DISCIPLINED GROWTH INVESTORS INC /MN
Top Portfolio Positions
61 positions ·
$4,894,322,074 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GRMN |
Garmin Ltd
Technology
|
1,331,441 | $308,907,626 | 6.31% | |
| PLXS |
Plexus Corp
Technology
|
1,494,619 | $302,720,132 | 6.19% | |
| P |
Everpure, Inc.
Technology
|
4,666,777 | $275,526,514 | 5.63% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
2,373,302 | $260,541,093 | 5.32% | |
| VSAT |
Viasat Inc
Technology
|
5,660,688 | $259,259,510 | 5.30% | |
| CTRA |
Coterra Energy Inc.
Energy
|
6,395,098 | $224,723,743 | 4.59% | |
| ANET |
Arista Networks, Inc.
Technology
|
1,810,993 | $222,353,720 | 4.54% | |
| CGNX |
Cognex Corp
Technology
|
4,322,075 | $211,738,454 | 4.33% | |
| AKAM |
Akamai Technologies Inc
Technology
|
1,658,792 | $190,512,261 | 3.89% | |
| SMTC |
Semtech Corp
Technology
|
2,206,748 | $169,676,853 | 3.47% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CTRA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,723,743 | 6,395,098 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $178,384,747 | 6,777,536 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $157,870,088 | 6,675,268 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $175,390,571 | 6,910,582 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $200,719,979 | 6,945,328 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $143,332,523 | 5,612,080 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $128,085,222 | 5,348,026 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $135,054,746 | 5,063,920 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $139,753,267 | 5,012,671 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $124,662,724 | 4,884,903 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $132,157,779 | 4,885,685 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $125,348,242 | 4,954,476 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $125,780,432 | 5,125,527 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $141,652,217 | 5,765,251 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $149,296,304 | 5,715,785 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $147,173,317 | 5,706,604 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $152,612,711 | 5,658,610 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $106,518,731 | 5,606,249 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $122,779,516 | 5,642,441 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $98,348,827 | 5,632,808 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $102,494,948 | 5,457,665 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $100,319,281 | 6,162,118 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $110,023,096 | 6,337,736 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $112,108,107 | 6,525,501 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $156,810,566 | 9,122,197 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||