/WholesaleMSFTMicrosoft$108,626,567$9,999,419 â–¼-8.4%293,4502.1%Computer and TechnologyTECHBio-Techne$106,769,630$28,699,518 â–¼-21.2%2,043,0472.0%MedicalMPWRMonolithic Power Systems$96,815,305$42,343,371 â–¼-30.4%88,5491.9%Computer and TechnologyPERIMETER SOLUTIONS INC$96,028,504$34,113,936 â–²55.1%3,932,3711.8%COMGWREGuidewire Software$92,469,164$24,747,382 â–²36.5%618,2751.8%Computer and TechnologyCBRECBRE Group$89,066,268$27,521,939 â–¼-23.6%657,5101.7%FinanceKNSLKinsale Capital Group$85,051,791$22,829,373 â–¼-21.2%248,9371.6%FinanceDHRDanaher$81,772,927$10,337,935 â–¼-11.2%431,2921.6%MedicalVEEVVeeva Systems$80,997,272$23,485,367 â–¼-22.5%461,1031.6%MedicalCDNSCadence Design Systems$80,038,689$19,647,886 â–¼-19.7%288,0441.5%Computer and TechnologyASMLASML$79,866,164$13,690,323 â–¼-14.6%60,4671.5%Computer and TechnologyMSCIMSCI$65,458,429$1,480,121 â–²2.3%121,4421.3%FinanceSPGIS&P Global$64,795,546$37,968,034 â–¼-36.9%152,3381.2%FinanceCSGPCoStar Group$64,752,035$16,235,761 â–¼-20.0%1,605,1571.2%Computer and TechnologyAVGOBroadcom$60,497,356$60,022,878 â–²12,650.3%195,4621.2%Computer and TechnologyAAPLApple$59,418,070$4,832,669 â–¼-7.5%234,1231.1%Computer and TechnologyTYLTyler Technologies$58,094,001$10,811,331 â–¼-15.7%169,6771.1%Computer and TechnologyMSIMotorola Solutions$55,731,729$16,237,421 â–²41.1%128,4231.1%Computer and TechnologyUBERUber Technologies$54,348,941$4,449,734 â–¼-7.6%755,5811.0%Computer and TechnologyMANHManhattan Associates$51,733,764$9,034,323 â–¼-14.9%388,6251.0%Computer and TechnologyNFLXNetflix$50,944,981$15,501,784 â–²43.7%529,8491.0%Consumer DiscretionaryMKLMarkel Group$50,791,474$14,925,833 â–¼-22.7%26,5361.0%Multi-Sector ConglomeratesAPPFAppFolio$50,583,269$12,780,596 â–¼-20.2%320,5121.0%Computer and TechnologyPCORProcore Technologies$49,030,328$16,281,883 â–¼-24.9%860,1810.9%Computer and TechnologyVERALTO CORP$46,708,600$54,419,978 â–¼-53.8%528,2580.9%COMTMOThermo Fisher Scientific$46,174,510$42,292,882 â–¼-47.8%93,9400.9%MedicalNOVTNovanta$45,694,055$9,548,251 â–¼-17.3%386,8770.9%Computer and TechnologyORLYO'Reilly Automotive$43,559,427$1,492,653 â–¼-3.3%471,8820.8%Retail/WholesaleRGENRepligen$43,017,879$15,367,862 â–¼-26.3%365,1150.8%MedicalRBCRBC Bearings$39,870,064$12,006,804 â–¼-23.1%73,4090.8%IndustrialsCPRTCopart$39,308,405$567,587 â–²1.5%1,183,9880.8%Business ServicesNOWServiceNow$36,546,812$7,112,327 â–¼-16.3%349,5630.7%Computer and TechnologyMEDPMedpace$35,923,057$9,675,360 â–²36.9%74,8100.7%MedicalLANDBRIDGE COMPANY LLC CL A$34,373,608$4,061,180 â–²13.4%497,8070.7%COMSHWSherwin-Williams$33,973,737$4,117,776 â–¼-10.8%105,9860.7%Basic MaterialsGSHDGoosehead Insurance$33,429,010$11,136,178 â–¼-25.0%783,6150.6%FinanceODFLOld Dominion Freight Line$32,926,382$28,256,724 â–¼-46.2%168,5080.6%TransportationFNDFloor & Decor$32,410,548$8,962,948 â–¼-21.7%638,0030.6%Retail/WholesaleSITESiteOne Landscape Supply$31,433,698$16,024,999 â–¼-33.8%236,1480.6%IndustrialsWSTWest Pharmaceutical Services$30,226,477$49,873,675 â–¼-62.3%120,5970.6%MedicalHAYWHayward$28,825,289$1,642,355 â–¼-5.4%2,154,3560.6%Computer and TechnologyQCOMQualcomm$27,189,270$6,070,291 â–¼-18.3%211,1300.5%Computer and TechnologyAPHAmphenol$26,920,131$23,217,065 â–²627.0%213,0600.5%Computer and TechnologyCWSTCasella Waste Systems$25,990,607$1,262,538 â–¼-4.6%327,5850.5%Business