DISCIPLINED GROWTH INVESTORS INC /MN

CIK

1050442

Location

MINNEAPOLIS, MN

Portfolio Value

Mid $5,906,554,019

Diversification

Diversified

Filing Date

Global Rank

#660 / 8,700 ▲ 178

Top Industry

Computer Hardware 12.7%

Period ended 2 months ago

Filed Aug 14, 2026 · 29d

26 quarters · since Mar 2020

Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

+0.7 pts

Top 5

31.2%

+1.0 pts

Top 10

49.4%

−1.4 pts

HHI

355

Diversified−1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	65.2%	$3,848,732,375	29
Industrials	11.0%	$649,193,192	7
Consumer Cyclical	7.3%	$433,999,971	6
Energy	7.2%	$423,803,862	3
Healthcare	4.5%	$264,118,148	8
Communication Services	3.3%	$193,384,256	3
Basic Materials	0.9%	$50,383,008	1
Consumer Defensive	0.7%	$42,939,207	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DV	DoubleVerify Holdings, Inc.	+5,781,039	9,689,140	$105,030,277
GTLB	Gitlab Inc.	+2,398,874	3,308,421	$101,006,093
SPSC	Sps Commerce Inc	+1,312,943	2,123,881	$121,422,276
MNDY	monday.com Ltd.	+859,447	1,263,335	$91,452,820
MTLS	Materialise NV	+857,054	1,992,441	$14,803,836
WEAV	Weave Communications, Inc.	+722,528	2,998,909	$17,963,464
ZETA	Zeta Global Holdings Corp.	+607,693	6,761,165	$133,059,727
PGNY	Progyny, Inc.	+607,066	1,181,632	$34,066,450
ALRM	Alarm.com Holdings, Inc.	+316,628	3,585,614	$167,519,886
SN	SharkNinja, Inc.	+288,292	715,721	$108,982,836
DT	Dynatrace, Inc.	+249,827	908,550	$39,894,430
CEVA	Ceva Inc	+212,318	662,802	$31,257,742
SFIX	Stitch Fix, Inc.	+171,872	18,910,052	$77,720,313
LGIH	LGI Homes, Inc.	+93,468	815,069	$51,903,593
INMD	InMode Ltd.	+52,068	318,545	$4,657,127
GNTX	Gentex Corp	+41,777	4,561,485	$115,268,725
KRNT	Kornit Digital Ltd.	+32,431	3,031,101	$49,255,391
CELH	Celsius Holdings, Inc.	+28,852	1,466,503	$42,939,207
GLOB	Globant S.A.	+18,420	100,347	$2,904,042
FND	Floor & Decor Holdings, Inc.	+11,750	1,103,591	$65,509,161
PAYX	Paychex Inc	+8,732	151,732	$14,919,807
ADSK	Autodesk, Inc.	+7,588	309,345	$60,142,854
ALGN	Align Technology Inc	+7,352	783,178	$132,090,801
IT	Gartner Inc	+5,794	344,687	$44,678,328
IPGP	Ipg Photonics Corp	+2,096	530,833	$62,277,327
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SMCI	Super Micro Computer, Inc.	−2,323,742	2,663,417	$78,118,020
CLB	Core Laboratories Inc. /DE/	−1,894,938	3,042,177	$35,441,362
SMTC	Semtech Corp	−1,251,715	955,033	$154,572,091
AIOT	Powerfleet, Inc.	−1,057,572	6,258,600	$23,970,438
VSAT	Viasat Inc	−918,876	4,741,812	$425,862,135
MCHP	Microchip Technology Inc	−767,353	478,469	$43,636,372
CGNX	Cognex Corp	−182,360	4,139,715	$299,798,160
ZIP	Ziprecruiter, Inc.	−124,982	4,091,619	$15,343,571
PRLB	Proto Labs Inc	−116,841	2,380,514	$194,035,696
TREX	Trex Co Inc	−86,261	592,096	$29,628,483
AXGN	Axogen, Inc.	−68,706	127,859	$5,905,807
POWI	Power Integrations Inc	−67,308	1,891,864	$158,462,528
PLXS	Plexus Corp	−53,684	1,440,935	$433,245,926
MDXG	Mimedx Group, Inc.	−51,134	587,932	$2,263,538
IDCC	InterDigital, Inc.	−46,692	510,096	$144,423,480
EXE	EXPAND ENERGY Corp	−26,375	2,346,927	$214,016,273
AKAM	Akamai Technologies Inc	−23,585	1,635,207	$193,297,819
ANET	Arista Networks, Inc.	−22,689	1,788,304	$303,797,083
GNRC	Generac Holdings Inc.	−22,360	558,568	$163,554,296
P	Everpure, Inc.	−20,052	4,646,725	$366,115,462
DLB	Dolby Laboratories, Inc.	−19,992	1,247,791	$65,608,850
GGG	Graco Inc	−5,935	321,466	$24,306,044
GRMN	Garmin Ltd	−4,609	1,326,832	$315,175,673
SNA	Snap-on Inc	−2,668	305,180	$122,804,432
INTU	Intuit Inc.	−1,107	86,019	$22,450,959
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DVN	Devon Energy Corp/De	4,219,415	$174,346,227
VEEV	Veeva Systems Inc	140,964	$25,016,881
CCC	CCC Intelligent Solutions Holdings Inc.	34,887	$180,016
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
GEOS	Geospace Technologies Corp	1,101,426	$13,437,397
MLKN	Millerknoll, Inc.	498,550	$7,209,033
EGAN	EGAIN Corp	912,349	$7,198,433
SSTI	Soundthinking, Inc.	196,468	$1,300,618
SRI	Stoneridge Inc	197,087	$951,930
—		6,395,098	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $5,906,554,019 total · filing declares 58 positions · $5,906,555,724 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Healthcare Industrials Technology

