DISCIPLINED GROWTH INVESTORS INC /MN
Top Portfolio Positions
61 positions ·
$4,886,563,529 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GRMN |
Garmin Ltd
Technology
|
1,331,441 | $308,907,626 | 6.32% | |
| PLXS |
Plexus Corp
Technology
|
1,494,619 | $302,720,132 | 6.19% | |
| P |
Everpure, Inc.
Technology
|
4,666,777 | $275,526,514 | 5.64% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
2,373,302 | $260,541,093 | 5.33% | |
| VSAT |
Viasat Inc
Technology
|
5,660,688 | $259,259,510 | 5.31% | |
| CTRA |
Coterra Energy Inc.
Energy
|
6,395,098 | $224,723,743 | 4.60% | |
| ANET |
Arista Networks, Inc.
Technology
|
1,810,993 | $222,353,720 | 4.55% | |
| CGNX |
Cognex Corp
Technology
|
4,322,075 | $211,738,454 | 4.33% | |
| AKAM |
Akamai Technologies Inc
Technology
|
1,658,792 | $190,512,261 | 3.90% | |
| SMTC |
Semtech Corp
Technology
|
2,206,748 | $169,676,853 | 3.47% |
Portfolio Trend
Holdings in CEVA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,415,041 | 450,484 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,078,736 | 607,748 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,263,248 | 540,070 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,623,577 | 619,817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,286,813 | 440,719 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,131,749 | 447,916 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,501,534 | 476,254 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,273,937 | 480,764 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,052,275 | 486,670 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,334,639 | 455,070 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,904,392 | 459,226 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,697,760 | 457,838 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,316,837 | 437,622 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,179,969 | 437,059 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,303,870 | 430,952 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $14,448,351 | 430,523 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,444,093 | 429,129 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,121,840 | 419,099 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,368,410 | 430,476 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,571,668 | 434,919 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,779,518 | 387,881 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,915,440 | 459,680 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,160,040 | 486,666 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $18,330,598 | 489,861 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,739,454 | 511,009 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||