DF DENT & CO INC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$6.9B
Holdings
263
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (263 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ALPHABET INC CL C | 824,929 | $258.0M | 3.71% | |
| 2 | HEIHEICO CORP CL A | 988,075 | $249.0M | 3.58% | |
| 3 | VVISA INC CL A | 673,030 | $236.0M | 3.40% | |
| 4 | VMCVULCAN MATERIALS CO | 740,958 | $211.0M | 3.04% | |
| 5 | AMZNAMAZON.COM INC | 874,676 | $201.0M | 2.89% | |
| 6 | T7DTRANSDIGM GROUP INC | 149,748 | $199.0M | 2.86% | |
| 7 | ECLECOLAB INC | 709,923 | $186.0M | 2.68% | |
| 8 | WCNWASTE CONNECTIONS INC | 1,040,943 | $182.0M | 2.62% | |
| 9 | MAMASTERCARD INC CL A | 318,262 | $181.0M | 2.61% | |
| 10 | MCOMOODYS CORP | 351,928 | $179.0M | 2.58% | |
| 11 | ISRGINTUITIVE SURGICAL INC | 305,391 | $172.0M | 2.48% | |
| 12 | MSFTMICROSOFT CORP | 320,463 | $154.0M | 2.22% | |
| 13 | TECHBIO-TECHNE CORP | 2,592,215 | $152.0M | 2.19% | |
| 14 | CBRECBRE GROUP INC | 860,684 | $138.0M | 1.99% | |
| 15 | CSGPCOSTAR GROUP INC | 2,007,630 | $134.0M | 1.93% | |
| 16 | VEEVVEEVA SYSTEMS, INC. | 594,801 | $132.0M | 1.90% | |
| 17 | SPGIS & P GLOBAL INC | 241,603 | $126.0M | 1.81% | |
| 18 | KNSLKINSALE CAPITAL GROUP INC. | 315,756 | $123.0M | 1.77% | |
| 19 | FASTFASTENAL CO | 2,899,293 | $116.0M | 1.67% | |
| 20 | MPWRMONOLITHIC PWR SYS INC COM | 127,277 | $115.0M | 1.66% | |
| 21 | VLTOVERALTO CORP | 1,143,729 | $114.0M | 1.64% | |
| 22 | CDNSCADENCE DESIGN SYS | 358,753 | $112.0M | 1.61% | |
| 23 | DHRDANAHER CORP | 485,817 | $111.0M | 1.60% | |
| 24 | TMOTHERMO FISHER SCIENTIFIC INC | 179,983 | $104.0M | 1.50% | |
| 25 | APPFAPPFOLIO, INC | 401,494 | $93.0M | 1.34% | |
| 26 | GWREGUIDEWIRE SOFTWARE INC | 452,807 | $91.0M | 1.31% | |
| 27 | TYLTYLER TECHNOLOGIES INC | 201,254 | $91.0M | 1.31% | |
| 28 | WSTWEST PHARMACEUTICALS, INC. | 319,582 | $87.0M | 1.25% | |
| 29 | PCORPROCORE TECHNOLOGIES INC | 1,145,828 | $83.0M | 1.19% | |
| 30 | RGENREPLIGEN CORPORATION | 495,550 | $81.0M | 1.17% | |
| 31 | MANHMANHATTAN ASSOCS INC COM | 456,491 | $79.0M | 1.14% | |
| 32 | GSHDGOOSEHEAD INSURANCE, INC. | 1,044,660 | $76.0M | 1.09% | |
| 33 | ASMLASML HOLDINGS | 70,832 | $75.0M | 1.08% | |
| 34 | MKLMARKEL GROUP INC | 34,334 | $73.0M | 1.05% | |
| 35 | PRMPERIMETER SOLUTIONS INC | 2,535,404 | $69.0M | 0.99% | |
| 36 | MSCIMSCI INC COM | 118,696 | $68.0M | 0.98% | |
| 37 | AAPLAPPLE INC | 253,165 | $68.0M | 0.98% | |
| 38 | UBERUBER TECHNOLOGIES, INC. | 817,443 | $66.0M | 0.95% | |
| 39 | NOWSERVICENOW INC | 417,591 | $63.0M | 0.91% | |
| 40 | INTUINTUIT INC. | 90,496 | $59.0M | 0.85% | |
| 41 | NOVTNOVANTA INC COM NPV | 467,719 | $55.0M | 0.79% | |
| 42 | PTCPTC INC | 306,792 | $53.0M | 0.76% | |
| 43 | FNDFLOOR & DECOR HOLDINGS, INC. | 814,439 | $49.0M | 0.71% | |
| 44 | ODFLOLD DOMINION FGHT LINES INC CO | 313,118 | $49.0M | 0.71% | |
| 45 | CPRTCOPART INC COM | 1,166,892 | $45.0M | 0.65% | |
| 46 | QCOMQUALCOMM INC | 258,267 | $44.0M | 0.63% | |
| 47 | SITESITEONE LANDSCAPE SUPPLY, INC. | 356,537 | $44.0M | 0.63% | |
| 48 | ORLYO REILLY AUTOMOTIVE | 488,052 | $44.0M | 0.63% | |
| 49 | MTDMETTLER TOLEDO INTL | 30,950 | $43.0M | 0.62% | |
