DF DENT & CO INC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$7.7T
Holdings
272
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (272 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HEIHEICO CORP CL A | 1,123,846 | $285.6B | 3.69% | |
| 2 | VMCVULCAN MATERIALS CO | 836,254 | $257.2B | 3.32% | |
| 3 | VVISA INC CL A | 749,424 | $255.8B | 3.31% | |
| 4 | —ALPHABET INC CL C | 924,384 | $225.1B | 2.91% | |
| 5 | T7DTRANSDIGM GROUP INC | 166,284 | $219.2B | 2.83% | |
| 6 | ECLECOLAB INC | 787,340 | $215.6B | 2.79% | |
| 7 | AMZNAMAZON.COM INC | 974,908 | $214.1B | 2.77% | |
| 8 | MAMASTERCARD INC CL A | 368,477 | $209.6B | 2.71% | |
| 9 | WCNWASTE CONNECTIONS INC | 1,162,958 | $204.4B | 2.64% | |
| 10 | MCOMOODYS CORP | 401,205 | $191.2B | 2.47% | |
| 11 | VEEVVEEVA SYSTEMS, INC. | 621,842 | $185.3B | 2.39% | |
| 12 | CSGPCOSTAR GROUP INC | 2,177,724 | $183.7B | 2.37% | |
| 13 | MSFTMICROSOFT CORP | 348,501 | $180.5B | 2.33% | |
| 14 | VLTOVERALTO CORP | 1,578,497 | $168.3B | 2.17% | |
| 15 | FASTFASTENAL CO | 3,155,857 | $154.8B | 2.00% | |
| 16 | TECHBIO-TECHNE CORP | 2,780,961 | $154.7B | 2.00% | |
| 17 | ISRGINTUITIVE SURGICAL INC | 339,767 | $152.0B | 1.96% | |
| 18 | CBRECBRE GROUP INC | 919,248 | $144.8B | 1.87% | |
| 19 | MPWRMONOLITHIC PWR SYS INC COM | 149,730 | $137.8B | 1.78% | |
| 20 | SPGIS & P GLOBAL INC | 277,706 | $135.2B | 1.75% | |
| 21 | CDNSCADENCE DESIGN SYS | 382,669 | $134.4B | 1.74% | |
| 22 | TYLTYLER TECHNOLOGIES INC | 252,725 | $132.2B | 1.71% | |
| 23 | MANHMANHATTAN ASSOCS INC COM | 585,464 | $120.0B | 1.55% | |
| 24 | APPFAPPFOLIO, INC | 427,598 | $117.9B | 1.52% | |
| 25 | KNSLKINSALE CAPITAL GROUP INC. | 264,910 | $112.7B | 1.46% | |
| 26 | GWREGUIDEWIRE SOFTWARE INC | 484,726 | $111.4B | 1.44% | |
| 27 | DHRDANAHER CORP | 541,667 | $107.4B | 1.39% | |
| 28 | WSTWEST PHARMACEUTICALS, INC. | 383,705 | $100.7B | 1.30% | |
| 29 | CPRTCOPART INC COM | 2,193,373 | $98.6B | 1.27% | |
| 30 | TMOTHERMO FISHER SCIENTIFIC INC | 201,709 | $97.8B | 1.26% | |
| 31 | MKLMARKEL GROUP INC | 39,707 | $75.9B | 0.98% | |
| 32 | GSHDGOOSEHEAD INSURANCE, INC. | 1,012,414 | $75.3B | 0.97% | |
| 33 | PCORPROCORE TECHNOLOGIES INC | 1,017,035 | $74.2B | 0.96% | |
| 34 | ASMLASML HOLDINGS | 74,900 | $72.5B | 0.94% | |
| 35 | RGENREPLIGEN CORPORATION | 534,719 | $71.5B | 0.92% | |
| 36 | MSCIMSCI INC COM | 122,310 | $69.4B | 0.90% | |
| 37 | SNPSSYNOPSYS INC | 139,967 | $69.1B | 0.89% | |
| 38 | INTUINTUIT INC. | 97,035 | $66.3B | 0.86% | |
| 39 | UBERUBER TECHNOLOGIES, INC. | 672,314 | $65.9B | 0.85% | |
| 40 | PTCPTC INC | 324,407 | $65.9B | 0.85% | |
| 41 | PRMPERIMETER SOLUTIONS INC COMMON | 2,748,643 | $61.5B | 0.80% | |
| 42 | MSIMOTOROLA SOLUTIONS INC. | 131,786 | $60.3B | 0.78% | |
| 43 | AAPLAPPLE INC | 231,579 | $59.0B | 0.76% | |
| 44 | NOWSERVICENOW INC | 62,493 | $57.5B | 0.74% | |
| 45 | VRSKVERISK ANALYTICS INC | 226,489 | $57.0B | 0.74% | |
| 46 | FNDFLOOR & DECOR HOLDINGS, INC. | 749,234 | $55.2B | 0.71% | |
| 47 | ORLYO REILLY AUTOMOTIVE | 497,631 | $53.6B | 0.69% | |
| 48 | BAHBOOZ ALLEN HAMILTON HOLDING CO | 525,510 | $52.5B | 0.68% | |
| 49 | SITESITEONE LANDSCAPE SUPPLY, INC. | 378,156 | $48.7B | 0.63% | |
