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
25 quarters · across all stocks
Holdings in EXE
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,541,093 | 2,373,302 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $281,404,646 | 2,549,879 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,928,138 | 2,493,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $306,704,268 | 2,622,749 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $298,296,300 | 2,679,629 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||