ServicesPTCPTC$25,732,097$17,982,645 â–¼-41.1%180,5890.5%Computer and TechnologyCSW INDUSTRIALS INC$25,162,006$1,102,248 â–²4.6%96,5620.5%COMMTDMettler-Toledo International$24,819,407$14,215,130 â–¼-36.4%19,6790.5%MedicalAITApplied Industrial Technologies$23,946,682$1,328,986 â–¼-5.3%90,2560.5%IndustrialsCNMCore & Main$23,432,908$1,344,076 â–¼-5.4%474,3500.4%IndustrialsBMIBadger Meter$22,984,921$4,423,793 â–²23.8%150,8690.4%Computer and TechnologyFSSFederal Signal$22,908,343$1,333,905 â–²6.2%211,8400.4%Multi-Sector ConglomeratesSAIASaia$22,768,835$22,768,835 â–²New Holding64,8170.4%TransportationAMTAmerican Tower$22,760,170$4,860,365 â–¼-17.6%131,8820.4%FinanceIDXXIDEXX Laboratories$22,488,523$1,356,402 â–¼-5.7%40,0230.4%MedicalCRWDCrowdStrike$21,861,398$2,291,316 â–¼-9.5%55,9960.4%Computer and TechnologyESEESCO Technologies$20,579,984$9,755,107 â–¼-32.2%73,1420.4%IndustrialsVRSKVerisk Analytics$20,353,873$13,784,551 â–¼-40.4%107,2670.4%Business ServicesBAHBooz Allen Hamilton$20,328,546$9,259,515 â–¼-31.3%260,5220.4%Business ServicesONTOOnto Innovation$19,190,721$5,734,597 â–¼-23.0%93,5810.4%Computer and TechnologyPGProcter & Gamble$18,709,602$227,782 â–¼-1.2%129,5320.4%Consumer StaplesLMATLeMaitre Vascular$18,050,297$964,736 â–¼-5.1%165,3410.3%MedicalMORNMorningstar$17,305,809$7,306,337 â–¼-29.7%102,3710.3%Business ServicesENTGEntegris$16,690,652$17,797,867 â–¼-51.6%142,3630.3%Computer and TechnologyHLNEHamilton Lane$15,592,298$11,818,573 â–¼-43.1%156,8640.3%FinanceBROBrown & Brown$15,180,760$10,052,580 â–¼-39.8%232,7980.3%FinanceMCHPMicrochip Technology$14,885,088$10,306,701 â–¼-40.9%230,3840.3%Computer and TechnologyCOSTCostco Wholesale$14,483,849$1,434,834 â–¼-9.0%14,5360.3%Retail/WholesaleVSECVSE$14,243,685$14,243,685 â–²New Holding77,2430.3%ConstructionEXPEagle Materials$14,153,971$5,122,339 â–¼-26.6%74,7110.3%ConstructionKAIKadant$13,562,973$354,620 â–¼-2.5%46,3930.3%IndustrialsAGYSAgilysys$13,155,552$1,272,551 â–¼-8.8%184,9250.3%Computer and TechnologyDSGXThe Descartes Systems Group$13,129,670$12,066,147 â–¼-47.9%183,4780.3%Computer and TechnologyJNJJohnson & Johnson$13,107,606$169,152 â–¼-1.3%53,6230.3%MedicalALRMAlarm.com$12,956,020$4,761,875 â–¼-26.9%299,9770.2%IndustrialsENSGThe Ensign Group$12,933,169$1,975,923 â–²18.0%64,1840.2%MedicalROPER TECHNOLOGIES INC$12,584,323$1,995,063 â–¼-13.7%35,5630.2%COMSSDSimpson Manufacturing$11,784,709$563,775 â–¼-4.6%68,6670.2%ConstructionPDFSPDF Solutions$11,545,334$11,545,334 â–²New Holding352,9600.2%Computer and TechnologySYKStryker$11,444,790$9,647,403 â–²536.7%34,8300.2%MedicalMUSAMurphy USA$11,359,621$10,827,131 â–¼-48.8%22,9970.2%Retail/WholesaleHQYHealthEquity$11,180,186$533,763 â–¼-4.6%133,7820.2%MedicalWRBYWarby Parker$11,127,667$11,127,667 â–²New Holding528,1280.2%Consumer StaplesGOOGLAlphabet$10,565,242$33,932 â–²0.3%36,7410.2%Computer and TechnologyUTZUtz Brands$10,498,774$208,716 â–²2.0%1,325,6030.2%Consumer StaplesSNPSSynopsys$10,459,936$1,034,020 â–¼-9.0%26,3820.2%Computer and TechnologyPLOWDouglas Dynamics$10,367,820$12,328,625 â–¼-54.3%246,3250.2%Auto/Tires/TrucksBRK.BBerkshire Hathaway$9,889,730$347,420 â–¼-3.4%20,6380.2%FinanceRMBSRambus$8,763,482$8,763,482 â–²New Holding101,8650.2%Computer and TechnologyShowing largest 100 holdings. 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