Df Dent & Co Inc Top Holdings and 13F Report (2025) About Df Dent & Co IncInvestment ActivityDf Dent & Co Inc has $7.90 billion in total holdings as of December 31, 2024.Df Dent & Co Inc owns shares of 248 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 4.78% of the portfolio was purchased this quarter.About 7.51% of the portfolio was sold this quarter.This quarter, Df Dent & Co Inc has purchased 261 new stocks and bought additional shares in 56 stocks.Df Dent & Co Inc sold shares of 149 stocks and completely divested from 24 stocks this quarter.Largest Holdings Visa $255,318,293Vulcan Materials $248,070,129Amazon.com $231,985,619Bio-Techne $230,596,631HEICO $229,702,929 Largest New Holdings this Quarter PERIMETER SOLUTIONS INC COMMON $28,909,786 HoldingRBC Bearings $23,962,080 HoldingRxSight $14,523,700 HoldingSERVICETITAN INC CL A $8,356,644 HoldingFederal Signal $5,850,923 Holding Largest Purchases this Quarter CoStar Group 682,984 shares (about $48.89M)Monolithic Power Systems 72,295 shares (about $42.78M)Cadence Design Systems 127,000 shares (about $38.16M)PERIMETER SOLUTIONS INC COMMON 2,262,112 shares (about $28.91M)RBC Bearings 80,103 shares (about $23.96M) Largest Sales this Quarter WillScot Mobile Mini 2,580,128 shares (about $86.31M)Intuitive Surgical 89,839 shares (about $46.89M)CBRE Group 305,554 shares (about $40.12M)Guidewire Software 230,428 shares (about $38.85M)Atlassian 153,250 shares (about $37.30M) 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$255,318,293$2,466,060 ▼-1.0%807,8673.2%Business ServicesVMCVulcan Materials$248,070,129$5,188,588 ▼-2.0%964,3903.1%ConstructionAMZNAmazon.com$231,985,619$1,571,052 ▼-0.7%1,057,4122.9%Retail/WholesaleTECHBio-Techne$230,596,631$7,008,375 ▼-2.9%3,201,3972.9%MedicalHEI.AHEICO$229,702,929$13,001,968 ▼-5.4%1,234,4312.9%AerospaceTDGTransDigm Group$222,039,921$6,091,809 ▼-2.7%175,2102.8%AerospaceWCNWaste Connections$221,057,358$3,779,222 ▼-1.7%1,288,3632.8%Business ServicesMCOMoody's$213,878,513$14,072,817 ▼-6.2%451,8212.7%FinanceMAMastercard$213,674,835$3,014,088 ▼-1.4%405,7862.7%Business ServicesGOOGAlphabet$212,452,732$1,908,018 ▼-0.9%1,115,5892.7%Computer and TechnologyECLEcolab$209,224,798$4,607,434 ▼-2.2%892,9022.6%Basic MaterialsANSSANSYS$207,328,820$2,939,495 ▼-1.4%614,6172.6%Computer and TechnologyISRGIntuitive Surgical$191,785,851$46,892,365 ▼-19.6%367,4342.4%MedicalCSGPCoStar Group$175,865,244$48,894,816 ▲38.5%2,456,5622.2%Computer and TechnologySPGIS&P Global$174,974,775$2,426,401 ▼-1.4%351,3342.2%Business ServicesVERALTO CORP$171,207,862$17,146,045 ▲11.1%1,680,9802.2%COMVEEVVeeva Systems$171,183,225$4,284,474 ▼-2.4%814,1892.2%MedicalGWREGuidewire Software$167,422,359$38,845,552 ▼-18.8%993,1332.1%Computer and TechnologyFASTFastenal$165,192,836$15,300,941 ▼-8.5%2,297,2162.1%Retail/WholesaleCBRECBRE Group$152,158,836$40,116,192 ▼-20.9%1,158,9521.9%FinanceODFLOld Dominion Freight