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PLXS	Plexus Corp Technology	Reduced	1,440,935	-53,684	$433,245,926	+43.1%	7.34%
VSAT	Viasat Inc Technology	Reduced	4,741,812	-918,876	$425,862,135	+64.3%	7.21%
P	Everpure, Inc. Technology	Reduced	4,646,725	-20,052	$366,115,462	+32.9%	6.20%
GRMN	Garmin Ltd Technology	Reduced	1,326,832	-4,609	$315,175,673	+2.0%	5.34%
ANET	Arista Networks, Inc. Technology	Reduced	1,788,304	-22,689	$303,797,083	+36.6%	5.14%
CGNX	Cognex Corp Technology	Reduced	4,139,715	-182,360	$299,798,160	+41.6%	5.08%
EXE	EXPAND ENERGY Corp Energy	Reduced	2,346,927	-26,375	$214,016,273	−17.9%	3.62%
PRLB	Proto Labs Inc Industrials	Reduced	2,380,514	-116,841	$194,035,696	+36.3%	3.29%
AKAM	Akamai Technologies Inc Technology	Reduced	1,635,207	-23,585	$193,297,819	+1.5%	3.27%
DVN	Devon Energy Corp/De Energy	NEW	4,219,415	NEW	$174,346,227	NEW	2.95%
ALRM	Alarm.com Holdings, Inc. Technology	Added	3,585,614	+316,628	$167,519,886	+18.7%	2.84%
GNRC	Generac Holdings Inc. Industrials	Reduced	558,568	-22,360	$163,554,296	+44.1%	2.77%
POWI	Power Integrations Inc Technology	Reduced	1,891,864	-67,308	$158,462,528	+58.0%	2.68%
SMTC	Semtech Corp Technology	Reduced	955,033	-1,251,715	$154,572,091	−8.9%	2.62%
IDCC	InterDigital, Inc. Technology	Reduced	510,096	-46,692	$144,423,480	−14.1%	2.45%
ZETA	Zeta Global Holdings Corp. Technology	Added	6,761,165	+607,693	$133,059,727	+35.8%	2.25%
ALGN	Align Technology Inc Healthcare	Added	783,178	+7,352	$132,090,801	−0.7%	2.24%
SNA	Snap-on Inc Industrials	Reduced	305,180	-2,668	$122,804,432	+9.8%	2.08%
SPSC	Sps Commerce Inc Technology	Added	2,123,881	+1,312,943	$121,422,276	+169.0%	2.06%
GNTX	Gentex Corp Consumer Cyclical	Added	4,561,485	+41,777	$115,268,725	+16.7%	1.95%
SN	SharkNinja, Inc. Consumer Cyclical	Added	715,721	+288,292	$108,982,836	+140.8%	1.85%
DV	DoubleVerify Holdings, Inc. Communication Services	Added	9,689,140	+5,781,039	$105,030,277	+182.9%	1.78%
GTLB	Gitlab Inc. Technology	Added	3,308,421	+2,398,874	$101,006,093	+413.2%	1.71%
MNDY	monday.com Ltd. Technology	Added	1,263,335	+859,447	$91,452,820	+227.6%	1.55%
SMCI	Super Micro Computer, Inc. Technology	Reduced	2,663,417	-2,323,742	$78,118,020	−31.2%	1.32%
