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
23 quarters · across all stocks
Holdings in EGAN
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,198,433 | 912,349 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $5,928,643 | 948,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,672,945 | 963,494 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,289,938 | 1,009,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,697,194 | 1,117,097 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,126,028 | 1,129,323 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,276,180 | 1,128,090 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,831,749 | 1,060,234 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,482,009 | 1,057,424 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,877,352 | 1,051,716 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,811,969 | 1,029,245 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,184,665 | 1,017,128 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,393,953 | 1,005,980 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,639,048 | 680,928 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,817,534 | 416,022 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||