Line$150,224,731$5,683,256 ▲3.9%851,6141.9%TransportationMSFTMicrosoft$149,531,266$109,168 ▲0.1%354,7601.9%Computer and TechnologyMKLMarkel Group$143,114,117$26,190,232 ▼-15.5%82,9061.8%Multi-Sector ConglomeratesDHRDanaher$133,952,367$1,309,583 ▼-1.0%583,5431.7%MedicalWSTWest Pharmaceutical Services$130,072,820$18,343 ▼0.0%397,0961.6%MedicalKNSLKinsale Capital Group$114,217,503$8,812,367 ▲8.4%245,5601.4%FinanceTMOThermo Fisher Scientific$113,568,341$3,368,491 ▼-2.9%218,3041.4%MedicalGSHDGoosehead Insurance$110,651,975$16,145,505 ▼-12.7%1,032,0091.4%FinanceAPPFAppFolio$102,134,170$15,364,979 ▲17.7%413,9681.3%Computer and TechnologyVRSKVerisk Analytics$99,575,996$2,771,654 ▼-2.7%361,5291.3%Business ServicesCDNSCadence Design Systems$97,023,606$38,158,406 ▲64.8%322,9171.2%Computer and TechnologyMPWRMonolithic Power Systems$92,032,165$42,776,830 ▲86.8%155,5391.2%Computer and TechnologySITESiteOne Landscape Supply$88,490,020$10,061,168 ▼-10.2%671,5491.1%Industrial ProductsRGENRepligen$81,078,555$3,892,283 ▼-4.6%563,2801.0%MedicalTEAMAtlassian$76,252,541$37,297,928 ▼-32.8%313,3071.0%Computer and TechnologyKMXCarMax$71,626,280$13,325,249 ▼-15.7%876,0550.9%Retail/WholesaleINTUIntuit$65,399,934$439,322 ▲0.7%104,0570.8%Computer and TechnologyMANHManhattan Associates$60,179,343$4,307,346 ▼-6.7%222,6890.8%Computer and TechnologyTYLTyler Technologies$59,642,740$830,942 ▼-1.4%103,4310.8%Computer and TechnologyCPRTCopart$52,495,953$22,791,291 ▲76.7%914,7230.7%Business ServicesFNDFloor & Decor$51,551,460$7,446,291 ▼-12.6%517,0660.7%Retail/WholesaleSHWSherwin-Williams$50,197,544$6,804,050 ▲15.7%147,6700.6%Basic MaterialsWNS HOLDINGS LTD$49,127,460$9,503,164 ▼-16.2%1,036,6630.6%COMMEDPMedpace$48,886,751$4,701,397 ▼-8.8%147,1470.6%MedicalZTSZoetis$48,377,390$4,788,518 ▲11.0%296,9210.6%MedicalQCOMQUALCOMM$47,974,587$917,418 ▼-1.9%312,2940.6%Computer and TechnologyASMLASML$47,347,974$4,948,614 ▲11.7%68,3150.6%Computer and TechnologyMTDMettler-Toledo International$42,927,147$17,172,082 ▲66.7%35,0800.5%MedicalORLYO'Reilly Automotive$42,579,706$426,888 ▼-1.0%35,9080.5%Retail/WholesaleCNMCore & Main$41,497,984$1,148,988 ▼-2.7%815,1240.5%Industrial ProductsMSCIMSCI$40,814,363$1,102,215 ▼-2.6%68,0230.5%FinanceEWEdwards Lifesciences$40,134,370$128,516 ▼-0.3%542,1370.5%MedicalAMTAmerican Tower$39,455,764$1,150,166 ▼-2.8%215,1230.5%FinanceHLNEHamilton Lane$38,144,489$11,593,203 ▼-23.3%257,6460.5%FinanceMUSAMurphy USA$36,014,280$2,664,305 ▼-6.9%71,7770.5%Retail/WholesaleCRWDCrowdStrike$32,478,512$6,845,595 ▼-17.4%94,9220.4%Computer and TechnologyEXPEagle Materials$31,680,188$1,135,833 ▼-3.5%128,3850.4%ConstructionDSGXThe Descartes Systems Group$30,735,317$1,035,806 ▼-3.3%270,5570.4%Computer and TechnologyUBERUber Technologies$30,648,290$5,713,329 ▲22.9%508,0950.4%Computer and TechnologyNOVTNovanta$30,550,960$875,831 ▼-2.8%199,9800.4%Computer and TechnologyIEXIDEX$30,044,484$931,552 ▼-3.0%143,5540.4%Industrial ProductsPERIMETER SOLUTIONS INC COMMON$28,909,786$28,909,786 ▲New Holding2,262,1120.4%COMMORNMorningstar$28,853,090$909,257 ▼-3.1%85,6780.4%Business ServicesHQYHealthEquity$27,569,280$887,440 ▼-3.1%287,3300.3%MedicalNOWServiceNow$26,946,130$117,673 ▲0.4%25,4180.3%Computer and TechnologyROPRoper Technologies$25,216,364$131,002 ▼-0.5%48,5070.3%Computer and TechnologyCWSTCasella Waste Systems$25,134,262$4,685,064 ▲22.9%237,5410.3%Business ServicesENTGEntegris$25,016,820$5,540,032 ▲28.4%252,5420.3%Computer and TechnologyPCORProcore Technologies$24,333,798$3,222,737 ▼-11.7%324,7540.3%Computer and TechnologyRBCRBC Bearings$23,962,080$23,962,080 ▲New Holding80,1030.3%Industrial ProductsCSWICSW Industrials$23,531,541$7,364,742 ▼-23.8%66,6990.3%Basic MaterialsAAPLApple$23,445,823$1,814,293 ▲8.4%93,6260.3%Computer and TechnologyHAYWHayward$23,160,117$11,070,619 ▲91.6%1,514,7230.3%Computer and TechnologySPSCSPS Commerce$22,550,436$796,311 ▼-3.4%122,5630.3%Business ServicesMCHPMicrochip Technology$22,490,284$2,672,971 ▲13.5%392,1580.3%Computer and TechnologyJBTJohn Bean Technologies$22,207,353$5,810,138 ▲35.4%174,7230.3%Industrial ProductsIDXXIDEXX Laboratories$22,024,776$389,047 ▼-1.7%53,2720.3%MedicalDAVAEndava$21,930,860$2,081,763 ▼-8.7%709,7370.3%Computer and TechnologyALRMAlarm.com$21,725,060$126,403 ▼-0.6%357,3200.3%Industrial ProductsPGProcter & Gamble$21,693,575$1,182,603 ▲5.8%129,3980.3%Consumer StaplesCRLCharles River Laboratories International$20,773,029$1,387,268 ▼-6.3%112,5300.3%MedicalEXPOExponent$18,732,726$1,349,864 ▼-6.7%210,2440.2%Business ServicesPLOWDouglas Dynamics$18,479,057$1,739,758 ▼-8.6%782,0170.2%Auto/Tires/TrucksUTZUtz Brands$18,150,418$912,946 ▼-4.8%1,159,0310.2%Consumer StaplesLMATLeMaitre Vascular$17,539,946$6,302,834 ▼-26.4%190,3620.2%MedicalKAIKadant$17,115,727$11,574,816 ▼-40.3%49,6120.2%Industrial ProductsTRUPTrupanion$17,035,502$695,863 ▼-3.9%353,4340.2%FinanceSSDSimpson Manufacturing$16,865,755$660,170 ▼-3.8%101,7050.2%ConstructionWDFCWD-40$15,722,655$535,106 ▼-3.3%64,7880.2%Consumer StaplesCOSTCostco Wholesale$15,290,958$32,986 ▼-0.2%16,6880.2%Retail/WholesaleEVTCEVERTEC$15,008,414$718,396 ▼-4.6%434,6490.2%Business ServicesAGYSAgilysys$14,850,858$7,781,705 ▲110.1%112,7540.2%Computer and TechnologyRXSTRxSight$14,523,700$14,523,700 ▲New Holding422,4460.2%MedicalILMNIllumina$14,487,897$1,790,241 ▼-11.0%108,4180.2%MedicalBLBlackLine$13,568,923$1,194,359 ▼-8.1%223,3200.2%Computer and TechnologyBFAMBright Horizons Family Solutions$13,333,428$522,877 ▼-3.8%120,2840.2%Business ServicesBRK.BBerkshire Hathaway$12,063,594$387,554 ▲3.3%26,6140.2%FinanceWSCWillScot Mobile Mini$11,998,829$86,305,375 ▼-87.8%358,7090.2%FinanceWSOWatsco$9,084,090$2,843 ▲0.0%19,1690.1%ConstructionBRK.ABerkshire Hathaway$8,851,9600.0%130.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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