DF DENT & CO INC 13F Holdings

CIK 0000934999 · BALTIMORE, MD

As of Sep 30, 2025, DF DENT & CO INC reported 272 positions worth $7.7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
HEICO CORPHEI.AIndustrials1,123,846$285.6M3.70%
VULCAN MATERIALS COVMCBasic Materials836,254$257.2M3.33%
VISA INC CLASS AVFinancial Services749,424$255.8M3.32%
ALPHABET INCGOOGCommunication Services924,384$225.1M2.92%
TRANSDIGM GROUP INCTDGIndustrials166,284$219.2M2.84%
ECOLAB INCECLBasic Materials787,340$215.6M2.79%
AMAZON.COM INCAMZNEquity974,908$214.1M2.77%
Mastercard Inc.MA—368,477$209.6M2.72%
Waste Connections IncWCNIndustrials1,162,958$204.4M2.65%
MOODYS CORPMCOFinancial Services401,205 91.2M2.48%
VEEVA SYSTEMS INCVEEVHealthcare621,842 85.3M2.40%
COSTAR GROUP INC COMCSGPReal Estate2,177,724 83.7M2.38%
MICROSOFT CORPMSFTTechnology348,501 80.5M2.34%
VERALTO CORP COMVLTOIndustrials1,578,497 68.3M2.18%
FASTENAL COFASTIndustrials3,155,857 54.8M2.01%
BIO TECHNE CORPORATIONTECHHealthcare2,780,961 54.7M2.01%
INTUITIVE SURGICAL INC COM NEWISRGHealthcare339,767 52.0M1.97%
CBRE GROUP INCCBREReal Estate919,248 44.8M1.88%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology149,730 37.8M1.79%
S&P GLOBAL INCSPGIFinancial Services277,706 35.2M1.75%
CADENCE DESIGN SYSTEMS INCCDNSTechnology382,669 34.4M1.74%
TYLER TECHNOLOGIES INCTYLTechnology252,725 32.2M1.71%
MANHATTAN ASSOCIATES INCMANHTechnology585,464 20.0M1.56%
APPFOLIO INCAPPFTechnology427,598 17.9M1.53%
KINSALE CAPITAL GROUP INCKNSLFinancial Services264,910 12.7M1.46%