DISCIPLINED GROWTH INVESTORS INC /MN

CIK

1050442

City

MINNEAPOLIS

State / Country

Stock

CEVA — Ceva Inc

Top Portfolio Positions

61 positions · $4,886,563,529 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

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25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2020-03-31	$12,739,454	511,009	+4.3%	Shares	Sole	2020-05-15
2020-06-30	$18,330,598	489,861	+0.7%	Shares	Sole	2020-08-14
2020-09-30	$19,160,040	486,666	+5.9%	Shares	Sole	2020-11-16
2020-12-31	$20,915,440	459,680	+18.5%	Shares	Sole	2021-02-16
2021-03-31	$21,779,518	387,881	-10.8%	Shares	Sole	2021-05-17
2021-06-30	$20,571,668	434,919	+1.0%	Shares	Sole	2021-08-16
2021-09-30	$18,368,410	430,476	+2.7%	Shares	Sole	2021-11-15
2021-12-31	$18,121,840	419,099	-2.3%	Shares	Sole	2022-02-14
2022-03-31	$17,444,093	429,129	-0.3%	Shares	Sole	2022-05-16
2022-06-30	$14,448,351	430,523	-0.1%	Shares	Sole	2022-08-15
2022-09-30	$11,303,870	430,952	-1.4%	Shares	Sole	2022-11-15
2022-12-31	$11,179,969	437,059	-0.1%	Shares	Sole	2023-02-14
2023-03-31	$13,316,837	437,622	-4.4%	Shares	Sole	2023-05-15
2023-06-30	$11,697,760	457,838	-0.3%	Shares	Sole	2023-08-14
2023-09-30	$8,904,392	459,226	+0.9%	Shares	Sole	2023-11-15
2023-12-31	$10,334,639	455,070	-6.5%	Shares	Sole	2024-02-14
2024-03-31	$11,052,275	486,670	+1.2%	Shares	Sole	2024-05-15
2024-06-30	$9,273,937	480,764	+0.9%	Shares	Sole	2024-08-15
2024-09-30	$11,501,534	476,254	+6.3%	Shares	Sole	2024-11-15
2024-12-31	$14,131,749	447,916	+1.6%	Shares	Sole	2025-02-14
2025-03-31	$11,286,813	440,719	-28.9%	Shares	Sole	2025-05-15
2025-06-30	$13,623,577	619,817	+14.8%	Shares	Sole	2025-08-14
2025-09-30	$14,263,248	540,070	-11.1%	Shares	Sole	2025-11-14
2025-12-31	$13,078,736	607,748	+34.9%	Shares	Sole	2026-02-17
2026-03-31	$8,415,041	450,484	—	Shares	Sole	2026-05-15
No 13F history on record for this holder in this stock.