| 50 | RBCRBC BEARINGS INC | 95,516 | $42.0M | 0.60% | |
| 51 | VRSKVERISK ANALYTICS INC | 179,913 | $40.0M | 0.58% | |
| 52 | SHWSHERWIN-WILLIAMS | 118,832 | $38.0M | 0.55% | |
| 53 | HLNEHAMILTON LANE INC | 275,763 | $37.0M | 0.53% | |
| 54 | HAYWHAYWARD HOLDINGS INC | 2,277,103 | $35.0M | 0.50% | |
| 55 | NFLXNETFLIX INC | 368,624 | $34.0M | 0.49% | |
| 56 | MSIMOTOROLA SOLUTIONS INC. | 91,007 | $34.0M | 0.49% | |
| 57 | TEAMATLASSIAN CORPORATION CL A | 204,622 | $33.0M | 0.48% | |
| 58 | CWSTCASELLA WASTE SYSTEMS INC CL A | 343,498 | $33.0M | 0.48% | |
| 59 | MORNMORNINGSTAR INC | 145,591 | $31.0M | 0.45% | |
| 60 | BAHBOOZ ALLEN HAMILTON HOLDING CO | 379,188 | $31.0M | 0.45% | |
| 61 | DSGTHE DESCARTES SYSTEMS GROUP IN | 352,094 | $30.0M | 0.43% | |
| 62 | BROBROWN & BROWN | 386,955 | $30.0M | 0.43% | |
| 63 | MEDPMEDPACE HOLDINGS, INC. | 54,661 | $30.0M | 0.43% | |
| 64 | CRWDCROWDSTRIKE HOLDINGS, INC. | 61,865 | $28.0M | 0.40% | |
| 65 | —IDEXX LABS INC | 42,437 | $28.0M | 0.40% | |
| 66 | AMTAMERICAN TOWER CORP | 160,045 | $28.0M | 0.40% | |
| 67 | CSWCSW INDUSTRIALS INC | 92,332 | $27.0M | 0.39% | |
| 68 | CNMCORE & MAIN INC CL A | 501,558 | $26.0M | 0.37% | |
| 69 | —APPLIED INDL TECHNOLOGIES INC | 95,265 | $24.0M | 0.35% | |
| 70 | MCHPMICROCHIP TECH INC | 389,906 | $24.0M | 0.35% | |
| 71 | AGYSAGILYSYS INC | 202,813 | $24.0M | 0.35% | |
| 72 | ENTGENTEGRIS INC | 294,170 | $24.0M | 0.35% | |
| 73 | FSSFEDERAL SIGNAL CORP | 199,505 | $21.0M | 0.30% | |
| 74 | EXPEAGLE MATERIALS INC | 101,749 | $21.0M | 0.30% | |
| 75 | LBLANDBRIDGE COMPANY LLC CL A | 438,992 | $21.0M | 0.30% | |
| 76 | BMIBADGER METER INC COM | 121,832 | $21.0M | 0.30% | |
| 77 | ESEESCO TECHNOLOGIES INC | 107,812 | $21.0M | 0.30% | |
| 78 | ALRMALARM.COM | 410,231 | $20.0M | 0.29% | |
| 79 | ONTOONTO INNOVATION INC | 121,545 | $19.0M | 0.27% | |
| 80 | SPSCSPS COMMERCE INC | 202,771 | $18.0M | 0.26% | |
| 81 | 3M4MASIMO CORP COM | 142,626 | $18.0M | 0.26% | |
| 82 | PGPROCTER & GAMBLE CO | 131,109 | $18.0M | 0.26% | |
| 83 | MUSAMURPHY USA INC COM | 44,916 | $18.0M | 0.26% | |
| 84 | ROPROPER TECHNOLOGIES INC | 41,201 | $18.0M | 0.26% | |
| 85 | PLOWDOUGLAS DYNAMICS INC | 539,236 | $17.0M | 0.24% | |
| 86 | LMATLEMAITRE VASCULAR | 174,178 | $14.0M | 0.20% | |
| 87 | SNPSSYNOPSYS INC | 28,990 | $13.0M | 0.19% | |
| 88 | UTZUTZ BRANDS INC. | 1,299,250 | $13.0M | 0.19% | |
| 89 | KAIKADANT INC | 47,606 | $13.0M | 0.19% | |
| 90 | COSTCOSTCO WHOLESALE CO | 15,976 | $13.0M | 0.19% | |
| 91 | HQYHEALTHEQUITY, INC. | 140,169 | $12.0M | 0.17% | |
| 92 | SSDSIMPSON MANUFACTURING CO | 71,952 | $11.0M | 0.16% | |
| 93 | —J P MORGAN CHASE & CO | 36,424 | $11.0M | 0.16% | |
| 94 | JNJJOHNSON & JOHNSON | 54,315 | $11.0M | 0.16% | |
| 95 | —ALPHABET INC. CLASS A | 36,623 | $11.0M | 0.16% | |
| 96 | BRK/BBERKSHIRE HATHAWAY INC CL B | 21,363 | $10.0M | 0.14% | |
| 97 | VOOVANGUARD S&P 500 ETF | 14,472 | $9.0M | 0.13% | |
| 98 | ENSGENSIGN GROUP INC COM | 54,378 | $9.0M | 0.13% | |
| 99 | BRK-BBERKSHIRE HATHAWAY INC DELAWA | 13 | $9.0M | 0.13% | |
| 100 | TTANSERVICETITAN INC CL A | 89,575 | $9.0M | 0.13% |
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