SFIX	Stitch Fix, Inc. Consumer Cyclical	Added	18,910,052	+171,872	$77,720,313	+25.3%	1.32%
TTWO	Take Two Interactive Software Inc Communication Services	Added	292,065	+1,839	$73,010,408	+27.4%	1.24%
DLB	Dolby Laboratories, Inc. Industrials	Reduced	1,247,791	-19,992	$65,608,850	−13.8%	1.11%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Added	1,103,591	+11,750	$65,509,161	+18.1%	1.11%
IPGP	Ipg Photonics Corp Technology	Added	530,833	+2,096	$62,277,327	+2.8%	1.05%
ADSK	Autodesk, Inc. Technology	Added	309,345	+7,588	$60,142,854	−16.7%	1.02%
LGIH	LGI Homes, Inc. Consumer Cyclical	Added	815,069	+93,468	$51,903,593	+82.0%	0.88%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	240,664	-901	$50,383,008	+21.5%	0.85%
KRNT	Kornit Digital Ltd. Industrials	Added	3,031,101	+32,431	$49,255,391	+12.0%	0.83%
IT	Gartner Inc Technology	Added	344,687	+5,794	$44,678,328	−16.7%	0.76%
MCHP	Microchip Technology Inc Technology	Reduced	478,469	-767,353	$43,636,372	−45.8%	0.74%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	1,466,503	+28,852	$42,939,207	−15.8%	0.73%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	106,000	-961	$42,154,080	−14.5%	0.71%
DT	Dynatrace, Inc. Technology	Added	908,550	+249,827	$39,894,430	+63.8%	0.68%
CLB	Core Laboratories Inc. /DE/ Energy	Reduced	3,042,177	-1,894,938	$35,441,362	−57.2%	0.60%
PGNY	Progyny, Inc. Healthcare	Added	1,181,632	+607,066	$34,066,450	+249.2%	0.58%
CEVA	Ceva Inc Technology	Added	662,802	+212,318	$31,257,742	+271.5%	0.53%
TREX	Trex Co Inc Industrials	Reduced	592,096	-86,261	$29,628,483	+19.9%	0.50%
VEEV	Veeva Systems Inc Healthcare	NEW	140,964	NEW	$25,016,881	NEW	0.42%
GGG	Graco Inc Industrials	Reduced	321,466	-5,935	$24,306,044	−12.3%	0.41%
AIOT	Powerfleet, Inc. Technology	Reduced	6,258,600	-1,057,572	$23,970,438	+6.4%	0.41%
INTU	Intuit Inc. Technology	Reduced	86,019	-1,107	$22,450,959	−40.4%	0.38%
WEAV	Weave Communications, Inc. Healthcare	Added	2,998,909	+722,528	$17,963,464	+70.8%	0.30%
ZIP	Ziprecruiter, Inc. Communication Services	Reduced	4,091,619	-124,982	$15,343,571	+97.8%	0.26%
PAYX	Paychex Inc Technology	Added	151,732	+8,732	$14,919,807	+13.3%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.