Disciplined Growth Investors Inc /Mn
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.89B
Q ending 2026-03-31
Prior quarter
$5.22B
Q ending 2025-12-31
Change
-6.5% QoQ · +1.1% YoY
Positions
61
reported holdings
Largest positions
All 61 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Garmin Ltd Shs | Shares | $308.9M | 1.3M | |
| Plexus Corp Com | PLXS | Shares | $302.7M | 1.5M |
| Everpure Inc Cl A | P | Shares | $275.5M | 4.7M |
| Expand Energy Corporation Com | EXE | Shares | $260.5M | 2.4M |
| Viasat Inc Com | VSAT | Shares | $259.3M | 5.7M |
| Coterra Energy Inc Com | CTRA | Shares | $224.7M | 6.4M |
| Arista Networks Inc Com Shs | ANET | Shares | $222.4M | 1.8M |
| Cognex Corp Com | CGNX | Shares | $211.7M | 4.3M |
| Akamai Technologies Com | AKAM | Shares | $190.5M | 1.7M |
| Semtech Corp Com | SMTC | Shares | $169.7M | 2.2M |
| Interdigital Inc Com | IDCC | Shares | $168.1M | 557K |
| Proto Labs Inc Com | PRLB | Shares | $142.4M | 2.5M |
| Alarm Com Hldgs Inc Com | ALRM | Shares | $141.2M | 3.3M |
| Align Technology Inc | ALGN | Shares | $133.0M | 776K |
| Super Micro Computer Inc Com N | SMCI | Shares | $113.6M | 5.0M |
| Generac Hldgs Inc Com | GNRC | Shares | $113.5M | 581K |
| Snap On Inc Com | SNA | Shares | $111.8M | 308K |
| Power Integrations Inc Com | POWI | Shares | $100.3M | 2.0M |
| Gentex Corp Com | GNTX | Shares | $98.8M | 4.5M |
| Zeta Global Holdings Corp Cl A | ZETA | Shares | $98.0M | 6.2M |
| Core Laboratories Inc | CLB | Shares | $82.9M | 4.9M |
| Microchip Technology Inc. Com | MCHP | Shares | $80.5M | 1.2M |
| Dolby Laboratories Inc Com Cl | DLB | Shares | $76.1M | 1.3M |
| Autodesk Inc Com | ADSK | Shares | $72.2M | 302K |
| Stitch Fix Inc Com Cl A | SFIX | Shares | $62.0M | 18.7M |
| Ipg Photonics Corp Com | IPGP | Shares | $60.6M | 529K |
| Take-Two Interactive Software | TTWO | Shares | $57.3M | 290K |
| Floor & Decor Hldgs Inc Cl A | FND | Shares | $55.5M | 1.1M |
| Gartner Inc Com | IT | Shares | $53.7M | 339K |
| Celsius Hldgs Inc Com New | CELH | Shares | $51.0M | 1.4M |
| Intuitive Surgical Inc | ISRG | Shares | $49.3M | 107K |
| Sharkninja Inc Com Shs | Shares | $45.3M | 427K | |
| Sps Comm Inc Com | SPSC | Shares | $45.1M | 811K |
| Kornit Digital Ltd Shs | Shares | $44.0M | 3.0M | |
| Simpson Mfg Inc Com | SSD | Shares | $41.5M | 242K |
| Intuit Com | INTU | Shares | $37.7M | 87K |
| Doubleverify Hldgs Inc Com | DV | Shares | $37.1M | 3.9M |
| Lgi Homes Inc Com | LGIH | Shares | $28.5M | 722K |
| Monday.Com Ltd | Shares | $27.9M | 404K | |
| Graco Inc Com | GGG | Shares | $27.7M | 327K |
| Trex Co Inc Com | TREX | Shares | $24.7M | 678K |
| Dynatrace Inc New | DT | Shares | $24.4M | 659K |
| Powerfleet Inc | AIOT | Shares | $22.5M | 7.3M |
| Gitlab, Inc | GTLB | Shares | $19.7M | 910K |
| Geospace Technologies Corp Com | GEOS | Shares | $13.4M | 1.1M |
| Paychex Inc Com | PAYX | Shares | $13.2M | 143K |
| Yeti Hldgs Inc Com | YETI | Shares | $10.8M | 294K |
| Weave Communications Inc Com | WEAV | Shares | $10.5M | 2.3M |
| Progyny Inc Com | PGNY | Shares | $9.8M | 575K |
| Ceva Inc Com | CEVA | Shares | $8.4M | 450K |
| Ziprecruiter Inc Cl A | ZIP | Shares | $7.8M | 4.2M |
| Millerknoll Inc Com | MLKN | Shares | $7.2M | 499K |
| Egain Corp Com New | EGAN | Shares | $7.2M | 912K |
| Axogen Inc Com | AXGN | Shares | $6.5M | 197K |
| Materialise Nv Sponsored Ads | MTLS | Shares | $5.6M | 1.1M |
| Globant Sa | Shares | $3.8M | 82K | |
| Inmode Ltd Shs | Shares | $3.6M | 266K | |
| Mimedx Group Inc Com | MDXG | Shares | $2.5M | 639K |
| Soundthinking Inc Com | SSTI | Shares | $1.3M | 196K |
| Stoneridge Inc Com | SRI | Shares | $952K | 197K |
| Apple Inc Com | AAPL | Shares | $252K | 992 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.