| 50 | ODFLOLD DOMINION FGHT LINES INC CO | 329,774 | $46.4B | 0.60% | |
| 51 | MORNMORNINGSTAR INC | 199,585 | $46.3B | 0.60% | |
| 52 | SHWSHERWIN-WILLIAMS | 131,712 | $45.6B | 0.59% | |
| 53 | QCOMQUALCOMM INC | 273,238 | $45.5B | 0.59% | |
| 54 | TEAMATLASSIAN CORPORATION CL A | 278,253 | $44.4B | 0.57% | |
| 55 | MTDMETTLER TOLEDO INTL | 32,835 | $40.3B | 0.52% | |
| 56 | HLNEHAMILTON LANE INC | 285,835 | $38.5B | 0.50% | |
| 57 | RBCRBC BEARINGS INC | 97,221 | $37.9B | 0.49% | |
| 58 | CRWDCROWDSTRIKE HOLDINGS, INC. | 77,179 | $37.8B | 0.49% | |
| 59 | HAYWHAYWARD HOLDINGS INC | 2,320,791 | $35.1B | 0.45% | |
| 60 | DSGTHE DESCARTES SYSTEMS GROUP IN | 372,325 | $35.1B | 0.45% | |
| 61 | AMTAMERICAN TOWER CORP | 175,663 | $33.8B | 0.44% | |
| 62 | MEDPMEDPACE HOLDINGS, INC. | 64,130 | $33.0B | 0.43% | |
| 63 | ENTGENTEGRIS INC | 319,181 | $29.5B | 0.38% | |
| 64 | NOVTNOVANTA INC COM NPV | 293,675 | $29.4B | 0.38% | |
| 65 | —IDEXX LABS INC | 44,447 | $28.4B | 0.37% | |
| 66 | CSWCSW INDUSTRIALS INC | 113,007 | $27.4B | 0.35% | |
| 67 | CNMCORE & MAIN INC CL A | 509,245 | $27.4B | 0.35% | |
| 68 | MUSAMURPHY USA INC COM | 69,801 | $27.1B | 0.35% | |
| 69 | BROBROWN & BROWN | 285,463 | $26.8B | 0.35% | |
| 70 | MCHPMICROCHIP TECH INC | 415,064 | $26.7B | 0.34% | |
| 71 | CWSTCASELLA WASTE SYSTEMS INC CL A | 276,605 | $26.2B | 0.34% | |
| 72 | —APPLIED INDL TECHNOLOGIES INC | 97,881 | $25.6B | 0.33% | |
| 73 | SPSCSPS COMMERCE INC | 237,464 | $24.7B | 0.32% | |
| 74 | FSSFEDERAL SIGNAL CORP | 203,712 | $24.2B | 0.31% | |
| 75 | EXPEAGLE MATERIALS INC | 98,896 | $23.0B | 0.30% | |
| 76 | ALRMALARM.COM | 431,877 | $22.9B | 0.30% | |
| 77 | BMIBADGER METER INC COM | 127,963 | $22.9B | 0.30% | |
| 78 | ROPROPER TECHNOLOGIES INC | 44,233 | $22.1B | 0.28% | |
| 79 | AGYSAGILYSYS INC | 205,722 | $21.7B | 0.28% | |
| 80 | HQYHEALTHEQUITY, INC. | 205,859 | $19.5B | 0.25% | |
| 81 | PGPROCTER & GAMBLE CO | 126,074 | $19.4B | 0.25% | |
| 82 | —IDEX CORP | 116,241 | $18.9B | 0.24% | |
| 83 | ESEESCO TECHNOLOGIES INC | 85,579 | $18.1B | 0.23% | |
| 84 | UTZUTZ BRANDS INC. | 1,470,671 | $17.9B | 0.23% | |
| 85 | JNJJOHNSON & JOHNSON | 94,687 | $17.6B | 0.23% | |
| 86 | PLOWDOUGLAS DYNAMICS INC | 550,635 | $17.2B | 0.22% | |
| 87 | 3M4MASIMO CORP COM | 108,653 | $16.0B | 0.21% | |
| 88 | LMATLEMAITRE VASCULAR | 178,430 | $15.6B | 0.20% | |
| 89 | KAIKADANT INC | 51,924 | $15.5B | 0.20% | |
| 90 | COSTCOSTCO WHOLESALE CO | 16,061 | $14.9B | 0.19% | |
| 91 | ABTABBOTT LABORATORIES | 109,014 | $14.6B | 0.19% | |
| 92 | EXPOEXPONENT INC | 196,958 | $13.7B | 0.18% | |
| 93 | SSDSIMPSON MANUFACTURING CO | 72,994 | $12.2B | 0.16% | |
| 94 | BRK/BBERKSHIRE HATHAWAY INC CL B | 24,208 | $12.2B | 0.16% | |
| 95 | CRLCHARLES RIVER LABORATORIES INT | 74,672 | $11.7B | 0.15% | |
| 96 | —J P MORGAN CHASE & CO | 36,522 | $11.5B | 0.15% | |
| 97 | JBTJBT MAREL CORPORATION COM | 75,116 | $10.5B | 0.14% | |
| 98 | ONTOONTO INNOVATION INC | 80,423 | $10.4B | 0.13% | |
| 99 | BRK-BBERKSHIRE HATHAWAY INC DELAWA | 13 | $9.8B | 0.13% | |
| 100 | TTANSERVICETITAN INC CL A | 92,315 | $9.3B | 0.12% |
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