Universe · entity
DISCIPLINED GROWTH INVESTORS INC /MN
Institutional manager (13F) · CIK 1050442
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | GARMIN LTD SHS | $309M | 1,331,441 |
| 2 | PLEXUS CORP COM | $303M | 1,494,619 |
| 3 | EVERPURE INC CL A | $276M | 4,666,777 |
| 4 | EXPAND ENERGY CORPORATION COM | $261M | 2,373,302 |
| 5 | VIASAT INC COM | $259M | 5,660,688 |
| 6 | COTERRA ENERGY INC COM | $225M | 6,395,098 |
| 7 | ARISTA NETWORKS INC COM SHS | $222M | 1,810,993 |
| 8 | COGNEX CORP COM | $212M | 4,322,075 |
| 9 | AKAMAI TECHNOLOGIES COM | $191M | 1,658,792 |
| 10 | SEMTECH CORP COM | $170M | 2,206,748 |
| 11 | INTERDIGITAL INC COM | $168M | 556,788 |
| 12 | PROTO LABS INC COM | $142M | 2,497,355 |
| 13 | ALARM COM HLDGS INC COM | $141M | 3,268,986 |
| 14 | ALIGN TECHNOLOGY INC | $133M | 775,826 |
| 15 | SUPER MICRO COMPUTER INC COM N | $114M | 4,987,159 |
| 16 | GENERAC HLDGS INC COM | $113M | 580,928 |
| 17 | SNAP ON INC COM | $112M | 307,848 |
| 18 | POWER INTEGRATIONS INC COM | $100M | 1,959,172 |
| 19 | GENTEX CORP COM | $99M | 4,519,708 |
| 20 | ZETA GLOBAL HOLDINGS CORP CL A | $98M | 6,153,472 |
| 21 | CORE LABORATORIES INC | $83M | 4,937,115 |
| 22 | MICROCHIP TECHNOLOGY INC. COM | $80M | 1,245,822 |
| 23 | DOLBY LABORATORIES INC COM CL | $76M | 1,267,783 |
| 24 | AUTODESK INC COM | $72M | 301,757 |
| 25 | STITCH FIX INC COM CL A | $62M | 18,738,180 |
| 26 | IPG PHOTONICS CORP COM | $61M | 528,737 |
| 27 | TAKE-TWO INTERACTIVE SOFTWARE | $57M | 290,226 |
| 28 | FLOOR & DECOR HLDGS INC CL A | $55M | 1,091,841 |
| 29 | GARTNER INC COM | $54M | 338,893 |
| 30 | CELSIUS HLDGS INC COM NEW | $51M | 1,437,651 |
| 31 | INTUITIVE SURGICAL INC | $49M | 106,961 |
| 32 | SHARKNINJA INC COM SHS | $45M | 427,429 |
| 33 | SPS COMM INC COM | $45M | 810,938 |
| 34 | KORNIT DIGITAL LTD SHS | $44M | 2,998,670 |
| 35 | SIMPSON MFG INC COM | $41M | 241,565 |
| 36 | INTUIT COM | $38M | 87,126 |
| 37 | DOUBLEVERIFY HLDGS INC COM | $37M | 3,908,101 |
| 38 | LGI HOMES INC COM | $29M | 721,601 |
| 39 | MONDAY.COM LTD | $28M | 403,888 |
| 40 | GRACO INC COM | $28M | 327,401 |
| 41 | TREX CO INC COM | $25M | 678,357 |
| 42 | DYNATRACE INC NEW | $24M | 658,723 |
| 43 | POWERFLEET INC | $23M | 7,316,172 |
| 44 | GITLAB, INC | $20M | 909,547 |
| 45 | GEOSPACE TECHNOLOGIES CORP COM | $13M | 1,101,426 |
| 46 | PAYCHEX INC COM | $13M | 143,000 |
| 47 | YETI HLDGS INC COM | $11M | 293,840 |
| 48 | WEAVE COMMUNICATIONS INC COM | $11M | 2,276,381 |
| 49 | PROGYNY INC COM | $10M | 574,566 |
| 50 | CEVA INC COM | $8M | 450,484 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.